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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: Team

In a recent response, you mentioned that you felt Tech, Industrials and Energy will be the sectors that lead the way in 2014. A couple of months ago you responded to my question relating to ideal sector weights (using 5i sectors) as:

Capital Goods / Industrials 15%
Consumer Cyclical 10%
Consumer Staples 5%
Energy 5%
Financials 10%
Health Care (CDN) 3%
Health Care (US) 5%
Information Technology 10%
Internet / Software 10%
Materials (Gold) 5%
Materials 3%
Real Estate 3%
Retail 4%
Telecommunication Services 5%
Transportation 5%
Utilities 2%
TOTAL 100%

Is this still your ideal breakdown for investors (profile = young + risk on), if not, what would your ideal current weights be given a blank slate today (ie. higher in energy weight)? I know there is fluidity in all of this, but I am about to deploy more capital and am trying to determine what sector to put it in so I can be as close to the 5i recommended weights as possible, thank you.
Read Answer Asked by Ray on January 06, 2014
Q: Victoria Gold Corp (VIT) is currently trading around 11 cents a share and is rated as being undervalued. Do you believe this is a good time to buy for the long term?
Read Answer Asked by Lee on January 06, 2014
Q: could I have your opinion on dynamic alpha performance fund
FT(2198) wilf.
Read Answer Asked by wilfred on January 06, 2014
Q: We are all aware of the impact the increased bond interest rates have had on the reit sector.In your replys to questions on this subject you repeatly say we should not expect too much capital gains in this area.Do you feel that the future increase in interest rates will impact the current stock price or is most of the reduction in stock prices now mostly built in?
Thank You
Read Answer Asked by Allen on January 06, 2014
Q: Hi! If you were looking at your 5i Model Portfolio for the first time, which 4 stocks would pick to take a position in today? Thank you!!!
Read Answer Asked by Bruce on January 06, 2014
Q: I have been considering Enghouse (ESL) as I can now put some money in my TFSA. However, I noticed Descartes (DSG)and started comparing to ESL. I read your previous comments and they do not indicate any leaning to one or the other. The market caps are similar but ESL has a lower P/E. What is your opinion of these two? Thanks in advance.
Gary
Read Answer Asked by Gary on January 06, 2014
Q: I have been a member from the early days of your service. I have benefitted from your advice and from investing in some of your picks. It has only been recently that I have taken the time to do more in-depth study of many of your best ideas and am making some adjustments to my portfolios as a result. I have learned a lot from you answers to members questions and have been a amazed at your patience with so many Q's! This is my first! I think 24 a year is more than enough! I feel that some do abuse your service rather than taking time to do their own research. My Q is regarding CEU. It looks good to me in terms of past performance and future prospects. What do you think?
I am most positive about 2014, not only because of market and economic trends but because of your wonderful advice.
Happy New Year! Alan
Read Answer Asked by Alan on January 06, 2014
Q: Cam asked, on a post yesterday, about a symbol "PSN". I can find no "PSN" listed anywhere - there are two Poseidons listed in the US but none with "PSN". Out of curiosity, I wanted to see if there was any technical indication of a big one day drop. Can you tell me where to find it?
Read Answer Asked by Fred on January 06, 2014
Q: I am 68 years old and retired. I would like to start building positions in your model portfolio. Considering which sectors you believe will do the best in 2014, would you name those sectors and suggest 2 of the stocks in your model portfolio that you would buy now in each chosen sector.

As always, thanks for your guidance.
Read Answer Asked by Les on January 06, 2014
Q: Re the question by Keith on CDZ, I don't think a dividend of 6.9% is accurate. With this ETF (and others), the December distributions are always higher than those for the other 11 months of the year. For 2013, 14 cents versus an average of 6.5 cents January to November. Total distributions for 2013 are about 85 cents, which provides an annual yield of about 3.5%.
Read Answer Asked by Thomas on January 06, 2014
Q: Peter and 5iResearch Team,
Can you please provide advice regarding the # of stocks to hold in a portfolio, assuming one would have a cash, RRSP and TFSA and that we are referring to the equity allocation of the portfolio. I have understood that 20-25 names would provide good diversification, yet one of your members recently confirmed he added 15 names to a $35K TFSA portfolio and you suggested he might want to add one more name? You have 20 names in your model portfolio of $135K. Can you clarify??
Read Answer Asked by Linda on January 06, 2014
Q: Re: Financial 15 Split
FSN
How do these people get a 15% yield?
What do they terminate at?
How big is the risk?
Thanks
Ken Beatty
Read Answer Asked by Ken on January 06, 2014
Q: Happy New Year
I was thinking of diversifying into the US and was thinking about using etf's. Can you give me your thoughts on this and which ETF's I should consider at this time?
Thank you
Read Answer Asked by Colin on January 06, 2014
Q: Are you still planning on developing two model portfolios, one with a growth focus and one with an income focus? If so, when do you think you will be posting it? Thanks!
Read Answer Asked by Linda on January 06, 2014
Q: Hi> The time of year to review TFSA. Wondering about cdz. The dividend of 6.9 percent looks great. Is the a fee to own & how is it paid. Other ideas for growth stocks would be appreciated. Thank you. Keith
Read Answer Asked by keith on January 06, 2014
Q: Hi Peter and Crew, I have set up a 15 stock portfolio with a 5% weighting and a $31400 investment in my TFSA. Could you please tell me if I am diversified enough and if there is anything you would change for something better.My picks are:- ACQ,AVO,BEP.UN,BAD,CVL,ESL,FSV,G,GC,GIL,STN,SYZ,SLF,WPK & BNS Thanks, I do appreciate your input.
Read Answer Asked by Ivan on January 06, 2014
Q: Happy New Year Peter,
Some of the recent questions about making new investments to match your model portfolio, have raised my interest regarding this portfolio and whether it would represent the best investments for new money. Many of the holdings have done very well last year, and you may still like them (per your ratings), but there may some that could be holds because of the recent run ups, and other stocks which you have rated, that currently would be of better value for new money. Would it make sense to add a column to your MP, indicating whether any of the positions would be more of a "hold" versus "continue to buy"? Or would it be possible to periodically get a “new money top 10” list"? As an illustration of this, your answer to Rory earlier , you suggested CGX, ACQ, VET, STN, KBL, and T for a $35K TFSA initial allocation; interestingly neither ACQ or VET are in your model portfolio; curious why you chose VET over IPL (which is in your MP) for example? Your service is awesome!! Thx!
Read Answer Asked by Vern on January 06, 2014
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