Investment Q&A

Q: Hi Peter and Co. Would you please comment on the companies removed from the portfolios? I have often struggled with the sell side of the equation as opposed to the buy side, and given my finite amount of funds I am unable to continue buying indefinitely. We are certainly seeing the effect of 5i on some of the stocks today, both up and down.

Thanks.

Q: Hi 5i,

How come the removal of SLF from the income portfolio? I had though it was there as insurance (haha) against rising rates. I hold it in a couple of accounts. Should I continue to hold?

Thanks in advance!

BTW, I will be renewing soon. Just trying to figure out if I want 2 years or the one year with the MS subscription. :)

Q: where can I find the growth portfolio thanks

Q: I have noticed members have expressed their concern or disappointment in putting in stop loss orders and getting stopped out early in the day only to have the stock move up. I for one have been there and done that, and avoid it now.
I use TD webbroker, and for the last while I have been using the "Alerts" section for cut off prices for both high and low on stocks. Also if you use screeners you can actually set a specific alert for a stock not only on the positive and negative techinicals but a stop loss and upon hitting this level and email or a text is sent rather that stopping you out.

I have been using the technique for sometime now, and find it most useful and help in avoiding losses and costs.

Post if you feel this is worthwhile for consideration. I am sure other on-line brokers have the same service.

Again thanks for the awesome service and look forward to following you.

Q: Thanks for creating all 3 portfolio.

Can you please rank TOP 10 from Growth and Model portfolio so I can purchase 20 stocks since 40 stocks will be too many for me.

Thanks a lot

Q: Your new Growth Portfolio is an outstanding cross-section of companies with good potential balanced by necessary risk to achieve above-average gains. Clearly, a lot of work went into this project and, as a member, it is much appreciated. Thank you.
Your cautionary note to members is very sensible. It reminds me of a phrase I try not to forget, sometimes unsuccessfully: "never mistake a bull market for brains".
Nice work!

Q: Why was this company chosen for the Growth Portfolio

Q: I follow your model portfolio .I have BNS, ENB and SLF in my Registered accounts and would like suitable replacements. Can you recommend other stocks as replacement for these stocks listed in the model' thanks .

Q: Re: My question about Companies that are Monopolies/Durable Competitive Advantages.

Thanks John and 5i for the discussion and comment that Rail/Pipeline companies also belong in this category.

Q: Do you have any thoughts on this IPO. Thanks.

Q: This is a Preferred Reset that has lost almost 50% of it's value. Is there any concern about picking this preferred at a price around $13, such as default. I believe the next reset isn't for another 5 years. Thanks

Q: I found Eugene's question on investing in monopolies very interesting, as it has formed the backbone of my investment strategy for about 20 years. While absolute monopolies may not exist, in Canada we do have some oligopolies that are very powerful. In their response 5i referred to banks nd telecom. I would suggest adding rail and pipeline to the discussion. Think about how difficult it is to build out large scale infrastructure in N.A. these days due to politics, nimbyism etc... For example, I have owned CNR and ENB since 1997. I invite fellow members to go to longrundtata.com (a great site, previously recommended by 5i) and check out the long run returns of such companies. There is no way CNR and ENB could outperform by that margin, for so many years, without significant barriers to entry in their industry. The marketplace is just too competetive for that. These companies obviuosly have the tables tilted in their favour and in the long run have been excellent holds. Personally I add to them every year. Just my two cents, sorry for being long winded.

Q: I understand this Co. is involved in gene cell engineering, mainly in Cancer research.It is the company that has made an offer to purchase the Summerland Research company that pioneered the Artic Apple.The stock itself appears to be volatile and I know that you do not cover US stocks per se, but it appeared on BNN 10 days ago in a segment of new and innovative companies on the horizon? I wonder if you are aware of this company and could provide any further information on it?Thank you. I am "hooked" on your site.Thank you.

Q: Hello, can you comment please on the recent earnings report. I have held a position for about a year and like the fact their dividend has been sustained as well in this downturn. The market seems pleased with the results. Thank you, Bill

Q: Hi again! Doing my portfolio review so I have a few questions. Trying to increase my exposure to fixed income, what would you recommend?

Q: Hello.
I am thinking of adding to a small position in Leon. It has retracted quite a bit recently. Does that make an attractive entry point? Also the closing of future shops, which sold appliances as well as electronics should open up a window for the competitors. also thank you for the wonderful service, and I would like to express the opinion that I do not agree with the people who are in the starting block for the release of a new portfolio and ready for the market open with their orders, showing impatience to your service. Feel free to publish.

Q: Hi,
I have full positions (4%) in both TOU and BAD for exposure (mostly) to energy. I would like one more full position for energy exposure for diversification purposes, what would you recommend?
Thank you

Q: What can you tell me about PHM Is the high volume and rising price justified?

Q: Hi team.
What is your view on SAS for a two to three year hold.Seems like Sprott sold a very large holding yesterday due to "liquidation" issues.I am looking for a possible seasonal trade late September or so as my holding is to large.
Thank you

Q: Hi,

Since BCIs positive earnings report on Mar 16, the stock price has been dropping every day, even yesterday, when most companies were up?

I have about 5% of my CDN holdings in BCI and am up 30%. Should I trim, sell, or just hold on, as I am a long term investor.