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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: Could I please have your thoughts on the deal with Crew energy? I have held LRE since the Westfire days and it has never really recovered. It has increased its dividend but the market is still not impressed. Is this still worth holding or if it's time to move on, what to replace it with.

Providing information to help me make these types of decisions is so valuable , thank you
Read Answer Asked by Rose on April 10, 2014
Q: Sandvine announced good earnings today and stock is up. Would you add to a position at this price. Thx
Read Answer Asked by william on April 10, 2014
Q: re FCU. Has the stock been thinned down much by the recent grant of options to a wide range of people associated with FCU
Read Answer Asked by Donald on April 10, 2014
Q: Could I get your opinion on Partners Real Estate Trust Units (buy, sell, hold). I see in january you thought the worst was over and was worth looking at. What caused the big drop the last couple days.
Thanks
Read Answer Asked by Doug on April 10, 2014
Q: Good morning,

I have been watching both the Baytex common and receipt, where the price differential seems to increasingly favour purchase of the receipt given the discount as well as the accrual of dividends.( assuming closure of the Aurora acquisition by June) Looking for your insights this observation.

Many thanks

Read Answer Asked by Brad on April 10, 2014
Q: Re: WIN.TO

What' your take on the new development regarding Wilan?

Thank you!
Read Answer Asked by Dong Sheng on April 10, 2014
Q: Good Morning 5i Team and thanks for such a great product. I am learning a lot from member questions and your responses.

Weighting of a portfolio is very important and in your model portfolio you keep the weightings around the 5% mark. For those who might have less than $100,000 such as in a TFSA account it seems almost pointless to purchase less than a board lot as any gains, while maybe nice on a percentage basis, may not add much in terms of value when trading fees are calculated in. In a smaller account one may only have 2 or 3 stocks and this would distort the 5% weighting practice.

My question is, at what portfolio dollar level would you consider moving closer to the 5% weighting recommendation?
Read Answer Asked by Michael on April 10, 2014
Q: Quick question on FLOT. In the model portfolio it shows acb as $55.97. RBC is giving me a quote of $50.66 for April 1.
Mike
Read Answer Asked by michael on April 10, 2014
Q: Crew(CR) released information after the close that it had both sold assets and purchased additional (fill in) Montney assets. It has been argued that it's balance sheet had become somewhat stretched. Do you like these transactions? The stock has been very strong of late, do you think it can continue to rise from here?
Read Answer Asked by John on April 10, 2014
Q: Your model portfolios are a great aid in putting together my own investment portfolios, thanks for the great work. In your income portfolio spreadsheet, can you add a column to show the dividend increases for each stock, perhaps a percent growth over the past three years? Or would you consider that to be superfluous?
Read Answer Asked by David on April 10, 2014
Q: Thanks for the income model. I plan on using it as a buying guide. I am retired with 100% in GICs. I plan on using about 15% of the GICs to buy the model. However, with such a high percentage of fixed income in the GICs, I wonder about the fixed income portion of the model. Should I replace the first 4 securities with equity? If so, please make some suggestions. Thanks Tim...
Read Answer Asked by Tim on April 10, 2014
Q: Hello Peter and team,

I have put half of my ,money (taxable account) in the model portfolio and I would like to deploy the rest outside of Canada.
I was looking the the following : Microsoft (MSFT), Wells Fargo (WFC), Home Depot (HD), Time Warner (TWX), Anheuser Busch Inbev (BUD, Adidas (ADDYY), Qualcomm (QCOM), Consumer Staples Select Sect (SPDR). Last on it's an ETF. What do you think? Any other suggestions.

Thank you in advance
Marios
Read Answer Asked by Marios on April 10, 2014
Q: Good afternoon,
I would appreciate your view respecting a potential investment in Wisdom Tree (WETF). My goal would be solely capital appreciation.
Thank you.
Read Answer Asked by Peter on April 10, 2014
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