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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: I have an RDSP for my middle school aged son. I do not plan on taking any money out of it for many years however, I'd like it to grow in value through conservative investments.
Currently, I have $8937 cash; $5696 in WPK, and $2346 in HR.UN. I'm thinking of selling WPK (just because it's done well). Is that ok?
Also, what do you suggest I purchase, and in what amounts. I'd like holdings that don't require any following up on. Thx.
Read Answer Asked by Brenda on April 22, 2014
Q: Good Morning Peter -- and all the 5 I team as well!

I have a general question about how "not" to time the market, and how to exercise the better part of wisdom if one is interested in growth over present dividend yield.

For instance, ... if one holds a fairly decent company, but its sector happens to be out of favour at this time, and hence the stock price is flat lining, or even reversing, would it make sense to pull out that money and re-deploy it into other sectors that are favourable and ride another sector wave for a time -- or is it better to stand and hold, through good times and bad.

It seems counter-intuitive to me to watch dollars erode while other sectors revive and feeling helpless not to participate because cash is already tied up. I see the logic of a long term hold, in one sense, if someone has many years to spend in the investment market. But, in a shorter term context, for instance two years or less, is there any proven statistic that says you're better off standing your ground?

In one general example, as I watch profits erode from the Tech sector while the Energy sector takes fire, is there any point in holding on to tech companies that are flat lining?

In general, I think I know what your answer would be in terms of overall investment strategies. And yet, I still wonder, what your strategy would be as a portfolio manager. Would you hold, through thick and thin, or would you re-assess and re-allocate as each sector takes favour especially given a shorter term horizon?

As ever, I appreciate your thoughts and opinions, as they have guided me very well through thick and thin. Even before the days of signing up to this newsletter, which is coming up to my 6-month anniversary with 5I, I garnered great wisdom and opportunities through watching you on BNN -- ACQ being only one of many opportunities that you led me to! I always listen closely to what you say. Thanks.



Read Answer Asked by Sylvia on April 22, 2014
Q: Thanks to the 5i team for a great service. I am considering taking a position in Algoma Central (ALC) the seldom discussed, seldom traded Great Lakes shipping company. With no coverage (that I am aware of), could you give me some thoughts on breadth of ownership (for example, are there any major shareholders or do the executive group have a good share of ownership)? I understand you met with them late last year and wonder if you sensed the possibility of future dividend increases? Thanks again and hope you can give me some of your valued insights.
Read Answer Asked by Bill on April 22, 2014
Q: Hello Peter,
Can I have your view on Primero (P); since it`s recent Debenture offering the share price has taken a licking. Is there still an upside to P, and would you endorse BTO as an alternative, or should I hold P,as I`ve felt from the beginning that it`s recent acquisitions provide for better days ahead. I hold it as PART of a 5% sector weighting in a diversified portfolio. Thank you Peter.
Read Answer Asked by Rick on April 22, 2014
Q: With reference to CUS ( Yossi's question ) ... the newsletter Seeking Alpha posted a convincing article that suggested Canexus and Gibson would benefit from the Keystone XL setbacks ( due to their reliance on rail ).
Read Answer Asked by Thomas on April 22, 2014
Q: I might add to your answer on S (Sherritt) asked earlier today, that I hold Western Areas (WSA on the Australian market and previously traded on the TSX) which is a quite profitable pure nickel producer, which while volatile has done very well of late and also pays a dividend.
Read Answer Asked by John on April 22, 2014
Q: I am looking at a new IPO Boulavard Industrial REIT for a long term hold BVD.UN IPO .16 down .14 and up now at .17-.18. The management comes from Pure Industrial REIT. Is It worth speculating or should I wait for more news?
Read Answer Asked by Carolyn on April 22, 2014
Q: Stocks move after earnings based on what the revenue and earnings are relative to the consensus of what the analysts thought they were going to be. How do we find out before the facts what that consensus is?
Read Answer Asked by wendy on April 22, 2014
Q: Re Yossi's question on CUS. An article on CUS was published by Seeking Alpha today. The title of the article was "How to Profit from Keystone XL's Indefinite Delay".
Read Answer Asked by John on April 21, 2014
Q: CWX CanWel Building Materials I am surprised that they are doing a share consolidation. Do you think this will have what I assume is a desired rise in the share price or is it likely to depress the price, liquidity and dividend? They expect 2014/15 to be better years but I notice with the last 2 acquisitions they use words like complementary vs accretive. I own this and would like your opinion as to whether to continue to hold through this consolidation or sell now. Thank you
Read Answer Asked by Gayle on April 21, 2014
Q: Hello, I'm getting a little nervous about my Carfinco (CFN). Performing very badly over
the last while. I would appreciate your view. Hold for a while or time to Sell?
Thanks: Jerry
Read Answer Asked by Jerry on April 21, 2014
Q: cus up 5.9 % with some volume ,any news or developments that might be behind this ???

thanks

yossi


CUS:(TSX)
Canexus Corp

$5.18 CAD
Apr 21, 2014 3:51PM ET
0.28
5.71%
$5.17
x61
$5.18
x57 1.3M
Read Answer Asked by JOSEPH on April 21, 2014
Q: Peter what happen4ed to the TSX at the close Down 268 at 4:00?

Stan
Read Answer Asked by Stan on April 21, 2014
Q: I have 25 per cent in my portfolio in oil and gas stocks--tou, sgy, spe,pou wcp and I am doing great, but in your model portfolio you have zero oil and gas and just surge in your income portfolio--why. dave
Read Answer Asked by david on April 21, 2014
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