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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 Peter and team, this question is regarding the article you wrote on concentration. I have a high concentration of XTC (bought at 3.30) and FSV (bought at 33.60), respectively about 15 and 20 percent of the portfolio. I am quite happy with the results, and am of two minds on whether to continue holding or take profits.

I don't feel that either company has a dominant market position even though they are both growing nicely. Is it reasonable to hold XTC looking for a 5 bagger and FSV looking for a 2-3 bagger? I have already taken some profits on both, but am wishing I had let my winners run further. I have probably a 25 year time horizon minimum before I draw down on my portfolio. You have mentioned some other high growth names that are appealing, and I am considering allocating profits to those names. Any thoughts?
Read Answer Asked by Alexander on July 23, 2014
Q: Trade Fill question asked by Robert on July 23/14:

Also, I believe market orders go before limit orders, and the case where a broker is executing both sides of the order (crosses). Publish at your discretion.
Read Answer Asked by Russ on July 23, 2014
Q: Re SGY - I've heard it said Surge is similar to an early stage Crescent Point story as they are intending to acquire and build out substantial resources. Do you agree with this and if so, do you have any timeline guesstimates that might indicate how long would be an appropriate hold period, in order to let them work their plan and potentially see much higher share price? Thanks
Read Answer Asked by orion on July 23, 2014
Q: Peter

I have $55,000 in Bell Alliant(BA), $80,000 in B.C.E. and $30,000 in Telus which is approximately 8.5% of the equity portion of my portfolio . I will incur approximately a $10,000 capital gain if I sell Bell Alliant as opposed to exchanging shares for B.C.E. as per recent proposal. Alternatively, if I sold Bell Alliant, I could put the funds into Telus to provide more balance. What are your thoughts on this? Is 8.5% too high a concentration in telecommunications, given our present government's continuous threat to shakeup or shakedown the industry?
Read Answer Asked by James on July 23, 2014
Q: re: WOW!!!! & DASTY - Dassault Systeme A


Been watching the digital printer industry as I think eventually everyone will have one of these things.

Today... DASTY down almost 50% from $125.54 - $63.43. Do you know what's going on here?

Thanks for all you do

Gord
Read Answer Asked by Gord on July 23, 2014
Q: Hello Peter-decades ago I purchased a newsletter in order to read your contributions. Could you please comment on Espial Groups(ESP) earnings. Also,any comments on SSYS as there have been several new developments. Thank you,Joan
Read Answer Asked by Joan on July 23, 2014
Q: Hi, Superior Plus shares have been week over past 2 weeks. Even on days when markets have been strong, like yesterday July 22, shares have drifted lower, now about $13.48 down from a high of $14.25. Do you see share price recovery in near term? What are your expectations of quarterly results due on Aug 6? Thanks
Read Answer Asked by rajeev on July 23, 2014
Q: Please give me opinion on ffi.un or a etf with a little more capital gains, thank you. Jack
Read Answer Asked by Jack on July 23, 2014
Q: Hi, I just sold Intel with a 38% upside and am thinking about buying XLK for my tech exposure. What do you think about this EFT. Jeff
Read Answer Asked by Jeff on July 23, 2014
Q: Hi
Please give your comments on TLF.un.
What do you think of it as an investment for income and growth in a taxable account. Are you still unhappy with the fees?
Are the fees subtracted before the yield is shown? (6.4percent in globe and mail today) Thanks!
Read Answer Asked by maida on July 23, 2014
Q: Good Afternoon Peter and Team,
Just read a blog on Mawer Investment Management's site which discusses "10 Ways That Investors Can Avoid Being Duped". Link is below:
http://www.mawer.com/knowledge-centre/mawer-blog/fraudster-alert-10-ways-investors-can-avoid-being-duped/
I suppose one of the best ways to help avoid being duped is to keep your 5i Membership up to date and pay very close attention to what Peter and/or Ryan have to say about a particular company before you purchase.
Just thought I would share this with other members. Thanks, DL
Read Answer Asked by Dennis on July 23, 2014
Q: Good day 5i Team,

Within context of an RESP where the value does not yet facilitate self direction, could you advise of a decent etf that is most closely aligned with the recommended holdings of the model portfolio. We are looking at a 15 yr horizon, and would like moderate risk within the tax sheltered account.

Thanks,

Eric
Read Answer Asked by Erichsen on July 23, 2014
Q: Can you recommend some etf 's concentrated in large US Banks . Also given that the CDN dollar is strong at this time what are your thoughts about hedging . I was thinking to buy into a low cost ETF in US dollars taking advantage of the strong CDN dollar . Thanks. RICK
Read Answer Asked by Richard on July 23, 2014
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