skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good Afternoon Peter and Team,
Presently I have $42K in a TFSA. I would like to run with a portfolio of 10 high quality growth stocks. I don't plan on taking any money from this account for 10 years or longer.
Right now I have holdings in:
BNS
BAM.A
FSZ
WSP
SCL
LNF
Cash
I would appreciate your opinion of my present holdings and any suggestions as to how to better construct a diversified, 10 stock, long term, growth oriented portfolio. Dividends are nice but not absolutely necessary.
Any help that you could provide would be greatly appreciated.
Thanks, DL

Read Answer Asked by Dennis on March 13, 2014
Q: I have a preferred share coming up to the reset date March 31 CCS.PR.D and it will reset to GOC 5 year ~1.46% + 5.21 bp. What will likely happen to the share price on this date? I will get my dividend for sure but the yield will drop hence will the share price drop, stay the same as current price or what?

Derek
Read Answer Asked by Derek on March 13, 2014
Q: Why is Shore Gold, SGF going up so much recently?
Read Answer Asked by Jeremy on March 13, 2014
Q: Hi Peter,what are your thought on WEQ
I am underwater on this stock and need your opinion.
Sell,hold or buy more?
Read Answer Asked by Josh on March 13, 2014
Q: My 100 year old father has a few dividend paying stocks but most of his portfolio is in GIC’s. One GIC just expired and I am looking to buy something new for him. I find that a one year renewal will only achieve a 1.4% interest. He will not need money from this source for about 5 years thus can invest in anything fairly safe. The only issue is death which I believe would result in selling to satisfy estate requirements. I was thinking of banks, pipelines, etc because of limited downside and relatively high dividend rates compared to GIC’s. Can you please comment and provide some suggestions? Thank you. As always I very much value your comments.
Read Answer Asked by ED on March 13, 2014
Q: Hello Gentlemen,

May I have your thoughts on the 2013 earning report from K-Bro Linen Inc. (KBL), and will the latest results result in a rating change? Many Thanks.
Read Answer Asked by Arnold on March 13, 2014
Q: Please recommend some uranium stock to buy.I only know CCO.Txs a lot.Peter
Read Answer Asked by Peter on March 13, 2014
Q: WSP Global
In the news today: WSP Global is acquiring Focus, a Canadian engineering & geomatics company. WSP is also doing a bought deal of commons (~$180 million value) - shares offered at $33.75. The offering closed very quickly. I missed it.

What do you think of this acquisition? Do you think their intent is to grow by acquisition? I would like to see solid evidence of organic growth as well. Their earnings, also out today, were okay.

Do you think the price will drop to $33.75 (or a bit lower) with the stock issuance? I would like to add to my position (got in at $30.51).

Any plans by I to do a WSP report?

I'm really enjoying my 5i membership - your dedication to responding to questions is awesome!

Thanks,
Heather
Read Answer Asked by Heather on March 13, 2014
Q: Dear Peter, In no hurry for a reply. I own a convertible Debenture with a maturity in 21014. It appears to be trading at the level of my purchase . What will take place at maturity? Will this bond just mature at Par or will the conversion be forced or does the debenture holder have an option?
Read Answer Asked by Phyllis on March 12, 2014
Q: Hello 5I,

I would like your thoughts on Trimac Transportation. TD have just raised their recommendation from hold to buy. They suggest that the results for the qtr have been positive and management have commented that the weaker cdn dollar will help the company.

You have not been asked for your comments since last summer and last reviewed the company in Feb. 2013. I would consider buying the company as a long term hold with the view of a sustainable dividend and some moderate capital appreciation.

Cheers,
Robert
Read Answer Asked by Robert on March 12, 2014
Q: Hi 5i,
Given the recent announcement regarding Peladeau (sp.?) joining the PQ and the impending election, one might reasonably anticipate increased uncertainty re: the "Sovereignty Issue". In the event that this issue percolates to the forefront of Canada/Quebec politics over the next few years what, if any, stocks/sectors in the TSX would you see being the most impacted? The least (i.e. a defensive play on the issue)? Also, the dollar? I believe Peladeau's entry into the equation to be a potential game-changer for the sovereigntists and could cause some market turmoil. Just speculation; would love your insights on this issue from an investment perspective. Issue or non-issue?
Thanks,
Cheers,
Mike
Read Answer Asked by Mike on March 12, 2014
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!