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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: Hello Peter & Co,
Looking at their performance over 5 years (compound annual), WCP,PEY,VET,POU & TOU (in slightly less than 5 years) are on top of the list with an average of 23%pa. Next came larger caps like IMO, SU, HSU & CNQ with an average of 4%pa. In contrast CPG returned less than 3% which means shareholders incurred a capital loss; BTE was a little lower than that.
It is true that past performance is not indicative of future returns; but I figure that having all faced the same music, some of them obviously danced better than the others.
No wonder then that the only energy producer in the 5i model portfolio is WCP; with your input Peter & Co, my holdings are limited to WCP, VET and TOU.
Thanks a lot,
Antoine
Read Answer Asked by Antoine on March 06, 2015
Q: Can you please comment on their earnings and what do you think of the valuation at current levels? Thx
Read Answer Asked by Patrick on March 06, 2015
Q: A general question to 5 I staff and members.
Do you know if we can claim the money paid for joining 5iResearch on our income tax? I don't own a business, so the only thing I could claim in the past was a safety deposit box.

thanks,

Paul
Read Answer Asked by Paul on March 06, 2015
Q: Hi...Can you provide your thoughts on the bought deal agreement and the potential impact on the share price going forward? thank you for the great service.

Janice
Read Answer Asked by Janice on March 06, 2015
Q: Is this a good entry point for Whitecap Resources? Thank you
Read Answer Asked by hugh on March 05, 2015
Q: I have no stocks or ETF in the healthcare sector. Would you have any recommendations for a TSFA account? Thank you
Read Answer Asked by Jacqueline on March 05, 2015
Q: Good Morning Peter, Ryan, and Team,
I have created a TFSA Portfolio of ten positions, equally weighted, with the goal of capital growth along with a measure of stability. Time horizon is 3-5 years or longer and the value at present is about $40K.
GUD
BAM.A
STN
DHX.B
XTC
FSZ
AVO
CSU
HCG
ESL
Do you see anything obviously wrong with this combination of securities based upon the above stated goals ??? Thank you very much for your feedback. DL
Read Answer Asked by Dennis on March 05, 2015
Q: I purchased a small non registered portfolio for my 16 yr old son in Dec 2014. It consisted of equal holdings of BTE (-30%), COS (-51%), CPG (-20%) and WJX (-32%). It started with $4000, the present day value of this portfolio is $2700. The goal for this portfolio is long term growth.
My question is do I hold and wait for an oil recovery or is it better to sell all or some to create a portfolio which hopefully will produce superior long term results. We were being greedy jumping on the oil bandwagon looking for the large gains with big dividends - seems it was a mistake.
I have learned from your service the benefits of diversification and would greatly appreciate your advice on how to fix this for my son.
Also, I would like to know is it better to put your new growth portfolio in a non-registered or a registered account.
Thanks,
Michele
Read Answer Asked by Michele on March 05, 2015
Q: Could you please advise if there has been any recent insider trading activity in Knight and Prometic? Thank you, Peter
Read Answer Asked by Peter on March 05, 2015
Q: Hi Peter and team

DHX Media has been drifting lower since the jump on the most recent earnings release. How expensive is it now? I can't seem to find any PE or other metrics that make sense.

Do you think the split into the A and B shares is confusing investors, especially American investors, and will therefore hold back the share price going forward?

Thank you!
Read Answer Asked by Mary on March 05, 2015
Q: Hi there,
Just recently reduced my enbridge holdings. It was getting over 7% in weighting.I have 8% in tech and less than 2% in consumer disc.(Although I'm about to start accumulating Walmart.) I thought buying either AYA or CSU with my enbridge sale. Your thoughts please.
Much appreciated!
Read Answer Asked by Jason on March 05, 2015
Q: Hey guys, I am a little confused, RBC breaks down the consumer sectors with "defensive and cyclical" and anothers break it down by"staples and discretionary", what's the difference?
Thanks
Jim
Read Answer Asked by jim on March 05, 2015
Q: on marh 4 you answerd a question on baytex you mentioned that it was not your favorite in the sector which names are your favorite
Read Answer Asked by Pierre on March 05, 2015
Q: Hi,I own in my rrif an senior unsecured note due 2018 (gfl enviro) 7.5% and received a letter for cash purchase it trades about par right now,and would like to know what you think about the company and the deal?
thanks a lot
margit
Read Answer Asked by margit on March 05, 2015
Q: On BNN this morning, an insider trading analyst mentioned that there was a large amount of selling of this stock just reported. Could you advise please . I have a small amount.
Read Answer Asked by Phyllis on March 05, 2015
Q: Hello Peter and Co.
Could I have your opinion on the latest earnings report and the future prospects on DIRTT?
Thanks
Dave
Read Answer Asked by Dave on March 05, 2015
Q: Hello,
My friend bought an RESP for his child a few years ago and it seems to have done well. I've been trying to move him into the ETF world. What are your thoughts on CIBC Managed Aggressive Growth Portfolio please?
https://www.cibc.com/ca/mutual-funds/managed-portfolios/mngd-aggr-grth-prtflio.html

Thank you,
Brent
Read Answer Asked by Brent on March 05, 2015
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