Q: Our portfolio is invested as follows - Oil/gas,five, 16.3%, Pipelines,four, 16.6%, Banks,five, 16.8%, Electric,four, 10%, Reits,five, 10.6%, Tele,three, 8.8%, Commodities,two, 3.8%, Industry,three, 6.7%, Misc(PWF, ENF)4.3%, Bond 6%. All are Canadian except one US railroad. We depend on the dividends for half our income. Any thoughts on the spread, and where to add an additional 10% we have in cash?
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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: I'm wondering if you plan to do a report on Whitecap Resources (WCP). What are the strengths/weaknesses, how volatile is it, and is a "buy" at current prices (around $10).
Thanks!
Thanks!
Q: I think PGF was heavily into Natural Gas properties at one time.
If true is it still?
If true is it still?
Q: Yikes. Contrans (CSS) is down significantly today on triple the average volume, and I'm down over 18% in that stock alone. Will it recover in the near term or should I sell now and swallow the losses? TFSA so no tax loss advantage. I realize the stock is cyclical, but WOW. Also, does the increased volume and slight uptick in Amaya (AYA) give us some indication of what their numbers will be on Monday? Thanks,
Q: I have a question about FirstService Corporation
The quarterly results for fsv are out today. The market seems disappointed. How does 5i feels about the quarterly report?
Thanks
The quarterly results for fsv are out today. The market seems disappointed. How does 5i feels about the quarterly report?
Thanks
Q: I would like your opinion on Silver Standard (SSO) and the silver market in general.
Q: Hello Peter and the 5i Team,
My wife and I are in a fortunate position to have stable defined-benefit pension plans, but likely have been too conservative in our investing by maintaining a 60-40 weighting of stocks to fixed-income. We were looking at our large holding of the CLF ETF, and calculated an annualized return of just 2.45%. My question is this: What low-volatility equity/equities would you purchase if the CLF shares were sold? I was looking at your recent article that discussed DOL, GS, NWC, NCC.A and ADW.A, but perhaps there are others you could recommend. Love your service; wish I had joined earlier!
My wife and I are in a fortunate position to have stable defined-benefit pension plans, but likely have been too conservative in our investing by maintaining a 60-40 weighting of stocks to fixed-income. We were looking at our large holding of the CLF ETF, and calculated an annualized return of just 2.45%. My question is this: What low-volatility equity/equities would you purchase if the CLF shares were sold? I was looking at your recent article that discussed DOL, GS, NWC, NCC.A and ADW.A, but perhaps there are others you could recommend. Love your service; wish I had joined earlier!
Q: Would appreciate your thoughts on the present price of LUN Lundin Mining and on copper prices over the next couple years.
Thanks
John
Thanks
John
Q: I would like your opinion of Laramide (LAM). Do they have the dollars to get into production and carry on till the Uranium price improves.
Q: hello 5i:
I'm having a great deal of trouble trying to determine the direction of interest rates ie. inflationary vs deflationary forces, and thus some portfolio choices I need to make. Your opinion please.
thanks as always
Paul
I'm having a great deal of trouble trying to determine the direction of interest rates ie. inflationary vs deflationary forces, and thus some portfolio choices I need to make. Your opinion please.
thanks as always
Paul
Q: Do you have any ideas around the spike in trading volume in Alarm Force yesterday? Could it be attributable to takeover rumors? A takeover possibility was noted in your report last year.
Q: Bonjour, could you comment on Intel (INTC) and JP Morgan ((JPM.) Are they a buy at this time?
Merci
Ronald
Merci
Ronald
Q: Any new thoughts on GBV? Do you think that it has hit bottom, and this could be an opportune time to acquire shares at a low price?
Q: hello thanks for the comments on RB. What is your long term outlook for WFC. wells fargo. thanks. Buy the way 5i is awsome.
Q: I am thinking of increasingly my 2% weight in Glentel (GLN) to get more consumer exposure. Or are there other stocks that I should consider? Are there any plans to update the company's report, the last one was January 2012? Thank you for very helpful service. Paul
Q: Did your view changed on PZA since February of this year?
Q: Hi Peter, I hold BCE in several accounts, and it has done very well. However it is becoming a disproportionately large holding in these accounts, so I wish to sell some in exchange for Telus. Should I wait until Telus has a bit of a pullback, or do the telcos tend to move up and down together and thus it does not really matter. Thank you.
Q: Hi team,
I owe k and I am down 50% at this point. Should I continue to hold it? Will it go down further? Since I have it in my RRSP, I have no rush to sell it. Thanks for your advice.
I owe k and I am down 50% at this point. Should I continue to hold it? Will it go down further? Since I have it in my RRSP, I have no rush to sell it. Thanks for your advice.
Q: I have a question about Gildan Inc. Since your report on 1/6/2012, GIL has appreciated so much. Will it stay in the uptrend ?
Q: Can you comment on the results just reported by Open Text, they were good and they initiated a dividend but I am a bit confused by the market response, the shares rose over 10 percent? doesn't this seem a bit excessive?