Investment Q&A

Q: Hello to all at 5i

Based on personal experience and the demographics, one of the significant trends over the next 20 or so years, I believe, will the increasing amount of hip and knee replacements along with other orthopedic surgeries.

With respect to the investment thesis, do you have a preference between Stryker and Zimmer in the US or are there other investments (in Canada or the US) of which you aware that would eventually help soothe our aching joints?

Thank you for the service you provide.

Q: Would like your thoughts on the recent earnings and the company's ongoing strategy.

Thanks
Bob

Q: Hi Peter and team,
My US investment portfolio is 20% of my combined portfolios. In my Canadian (registered and non) I mostly have stocks from the 5i growth portfolio.
My US investments are full positions in VIG, BRK.B, IWO, QQQ, SLW & INTC and half position in FEZ. I also hold CRUS, VOD, VZ and GT.
I would like to get your thoughts(outlook) for the next 2 to 3 years considering the interest rates may be going(US) up and QE in Europe.
I am thinking of increasing my FEZ to full position but I have to sell something. In your opinion how should I rebalance my portfolio?

I value your opinion and really appreciate what you all do for retail investors like us.

Thanks

Q: Hello 5i,
I am currently deciding on a new sector to build out my portfolio into, the choices are health care or consumer stocks. Below is the list of stocks on my buy list in each sector. The idea is to have about 10 stocks in each sector to smooth out the returns. I currently have the money to purchase 3 stocks, can you help me select the three stocks to start with and which sector to start in, as there may be a timelier sector to start buying. I am a dividend investor and a 3% (minimum) dividend is pretty much my cut off. If you have some better ideas I’m open to suggestions (currently own GSK).
Consumer Stocks:
Kimberly-Clark , Kraft Foods Group Inc,Clorox Co, Sysco Corp, Procter & Gamble Co, General Mills Inc, Nestle SA, ConAgra Foods Inc, Unilever PLC, Campbell Soup
Health Care:
Sanofi SA, Roche Holding AG, Pfizer Inc, Novartis AG, Merck & Co Inc,, Johnson & Johnson, Eli Lilly and Co, Bristol-Myers Squibb Co, AstraZeneca PLC, AbbVie Inc.
Thanks for your help,

Q: You've mentioned CBO as a relatively good ETF to hold in the bond space. But when you look at the 5 year chart, it's on a downtrend. Is this really a good time to buy CBO?

Q: What is your evaluation of this semi conductor manufacturer with strategic links to Apple ?

Q: I have now subscribed to your newsletter for almost a year, and I am very impressed. I have a question for you about a now bankrupt company, Poiseidon Concepts. I lost a bundle on it. It was a darling of the analysts before it tanked, and was recommended in two of the newsletters I was subscribing to at the time. One even recommended doubling up after it had dropped by 70% (which I did), then it "went to zero". Had you ever followed the stock, and were you able to see its demise coming? Thanks for your help.

Q: I just re-read Ryan's excellent article highlighting stocks flying under the radar.

I believe that SYZ was one of Peter's picks 2-3 years ago for one of the many stock picking contests he has won. SYZ has gone from under $3 to $12 - and still has zero analyst coverage. I would think that kind of performance puts it into a very special category. Is the lack of coverage incompetence on the part of the analysts and their managers who run the funds, or is there something intrinsic about SYZ that keeps them away?

Thanks to you I am a well rewarded owner of SYZ, but still find the lack of coverage intriguing; but would expect this to change with even more of a share price increase in the future and am looking to add to it.

Would you concur?

Thanks - on many levels for your service.

Q: Apparently recent insider buying. Your thoughts on this company?

Q: Some reasons for good equity market.Seasonality & 3rd year of mid term election indicate strong Nov to April period.Low interest rate.Increasing earnings growth. Please advise if it is time to invest now?.If so,please provide some appropriate "growth & dividend" stocks. Thanks a lot for your usual excellent advices & serices

Q: Hi Peter & team, In the November 17th edition of Member News you say: "Tim Hortons when its merger with Burger King is approved. The new entity will be classified as a US company". I currently have a position in THI in a non-registered account. Because dividends of US companies are treated as interest, I am thinking of selling THI and replace it by another Canadian company in the same sector. Is it a good idea, may be not? Which same sector Canadian company should I buy to replace THI? Thanks, Gervais

Q: Peter In response to a question about a switch from BTE to Turmoline you advised to the question that you would agree with the switch as you believed that Tourmline had better management.
Would you share what criteria you use in rating a management team?
Kind Regards
Stan

Q: Could you give me your opinion on CWT.UN which represents ~1% of my portfolio. They seem to have reported good results for Q3. In your opinion, are they likely to be impacted by e-commerce over the next few years?

Q: Hi Peter, I have these Mutual Funds in my portfolio and they have done extremely well in this market environment, I wish more people shared they good investments here. While I am at it, would like your opinion of TBE and RMM.un. many thanks, Joe.P Burlington

Q: Hello again your thoughts on Cxi

Q: I Sold my shares of NFSHF, maybe at the bottom, it scared me. I was thinking of switching to NOV calls that expire in 2016 with a Delta of around 90%. Would you have advice. Maybe I should switch to another sector all together. Do you have a recommendation?

Q: The Scotia bank BNS ? What is your rating

Q: Pl advise when is the peak period for tax loss selling for this year. Pl advise how we can track what managers are buying and selling.
Regards,

Q: I have a general question about market portfolio allocations. I am 31 years old and my wife and I have a new born coming. We have from the sale of a property $150,000 to invest and would only change the allocation in the portfolio once in a while to readjust. I was thinking of holding 20-25 stocks.

In your opinion what is a good ratio to put in different sectors for a diverse portfolio. (10% energy, 10% financials, 10% bonds etc....). Also how much should you invest in the US and in the small cap sectors?
Thank you

Greg

Q: Boup Group has proven to be a great investment over the last couple of years. I anticipate that this winter's weather, if we enjoy polar vortex activity, should see some bitter weather and a brisk business for the auto repair industry. However, taking a longer term view, I have to wonder how the technological developments in self-parking, danger alarms, back-up obstruction sgnals etc. will impact the accident rate and therefore the auto repair business.
Would you please comment on these issues and provide your two to five year view of BYD.UN?
With appreciation for your significant support for the retail investor.
Ed