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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: Peter: I hold both TMC and AGNC and together they make up about 10% of my portfolio. Is this overly aggressive and do you recommend any bond funds?
Thanks
Kyle
Read Answer Asked by Kyle on July 24, 2012
Q: Hi Peter, Could you please give me your opinion on CEF.A Thanks.
Read Answer Asked by merrill on July 23, 2012
Q: Hi Peter; If our weather holds, it looks like Canadian farmers could have a pretty strong year due to the drought in the US. If this plays out and one expects the farmers might go shopping, would you prefer RME or CLV? Or would you prefer a fertilizer play over equipment? Thanks, I always enjoy your insights. (Your comments on portfolio size and structure have been especially thought provoking for me.)
Read Answer Asked by David on July 23, 2012
Q: Question re: ARF. Based on past experience, GLN, SWI, WIN, etc, when a stock has a sharp rise, in particular ARF at this time, should I just sell it or is it a turn-around story? Thank you.
Read Answer Asked by Gayle on July 23, 2012
Q: Hi Peter, thank you for your answer regarding Kraft(KFT). In your opinion, if I am interested in purchasing shares of both Kraft and Mondelez, would there be an advantage to buying before the split as opposed to after the split? Thank you.
Read Answer Asked by Harvey on July 23, 2012
Q: Thoughts on Amica (ACC) and Mainstream Equity (MEQ) would be appreciated.
Read Answer Asked by Sheryl on July 22, 2012
Q: Thanks for analyzing and publishing your recommendation on BEP.UN. I really like the business after reading your report and the corporate presentation on their web site - stable business with long-term contracts and good international growth opportunities. One thing I'm curious about is how the NYSE listing is going to be structured later this year. I assume new shares will be issued. And if so, does that mean the value of existing TSX shares will be diluted? And it's better to invest after the NYSE listing? How is this type of secondary listing usually done? Any thoughts and comments? Thanks.
Read Answer Asked by Dennis on July 22, 2012
Q: Hi Peter,
Do you have an opinion of TMC? I've held a small position since before signing up with 5i. I am looking for a long time hold with a good dividend which this stock does have. Just wondering about safety. Also, my compliments on your new service. It is a great deal for small investors.
Brian
Read Answer Asked by Brian on July 21, 2012
Q: Hi.My question is what percentage should each stock be in a portfolio? Can you have too many stocks? When building a portfolio do the rules change when you have 10k,100k,or 1m plus?
Thanks.
Read Answer Asked by Steve on July 21, 2012
Q: Hi Peter,

All of the talking heads are always going on about the fact that one should only invest in stocks where the company has a record of increasing dividends regularly. I have owned Cap REIT for about 4 years and during that time the dividend has not increased at all. I have experienced a good capital gain and am wondering if I should take it at this point and move on to other opportunities. Should one expect a REIT to increase its dividend.

Thanks. Enjoy the site and find it very useful.
Read Answer Asked by James on July 20, 2012
Q: I'm new to 5i Research and was wondering what are your plans for the Special Reports tab? What would I expect to see there?
Read Answer Asked by Ronald on July 20, 2012
Q: Any comments on First National's (FN) future given its role in mortgage origination and servicing? The company pays most of its earnings by dividend on the common shares. It also has preferred shares outstanding with an attractive yield due to the softening in their price.
Read Answer Asked by Eric on July 20, 2012
Q: Hi Peter: I would like your thoughts on Pine tree Finacial PNP on the TSX. They intend to buy back some of their debt and have quite an intrest in Uranium mining. Thanks
Read Answer Asked by James on July 20, 2012
Q: Peter - Keep up the good work on your website. Information is very relevant,unbiased, and timely. Joe
Read Answer Asked by Joseph on July 20, 2012
Q: Peter, can you please comment on the long term prospects of the ex oil & gas trusts? Now stripped off their tax advantages and easy access to capital, they seem to rely on the ever increasing price of oil, acquisitions and (in case of CPG), the 60% of share-holders who take the dividend as shares. Thanks.
Read Answer Asked by Henry on July 20, 2012
Q: Vanguard has an excellent reputation in the USA as a low cost provider of ETFs. The 4 equity ETFs they offer in Canada seem to reflect this, yet they have difficulty attracting investors. I would appreciate your input.
Dave
Read Answer Asked by dave on July 20, 2012
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