Investment Q&A

Q: Good morning,

Can you please provide an updated investment opinion on FTG.

It has recently announced a few new long term contracts and is performing well from a technical perspective recently.

Please include the prospects for future growth and a picture of their balance sheet.

Thanks
Thomas

Q: Hi Peter! My 21 year old has 10k in his TFSA and is looking to invest the proceeds with a 3-5 year time horizon. He's looking for growth and would like to put 1k in 10 different names. Could you include your thoughts on 10-12 names for inclusion. Ian

M

Q: Hello 5 I Team,

Could you give me your thoughts on this small company and its environmental application.
Could you suggest a Titanium stock connected to medical applications re implants and knee/shoulder replacements.

Thank you so much

Susan

Thank you.

Susan

Q: I have only a small percentage of US securities in my portfolio: MS, CSX, WMB and DFS. I've just heard about ENTG and am considering buying. I know you don't specialize in US stocks, but I'd sure appreciate an opinion if you know the company.Many thanks.

Q: Hello, I am coming into a significant one time lump sum amount of money. I currently have 44 stocks, all purchased after reading your web site. I have about 80% of the model portfolio. The others are stocks that seemed like good buys and so far I'm very happy with my overall performance. These good buys came from suggestions and comments I've read in your "questions" section (which I love by the way)

I'm considering taking 25% of the portfolio as cash - and waiting for downturns in sectors as we've seen in the last year. 25% in safer vehicles - any suggestions would be welcome.

50% in equity stocks. Am I too late or is the current market too saturated to split this 50% into your model portfolio? In your opinion, is the model portfolio - at this time a reasonably safe investment with potential for good returns from both capital gains and dividends?

For perspective, I'm hoping to earn $130k pretax per year, I'm just retired at 56 and will have slightly over $2 mil invested.

Q: A while back I added Timmins to my portfolio, I didn't have any gold exposure, and it was doing well up until the recent merger with Newstrike Capital. I went from up about 20% to even money....what is your opinion of the merger...should I hold or get out?

Q: Peter; Reading about all the new pipelines I always see that the oil is going to Cushing, Oklahoma. Who are the refiners there receiving all this oil and are they something you would reccomend? Thanks. Rod

Q: Hi Peter and Team,

What are your thoughts on Valmont Industries. Would you purchase at this level with a one to two years time frame?

Many thanks!

Michel

Q: Peter for TFSA would you choose Artis or Leisure world for very long drip hold? Payout ratio? debt? any other recommendations, Thanks Ken

Q: Hi Peter and Team:
so far our RSP accounts have equity only (as per our model portfolio). We do not have any fix income such as bonds.

if we want to have 10% fix income, what's your recommendation to start with? So far we prefer to buy corp bonds. I am 50 now and may want to retire at 60.

Thank you
Adriana

Q: Which ETF do you feel has greater risk as a fixed income vehicle... ZFH or XHY? Thanks. Joe

Q: I took a 1/2 position Dec.1st. in wcp,vet,tou and pey. So far so good. I'm considering increasing my positions and would very much appreciate you thoughts. Current energy holdings represent 7% of our equity holdings.
Thank you
Les

Q: Do you see any potential upside to Uranium in the near future? I have held Cameco for a few years now and it hasnt done much. I am thinking of selling it in order to reaise cash. Thanks.

Q: Hello: My TFSA value is $64,274. This includes $5,638 in cash that I need to invest. My objective is growth. My holdings:

AYA $9,370 (14.6% of TFSA)

XTC $7,424 (11.5%)

DHX.B $9,530 (14.8%)

CSU $32,312 (50%)

Thanks to 5i these stocks have done very well. The TFSA is about 8% of my total investment portfolio. Can you comment on the health of this mix? What stock(s) do you recommend I add with the cash?

Q: Hello 5i Team,
Fairfax has launched a fund for India. Is it too early for you to venture an opinion if this would be a good long-term investment. For the record I am retired and is it something I should avoid?

Thanks....

Q: what does with price in the context of the market mean

Q: what do you think of easy homes results

Q: What is your take on easyhome earnings, i thought they were excellent with a dividend increase. Dave

Q: 5i
I have a half position in GC but just cannot decide on whether to ad to this one or start buying into aya . Aya has been doing much better while GC has lost some ground .
Also I'm thinking of getting back into acq since it has had much better momentum of late and forward earnings look quite solid plus it's well down still from its high .
I would greatly appreciate your advice on these stocks .
Thanks
Bill C.

Q: I currently hold this based on your recommendations, and it has gone up considerably. Is the price at a fair valuation or should i take profits? thanks Clare