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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 Peter.
As a new member I'm curious to know more about the trading parameters of the 5i model portfolio. Will the portfolio ever go short? (Inverse ETF's)? How often will stocks get cut and new ones added? Will the portfolio ever go to a certain level of cash or does it always stay 100% invested. A brief description of what too expect would be helpful.
Thanks Nicholas
Read Answer Asked by nicholas on March 26, 2014
Q: Sherritt
Today I am hearing that Cuba is going to change the laws to allow wholly owned companies to invest in Cuba.
Also they are going to gurantee that assetts will not be confiscated.
If this happens willit not be HUGE for Sherritt?
Thanks,Warren.
Read Answer Asked by Warren on March 26, 2014
Q: On Torstar. Last night on BNN, Patrick Horan made Torstar a top pick. I have always considered the stock an avoid as it is in a dying industry--along the lines of your last answer on this in November.Agilith Capital has an extraordinary record so I was surprised. Has something changed, am I missing something or is this just the disagreement which makes markets?
Read Answer Asked by Bryon on March 26, 2014
Q: Thank you Peter, for your response concerning my TFSA portfolio. In keeping with my goal of creating growth, I have come up with the following ETFs and would ask your opinion on their value. If you differ with any of them could I ask you to recommend a substitute. I find it a challenge, with the resources available to me,to pin down ``dividend growth`` ETFs. I have selected the following based on their asset size, MER, and sector diversification. They are as follows:
CDZ, XRE, ZPR, XTR and CHB. They would make up the entire portfolio. Thanks for all you do for us.
Read Answer Asked by Rick on March 26, 2014
Q: Hello Peter....Sector classification question for 2 companies. Is it better to classify Black Diamond as Consumer Discretionary than Energy? And for AutoCanada can it be considered as Retail rather than classified as Consumer Discretionary?...Thanks...Tom M
Read Answer Asked by Tom on March 26, 2014
Q: Hi Peter:
I am retired with a modest pension, and a huge believer in asset allocation focused on Cdn dividend income. I have recently trimmed several positions to raise a bit of cash (now at 7%) to take advantage of a possible summer pullback. In equities I own AD, AQN, ALA, BCE, BNS, BTE, BA, CFN, CGX, CSU, CPG, III, PBH, TCN, WEQ, as well as 2 dividend funds and 1 REIT fund.

Do you see any red flags? Caution flags for me are CFN and WEQ. Once purchased, I normally like to give the stock "time to perform".

Thanks for your help,
Steve
Read Answer Asked by Stephen on March 26, 2014
Q: I'm interested in investing in stocks that are in the business of cloud computing for my tech sector allocation. I'm aware of the big names like Apple, Amazon, Google and now Microsoft but don't feel comfortable picking one or two. Do you have any ETF (or other) recommendations in this sector? Thanks again for all your guidance :)
Read Answer Asked by john on March 26, 2014
Q: Hi Peter and Team,

What are your thoughts on WesBanco, WSBC?
Read Answer Asked by Graham on March 26, 2014
Q: I, perhaps foolishly, assumed that Vanguard Canada ETFs sold on the TSX in Canadian dollars would be Canadian income.... Are all the Vanguard Canada products US income, including VDY? Therefore is it ineffective to hold them in a TFSA?
Read Answer Asked by Marilyn on March 26, 2014
Q: Good morning Peter and team,
Question is on Alarmforce (AF). Announced a special dividend this morning. Would you be buying on this news since the share price is pretty much flat since the announcement? And has the Matlin affair been resolved? Thank you.
Read Answer Asked by Alain on March 26, 2014
Q: WFI - what do you think of an entry around $20 (seems like it's going there)

Thank you
Read Answer Asked by Eric on March 26, 2014
Q: Hi Peter
Can i have your opinion on HollyFrontier Corp HFC-N.
Is it time to take profits in the refiners?
Thanks Gord
Read Answer Asked by Gordon on March 26, 2014
Q: Hi Peter, I received US stocks; ARO, AMR, DF, & GES from a transfer in from a managed account. Would you keep any of these ? Thank you, Paul
Read Answer Asked by Paul on March 26, 2014
Q: What is your feeling on TCM. the price to book value seems like okay value or do you think that the book value will erode? at these prices it seems okay. what would you rate it? thank you.
Read Answer Asked by ryan on March 26, 2014
Q: Hi Peter and Team,

What are your thoughts on First Defiance Financial Corp, FDEF?
Read Answer Asked by Graham on March 26, 2014
Q: Hi Peter & Team,

What are your thoughts on Myers Industries, MYE?
Read Answer Asked by Graham on March 26, 2014
Q: Dear Peter & Co.

If you were holding a full position in Kirkland Lake Gold (KGI) with a $4.79 cost per share, would you be inclined to sell or hold at this point? There hasn't been any substantial news from the strategic review since its announcement on January 6th, and am wondering whether such money might be better deployed elsewhere. We seem to be treading water, here, for the most part. Thank you, as always, for this superb service.
Read Answer Asked by Sylvia on March 26, 2014
Q: Hi 5i,

Could I get your updated views on GXI? I know the 4th quarter came in weaker than expected, but i'm tying to look past it and see a number of catalysts for 2014. Would you agree? What do you think of the valuation / upside potential in an investmnet in GXI?
Read Answer Asked by Sasha on March 26, 2014
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