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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: Good Morning Peter, Ryan, and Team,
I manage an income oriented account which closely tracks the 5i Income Portfolio. However within that account I do have a small basket of more growthy but still steady eddy names with position weights of 2% each. The idea is to squeeze out a bit more return than just income stocks over time. The present holdings are GUD, SIS, ESL, SYZ, BCI, PKI. I was thinking of adding FSV and DSG to this group. Your feedback would be greatly appreciated. Thank you. DL
Read Answer Asked by Dennis on July 18, 2016
Q: I've decided to sell DH as other than the dividend I don't think it now has the management or leading edge technology to compete in the US anymore. They had a good business for many years but have not kept pace. Looking for a replacement in a RIF which includes MIC, IPL, EIF, KXS, ESL, KEY & WSP. Your recommendations. Thank you.
Read Answer Asked by Robert on July 07, 2016
Q: I have trimmed my real estate holdings to 10% of my stock portfolio with 5% in each CIG and FSV. However, I am wondering if I should be taking into account my commercial & residential real estate outside of my stock portfolio? They do generate monthly income and I don't want to sell the properties. Perhaps I should not hold any real estate in my stock portfolio?
Read Answer Asked by stephen on June 30, 2016
Q: I am resubmitting this question as apparently the symbols did not show up with my first question. Can you please comment on these stocks as to suitability for a GROWTH portfolio and if you have any concerns over any of these. Are there any substitutions you would make to this list? Thank you.
Read Answer Asked by Alan on June 24, 2016
Q: When I look at the last 10 years of Cineplex data, I see a plodding yearly price increase without any particularly exciting price swings, a continuous series of modest quarterly profits with few exceptions, a series of fairly regular dividend increases - in a word DULL!

Do you think that they'll continue to be similarly dull? Can you point me to 4 or 5 companies that might be similarly dull over the next 3 to 5 years? I could use some dull (other than financials, where I'm a bit over-weight) to add to my portfolio.

Thanks.
Read Answer Asked by Gordon on June 03, 2016
Q: Peter, my two real estate companies in my portfolio are CIG and FSV and I want to rebalance down to 10 or 12%. I have read your recent comments about these companies and would like your opinion as to what two or three real estate companies you would use in a balanced portfolio. I am thinking of selling both and buying some stocks with more upside.

Thanks, Stephen
Read Answer Asked by stephen on October 29, 2015
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