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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; RE; LJ.s beyond belief rant- I strongly suggest he/she is either a Mutual Fund salesperson and/or
a frustrated Investment Advisor trying to fend off clients questions as to why their portfolios are not performing . I am willing to wager that anyone who
read the outburst would applaud your offer to refund his very large yearly fee you charge - and send him/her out of this platform. Please do us this favour. Rod
Read Answer Asked by Rodney on June 29, 2014
Q: Peter,
I'm very glad to hear that you're improving after the bike accident! I enjoy the insightful comments from both you and Ryan, and you have a wealth of company and stock information as well as experience. I am curious about your thoughts on portfolio returns. The results of the 5i portfolios have been outstanding since inception. But I don't know of any fund manager that would ever promise such great returns! My question is - what is a reasonable expectation for annual equity return (capital gain + dividend) over a five year time frame?
Read Answer Asked by Linda on June 29, 2014
Q: I enjoyed your level and straight forward response to LJ (June 28th) somewhat emotional and short sighted question.
Read Answer Asked by Mike on June 29, 2014
Q: I have always put in limit orders and have never worried about putting in orders in 100 lots. I put in an odd lot with a week expiration. Part was filled that day, the other part the next day. I was charged the commission both times. Is that normal?
Read Answer Asked by Ian on June 29, 2014
Q: Hi Team..Peter - I do hope you are mending. I have sent in a contribution to your cancer ride and have my fingers crossed for you.
First question; I would like to increase my Info Tech holdings to be about 15% of my stock holdings. I own DH Corp, Enghouse, Constellation, Syologist and Avigilon all adding up to 11.6% of my entire 3 PFs (which have most of your 2 PFs stocks and a few extra. Any sugguestions for good growth over the next 2 years or so - small cap is OK! Or I can add to one of the above (which would you suggest?)My second question is I now have 38 holdings including some CBO CDZ ZRE and BYD.UN. Am I now too diversified??
thanks so much for all you do ...get better!
Read Answer Asked by El-ann on June 28, 2014
Q: Hi 5i,
I have 3 out of 3 dissappointments bot jun 18th wks ago.
DSG just announced dilution at $13.50. current price $15.04(dwn 4%). I got the impression you did not like companies that do this.
SGY down 4%
AVO down 11%
It's nice when you quote a 35% gain in your portfolio but that hasn't help my results to date.
I would have appreciated the advice that the market has outrun itself & Jun 18th was a time of wait, not buy.
What can u tell me that is realistic about these three underperformers & when I might expect to see something more like the 35% returns you tout in your model portfolio.
Read Answer Asked by LJ on June 28, 2014
Q: HI Peter. My question is how big do you plan to take this newsletter? I hope that you stick with quality over quantity. Better to have fewer great stocks to watch than a lot of sosos. Thanks, and keep up the good work. It will pay off for us all in the end. Cheers, John Dufresne, L'Orignal, Ont.
Read Answer Asked by John on June 28, 2014
Q: Hello,

This is kind of a follow up of a previous question. In my RRSP I have the following ETFs: ZRE, XRB, VBK, VCN, VDY, VXUS and XSB.
I would like to replace XSB (around 30K) with something that provides more growth. I was thinking an energy basket, either an ETF or 2-4 energy (related) stocks.

Do you have any suggestions?

Thank you
Marios
Read Answer Asked by Marios on June 28, 2014
Q: Hi Peter & team. I would like your views on RON.PR.A. I realize that the company has been struggling for the past few years, which may explain the price of these preferred shares. I like the fact that it is a reset type. Do you think it represents good value? Do you think it is too risky in a well diversified portfolio, where the weighting would be less than 2% overall? My other preferred holdings are HPR, EQB.PR.A and CF.PR.A. Thanks again.
Read Answer Asked by Bernard on June 28, 2014
Q: Hi 5i: I'd like to invest in one or more companies that focus on cloud computing. Could you suggest some possibilities, either Canadian or US?
Read Answer Asked by Roland on June 27, 2014
Q: Hi,really like your Q&A segment. I have BXE and thinking of selling it for a small profit ,and buying CTA for better potential upside.Would you agree with this trade.
Also have TBE and i'am down a small amount.This one is hard to figure out,should I just sell?
Thanks, Brad
Read Answer Asked by Brad on June 27, 2014
Q: Hi peter
I have owned stb since the ipo and has been a excellent revenue stream when I look at my other holdings PBh Bpo DH have been rocky stb has been climbing .
A lot of negative vibs from the investment communiy but this company keeps on busin
Kind regards
Stan
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Read Answer Asked by Stan on June 27, 2014
Q: Hi,
I prefer to buy my stocks on pull backs, instead of at 52 week highs, mostly to protect my downside, all other things being equal. I recently held my nose, and bought Delphi Energy, DEE.TO and am more or less even, today I bought Bellatrix, BXE.TO, on the pullback, figuring we may have bottomed.
My question is, continue to hold both, or sell my full position of DEE.TO and add to my BXE.TO to make it a full position.
These are my only Nat. Gas positions, and my only Oil position is a full position in Surge.
Many Thanks
Read Answer Asked by Greg on June 27, 2014
Q: What is your opinion on LULU (Lululemon) at this time?
Read Answer Asked by cathy on June 27, 2014
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