Investment Q&A

Q: Hello Peter and Team:
What is to stop AVO from its free-fall down already 75% from its recent high of 34.5? Maybe the tech sector will follow the health sector Tecmera, a popular health stock down 200% from 34.7 to $12 in a short period of time with a lot of others. The oil/gas sector RMP and BTX for example, down 8% recently - could they get down 50% over the next while? I know this is more like three questions, but hopefully you can advise me on these 3 points. Dennis

Q: Hello 5i,
There are two US banks I’m looking to top up a position in, and I would like your opinion on, they are People's United Financial (PBCT) and New York Community Bancorp (NYCB).
Thanks

Q: It would be very helpful if your report card also included the peg ratio to give a better idea of how cheap it is relative to growth. Thanks for your excellent service

Q: Hi Peter et al.

I'm a 30 year old mining engineer. I currently work for ABX… ugh, I know.

My planned investment breakdown:

RRSP/LIRA (maxed) (54%) = XIC, RSP, VWO & VEA
TFSA (maxed) (10%) = Canadian growth equities from your model portfolio
Non registered (30%) = CDZ & ZDV
Cash (6%) = CAD & US Cash

Questions:

My goal is to have a balanced global ETF RRSP/LIRA portfolio.

Q1 & 2: What are you thoughts on the combo of XIC, RSP, VWO and VEA to achieve that goal? Am I missing anything fundamental?

Q3: I have a poor sense of what a "reasonable" or "well rounded" split between Canadian, US, developed and emerging markets should look like (i.e. the split between XIC, RSP, VWO & VEA). Could you provide some insight from your years of experience? (I know this is a very subjective question)



PS: I learned of your existence during the reddit ama and since then I've learned a great deal from your site; the Q&A "vault" is fantastic. I'm in awe of your ability to keep cool, calm and collected when you receive choleric comments when your guidance results in a loss. You provide longterm investment advice, with the best information you have at the time, stemming from the experience gained from a career on Bay Street… nowhere have I seen you ever say that you're always right.

Feel free to omit the above comment, or anything else for that matter, prior to posting.

Cheers!

Brian

Q: Hi,What do you think of DOMTAR?Thanks.Ebrahim

Q: I would like to add Telus, BCE and Enbridge to my holdings for stability and the dividend. But they've gone up so much. Is this the time to buy or should I be waiting?

Q: The energy sector has taken a hammering the last couple of days, with many companies off 6-10% in two days. Do you have any idea why? Also are the reversals likely to be short term?

Q: Could I have you valued opinion on floating rate prefs? The one I am looking at is BCE.PR.D. Thank You

Q: Hello Peter & Team, any explanation for the sudden Canadian energy sell off affecting three of my names: TOU, WCP & DEE? Even Peter's latest energy pick SGY has come back in the last few days. Are these buying opportunities or a signal oil & gas prices are about to cave in? Many thanks, Keith

Q: Hi Peter, I just signed up as a new member & I have to say, the investment advice your team provides is extremely helpful & economical for the DIY investor. The question/answer section is a great way for people to gain confidence with a professional second opinion.

I noticed the highest letter grade is an “A” in the summary sheet. Has your team every given a company an “A+” rating? If not, what would a company need to do to receive that level of confidence?

Q: When allocating funds to the energy sector are midstream and service companies (eg,GEI,KEY,PSI,TDG etc.)included with the traditional oil and gas producers (eg,CNQ, SU,WCP,BTE,VET etc)or are they a sector in their own right? Thanks

Q: Hi Peter, Why is the energy sector taking a big hit today? Is it time to get out of the sector?

Thank you.

Q: Hi Peter & Co
I planning to add either WPK or CCL to my holdings in the Industrial segment; WPK currently has a lower RSI than CCL, but is that a good-enough reason to select it?
Tony

Q: Any thoughts on BIR? Buy, hold or sell?

Q: Could you comment on whether or not the Heritage shares spun off by Counsel are worth keeping. Many thanks.

Q: Canadian Tire seems to be firing on all cylinders recently and the stock price has risen accordingly.
Would you be a buyer at this level?
Thank you again for this great service.
Shirley

Q: Hi Peter and team.WEQ To.Opinion and is div sustainable?
Thank You,Gaston.

Q: Have you formed any opinion on Navigator Holdings Ltd....NVGS on the Nasdaq? Thank you.

Q: Peter Unfortunately I was not able to watch you on BNN or watch your Dividend Ninja presentation Will you be posting a link anytime soon in the 5I website I would really like to watch both

Thanks

Paul

Q: Hello Peter & Co.
I notice that your equity portfolio has no exposure to the energy sector except for ENB (pipeline) and no exposure to the pharma/health care sector; however, some 25% of your portfolio is in the technology sector.
What was your thought process to arrive at that?
Tony