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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: Hi, what do you think about gxi right now? Would you add to an existing position?

Thanks
Paul
Read Answer Asked by Paul on September 30, 2015
Q: Hi Team,
Since the cel and a board member of Guestlogix resigned over the last two weeks,the share price has dropped by almost half.is this a sign of panic by investors ,while the fundamentals are still solid? Should I wait for Q3 results to average down or should I see this as an opportunity to average down?
thank you
Read Answer Asked by Jean on September 30, 2015
Q: The selling and lack of buying on this stock seems to be relentless. They have just now closed their convertible debenture. I am wondering if there is some kind of arbitrage going on between the stock and the debenture?
Read Answer Asked by wendy on September 30, 2015
Q: could you please comment on your outlook for AIG in the 55$ range here currently -
Read Answer Asked by Kim on September 30, 2015
Q: After reading many comments to Josh's disappointment, I like to add is I am happy with your service even I have been a member for less than a year and I still have some 16 credit points left. I find that your answers to members' questions very helpful and it educates me a lot. Your portfolio holdings are just models and it is our own decision which ones to buy.
What I want to do is to make the best out of the loss position: Since I had gains last year, I would like to sell the big losers (including some on your portfolio that I had bought before I joined in 5i) to carry back to last year income tax. Also, I can rebuild part of my portfolio. I would like to hear your comments. Thank you.
Read Answer Asked by LOUISA on September 30, 2015
Q: reading the questions and answers to this massive downturn-
I think by far the best response comes from jerry who says I don't follow 5i's long term advice or their portfolios, I get my value from specific recommendations, answers to questions, and the basic integrity of 5i.
the key part of jerrys quote is long term advice--peter has been very clear that 5 years is his time frame and yet during this downturn especially with cxr everyone is in a panic.
as for me my time frame is far far shorter than 5 years-- and I think a stock like knight and currency exchange-- I own lots of both we will be rewarded long before 5 years is up and if I am not I always have the option to sell.but every investors temperament is different and if this downturn is too painful then sell and wait it out. dave
Read Answer Asked by david on September 30, 2015
Q: Hello,

Can you tell me where a retail investor can find the credit ratings for US & CDN companies?

Thanks
Read Answer Asked by Greg on September 29, 2015
Q: Hello Peter,
If one owns Concordia Healthcare and Valeant Pharma, is the best course of action to stay put? I hope it does not take shape as in the oil stocks sector. Once the sector took a hit, it just kept on declining and has not recovered? For some reason, I do not feel it is the same and both companies should recover after a few months of volatility. Can you please shed light on this? Thanks
Read Answer Asked by umedali on September 29, 2015
Q: Hello Peter,
I own some Home Capital group, about 2 percent of weight. I also own bank of nova scotia, TD, and Royal all of which represent 17 percent of my weighting. I also have Ailment Couch Tard and Auto Canada which represent 2 to 3 % each. I am breaking even on HCG. I was thinking of selling it and putting the proceeds towards Auto Canada or Ailment Couche Tard or one of the existing banks as mentioned to take advantage of their lower stock values. Which one would make sense to you? I was thinking of splitting my proceeds to Auto Canada and Ailment Couche Tard as I have enough weighting in the banks. Why am I thinking of this? Simply to diversify away from stocks that could potential be hit due to a housing bubble. Your comments please.
Read Answer Asked by umedali on September 29, 2015
Q: Hi- I hold a bit of XHY but it has been crashing and I hear a lot of negative comments on it- liking it to holding the mortgage backed securities of 2008- what do you think?
Read Answer Asked by Pat on September 29, 2015
Q: Why is the stock so weak? Is the dividend safe and is it ok to hold for the long term? Thank you.
Read Answer Asked by Francis on September 29, 2015
Q: Hi my earlier question was not answered. What replaced FSV in the model balanced portfolio when it was sold in April. ( I think)

Thx Blake
Read Answer Asked by blake on September 29, 2015
Q: I currently have a 3% position in AD and want to increase it to 5% to improve my retirement income. The stock has been falling recently. Would this be a good time to increase my position, or do you see further declines? Do you think the businesses that Alaris is invested in (1) are "recession-proof" and (2) can grow their earnings, enabling AD to increase its dividend over time?
Thanks,
Read Answer Asked by Hans on September 29, 2015
Q: With all of this selling, looks like a good time to chip away a some of the Names on the Balanced Portfolio.

Which next 5 would you recommend at these prices in order?

Already own CSU, CGX, BNS, AYA, ENB, CXI, WSP, BIN, SYZ.
Read Answer Asked by Wes on September 29, 2015
Q: any idea what caused the large drop today
Read Answer Asked by Douglas on September 29, 2015
Q: With the volatility happening in Healthcare stocks, can you recommend a Canadian ETF that covers the US Healthcare Sector? I think ZUH is one, what is your opinion on this ETF, are there better ones out there?

Thanks,
Paul

Paul
Read Answer Asked by Paul on September 29, 2015
Q: On this latest pullback I am looking at adding the following. How would you rank them in order of attraction? Progressive Waste Solutions (BIN), Royal Bank (RY), Stella Jones (SJ) and Sienna Senior Living (SIA). My portfolio now is well diversified so just consider total future gains with medium to low risk.
Read Answer Asked by Andrew on September 29, 2015
Q: Hi

Just my 2 cents on "Josh" and when to sell. I believe this service, while one of the better ones, does not distinguish between a good company and a good stock price to buy that company.

If you could sharpen your pencil to tell members if the stock is attractively priced at the moment, Josh may not have purchased when he did.

Regards
John
Read Answer Asked by John on September 29, 2015