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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: Would you please suggest 5 growth names with good current valuations. My intention is to have these positions supply some kiddy up to my core holding of the BMO low volatility etf, ZLB. Thank you.
Read Answer Asked by Richard on June 15, 2014
Q: What is your outlook for Canadian gov't bonds with respect to risks to increasing public debt on the balance sheet of governments?
Read Answer Asked by Eugene on June 15, 2014
Q: what are your thoughts on Enterprise Group they keep dropping. Thanks Andy
Read Answer Asked by Andy on June 15, 2014
Q: Hi,

Happily , for the moment I have positions in AYA, ACQ, & CSU
spread over 4 accts(cash, RLIF, RRSP, TFSA). They currently
represent abut 17.5 % of the total of the 4 investment accounts
of my overall portfolio. ACQ 8.4 % AYA 6.3% CSU 2.25%

My main concern is that all 3 investments are similar in nature as they are all "rollups" .

Do I have to worry about having a significant portion of my portfolio in this type of investment ?

I know that I need to worry about individual positions exceeding
10 %

MY second question is about a trimming strategy I try to use.
I have been selling 25% of an investment the first time it doubles and 25% each time it increase by 100% of the original investment. Is this a reasonable thing to do ?

I am considering taking only 25% of my profit instead on subsequent increases of 100%. and taking as much as necessary
to stay under 10 %.

I would appreciate your comments on this situation.

Thank you, Thank you, Thank you.

Leonard



























Read Answer Asked by Leonard on June 15, 2014
Q: Hello 5i team, I have a small position in BRP ( Brookfield Residential Properties) with a 37% capital gain in a registered account. The shares have trended down in the last 6 months. Should I be patient and hold or look for a replacement. If I were to sell what would you suggest I replace it with? Thanks as allways.
Read Answer Asked by Frank on June 15, 2014
Q: This is a follow-up to the question asked by Mike as to when to sell a stock.

How does paying attention to the five parameters mentioned apply to commodities? I am thinking specifically about oil, which is rising in price primarily (it seems) to unrest in Iraq. If, and when, that situation is resolved or at least quieted, should we expect the price of oil to decline? If so, does one look at trimming holdings in oil companies now as the price rises and portfolios unbalance or should we as investors wait and not adhere as strongly as we might normally do to portfolio weightings?

Thanks for the in-sight.

Paul F
Read Answer Asked by Paul on June 15, 2014
Q: Hello Peter & Co.
I'm thinking of adding some exposure to the energy field services sector. Hesitating between CEU and HWO. The latter seems to be at a good entry point after its recent drop.
Thanks
Tony
Read Answer Asked by Antoine on June 15, 2014
Q: If possible I would like your opinion on my rif portfolio- equity portion..
All holdings are "in the black" and I am up ytd. 25,000 on my equity positions and 5000 on my bonds.
Total rif. acct value is 428,000 split 309,000 equities balance corp.bonds
the portfolios is
1.all five can. banks
2.atd.a
3.acq
4.bce
5.zwu
6.zhy
7.bam.pr.p
8.cnr
9.cpg
10.dh
11.hcg
12.ipl
13.ppl
14.rei.un
15.sjr.b
16.t
17.wcp.

should I cut back on say banks and broaden the sectors that I am in? I am 71, medium risk tolerant and the fortunate recipient of a defined pension so rif is not ultra critical.
I am a new subscriber and just blown away by the exceptional value of 5i. What a great resource! Thank you.
Read Answer Asked by don on June 15, 2014
Q: May I have your assessment of PanTerra (PRC).Do you know the new management team?
Thanks, Tim.
Read Answer Asked by tim on June 15, 2014
Q: Hi Team
Good job what is your take on LW & Acr.un

Thanks MIke
Read Answer Asked by Mike on June 15, 2014
Q: great great stuff on Amaya, great article by ryan modesto. I had 15000 shares at 5.25 and rode it to 10. sold half when stocked dropped to 6.00, and bought it all back plus another 5000 at 9.00 when stock started moving quickly again, no complaints from me. last year paladin made my year and this year Amaya made my year all due to 5i research, unbelievable.only one caveat is for those of us who follow stocks hourly like me Amaya was a give away, news was leaked etc.etc., I wonder if the authorities will get on this one. dave
Read Answer Asked by david on June 15, 2014
Q: The 5i team: First of all Peter many thanks for the AYA suggestion a long time ago. I would like to follow-up on your statement “We think the stock goes much higher from here”. Would you please elaborate on that. Thanks.

If a similar question is asked, please don't publish and clog up the Question and Answer section as it is a valuable investment tool.

As always, thanks to everyone at 5i for your valuable service.

Doug
Read Answer Asked by Doug on June 14, 2014
Q: During the Bellatrix BXE conference they indicated they are hoping to purchase there partners interest. Who are there partners? Thanx Orest
Read Answer Asked by orest on June 13, 2014
Q: Hi, Peter
I have owed SWC.US, it come down quite a bit Today,I do not
know why, is it a sell, or hold, Please give your comment, thanks a lot.
Read Answer Asked by selina on June 13, 2014
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