Investment Q&A

Q: Today Peter asked about the Sector of each stock within the Balanced Equity Portfolio.

You listed:
AYA - IT.
TMX says "Amaya Inc is a technology company....Sector: Consumer Cyclical." (Under the Company tab, Industry Classification section.)

http://web.tmxmoney.com/company.php?qm_symbol=AYA:TSX


ENB - Utilities
TMX say "Sector: Energy".
http://web.tmxmoney.com/company.php?qm_symbol=ENB:TSX


I was surprised that the TMX site stated ENB, ALA & TRP are listed as Energy but yet FTS is listed as an Utility, as ENB has lots of utility and ALA has some also.

I have not looked at the others from 5i's Balanced Equity Port.

Have a great day.

Stan

Q: Would you recommend BHP for a long term hold. Thank you.

Q: Hi Peter, I need to deploy some capital and wanted to pick 3 names up during this "Grexit" correction. Can you please suggest 3 of your best names based on total return basis for a 5 year hold? (Fyi, I hold all the stocks of your growth portfolio, but I can also double down if you suggest)

Q: Good Afternoon Peter, Ryan, and Team,
In my wife's RRSP she holds a position in Fiera Capital (FSZ-TSX). Her account holds most of the companies in your Model Income Portfolio. She will start taking money from this account in 2-3 years. I see that you now have included IGM Financial in the Model Income Portfolio. FSZ has had better dividend growth (lower yield though), is as cheap or cheaper than IGM, and FSZ is run by a savvy management team. Does it make sense to switch from FSZ to IGM ??? Thank you, as always, for your sage advice. DL

Q: Hello Peter & Co,
How is one suppose to interpret these types of responses to clients' letters, eg:
1. Engineering: you prefer WSP now better than STN because it is behaving better after its recent acquisition; you then proceed to make a switch in the balanced portfolio
2. Gold: you prefer AEM now better than G but you keep G in the balanced portfolio
What do we do? adopt the flavour of the day or hold both?
Auto parts: you prefer MG and I prefer LNR; so I hold both
Transport: you like TFI and I own CNR; should I also hold TFI?
If I kept doing that I would end up with a much larger portfolio of stocks.
I would not mind that as long as my grey cells are working (age 72).
Antoine

Q: What are your views on this company? Is it worth holding at this price? I am down about 20%.
Thanks

Q: I notice FSV and Colliers stocks continue to do well post split. I would like to reenter my positions or is it more prudent to wait as 5i thought might be a good idea to wait a couple of quarters. If I do reenter a 2.5 % in each company would be okay? Jay Hennick and company seem very good at creating shareholder value long term.



Thx Blake

Q: Please give some opinion on this new IPO. They are a global toy company with HQ in Toronto. Earnings grew very fast in the last 2 years, though was flat for 6 years before that. Insider will continue to hold more than 90% of shares after IPO.

Q: Dear Gentlemen,
''CCL.B - Materials officially but we would consider it staples''
As per TMX, CCL is in Consumer Cyclical sector
Thanks for your guidance.
Best Regards

Q: what is happening to this stock???

Q: Good morning,

Shares of IMP have sky rocketed recently, apparently due to the signing of a "megadeal".

Your comments would be much appreciated.

Cam

Q: Within my RSP, I am looking for one or two ETF’s (CAD hedged) that will give me exposure to many of the large US consumer company dividend payers(JNJ, PG, PEP, KRFT…) . Any suggestions would be appreciated.

Q: Please assign a sector to each stock in your Balanced Equity Portfolio(eg BNS is in the Financial sector) as well as the Growth Portfolio.Appreciate your usual great services & Advices

Q: Thank you for your top pick suggestion. I need to ask you how you figured this company's price to be a cheap valuation. I am a novice so I just want to understand. Looking at TD Waterhouse they don t even have a p/e ratio due to insufficient data and EPS is actually below industry avg.
Both price to sales and book are also high compared to industry.

Thank you for your patience.

Q: LMP's slide since its last quarterly result is surprising. What is your current view of the company?
Thanks, Peter

Q: Hi Peter,

Could you please give an updated opinion (last November 2014) on POET.

Thanks

Dave

Q: Peter and 5i Team,

Conducted review of my portfolio and I would greatly appreciate your assistance in order to rebalance my portfolio.

Consumer Cyclical presently represents over 15 % of my portfolio and I’m looking to trade one of the following stocks BOYD, DHX, WPK and CGX in order to bring the weighting within approx 10%.

Technologies: Presently owns OTC, CGI, and ESL which represents 10% of my portfolio. I’m looking to add MDA, DH and ET for a mix of growth and income. As well, I took a 20% hair cut with OTC and I would like to know if it is worth holding.

Material: Presently we own SJ. Looking to add either G or AEM to increase my weighting to 5%

Energy (4% weighting): Looking for a dividend stock that would complement WCP, XEG.

Thank you for an excellent service.

Sylvain

Q: Rifco is rising steeply toward the 200 day m.a. Your comments, please and thanks.

Q: What are your thoughts about carmanah, you mentioned in a response to an earlier question it could be suitable for high risk investors, what makes this a higher risk company? It seems to be in the midst of a successful turnaround, great insider ownership, historic metrics are not great but looking forward things look quite rosy. Is it just that its a show me stock but you're paying for some of those results already?

Q: I would be interested in your take on SLC in light of their recently announced results.
Thanks!