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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,

can you recommend a good retirement planning software either PC or web based? I would be willing to pay for it if it is very good. Ideally it will be able to plan for a married couple. I am currently using a free planner provided by BMO Investorline which is quite good but, would like a second opinion to check the results. thanks
Read Answer Asked by Ian on December 26, 2013
Q: Hello, Peter @ Co.
I am looking at World Point Terminals, a Limited Partnership in the USA. The infrastructure for light crude appears to be a decent sector within the energy investment space. Although your focus is Canada I was hoping you might have some insight into this company and US LP's in general.
Thanks,
Ed
Read Answer Asked by Ed on December 26, 2013
Q: BEP.un What little I know about stocks is from reading Ben Graham type of stuff- so when I look at the balance sheet of Brookfield- it looks perilous. And then to look at WPK as you note it as no debt at all. BEP.un is an A and Wpk is a B. I don't get it?
Read Answer Asked by Warren on December 26, 2013
Q: Hi Peter and team, my question is about Morningstar rating system. There is something I do not understand, when I look at their latest report (December 13th)on Iamgold, I see a 5-star rating for that stock. On the other hand, 5iResearch is negative on the same stock. Is there something wrong with Morningstar rating system? Merry Christmas and a Happy New Year! Thanks, Gervais
Read Answer Asked by Gervais on December 26, 2013
Q: Peter, Merry Christmas to you and the rest of the staff. I am up 57% on Davis & Henderson and 50% on Genevar. I read your previous comments on these companies. Considering that they both have hit new highs, would you consider these as holds or even as buys. Thanks in advance. Gary
Read Answer Asked by Gary on December 26, 2013
Q: Hi Peter
You do not to answer this till after the holidays . Di.un. Dundee international . I am down 22% . If Europe is picking up am I justified in continuing to hold .or are there better places to put my money ? CNQ....my next stock... Do I also continue to hold this stock . As with all resources this has been dormant for a while. Is it also a hold ?

Candi
Read Answer Asked by Candi on December 26, 2013
Q: Peter and Team,

With tapering beginning and possibly progressing, what are your thoughts on buying an ETF that is the reverse of the Thirty Year Bond in the US... something like HTD? It seems like interest rates are basically as low as they can go and will rise - its just a question of when.

Thoughts?
Read Answer Asked by Marc on December 26, 2013
Q: Merry Christmas. Regarding John's question re percentage of stocks trading above their 200 day moving averages, Stockcharts.com has the charts for the TSX and S&P 500 indices. The Stockcharts symbols are $TSXA200R and $SPXA200R.
Best wishes for the new year to everyone at 5i.
Tim.
Read Answer Asked by tim on December 26, 2013
Q: I realize this company is out of scope for the website, but I would appreciate any thoughts on Mitsui(mitsf). I like the valuation, dividend, and diversification.
Read Answer Asked by Rob on December 26, 2013
Q: Peter - I would like to take this opportunity to wish you and your family as well as the rest of the 5I team a very Merry Christmas. The launch of 5I research was certainly a bellweather change in the investing dynamic of this country. You have truly changed the investing landscape for the better. We have all benefitted from your work and for once the little guy has been given a significant leg up on the money-sucking industry as a whole. We are all grateful to you for how you have in fact changed lives for the better and I know that everyone visiting this site expresses deep gratitude for your efforts. The word is spreading and you will continue to grow dramatically. Thank you again from a grateful team of happy clients.Jim D
Read Answer Asked by Jim on December 26, 2013
Q: Not a question, but a sincere compliment. Although only being a new member for a few months I have already taken advantage of renewing a 2 yr. membership at present costs. Am steadily adjusting my holdings to follow many of your suggestions to clients and your model portfolio. Am retired now and only wish I could have had 5i to follow in past years.
Again, many, many thanks and a Merry Christmas and the best New Year possible to you and your staff.
Hal
Read Answer Asked by Harold on December 26, 2013
Q: Hi team:
great work and thanks for your advice
I have some REITs and are holding them for income for a yield of about 4-5%
From what I understand, switching some of those to FSV and TCN
both are involved in real estates especially in US could offer a better potential of
capital gains (though lower yield) than the current REITs in Canada, would that be
a correct assumption ? Merry Christams!
Read Answer Asked by Michael on December 26, 2013
Q: Hi there
Wondering for an income side of a portfolio what you think of OCS.un? I like the 7% yield and the integrity and track record of Onex backing it.

Much thanks
Stuart
Read Answer Asked by Stuart on December 26, 2013
Q: Hi Peter, I am finally picking up the courage to invest in the stocks in your model and summary portfolio in January 2014. What is the outlook for the next 3 years. I have more than $31500 to invest and am thinking of about 15 stocks at about 5% in each.
Thanks for all the great advice.
Read Answer Asked by Ivan on December 26, 2013
Q: Merry Christmas, Just sitting at home enjoying this Christmas morning and feeling grateful for my family, good health, and grateful for the financial advise 5i has provided over the last 2 years. 5i has changed my investing approach and made me a significantly better investor. I now have a systematic approach which I did not have in the past. Lastly when I get nervous about the markets I just reread your articles and this gives me the confidence to stay in the markets.

Have a happy and prosperous 2014.

Darcy
Read Answer Asked by Darcy on December 26, 2013
Q: Hi! A general question of the origins of how the name "5i" came about? Was it just having a 5th eye besides wearing glasses? Wishing you happy holidays.
Read Answer Asked by Michael on December 24, 2013
Q: Hello. I wanted to get your take on the Altius Minerals transaction from today. It appears to be a solid use of the cash on hand and sets the company up for a long life as a prospect generator and dividend paying royalty machine (dividends at some point in the near future I'm assuming). Is all well from your vantage point with this deal and the transformation of Altius? Happy Holidays. Thanks.
Read Answer Asked by Brad on December 24, 2013
Q: Peter...Congratulations on creating 5i. It is such a needed and valuable educational-consulting type service. We are all delighted with you and your team. I am sure your membership will continue to grow substantially!
My question...
In recent past Benj Gallander has recommended APT and AJX as good contrarian plays. However I notice they are very close to there 52 week highs! It is my understanding that contrarians are suppose to buy low and sell high. In any event how would you rate these companies?
Thanks for your expertise and insight!
Dr. Ernest Rivait
Read Answer Asked by Ernest on December 24, 2013
Q: re: MET

the last time someone enquired about MET (US) was in August
I have in my portfolio PWF and SLF
they have a good run
How does MET (US) compared to the Canadian Life co in terms of
dividends and more important some upside potential for capital gains ?
Merry X'Mas
Read Answer Asked by Michael on December 24, 2013
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