Investment Q&A

Q: Hi Peter,

Hope you're back riding soon...be well.
I am redeploying some of my AYA money into other core holdings. Would you prefer at today's level STN or CGX?
Also, should I be concerned by either STN or CGX's valuation in weaker market? - Their P/E's scare me if sentiment changes.

Thanks in advance,

J.
Thanks,

Q: I am considering purchasing one of Evertz (ET) or Avigilon (AVO).
Of the 2 which do you consider as a"best buy" and why?

Q: could you compare medium term prospects for RE -vs- rmp -vs- rxx ?

Q: as you've mentioned, although AYA has had a good run a number of things could derail the train eg a negative earnings report, or a negative response from US regulatory agencies. Do you know when the regulatory response is expected and the date of the next earnings release? Thanks

Q: Is it worth having a financial adviser managing an account under 200k for someone who has some knowledge of companies but not of their stock value (especially for blue chip companies) or should I try to manage my own portfolio on my own using 5i as my adviser? I would not be making daily trades of companies, it would be for growth of my equity portfolio, checking every month I suppose.
Current holdings since 2007: BMO BCE AGF.B TRP RY TRP BNS TRI POW (US holdings) GE BP. Thanks.

Q: In many instances you have mentioned AVO (Avigilon ) as one of your top growth picks, yet it is not in your model portfolio. Why not?

Q: Hi Peter
By chance I came across your post that stated that you had an accident last week while training for your bike ride across Canada in aid of Children with Cancer. As a member who has benefited so much from 5i I will make a donation to your cause. It gives me a new perspective when I am constantly worrying about not having enough money for retirement when I see teenagers worried about not making their next birthday. Not to mention what it must do to their families. Would you please post the link here, or more prominately on your questions page? I would like to see you surpass your total donations goal and there are lots of people, just like me, who would like to help.

Cheers,
Bryan

Q: a comment
"saw the details you posted about your serious training accident on Friday"

Some pro sports teams put clauses in their contracts prohibiting players from participating in some "rough" other activities for fear of injuring a valuable property.

Perhaps we should consider the same for Peter. He is certainly more valuable than a hockey player!

All the best for a speedy recovery.
Bryon in Elmira

Q: re: VIXS Systems

Technically share price has been very flat since mid April after a big decline earlier in the year. Numerous new products are expected to begin shipment in early June.

Can you comment on your view moving forward please?

Thanks for all you do for us

Gord

Q: Hi Peter and team:
I have a fair amount of my equities in Cnd banks, pipelines and utilities, the purpose is to generate a steady source of dividends which I am lucky as the above has done well
I am in my early 60s, has a small position in VIG in US
I wonder if I want to diversify by adding new money to US and International ETF for the purpose of income esp re: dividends, if you could suggest something including your opinion in VIG,
I am aware that some of the dividends generated from outside Canada might NOT be treated as friendly from a taxation point of view if it is from dividends generated from Canadian companies, your help would be much appreciated, great Job team!

Q: Could I please have your updated views on NXT Energy Solutions (SFD).
Thanks, Rick

Q: i would appreciate any information or thoughts on rx-t

Q: CPD
I am very wary of adding Preferred Share index back into my portfolio as you have in the new Income Portfolio. I had a 5% weighting since 2013 and the yield for two years barely covered my capital loss. I have had the same experience with bond etf's. Is it not better for me to buy the individual corporate bonds from the discount brokerage and have reasonable assurance my capital is safe even if the yield is a little lower?

Q: Hello Peter and crew, I have been a member for just over a year and have to say my portfolio is up about 35% all thanks to you and your crew! I am 46 years old and will be retiring from my current career in 5 years. I will have a very good pension and will likely find something else to do. I am would say a bit aggressive in my investing. So here is my current holding all about equal in amount....except for aya which is currently 3X everything else...woohoo!!! I have placed a sell on 1/3 of my position. I hold BNP, SGY x2, TPH,AQN, CPX, CSH.UN, LRE, NPI, VSN, WCP, BEP.UN, CSE, PPL,RBI X1/4. I was going to add BNS with the sell of AYA.....do you have any suggestions, like a good replacement for BNP or others...I do like my dividends they have helped me grow with other purchases. But a good growth stock would be good too. Thanks Ed

Q: REITS: I just read your report on MRC and, despite a low yield %, the B+ rating makes it tempting. Would it make sense for me to switch out of one or more of the following in order to then add MRC to my portfolio? Other REITS currently held include: CWT.un, GRT, DI.un, AAR.un, AP.un and HR.un.

Thank you again.

Q: CVL continues to slide. Do you have any knew thoughts regarding this company since your last comments in early June?
Thank you
John

Q: Do you have any thoughts on Gemini GKX

Thank you Ian

Q: re: RE-T Rock Energy

I've done well on RE this year. Share price appears to have flattened a little since 3rd week April. There was talk of a buy out maybe somewhere in the future.

Any comments on this and, would you hold or sell?

Thanks for all you do

Gord

Q: 5i team:
The wife and I both hold CGI Group (GIB.A) : ~ 20% each
in our TFSA's. We are each up ~ 17% from purchase.
Our approach for our TFSA's is to hold growth Co's.
CGI seems to be lagging lately. Would you recommend we :
1- continue to hold; 2- reduce the % held;
3- or take our profits and look for something to replace.
If 3, could you make a few suggestions.
Thanks,
we greatly appreciate your service.

Q: Now that the London silver fix is finished,how do you think that affects silver prices going forward? Some US newsletters see a rising silver market. Would Silver Wheaton (SLW) be a good way to play it ,or do you have some other ideas?
Thanks,
Philip