Investment Q&A

Q: Hi 5i, I read Peter's article in Money Saver regarding the call writing strategy. In the article you mentioned some US names that you like...are there any CDN names that fit the criteria set out in the article?

Q: Other than the dividend of CEW.A being higher than CEW, what is the difference between these two etf's?
Thanks

Q: I am great fan for both Norm Rothery and Ross Grant whose mentor David Stanley in CMS is my all time favourite writer. They love Dividend paying stocks. How come their selection is not identical? (Recent article in Moneysense and Ross' in CMS) Of course your own Model Income portfolio is very different as well.
Is it due to methodological differences? Would your recommendation to choose one of these portfolios be guided by investor's age, risk tolerance or other factors?
If I am going to pick and choose from all these portfolios what criteria should I employ?
(I know there is some overlap and common denominators in these portfolios)
It will be nice to see an article in CMS comparing VDY/ZDV with say BTSX or Norm's All Star candidates.
Thanks for your great service.

Q: What is the max weighting in any particular stock you would recommend holding before selling.

For myself I hold between ~50-60 different stocks.

Is this too many, and should I get into 30 or 40 positions, or what is the optimum amount of positions.

With this many positions should I get rid of ETF's as I should be diversified enough?

I have smaller than full positions for more risky and growth names, and i have up to 5.5% for stocks such as CSU and CCL.

Is it okay to let these run longer and up to what percentage of a portfolio?

I know you don't know my exact situation but I am looking for some boundaries or rules that I should follow?

For example: Optimum amount of positions for a diversified portfolio, and max weighting in any one stock. If diversified enough would you recommend letting go of ETF's. I hold 6 ETFs each at around 2%.

Thanks, Colin.

Q: Could you please comment on the q3 results? The stock appears to be trading at a significant discount to fmv.

Q: Hi 5i, my question is regarding Tree Island Steel . Yesterday they released Quarterly results and to me they appear stellar. However i would like your opinion. does this continue to be a hold ? Why or why not ? What does this company have to do before you include it into your model portfolio ? thanx norm

Q: Can you please comment on Savaria's recent quarter? Any concerns?

Thank you for all your continued guidance and most recently your recommendation on CDV

Q: I bought $10,000 Canam Convertible Debenture in November, 2011. Since then I have been receiving interest payments interest payments of $312.50 on April 30 and October 31. In October, 2015 I received a call from my broker that the bonds were maturing on October 31, 2015 and I had to decide to receive shares or $10,000 face value by October 23, 2015. I chose shares and received 833 shares on October 28, 2015, with a payment for factional shares and $234.38 interest credited on October 30, 2015. Even though I chose shares I believe I should receive interest right to maturity which would be $312.50. Do you agree the company made a mistake when crediting my account? I phoned my broker and told them that I thought there was a mistake. They gave me Canam Group's investment relations number and said to phone them with my problem. Before I phone I wanted to get your opinion on whether you agree with my calculation.

Thank you.

Q: Is there some reason you haven't posted the monthly portfolios yet it seems to be get later every month.

Q: Is there any historical evidence supporting which day of the week is best for buying stocks and which day for selling stocks? Thanks, Bill

Q: AS PRESIDENT OBAMA SORT OF PROMOTE RENEWABLE ENERGY OVER FOSSIL FUELS,I'M DISAPOINTED BY TODAY BEP HAIR CUT,I'M 72 AND 6% OF MY RETIREMENT PORTFOLIO ACCORDING TO 5I INCOME CRITERIA IS INVESTED WITH THIS SINKING BOAT,NEWERTHELESS HOW YUSTIFY A PE.OF 164,COULD YOU PLEASE EXPLAIN.
THANK YOU TO PETER & TEAM

Q: Thanks for the best advise you giving to your members.

What are your thoughts on MRE results. I only hold 5% Linamar and sold Magna at higher price. Do you prefer MG or MRE or buy both. Is current price ok to buy. Do you know why CDV is trading at below offer price.

Q: Can you shed some light on why Enbridge has been beaten down the past few days? Is it a good time to add at these prices or do you foresee more downside. Thanks

Q: Do yesterday's results change your outlook for ACQ?

Q: I don't see were anyone has asked about the recent ACQ earnings, perhaps you could give us your thoughts.
Thanks
Mike

Q: Are you aware of any changes contributing to the jump in stock price today for GWO? Ian

Q: Is 5 percent sell off in trip an overreaction to likely keystone rejection, is it a buy opportunity? Thanks.

Q: down 9 % on week. good time to add or is this crude related and going to decline further.

Q: Hello,

Probably you are sick entire of question regarding WIN, but I really need to clean up the dogs. Not sure why management took the action they did, but I'm down 53% and I'm thinking selling it now for tax purposes and re-evaluate in a month. The thinking is that many people will dump the stock for tax losses.
Any (similar) dividend payers? Similar in value not behavior. I'm looking at DCI, XSR but if you have any other please let me know.
Is it better to have them in a RRSP or regular account?

Thanks
M

Q: Hi Peter & Team: Thank you for your reply re VSN, GWO & ZDV. My goal in all my portfolios is to let it grow and minimize cap gain and div tax if possible. I don't need income from it. Would your reply be still the same.

Also, the credit points in my account will be reset on anniversary date or it remains?

Thank you and have a good week-end.