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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, I think some of your members are abusing the great service by asking questions about their entire portfolio. Others ask about multiple companies. They are not paying for that level of service, but are taking that level of your and your staff's time. I would much prefer to get a detailed reply about one stock than see the replies become more generalized. I've been a member since the early days and have noticed a trend to less specific replies. If we project that scenario down the road, I think we all lose.

Respectfully

Tim......

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Read Answer Asked by Tim on November 25, 2013
Q: Hi there,

Given the operational risks associated with the Oil and Gas industry, I have always preferred to carry a 'basket of stocks' for a total weighting of about 16% of my portfolio. I have held them all for 3+ years and have done well considering both capital gains and dividends. When one 'stubs' their toe, it seems like the others are doing well. The laggard in the group is Legacy which continues to underwhelm the market even with its improved production and guidance. Wondering if this is the time to reduce the number of holdings. Here is my current mix:
Vermillion, Baytex, Crescent point, Whitecap, Twin Butte, Legacy and RMP.Do you consider this a reasonable strategy givent he operational risks associated with the business or should I just simplify and reduce the number of holdings. If so which stocks would you divest of here at this point.
Read Answer Asked by kelly on November 25, 2013
Q: Hi Peter, here's an excerpt from a note I sent to a friend asking about your service. As a completely satisfied customer, please feel free to use any or all of my response to him.
The head of the firm is Peter Hodson, he has been a Bay Street superstar for 30 years.
His funds outperformed The Street significantly almost every year,. His last gig was as as Vice President at Sprott Asset Management.
He made a crap load of money when Sprott went public and decided to “retire”.
He says he was always bothered by the conflict of interest Bay Street has with its clients and now had the money to provide the service the way he wanted.
His firm has no ties to any companies, neither he nor his people own any stock in any company they cover and they have no investment banking interests either. In short, No Conflicts.
5i instituted a model portfolio in March and it’s up almost 30% year to date. The research reports are written in plain English and companies are given high-school style grades.
Couldn’t be easier.
As well, you can ask questions about any company you’re interested in.
They official cover only Canadian firms, but I have asked a number of questions about U.S. and foreign companies and have always received good, straight answers.
I don’t simply fill my portfolio with the 20 names in their model portfolio because my goals have changed and I’m now a dividend investor and not all of his model portfolio pay dividends or not generous enough.
But picking from his research list and answers to my questions, I’m up almost 30% this year.
I’ve been a member for two years and can’t recommend them highly enough.
If all this wasn’t impressive enough, it’ll cost you about $110 a year taxes included.
I don’t think there’s a better deal out there.
Hope this helps, Gordon.
Keep in touch
Kyle
Read Answer Asked by Kyle on November 25, 2013
Q: Good morning Peter,
Enjoyed meeting with you at the recent Money Show in Toronto.
Just a comment on a question from Ray, 11/25/13 regarding his wife,s RIF. If they don't need the cash, they might consider an in-kind transfer to a non-registered acct. sufficient to cover the minimum withdrawal from the RIF.
Read Answer Asked by Robert on November 25, 2013
Q: Cautious comments. Notice your mentioning all the cautious comments you have made over the past 2 weeks. Were these stock specific or market generally? If on the market itself could you summarize for us?

TIA
Read Answer Asked by Gerald on November 25, 2013
Q: What is your opinion on I shares S&P /TSX Capped Composite Index Fund .....Is there an alternative that you would recommend
Read Answer Asked by Terry on November 25, 2013
Q: I think I may have made a mistake and bought some LGF on FRiday. The stock initially went up and is now tanking. Gross sales huge. Do you know the reason for the plunge please.Lions Gate Films
Read Answer Asked by Phyllis on November 25, 2013
Q: I would like to have some exposure to a European recovery .....Is a recovery in the offing and if so can you recommend a way (ETF?) to play it?
Read Answer Asked by Terry on November 25, 2013
Q: Re: November 25, 2013 (asked by robbie)
Question: Would you ever consider providing A,B,C,D portfolios with 5 or 10 stocks in each.
IMHO we need two portfolios:
1) widow and orphans
2) Gamblers anonymous with the 5i blessing
LOL
Feel free to publish if relevant.
Thanks PB
Read Answer Asked by Peter on November 25, 2013
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