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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 and team. This is the 2nd time I heard someone mention an income portfolio. Has the 5i team published another portfolio, other than the model portfolio, I am not aware of? I remember last year you guys mentioned the possibility of starting a growth portfolio. Any updates on than front?

Lastly, I have zero oil/gas exposure. I was thinking of increasing my monthly income stream and getting a little growth as well by adding a combo of whitecap resources (wcp), torc oil and gas (tog) and surge energy (sgy). I was thinking, initially, these 3 names will collectively make up between 4% and 6% of my portfolio. Do you see anything wrong with the combination of these three names? I see torch sold off today after they released their earnings.

Thanks again and safe travels.
Read Answer Asked by john on March 07, 2014
Q: I am thinking about adding DCD.UN. I realize this is sort of a bond/equity. If you have info on this, I would appreciate your comments.
Thanks.
Read Answer Asked by Alan on March 07, 2014
Q: Western Pacific Resources WRP:V Is this worth holding?
They now have two newsletter writers on the board, which I find
odd. Also, what do you think of their recent streaming deal
and financing?
Read Answer Asked by gordon on March 07, 2014
Q: HI

Would you be a buyer of PLUG now and how would you value such a company?
With its large order from Walmart recently I think the future should be be bright.

Thanks
Hersh
Read Answer Asked by Hersh on March 06, 2014
Q: Hello 5i,

I purchased easy home for 18 bucks today. Do you believe that they will gain a greater market share with their main competition, the cash store, closing their stores?
Read Answer Asked by Greg on March 06, 2014
Q: Peter and welcome to Ryan ... the new income portfolio is 90% complete and I , as many members, are excited about this new investment vehicle. My question is this, will the portfolio be best applied to a cash account (tax purposes), an RRSP (protected growth), an LIF or an TFSA. Thanks for all your hard work.

Al
Read Answer Asked by Alan on March 06, 2014
Q: Peter, is there a possibility to build into your database of questions (Q&A), the ability to do a word search?

I wanted see any comments you've made in the past about shale gas and comments related to marine transport that may carry this gas overseas.

Thank You as always.
Read Answer Asked by Neil on March 06, 2014