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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 5i team,

I was thinking about entering into positions in CGX and IPL.U. I am looking for income with some growth upside. Would you still recommend CGX with its recent increase given the recent acquisition from Empire or would you wait for a pullback? I was looking at IPL.U as well given its recent pullback. I already own STN and KBL.

If you wouldn't recommend CGX or IPL.U is there another name that you would recommend?

Thanks in advance as always.
Read Answer Asked by Jonathan on July 02, 2013
Q: No one seems to know why Norbord (NBD) has dropped so much over the past couple of weeks. The company makes building products and is a good play on the continuing recovery in the U.S. housing market. Do you think it might have to do with pending interest rate hikes, increased costs for mortgages, and thus an ultimate slowdown in the U.S. housing market which will impact the company's bottom line? If this explanation holds water, is the stock worth keeping or should I exit at this point? It has had a great run. Many thanks!
Read Answer Asked by Paul W on July 02, 2013
Q: Peter: Our portfolio is 15% in oil, 17% pipelines, 21% banks,
11% electrics, but only 5% industry (MG, BIP.UN,PKI) and 2% commodities (AGU). I've been looking at RUS, FTT or RUS to add to industry. Your thoughts? And any suggestions on a commodity? No US stocks please as we are dual citizens and get hit too much on taxes.
Read Answer Asked by Edward on July 02, 2013
Q: Peter,
I am interested in Newalta (NAL), a oilfields waste mgmt company operating in Alberta. It has a good record of rising revenue and earnings and should prosper from the current concern about cleaing up our oilfields.
Read Answer Asked by David on July 02, 2013
Q: Hi Peter, and hard working team
My portfolio is getting too weighted (13%) in Boyd Income Fund (BYD.UN), but am reluctant to sell, due to the growth, and lack of a better investment idea. I have been thinking about AVO (currently 2.5% in my portfolio), and ENT (0%). What do you think? Maybe there is a better one out there?
Read Answer Asked by Conrad L on July 02, 2013
Q: Hi Peter & Co.
My portfolio lacks anything in the 'Healthcare' Sector..Facilities or otherwise. I have been watching DR-T (Medical Facilities Corp), CLC-T (CML HealthCare Inc)and ACC-T (Amica Mature Lifestyles Inc)and LW-T (Leisureworld Senior Care Corp).
Could you please give me a brief suggestion which might be the best to hold (1st,2nd,3rd choice) of the above for long term income ?
As always...I look forward to your informative reply. Thank you
Dennis
Read Answer Asked by Dennis on July 02, 2013
Q: AAPL is 2.5% of my diverse portfolio, I am down 31% with Apple . I also own IWO, IBB, TAL,YUM, XLP, SPY and EFA in US$. All of my US is doing really well. My Canadian $ portfolio is diverse with 1/2 being your A/B+rated and the 5i portfolio, which I'm working towards.15+ years before I need income flow. Do you recommend selling 1/2 or all of my apple and buying Magna, increase my $US holdings or anything else?
Read Answer Asked by William on July 02, 2013
Q: peter, second time in 10 days i am asking you about ans- ainsworth, it is getting decimated but i cannot find a reason, can you help. dave
Read Answer Asked by david on July 02, 2013
Q: I have app. 10% of my portfolio in ZRE. It has taken quite a hit recently. What do you see ahead for this sector? I am thinking of selling some of it and putting it into the US index fund VFV. Right now my asset allocation is 30% CA dividend stocks, 10% REITS, 10% EAFE, 10% High Yield Bonds (CHB) and 30% US (VUS and VFV), 10% CASH.
Read Answer Asked by Andrew on July 02, 2013
Q: Peter,

Curious for your thoughts on RIM as a small speculative / 'gamble' buy at these current levels? Nothing wild, just a 2-3% holding for 1-2 years as they figure themselves out... my train of thought is that this company will either: 1. miraculously make it, 2. Become a best in class software company, or 3. Breaks it apart and sells everything. Any scenario should equate to more than $10.66 / share for investors, no? These markets seem to overreact on everything these days, and I’m thinking the same may have occurred here, or do you think there will be a better entry point in the next 90 days? Thanks!

Ray
Read Answer Asked by Ray on July 02, 2013
Q: PM, TCN,CWT.UN, WEQ...currently have loss. Are they hold & is average down a good option?
Read Answer Asked by S on July 02, 2013
Q: Hi,I have just started investing and have bought Twin Butte (TBE). I'm in it for the long haul, what are your thoughts on its growth potential? I am looking at purchasing my next stock and would appreciate a suggestion on a good values growth stock. Thank you,
Read Answer Asked by Normand on July 02, 2013
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