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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 and Team!! Me again...I have $5000 to invest. I would like to start a new holding with growth potential (a small dividend would be nice as well) Magna just had a stock split...GS??....ET?...I am looking for suggestions. Cheers, Tamara
Read Answer Asked by Tamara on March 31, 2015
Q: Any update in the works for MDF? It has gone mainly south over the past year.
Read Answer Asked by Douglas on March 31, 2015
Q: Hello Peter and team!
I currently hold Goldcorp and I am interested in adding two more gold companies to my portfolio. Are there two companies you could recommend other than Goldcorp? I really appreciate the wonderful service you provide!!! Thank you.
Read Answer Asked by Pamela on March 31, 2015
Q: Hello 5i, Could you comment as to the recent events at Capital Power.
- EPCOR reducing their shares of the company by 9%.
- Capital Power announcing that they will be buying back up
to 5 million common shares.
- Capital Power eliminating their drip
Also is this company having financial issues, Your opinion of this company as a buy sell or hold.
Thanks
Read Answer Asked by Michael on March 30, 2015
Q: "Start shedding the deflationary plays such as utilities, consumer staples and telecommunications because that story has become as old and tired as the bond rally." So writes David Rosenberg in a basically anti-bond pro stock piece in the March 27 Financial Post where he assesses the impact on bonds and income stocks of interest rates rising even slightly. Do you think the 5%+ (growing) yield on BEP would offer a sufficient cushion over most other utilities in the face of rising rates or should profits be trimmed as Mr. R. suggests? Thanks, J.
Read Answer Asked by Jeff on March 30, 2015
Q: Not sure if it is just me, but I've noticed a lot of people having or expecting babies lately. Many investor typically talk about investing in companies that cater to the baby boomer (ie. aging) generation, but can you list a few opportunities that could benefit from an influx of newborns? I was thinking DHX could be one, but not sure if your team had any other ideas. Thanks!
Read Answer Asked by Mike on March 30, 2015
Q: Hello Peter & Co,
Are there any Canadian equivalents to Goldman Sach's BDC that lends to companies banks used to lend to?
Thanks,
Antoine
Read Answer Asked by Antoine on March 30, 2015
Q: My apologies, as I tried to send an email from my phone earlier today, and had problems with service, and phone.
I thought I had completed my dudiligence on syz, and seemed like a great buy coupled with insider buying. Technicals indicate oversold, as well as RSI is low.
Markets were not good today, however what is wrong here, and should I be selling to average my loss.
Thanks for the great service
Read Answer Asked by Rick on March 29, 2015
Q: hi;i bought these preferred shares 2 weeks ago and they went down 5.4% I,am not selling but why the drop. was it currency?thanks brian
Read Answer Asked by brian on March 29, 2015
Q: WSP recently reported Q4 and year-end results and,to me, they appear excellent. Could you comment on the results as well as on the news they were selling all their shares in Norwegian company multiconsult AS? Is this a good move? Thanks for the excellent service.
Read Answer Asked by jacques on March 27, 2015
Q: Hello Peter & Team,


For the most part my portfolio is doing extremely well. I was able to take the majority of my O&G profit off the table end of last summer, my Healthcare Biotec sector is doing well, and I have enjoyed a number of winners inc AYA, CGX & EFN (all thanks to you) TWX, Dis & WFC and APPL among others.


I have a few small positions in higher risk companies which I was willing to lose on - risk/reward. And I will continue to hold tough as per your advice re AVO... in for the long haul there.


BUT, your article on cutting your losers is sticking with me, and one of my losers is CVL - in 13 months down 20% after a consistently increasing and fairly good dividend.


It appears the March 10 report was fairly positive with increases in revenues, gross profit $$$ & EBITDA. The only glaring item I could see was profit attributable to shareholders decreased $4.7 million. Maybe this is attributable to the Peterbilt acquisition...


I have this nagging urge to throw in the towel and look elsewhere for something which might show some signs of growth. O&G is getting interesting with the middle east in conflict again - specifically WCP which has been one of the best at weathering the oil situ.


What would you suggest I do...


Hang tough with CVL for a while longer and if so what time frame should I consider? Is there any good news you can see on the horizon and what would have to happen for the stock price to react positively?

OR

Forget about all that, sell my position at a loss and look elsewhere? And if so, where would you suggest I look?


Really appreciate your time and all you do for us


Gord
Read Answer Asked by Gord on March 27, 2015
Q: Hello Peter & Co,
Question 1: I've been holding STN for about a year to watch it hibernate (long winter of discontent) while WSP seems to be the flavour of 2015 (investors seem to like its recent acquisitions sending the RSI way up in the overbought stratosphere); your thoughts please.
Question 2: I have lumped BIN, BIP.UN, CCL, CNR and STN in the Industrial, Transports, Infrastructure sector and CHE.UN, IFP and SJ in the Materials sector; is it reasonable?
Thanks for your A+ service
Antoine
Read Answer Asked by Antoine on March 26, 2015
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