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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: 5i:
a very happy New Year to you all, however that looks to you, and I'm speaking from a long term perspective. One question:
have you thought of doing any seminar type meetings in different locations (ala Larry Berman) in 2013? While I understand your subscriber base is probably growing by leaps and bounds (and with our record and service it should), would that be the type of thing that would interest you folks?
Again, all the best and keep up the GREAT work.
Paul
Read Answer Asked by Paul on December 27, 2012
Q: A recent customer, I am very pleased with your service. Best wishes for a happy & prosperous new year.

You have previously recommended holding about 20 equal weighted stocks in order to provide optimal diversification (with benefits of diversification decreasing as the number of holdings increases beyond 20 – and returns trend towards index-like returns). I believe that your answer to Mary Jean was to consider all accounts as part of the 20 holdings. I have several diversified accounts that are managed (by the same portfolio manager) and an account that I manage myself. Would you then suggest that I have less than 20 in the portfolio that I self-manage? If so, how much would you concentrate (less than 20 seems risky to me) ?
Read Answer Asked by Douglas on December 27, 2012
Q: Hi Peter and team. There have been several questions recently about how to profit from what appears to be a recovering U.S. housing market. What about the very frothy Canadian housing/condo market? Any thoughts on how to play a likely correction domestically? Are you a believer in the "soft landing" scenario? Thanks.
Read Answer Asked by Greg on December 26, 2012
Q: You have mentioned that 20 stocks make for a balanced portfolio. It's a big question (really more than one) but what 20 stocks would you recommend for 2013 (I saw the five you recommended recently in another question - AYA, STN, CGX, KBL and PKI)? When answering could you please consider my question from someone who is getting close to retirement (5 - 8 years out) and who has a very low current exposure to equities (about 6% of my total portfolio)? Also, do you have a recommendation for what percentage of one's total portfolio should be in equities under the circumstances for a conservative investor trying to improve returns over bonds but also wishing to preserve capital? Finally, does it make sense to ease into equities under the circumstances, and if so, at what rate? Many thanks for your great service!
Read Answer Asked by Michael on December 26, 2012
Q: Wisinhg the whole team at SiResearch a prosperous 2013.
re: Premium Income Corp. Cl A (PIC.A); I am invested in the Canadian banks through holding ZEB and ZWB. My focus is capital preservation and annual income over 2-3 years. Have you any comments on how PIC-A compares with the earlier mentioned ETFs? I would propose to hold them in a registered account, and review annually.

Many thanks.
Read Answer Asked by Maurice on December 26, 2012
Q: Which stocks would you recommend for someone with no pension plan?
Read Answer Asked by Mary Jean on December 25, 2012
Q: Previously you have recommend approximately 20 stocks with a 5-6 % holding.Is that recommendation for a total portfolio or would that apply to each account held?
Read Answer Asked by Mary Jean on December 25, 2012
Q: Hi 5i crew,
an opinion on PBN would be greatly appreciated.
Thanks, Zoran
Read Answer Asked by Zoran on December 24, 2012
Q: Would you mind sharing your top 5 picks for 2013 and also your top 3 stocks that have been blown out by tax loss selling?
Read Answer Asked by Joseph on December 24, 2012
Q: Peter and the team My question is on AvenEx AVF. I have held this stock for quite some time and am underwater. With the recent news of the merger and pull back would this be a good time to average down?

Thank you and all the best for the New Year
Read Answer Asked by Marc on December 24, 2012
Q: Could I please ask your opinion of Extreme Drilling?
Read Answer Asked by Kel on December 23, 2012
Q: Peter and Staff; First have a safe, happy and merry Christmas and a bullish 2013. Second if you could look at the insider trades in RPL would you interpret this a buy signal? Thanks. Rod
Read Answer Asked by Rodney on December 22, 2012
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