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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,
Stella Jones has pulled back a bit. I was thinking of selling Free hold to add to stella jones. Does this make sense or is it better to keep free hold royalties as it does have a good balance sheet and pays a good dividend. Thanks very much.
Read Answer Asked by umedali on March 17, 2016
Q: Can you please comment on Fiera's latest quarter and prospects going forward? It seems to have some momentum. Would you swap this out for BNS or any other financial?
Read Answer Asked by Marty on March 17, 2016
Q: Good Morning Peter, Ryan, and Team,
Fiera Capital reported this morning and the numbers looked fairly good, at least to me. I have the company in my wife's RRSP account, primarily for its 4% plus dividend yield and future dividend growth. They seem to be growing their AUM quite nicely in difficult markets. Finally the valuation seems inexpensive compared to other Canadian asset managers. I would like your take on the above. Thank you as always for your sage insights. (PS- I just purchased the book "Market Masters" and I thoroughly enjoyed the section devoted to 5i Founder and CEO Peter Hodson. Great interview and wonderful book. I highly recommend it to other 5i subscribers)
Read Answer Asked by Dennis on March 17, 2016
Q: Surge just reported their quarter. From my novice observations they paid down another 43 million in debt to bring the debt down again to 100 million.Is there anything else 5i sees with your expert eyes that should be of concern. This is my oil and gas stock along with WCP.
Thx Blake
Read Answer Asked by blake on March 17, 2016
Q: This will interest other members holding $GSY. It's not short sellers. I'm told that some employees sold about 2M dollars of shares now that the "buying/selling window" is opened, but a fund picked them up within 30 minutes at $18. Also 4 insiders have bought the stock recently at 19.50 in the public market.
Read Answer Asked by Matt on March 17, 2016
Q: Hi, I'm interested in adding private equity to my portfolio for diversification purposes. I was thinking 5 percent of the porfolio. Is this an okay percentage? And what would you recommend for this? I was thinking OCX. Should I put the whole 5 percent in that name or what would you suggest for another name or two and what percent of the 5 in each?
Read Answer Asked by Carla on March 17, 2016
Q: I'm looking at taking a position in Semafo (SMF) they seem to have a good cash position and low cost production, I realize location could be a negative. Your thoughts on this company. Thanks
Read Answer Asked by Robert on March 17, 2016
Q: Hi, I sent in a question a few months ago asking for a few gold stock names for my portfolio. I haven't bought them yet And have decided id rather buy a gold etf as its easier to manage. Should I buy a bulllion etf or a gold stock etf? This would be for a long term hold. And which etf specifically would you recommend? Or even half of each.
Read Answer Asked by Carla on March 17, 2016
Q: What sectors would you be overweight in these days?
Read Answer Asked by Mike on March 17, 2016
Q: Hello Peter et al.

What is your opinion of Surge's Year end results? Sound very promising to me in the current oil environment.

Regards,

Brendan
Read Answer Asked by Brendan on March 17, 2016
Q: Hi. I have held HR.un for a number of years and it has been essentially flat although I've earned a decent dividend. Am thinking of switching for Sru.un giving up a bit of yield for some capital appreciation. Any thoughts?
Thanks
Bryan
Read Answer Asked by Bryan on March 17, 2016
Q: Hi. CCL.B, WPK, ITP They belong to the same sector. Which one do you think have the most potential and which one do you like the most? Please rank. Thanks
Read Answer Asked by Esther on March 17, 2016
Q: Have targeted the following as having good balance sheet and higher than average dividend for my TFSA/RRSP: EIF,FN,PKI,ECI RPI.UN.
Any standouts or duds? Your comments on these would be appreciated.
Derek
Read Answer Asked by Derek on March 17, 2016
Q: Hi,
I am looking at my bonds portion of my portfolio and would like to make some investment ($30K)into etfs. Can you recommend a few of the funds at this time. Thanks
Read Answer Asked by serge on March 17, 2016
Q: I'm following your sector suggestions for my income portfolio.
I have all sectors bought but Telcos and Cons staples. The Telcos are trading high right now so I'll buy them lower. I'm puzzled with the 15% Consumer Staples for an income portfolio. Except for NWC the average yield is in the 1.30% range and they are trading high in their range. I'm considering omitting the Staples and replacing them with another sector or increasing another sector. The sectors you suggested with their percentages are as follows. Utility 15% Industrial 10% Con Disc 10% Energy 5% Financial 20% Materials 5% Info Tech 5% Health 10% Telco 10% unfilled.

Please provide your comments. Thanks.
Read Answer Asked by Tim on March 17, 2016
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