Investment Q&A

Q: Hi,

I currently have a well diversified portfolio with a good mix of large and small cap stocks. I was thinking of possibly replacing TCK.B (with a minor gain). Could I get your input on a suitable replacement, or if I even should be replacing it at this point?

Q: re: Boeing

what symbol do we use please?

Gord

Q: Hi Peter and Team,

Quick thoughts on Regional Management Corp, RM.US

Q: Hi Peter and Team
Happy to see DH up 4% today. Please comment on their latest earnings and do you classify DH as financial today? Thanks

Q: EMN - US ---recent drop ---earnings --ok broke 200 day aver. Cost about 65 ---Hold or sell

Q: Hi Peter,
Calfrac has dropped quite a bit lately, do you know why and would you buy at these levesl? thanks Clare.

Q: Hi Peter and Team,

Quick thoughts on Myriad Genetics, MYGN.US

Q: Hi, could you please comment on TGZ earnings. They look to me like they will dissapoint quite a bit, but don't understand the one-time writedown. Is this a broken growth story, or just patiently wait for Oromin transaction to provide advantage still? Thanks!

Q: Dear Gentlemen,
Have big position BLACK DIAMOND & BADGER DAYLIGHTING are about -18%.
Do I Buy more or wait ?
Thanks

Q: AT&T (T.US)

Hi Team, I know you don't specialize in US stocks, but I was hoping you could give me an opinion on AT&T. It appears to have a very low P/E of 10.7 TTM and pays a dividend of 5.06%. The payout ratio is 39.7%. The main negative I can see a potential forecast for lower earnings per share. Do you think this stock is worth owning for income long term?

Thanks. Michael

Q: I'm looking at small caps that have the potential to become 5 or 10 baggers. Bruce Campbell on BNN recommended PHM and ELW as 2 top picks today. What's your thoughts on these two? or others you might favor in stead[2-3 yr hold]
Henry

Q: Brookfield Global Infrastructure Securities Income Fund (BGI.UN)I am trying to look into this and am having trouble finding much on it. It has hit new highs the past 2 days and has a 5+ dividend. You haven't commented on it since just after its IPO just over a year ago. What does it do; why is it hot now.
Bryon in Elmira

Q: Please advise your opinion on Lonestar (LSI), thank you

Q: Hello Peter,

Quick follow-up to your answer regarding BDI. Given the recent pull back, do you consider it a buying opportunity on the dip? Do you usually add to a position if you have a gain? I am up 50% on BDI with a 5% weighting so I am a bit indecisive.

Thanks for the fabulous service! My portfolio has really turned the corner since I have applied your teachings and focused on the companies covered by 5i!

Regards,
Angelo

Q: Hi Peter & Ryan,

Can I have your quick take away on MDA's quarterly #'s?

Thanks,

J.

Q: Re: Model Portfolios
I'm interested in establishing a portfolio based on your models but as I did not buy the stocks on day 1 when they were created, I'm wondering if there is an optimum time to begin buying in an attempt to recreate and track the existing model portfolios in the current time frame. If I were to simply buy the listed stocks in the models today, I would be faced with the following concerns:
1) in the case of stocks that are rising and have appreciated significantly - have I missed the best part of any gains on these stocks already?
2) in the case of stocks that have not fared as well as expected in the model portfolio - have things changed to the point where you may be considering dropping a particular stock and replacing it with something else?
As the selections for the model portfolios were made some number of months ago, would you recommend establishing a complete new portfolio based on your models immediately and completely on any given start date, or is there some other criteria that you would use for building a portfolio from start?
Thank you.

Q: Balanced Portfolio?
You currently have a model Equity Portfolio and a model Income Portfolio. From subscriber's questions, it appears that at some point you will be adding a Growth Portfolio.
Would it be in the realm of possibility to add a "Balanced Portfolio" as well. This would not necessarily need to be a brand new researched portfolio started from scratch but rather a portfolio constructed from stocks selected by you from your existing Equity/Income/Growth Portfolios and just maintained in a separate listing.
With 20 stocks in your Equity Portfolio and another 19 in your Income Portfolio and potentially another approximately 20 more in a future Growth Portfolio, I would find it difficult to manage a portfolio with this many holdings. I would find it extremely helpful as I'm sure other subscribers would who seek diversification not only in different sectors but also between equity, income & growth, and be able to maintain them in one all-encompassed portfolio.
Thank you.

Q: On july 29 your comment to john about stella jones - you said there are supply issues - can you please explain what the supply issues are? Are they having trouble getting the wood to make the r/r ties and poles ? Or are they having trouble getting the product to the customer?
thanks-ed

Q: Hi, what's your assessment of MDA earnings released today? Share price has been declining almost everyday for past 2 weeks. Do you expect it to stabilize after earnings or move lower? Thanks

Q: What are your thoughts on the long term prospects for S and FM? I currently own Sherritt and was wondering if it would be a good idea to sell it and buy First Quantum instead - all things being equal.

Thanks and keep up the good work!