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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: Could you please give your impressions of Arthur J. Gallagher & Co. AJG.US. This well established insurance brokerage (since 1927) touches many industries in scores of countries and is trying to break out of a 20 month trading range. Thank you for any insights.
Read Answer Asked by Jerry on May 25, 2015
Q: I have 3% positions in each of the following companies: AVO, DRT, LMP, EFN, PHM and GUD. I require cash for an emergency and am forced to sell 2 of the listed positions. Please give me your thoughts as to which two companies you would let go today. Thank you.
Read Answer Asked by Richard on May 25, 2015
Q: hi peter;i have money to be invested for 8 or 9 months .as our new house is being built,do you know where I can get a better rate than 1.05%and be totally safe.tangerine have a special but only for new customers. thanks brian
Read Answer Asked by brian on May 25, 2015
Q: How would someone protect their portfolio from a sudden correction?

Thanks
Read Answer Asked by Reinhold on May 25, 2015
Q: How do you view latest earnings for BTO in gold sector? Do you still like BTO overall as part of portfolio?

Thanks!
Read Answer Asked by Mark on May 25, 2015
Q: Hello team -

I have a 2.3% weighting in Badger Daylighting. Lately I am hearing some of negativity towards this company - about their business not being "patentable" and "increasing competition". I know BAD manufactures their own trucks at apparently a lower cost than others in this space. Aside from this, what is going to keep this 900lb gorilla ahead of the competition? Scale? Better management team?

Will expansion into the U.S. open themselves up to even more competition? What are your thoughts on this business and their possible strategy going forward?

Read Answer Asked by James on May 24, 2015
Q: Hi Team

What is your take on shopify at this time and going forward

Great job Thanks Mike B
Read Answer Asked by Mike on May 24, 2015
Q: Hello. I presently hold a fairly diversified range of stocks, most of which would be viewed as blue chip companies. However I'm concerned that I may be overweight in the pipeline/utility sector, where I have Key, ALA, TRP, IPL and PPL. In combination these would represent about 19% of my portfolio. Do you think I'm overweight in this sector, and if so, can you suggest which stock or stocks I should sell.

Thanks for the help.

Brian
Read Answer Asked by Brian on May 24, 2015
Q: Considering all the death crosses in their chart, it looks like Biosyent is in a condition where the technical indicators will rule the fundamentals for a bit. I bought it at the top end in an RRSP and TFSA (3%)so is it worth holding. Was the stock just stretched out too far in Q1 or are there some fundamental concerns? I don't have any issue holding on for a couple of quarters or buying a bit more when it bottoms if there are no serious fundamental concerns.
Read Answer Asked by Clarence on May 24, 2015
Q: Morning ... I have a few stocks in the Model Portfolio that are pushing their allocation up somewhat. Just to clarify ...will 5i be advising when to balance Portfolio or am I supposed to be doing this every 6 months ?? 3 months?? Its a wonderful predicament to be in. TY.
Read Answer Asked by Alan on May 24, 2015
Q: Hello. Right now who is the best beacause dan dollars are down compare to us dollars but i think there is more upside than down side for the cdn dollars. I know you prefer not edge but if the cdn dollars go higher its not better to have edge etf. Yhanks a lot. I am sure you will see i am a begginner in stock market.
Read Answer Asked by Denis on May 24, 2015
Q: Hello. Is it a good place to place some money may be with less risk then just 3 or 4 stoks. Or do you have another choice for me Thank you
Read Answer Asked by Denis on May 24, 2015
Q: Hi Peter. I'd like to add a couple of banks to my portfolio. I'm leaning toward NA and either BMO or BNS. Of the various Canadian banks what would you recommend for my two picks ?
Read Answer Asked by Garth on May 24, 2015
Q: Would you view the latest dip as a good buying opportunity? Given some positives, dividend, etc is there still a growth potential? I'm looking at purchasing 5% on dips.

Thanks
Read Answer Asked by Mark on May 24, 2015
Q: Hi Peter,
Are you still happy holding this stock. Do you see these levels as a buying opportunity.
Thanks,
Kristine
Read Answer Asked by Kristine on May 24, 2015
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