Investment Q&A

Q: Hi,

Happily , for the moment I have positions in AYA, ACQ, & CSU
spread over 4 accts(cash, RLIF, RRSP, TFSA). They currently
represent abut 17.5 % of the total of the 4 investment accounts
of my overall portfolio. ACQ 8.4 % AYA 6.3% CSU 2.25%

My main concern is that all 3 investments are similar in nature as they are all "rollups" .

Do I have to worry about having a significant portion of my portfolio in this type of investment ?

I know that I need to worry about individual positions exceeding
10 %

MY second question is about a trimming strategy I try to use.
I have been selling 25% of an investment the first time it doubles and 25% each time it increase by 100% of the original investment. Is this a reasonable thing to do ?

I am considering taking only 25% of my profit instead on subsequent increases of 100%. and taking as much as necessary
to stay under 10 %.

I would appreciate your comments on this situation.

Thank you, Thank you, Thank you.

Leonard

Q: Hello 5i team, I have a small position in BRP ( Brookfield Residential Properties) with a 37% capital gain in a registered account. The shares have trended down in the last 6 months. Should I be patient and hold or look for a replacement. If I were to sell what would you suggest I replace it with? Thanks as allways.

Q: This is a follow-up to the question asked by Mike as to when to sell a stock.

How does paying attention to the five parameters mentioned apply to commodities? I am thinking specifically about oil, which is rising in price primarily (it seems) to unrest in Iraq. If, and when, that situation is resolved or at least quieted, should we expect the price of oil to decline? If so, does one look at trimming holdings in oil companies now as the price rises and portfolios unbalance or should we as investors wait and not adhere as strongly as we might normally do to portfolio weightings?

Thanks for the in-sight.

Paul F

Q: Hello Peter & Co.
I'm thinking of adding some exposure to the energy field services sector. Hesitating between CEU and HWO. The latter seems to be at a good entry point after its recent drop.
Thanks
Tony

Q: If possible I would like your opinion on my rif portfolio- equity portion..
All holdings are "in the black" and I am up ytd. 25,000 on my equity positions and 5000 on my bonds.
Total rif. acct value is 428,000 split 309,000 equities balance corp.bonds
the portfolios is
1.all five can. banks
2.atd.a
3.acq
4.bce
5.zwu
6.zhy
7.bam.pr.p
8.cnr
9.cpg
10.dh
11.hcg
12.ipl
13.ppl
14.rei.un
15.sjr.b
16.t
17.wcp.

should I cut back on say banks and broaden the sectors that I am in? I am 71, medium risk tolerant and the fortunate recipient of a defined pension so rif is not ultra critical.
I am a new subscriber and just blown away by the exceptional value of 5i. What a great resource! Thank you.

Q: May I have your assessment of PanTerra (PRC).Do you know the new management team?
Thanks, Tim.

Q: What is your opinion about BPY.UN?Comparing with CREIT <(REF),which one you prefer.I appreciate your comment and have a good day.ebrahim

Q: Hi Team
Good job what is your take on LW & Acr.un

Thanks MIke

Q: Could you recommend a good European ETF?

Q: great great stuff on Amaya, great article by ryan modesto. I had 15000 shares at 5.25 and rode it to 10. sold half when stocked dropped to 6.00, and bought it all back plus another 5000 at 9.00 when stock started moving quickly again, no complaints from me. last year paladin made my year and this year Amaya made my year all due to 5i research, unbelievable.only one caveat is for those of us who follow stocks hourly like me Amaya was a give away, news was leaked etc.etc., I wonder if the authorities will get on this one. dave

Q: The 5i team: First of all Peter many thanks for the AYA suggestion a long time ago. I would like to follow-up on your statement “We think the stock goes much higher from here”. Would you please elaborate on that. Thanks.

If a similar question is asked, please don't publish and clog up the Question and Answer section as it is a valuable investment tool.

As always, thanks to everyone at 5i for your valuable service.

Doug

Q: PEY-T What is your opinion on this stock?

Q: During the Bellatrix BXE conference they indicated they are hoping to purchase there partners interest. Who are there partners? Thanx Orest

Q: Hi, Peter
I have owed SWC.US, it come down quite a bit Today,I do not
know why, is it a sell, or hold, Please give your comment, thanks a lot.

Q: Secure Energy Services SES is up $3.86 today. Could you comment on the news report, and is it now a better investment? What about debt
level?

I read all the questions every day, and find it a great help.
Thank you.

Q: Would you buy CTA , LRE , neither or both based on recent events. If not what would be your suggestion for growth. Thanx

Q: Thank you for the update on AYA. Very good news!
I went back to the charts for the last year and noticed that AYA was trading even below $7 for the month of April and even hit it's one year low. However, from then on it started to climb to it's incredible high right now. Can you comment on what may have contributed to this pattern? I'm thinking that people with insider knowledge (friends/family/etc) are passing on "tips".
Thanks for the wonderful service you provide!!!

Q: Dear Peter, First of all, thank you for your stock analysis on Amaya, and thank you also for your patience in answering my (our) questions. I am learning, but slowly, I know.
Question: you have said in a couple of places that Amaya is going much higher, but I can't tell if you said that after the roughly $14 closing price yesterday, or after the roughly $20 opening price this morning. (I now see--even more clearly--why you don't like price targets.) But i don't know what the shares in the bought deal being priced at $20 means, if anything, for the future. I have seen stock prices sink below the bought deal price with several companies. Thanks again, and cheers.

Q: THANK YOU FOR AMAYA (In my TFSA). If I sell a portion what would you replace it with? I am only 76 looking for GROWTH. I will make another contribution to your charity event.
PB

Q: I have been trying to find your email re the changes to the equity portfolio and have not been successful. I am particularly interested in the replacement for TOU and the rationale.