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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: Looking to take advantage of the improving US economy by adding to my Industrials which includes a 5% position in CNR (Canadian National Railway) and a 2.5% position in MG (Magna, if its considered an industrial). Would you add a .05% position to my CNR or a new 2% position in CP (Canadian Pacific) or a new 2% to 2.5% position in ALC (Algoma)?

CNR is cheaper than CP but I already have a full position in CNR. Algoma is cheaper than both CNR and CP but no one covers ALC so its difficult to forecast future earnings for comparison purposes.

Your insights and opinions are always appreciated.
Read Answer Asked by john on January 09, 2014
Q: Sorry I know you have answered this before. What is the maximum weighting in a portfolio for Oil & Gas producers with which you are comfortable?
Read Answer Asked by Greg on January 09, 2014
Q: Have just renewed. Thank you for such sound advice. I have been financially " guiding" my employed 38 year old daughter for some time. She has $20,000 to place in a non registered account and about$15,000 cash in her TFSA . I have been keeping notes from your Q & A, your portfolio and other research. In her non registered, she has XDV;XIU and a dividend mutual fund. Feel free to suggest weightings , long term horizon, which of the following would you suggest for non registered and TFSA (Or as you like, make any substitutions):
BCE; CGX; BNS; SLF;PWF;T; CBO; BEP.UN; IWO.
Thanks for your input.
Paul
Read Answer Asked by Paul on January 09, 2014
Q: Hi Peter and Gang, Happy New Year !! Could you please update (last update 13/11/13)your opinion of Easyhome (EH)? Thanks !! Dave
Read Answer Asked by David on January 09, 2014
Q: Hello 5i, for tax loss selling if you own common shares of the same company in your cash account and in your self directed RSP account can you sell only the cash account shares and claim the loss in the cash account and not sell the shares in the self directed RSP account as you cannot claim tax loss selling from the Self directed RSP account.
Thanks
Michael
Read Answer Asked by Michael on January 09, 2014
Q: Hello5i. Could you comment on Canwell CWX as to the company and also what the payout ratio is.
Thanks
Michael
Read Answer Asked by Michael on January 09, 2014
Q: On the 5i-Research-Summary-Dec-13-Excel document:
It shows around 80 stocks listed.
Is that roughly the total number of stocks tracked at any one time ?
When stocks are deleted are they marked or shown anyplace ?
Thanks
Read Answer Asked by TRINH on January 08, 2014
Q: Hi Peter and Team, what is the street consenssus for SVC earnings, and also your opinion on the stock?

Thanks
Read Answer Asked by Nick on January 08, 2014
Q: I am looking at taking a position in either BDI or HNL for my TFSA contribution this year. Back in July you had rated HNL slightly ahead of BDI in an answer to a members question. How would you contrast the opportunity for these 2companies at this time?
Read Answer Asked by Bruce on January 08, 2014
Q: Hi Peter
My question is on gold and whether it is a good idea to keep some as part of a balanced portfolio. I currently own GLD and unfortunately entered when gold was $1650 an ounce. Do you recommend maintaining this position ? Changing to gold stocks ? { if so what } or exiting the gold sector and investing elsewhere ?
Thanks Garth
Read Answer Asked by Garth on January 08, 2014
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