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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: I have started new positions in Vrx and Pfe with their recent pullbacks as I do not have any healthcare. I would like to build up to a 5% position in each stock. Would you consider this prudent at this time?

Thanks,

Tom
Read Answer Asked by Tom on June 11, 2014
Q: Hi Peter, I have owned ATD.b for about a year and have done well. I read an article in the Globe re atd.b not being entered in the SPX because of various reasons, so while I am happy with my return, the stock has been going sideways for a while. Should I consider,to the point, might I do better with Loblaws in lieu of the above mentioned article. I need growth and income too. I am open to any replacement stock you might recommend if not the above two. Thanks very much.
Read Answer Asked by Maureen on June 11, 2014
Q: Hi team, great work as always. I am looking for your opinion on two stocks. High North Resources (HN.V) on the venture and Luminpulse (LMP) on the TSX. Thanks again.
Read Answer Asked by Seamus on June 11, 2014
Q: When asked to recommend 4 growth stocks on June 9th you suggested AVO,ACQ,BAD,and AYA. When asked a similar question today you suggest DHX,SJ,and WSP. Please explain why you would recommend completely different 'growth stocks' to the same query within a two day period? Otherwise when scanning the Q/A column for my own guidance I find this inconsistency confusing rather than helpful.
Thanks
Read Answer Asked by Peter on June 11, 2014
Q: Hi Team - can you comment on the ownership of XSR- any insights on a possible secondary issue or selling block by major holders. Would this be considered an overhang? thanks
Read Answer Asked by Scott on June 11, 2014
Q: Hi 5i,

I have another question regarding buying companies with options. I would love to buy calls (8 months-1.5 years) for ESL or CSU, but unfortunately none are available.

Upon trying to find comparables to CSU or ESL I've come across Tyler Technologies (TYL). TYL has shown great growth, has no debt and maintains a nice ROE. My only concern is it appears to trade at over 60x earnings. Is this accurate? Are there other solid and growing tech companies that you think might be appropriate here? (I already have some Jan 2015 OCT Calls that have done very well).

Thanks!!
Read Answer Asked by Michael on June 11, 2014
Q: I have a $100,000 GIC coming due and do not plan to renew it. I plan to put $90,000 of it into the market. I like stocks with some growth combined with a decent dividend. I already have a well diversified portfolio. Would you please suggest some stocks that you would currently recommend.
Thanks for your great service.
Read Answer Asked by Ray on June 11, 2014
Q: Dear 5i
I would like your opinion on the best tactic for growth in the following scenario. In an RRSP account, I have CDZ, SGY, and SYZ
shares , no one position large enough to benefit from the DRIP if available. With new money is it better to increase each position to allow for the DRIP benefit or is it better to diversify with a couple of more stocks, if so which would you suggest and not worry about the DRIP possibility.
Thanks
Kathy
Read Answer Asked by Kathy on June 11, 2014
Q: Could you comment on BAU,Bauer as along term hold,and what effect the listing and name change on the New York exchange will have going forward.
Read Answer Asked by Calvin on June 11, 2014
Q: Should the internals of the market start deteriorating (preferably before then), what could DIY investors do, to protect their portfolios, aside from correct/smart asset allocation? Would buying inverse ETFS help and if so, could you recommend any for the TSX and S&P? Or if there is a better way, hope you share with us. (I am a survivor of the 2008-2009 crisis before being a DIY, thus the apprehension)

Because of this market experience, the quality of your unparalleled service is really appreciated. I have never seen such a deal. I marvel about what you do on a daily basis. I hope you company is there for the long haul.
Read Answer Asked by Rosario on June 11, 2014
Q: Hello hello...This question has been asked in the past. But at this point in time, what are the growth-eee stocks you would suggest for at new TSFA, with $30,500. From a length of time to hold, I'm interest in letting the stocks do there thing. And about other stocks that are held in other accounts, this is not a factor for diversification purposes. Again thanks for the 5iR-Advise.......Tom M
Read Answer Asked by Tom on June 11, 2014
Q: I see that the daily twice fixing of gold bullion price at the London Stock Exchange, managed by five big Banks, might get phased out. How will it affect the price of gold bullion, if that happens. Do you think John Embry is right in saying that price of gold has been suppressed for a long time. I am only interested in buying a little bit of CEF.A. Your advice please.
Read Answer Asked by Vinod on June 11, 2014
Q: I have about 20% of my portfolio sitting in cash waiting for opportunities. Also if there is a 10-20% correction in the market I feel like this gives me a chance to take advantage of the cheaper prices for good stocks while not taking on additional risk. My question is: is there a better place to keep the money perhaps where I could earn some interest/divs and which might even go up during a correction yet is fairly liquid? Thanks. Great service.
Read Answer Asked by John on June 11, 2014
Q: Hi Team,

I bought XSR just after the special div announcement anticipating it to go up. However, it bearly budged and has now fallen more than the actual dividend payment. Do you think it is worth holding or should I sell and replace it with something else and what could those stock replacements be. Thanks
Read Answer Asked by Imtiaz on June 11, 2014
Q: 10:18 AM 6/10/2014

Hello Peter :

I am confused as to which sector in which to classify certain companies which I own. The S&P/TSX lists a lot as "Energy" but you seem to classify some as "Utilities".

It seems important to know which are Utilities and which are Energy because as you said to Gord today, for example : "Altagas. As a utility, it should act quite differently from the oil and gas holdings, and may provide more diversification and balance to your portfolio."

Which of these are Utilities and which are Energy? : ENB, ENF, TRP, PPL, PKI, PSK, BNE, BTE

Where would you classify BIP.UN, and BDT ?

I would really appreciate it if you could please classify these for me. What maximun Secor weighting would you place on Utilities and on Energy in a large well diversified income portfolio.

Thank you very much.............. Paul
Read Answer Asked by Paul on June 11, 2014
Q: hi

Re 5NPlus (VNP)

With a recent contract renewal, debenture issue and a stock price coming off a recent high, any update would be appreciated.

Robert
Read Answer Asked by Robert on June 11, 2014
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