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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter,

I believe your have mentioned in the past that the traditional approach to portfolio balancing as you age (ie, moving away from higher risk equities to lower risk fixed income) is questionable and that research shows holding a higher portion of equities much later in your life is a better approach.

Can you point me to articles or other sources of research that support that theme. I am a member of Canadian Moneysaver, if that is helpful.

Thanks for a great service.
Read Answer Asked by Jim on February 05, 2014
Q: I bought Ten Peaks a few years ago mainly for its dividend yield. Recently the market has priced it up. TPK appears to have a few good items in it favour: Growing Margins, growing business volumes an attractive dividend yield and now a declining $CAD (many costs are Canadian & much of its revenue is $US based). I've cash out a little. But it stills yields a little over 6% and has positive momentum. Would you cash out now or hang on for more gains?
Read Answer Asked by Douglas on February 05, 2014
Q: Trevali mining corp TV , Please your opinion on continuing to hold this stock, any forecast would be welcome. My information is that Zinc will be in nigher demand as other suppliers are stopping production. Do you have a report for this company. Thank-you
Read Answer Asked by Joel on February 05, 2014
Q: I would appreciate your opinion of HIU and HIX as a means of hedging. Are they a "trader's" tool that should not be held for long periods?
Read Answer Asked by Dennis on February 05, 2014
Q: Are you in favour of etf s What about zeb instead of trying to
pick one bank.
Read Answer Asked by matt on February 05, 2014
Q: Please give me your latest thoughts on Glentel GLN
Read Answer Asked by Richard on February 05, 2014
Q: On TMB (Tembec), it fell from $3.35 to support at the 200 day moving average of 2.77 or so. What is your view on this company? This is the strong time of year for the forestry companies, so why the weakness? Is it due to the financial results they announced last week? Thanks for your help with this stock.
Read Answer Asked by Jeremy on February 05, 2014
Q: Could you recommend a few ETFs that employ fundamental indexing for international (non US) exposure and for emerging market exposure. Funds in Canadian dollars would be preferred, but this is not a prerequisite.
Thank you for your assistance.
Read Answer Asked by Peter on February 05, 2014
Q: For the last 2 yr my open portfolio has both NRI and I for pharmaceutical. NRI recently got FDA approval for 1 of their drugs and has dropped from 5.73 to today closing at $3.00. IntelliPharmaCutecals (I) has gotten all approvals and is making money with their generic drugs and while it had a good bump in November has fallen back recently. Any thoughts on whether I should continue to hold these or move on to something else?
Read Answer Asked by James on February 05, 2014
Q: As a new member I have looked at your model portfolio and am wondering if the 20 stocks are still applicable for someone to start with today.
OR are stocks like CSU and VRX fully valued with the 100% plus returns that they have yielded.
I realize that you do re balance the portfolio from time to time but is this a good starting point?
Thanks!
Read Answer Asked by Kenneth on February 05, 2014
Q: GREAT SERVICE!! Could you update comparisons on these:EQI/FSZ also AI/CHW ( looking mainly for growth med.term) thanks



Read Answer Asked by don on February 05, 2014
Q: Good Morning Crew
Interested in analyst expectations with upcoming Q4/Year reporting of Avigilon AVO & Fireeye FEYE. Thanks for you help - as always appreciated.
Read Answer Asked by Randy on February 05, 2014
Q: Hello 5i,
My question is about SVC, Sandvine Corp's. latest news today. On Jan. 22, Kevin asked what you thought of the recent 33M financing. You stated you were “very surprised” and hoped it was because they were planning an acquisition. Can you comment on today’s news, and does it relate to the new financing? Thank you in advance.
Read Answer Asked by Kathy on February 05, 2014
Q: I have been looking at Lloyds Bank for a while. Do you see them emerging from the eventual sale of their shares by the British Government and rising over the next 2-3 years?
Thanks.
Steven
Read Answer Asked by Steven on February 05, 2014
Q: Hello, Have recently added FSZ to my portfolio. Even with staggered purchases, I am still underwater and it is still struggling. Do you see much further downward pressure? Opportunity to add more? Thanks, Lavern
Read Answer Asked by Lavern on February 05, 2014
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