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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: Peter and Team:
I currently hold SYZ and OTC (each about 3%) in a sector balanced growth portfolio. What are your thoughts about adding or switching with GIB.A. Is it fair to say these represent small, mid and large cap companies in this sector, and how would you rate the three for a 5 year plus hold? Do "valuations" really have much meaning in comparisons like this?

Thank you as always for a great service.

Phil
Read Answer Asked by Phil on April 27, 2015
Q: Hello 5 I team,

What are your thoughts on these 2 companies.
Is Bin a good time to buy since its 10% correction.
Thank you

Susan
Read Answer Asked by susan on April 27, 2015
Q: Hi Peter and team,

I'm considering adding to either CSU or ESL which are current holdings or purchasing GIB.A as a new holding. All things being equal in terms of portfolio allocation, which would you recommend, or is there another name you see as a better purchase in the technology space at this time.

Thanks
Read Answer Asked by Greg on April 27, 2015
Q: I currently have a small position in STO and was thinking of adding more.
Do you have any comments about this company? Many thanx.
Read Answer Asked by Robert on April 27, 2015
Q: Hello Peter and team
I am starting to build the growth portfolio and the only 2 names I already own are CXI and DHX, what would be the next 2 names you would suggest adding, these 2 would be held in TFSA thanks to the new limit.
Thanks for all you help, amazing service for the do it yourself investor.
Read Answer Asked by Peter on April 27, 2015
Q: Hi Peter,

When I first started to subscribe I decided to take not of some of the US stocks you mentioned and thought highly of, as I was in need of some US ideas for that side of my port.

The ideas I recorded that you suggested to certain subscribers were MTSN/PSEM/OREX.

Since March 1 MTSN is down 30%, PSEM is down 20% and OREX is down 13%.

What is your thoughts on these 3 stocks after these tumbles. What happened to them and why? Would you still buy them, hold them if you own them, or sell if you own them?

I know you don't offer detailed coverage on these three but I would appreciate your answers as you seem to be familiar with them.

Thanks in advance.
Read Answer Asked by Sheldon on April 27, 2015
Q: Do you know of an app. or spreadsheet to track contributions, withdrawals and contribution room remaining for the year. Simple I know, but also tricky.

Thanks
Read Answer Asked by David on April 27, 2015
Q: Hello 5i.
I would like to compare apples to apples. For example I'm comparing BCE to the TSX60 over a period of 5yrs. In TDwaterhouse I look at the graph for BCE for 5yrs and it shows a 55% increase. When I compare it to the TSX60 capped Index it shows BCE at 80% and the index at 25%. Why the difference of 55% and 80%? What goes into calculating the value of BCE over this time frame. Is it the appreciation of the stock price plus the compounded dividend reinvested? Is it the same for the index? Also is it the same for mutual funds?
Read Answer Asked by Paul on April 27, 2015
Q: Brookfield's U.S.-traded income funds (Infrastructure INF, Total Return HTR and High Income HHY are all trading much closer to their 52-week lows than their highs. Can you explain why? Do you consider them good investments for income and growth?
Read Answer Asked by chris on April 27, 2015
Q: Does their recent announcement give you more or less confidence about the company's success going forward? The intention to buy back some shares seemed like a good thing. Thanks.
Read Answer Asked by Curtis on April 27, 2015
Q: Hi Everybody,

Further to my post yesterday, I found the address I needed; still don't know how to file it electronically though.
Thanks for putting up with me.

Molly
Read Answer Asked by Molly on April 27, 2015
Q: Hi,
Hi
I just now renewed my membership.Will my membership fees be considered as a valid investment expenses under CRA rules and can I get tax deduction from my capital gains while filing my 2015 CRA tax return?
thanks
Read Answer Asked by Ravindra on April 27, 2015
Q: TRN management has been accused of bribery. I have a small position but its down 13% in two days. Should I hold on and what do you thinK?

G
Read Answer Asked by Graeme on April 27, 2015
Q: Do you know where I can view what % of a company insiders own? Thank you.
Read Answer Asked by Manoj on April 27, 2015
Q: Responding to a question regarding form T1135. CRA website states that for 2014 you can file this form electronically. But when I phoned U-File they told me that I have to sign and send the form using regular mail. Both U-File and CRA website has the mail address. Using U-File I was able to complete the form and print it. Don't know which packages allow you to send this form electronically. Responding to longstanding frustrations with Form T1135, the government announced in the proposed budget that there will be a streamlined process for taxpayers with between $100,000 and $250,000 in specified foreign income.

Hope this helps.
Read Answer Asked by Saad on April 24, 2015
Q: Can you please comment on Exco recently reported earnings.
Thank You
Read Answer Asked by Al on April 24, 2015
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