Q: Hi 5i , I guess when you talk about growth of a company, you are referring to their estimated future earning. Do you have a list of top 10 growth companies and their rates of growth?
Q: My portfolio consists of 6-7% Utilities. I would like to add AQN. With everyone targeting Utilities as a sector to suffer under higher rates, is this a good idea? If so would you suggest the common or the Investment receipts and how big a position.
How do you feel about these two insurance companies ? Currently, my position in insurance companies is strictly GWO. I am considering taking my loss in GWO, selling some GWO and purchasing SLF to better balance that sector.
Q: Hi 5i,
What would you do with First Solar given the factors behind its recent plummeting? Is it an outright sell? I can afford to take a 3-5 year view with it, if it makes sense to do so. I am down substantially on the position but it is in a registered account so there is no tax loss angle to it. Nominally I think of the holding as part of a relatively small speculative pool within my portfolio so there are no real sector balancing consequences one way or another. Grateful for any thoughts. Thanks!
Q: I modeled my income fund portfolio on the 5IR portfolio. One opening is an AGU position. I am hesitating taking a position because of merger with Potash. Question...what is the down$ide risk of getting into AGU now, in particular to market share price, aka the book value, or is there a substitute TSX name or ETF?
......Thanks......Tom
Q: I recently purchased PIH based on its growth prospects and low multiple. I'm down 20% in two weeks and wondering if I missed something. I know that they have had huge run and that the quarter was only okay but it still looks cheap to me. I would like to hold PIH for a minimum of 4 quarters. I appreciate your thoughts.
Q: Ryan's article,"Very shareholder friendly" shows 5I has 4 of the 10 companies with SYZ as the clear winner.Last week a guest on BNN stated that SYZ is very good in maximize value of acquistions,so hope to see some deals soon.Recently signed an agreement with Microsoft.I have a 2% position so please advise if it is time to add more in this volatile market. On Sep 9,The Motley Fool recommend SJ as a top growth stock for high returns today.Have a 7% position,so it is prudent to add a bit more. Always appreciate your great services & views
Q: Given that Telus has been working closely with QHR; I had been wondering even before the Loblaw offer why Telus would not just buy QHR. Is Telus an aquisitive sort of company? What are the odds on a last minute offer from Telus? Is QHR worth more than $3.10/share?
Thank you for your honest advice and opinions
Clarence
Q: In your recent response to Helen you noted an almost doubling of earnings over the next 2 years. RBC shows earnings of $6.08 2015,$6.16E 2016,$6.70 2017E. I am wondering what numbers you are projecting.
Many thanks.
Mike
Would you increase holdings in hcg at this time; the model portfolio is slightly underweight on the equity as am I. With the stock repurchase plan announced, would you go to 5-6% of total portfolio?
Q: I noticed in the Globe this morning an article about Chemtrade making a hostile takeover bid for Canexus. I own Chemtrade only and would like your opinion on the pros and cons of this action for Chemtrade. Also, any idea as to whether or not this would be a good acquisition for them? Many thanks, Don
Q: I'm looking for an income component to my portfolio. i already have decent exposure to large dividend paying companies (cdn banks, BCE, Telus, ENB, TRP, BEP, BIP, CU, VZ, MO). i have a small amount in bonds but i am hesitant putting more money towards bonds at this point. where else would you go to for income for a total return of 4%-5%? Riets (XRE)? Preferred shares? This will probably be a 3%-5% weighting in my portfolio and a long term holding. Thanks