Investment Q&A

Q: Teck is about 1.1% of my portfolio now. I am losing about 50%. If I sold to take advantage of capital loss Which other name could I buy to participate in a recovery, Or should I just forget about the sector? I also own VAlE Same situation .05% of portfolio, should I switch to rio tionto or BHP.

Q: Your take on ET's results today especially as to Revenue & Eps vs estimates,& effect on its price.Thanks a lot for your usual great services & views

Q: I have owned byd.un for several years and I love the stock action, reasonably low volatility with nice steady growth, and not talked about to much. Can you give me 3 or 4 other companies within your coverage group that you think will have the same stock action over the next 4 to 5 years?

Thanks as always for a great service, Darcy

Q: Hey Guys,

Thanks for the great service. Rising bond yields have recently put pressure on BREP. I agree with your assessment. Just wondering what your thoughts are on the company in a sustained higher rate environment? Would you think the cmpd 12% to 15% targeted return from them is feasible?

Trevor

Q: Hi 5i:
I'm seeking your advice on my health care /biotech holdings, and I'd like to know if I should shorten the list (I tend to hold too many stocks), make any substitutions, or change relative weightings. I hold five: IBB (full position); CRH (2/3 position), and CXR, GUD and PHM, all 1/3 positions, approximately. They together comprise 11% of the stock holdings in my actively managed portfolio. Also, do you think this is a reasonable total weight for the present market? Thanks for your valuable advice.

Q: Are you aware of what proportion of the share price of FSV before the spin-off have been or will be awarded to CIG and the new FSV as the cost price for each.Thanks for your past and continuing assistance. Don.

Q: Hello Team
Is there any red flags with the options the management keep issuing to themselves.
Thank You

Q: Counsel has shown another good quarter and shows good promise, yet, although they report positive results, the share price slips. Can I have your assessment? Thank you

Q: Hello Peter & Team,

I would be interested in your thoughts on the recent PHM acquisition?

Thank you for the great service.
Tim

Q: Sorry, already own stock and want to add to position, however can you please what is expected vs .33 estimated.
Thanks

Q: Peter, Aecon seems to be behaving better as of late, and has won a new contract. I'm about 20% under water on this position, but as I'm looking for a 5 plus year hold I'm considering adding to my current half position. Your thoughts appreciated. Also, might this be a stock you might commence coverage on?

Q: Given sector uncertainty, no dividend, and what looks to the naive eye as an overbought share price, is there still meaningful upside to AAV?

Q: your opinion on buying this before earnings announcement tomorrow.
Thanks

Q: I submitted a similar question last night but it seems to have been missed.

I am looking at managing the portfolios for a couple of family members and I have some questions as to the basic construction of these portfolios. Each of the portfolios is valued in the mid 6 figure range.

First, I am considering using a Canadian broad market ETF for perhaps 15% of the funds and then spreading the remaining money among 25 fully diversified stocks. I am thinking of the ETF as a way of providing a foundation but am I really only diluting the effects of the growth of the other investments?

Secondly, I would put 25% of the money into US dollar investments. When doing this, is it best to treat that as a "separate" portfolio, meaning that it should be fully diversified in its own right or are the Canada and US markets similar enough that I can ignore the border when diversifying?

Finally, do you treat spouse's investments as two separate portfolios or as one, meaning theoretically should two spouses have identical holdings?

Thanks for the insight.

Paul F.

Q: Re: Brian's question today about NXPI...just got this news (seems good news) about NXP:

-Switzerland's Finanz und Wirtschaft has reported local firm AMS (OTC:AUKUF) has lost deals to supply NFC signal-boosting ICs for future iPhone and Apple Watch models. Going forward, Apple will reportedly rely exclusively on NXP (NXPI +2.2%) to supply NFC parts.

-AMS fell 21.1% in Zurich on the news. NXP is joining tech and chip peers in rallying. Various teardowns have uncovered NXP NFC controllers and AMS signal-boosting chips in the iPhone 6 and Apple Watch. NXP also supplies NFC controllers for Chinese Galaxy S6 models; Samsung NFC controllers have been found in international models.

Q: Hi Peter and Team, My wife's TFSA is doing very nicely, thanks in large part to 5i's suggestions. (Allied Properties REIT is the only stock she owned prior to joining 5i). At present, the holdings are:
AP.UN 25.4%
CXI 15%
DH 13.2%
XHC 3.2% (a place to put distributions with no fee)
KBL 43.2%

She just deposited $4500 to get to the $10K allotment for this year's contribution. Where would you suggest putting the $4500, either in something new to improve diversification? We also expect that some re-balancing may be necessary. Thanks as always for your great service and advice.

Q: How would you rank these stocks in terms of Growth and Safety combined and which one would you buy at this time.

DRT, CMH, XTC, CRH, QHR, PEO, ET, SYZ.

Thanks

Q: Hello team,

Would you swop FB for LULU (lululemon) for a bit of more momentum? I know they have nothing to do with each other but which one will you think would do better in the next couple of years? I appreciate how you change my mind by shedding light on what is hidden to my untrained eye. Have a wonderful day@

Q: Inflation/Deflation

Inflation/Defaltion
After listening/reading to some of 'smart' market people that I respect, I am coming to the side that deflation is now an old worry and inflation is the new worry. To that end I have been buying some stocks out your growth portfolio but I haven't sold any of my others. Most of this has been done on LOC and now I want to pay that back. Given the above scenario what kind of stocks should I sell?

Q: Does this new deal add materially to win bottom line and is this now a cheap stock ,,,, thx
WiLAN (TSX: WIN) (NASDAQ: WILN), today announced that its
wholly-owned subsidiary, Onpa Technologies Inc., has acquired a
portfolio of patented microphone technologies from Japanese
electronics company, Funai Electric Co. Ltd. ("Funai").