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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: Which are the best two picks to buy right now between Home Capital, Enghouse and Easyhome?
Read Answer Asked by RANDY on December 29, 2014
Q: Peter and Team,
A quick question re: averaging down. First, we am doing very well with the overall portfolio; Thank you !! BDI is a outlier down 65% from where we bought and is now a minor player for us. With your positive outlook for BDI, is it time to average down ? Is this a typically a prudent strategy ? Many other "experts" frown on this. All the best to you all for a safe rest of the Christmas break and for a really Great 2015. Paul
Read Answer Asked by Paul on December 29, 2014
Q: NAL : TSX. According to yahoo's website. NAL's projected revenue Est for 12/14/14 is 858.04M. It's projected revenue Est for 12/14/2015 is 994.56M. It's Est growth Est for 12/14/14 is 11%, it's Est growth for for 12/14/15 is 30%
It's growth Est for the next five years is 22.5% with a five year PEG of .80
All the numbers look good and it's not more than twice growth. I compared to same numbers to Canadian Oilsands, to my surprise the numbers tell me NAL : TSX is way better. What are your thoughts.
Read Answer Asked by Michel on December 29, 2014
Q: I would like to buy a stock for my TFSA in January 2015 that will have a good chance of having a large gain and long term growth. I am thinking about beaten up stocks like BDI, CPG or Cos. What would you recommend?
Read Answer Asked by Anne on December 27, 2014
Q: Hi Peter & 5i Team,

On Market Call on Dec 24, Jason Donville of DKAM seemed to be negative on RC. Do you agree with his views. I currently have a 2 % position with a gain of 10%. Would you advise me to sell. If so, which small cap stock (non energy/tech) would you recommend to buy to replace it.

Thanks in advance

Francis
Read Answer Asked by Francis on December 25, 2014
Q: In a recent answer you said you would not buy it at this level. Would this be a good time to take some profit and wait for a pullback? The ex-dividend date is Monday - does that mean I have to own it on Monday and sell Tuesday in order to get the dividend or can I sell Monday and would still receive the dividend. One last question - did the dividend decrease this month from .125 to .11. Thanks for all the terrific information. Happy holidays.\m
Read Answer Asked by Maggie on December 25, 2014
Q: Hi 5i,

What am I missing on SYZ? I can't figure out why it is not trading dramatically higher.

Please help me if I am wrong on my assumptions but based on my calculations, starting with the already completed and soon to be reported q4, both revenues and profits over the next year should come very close to tripling from the trailing 12 months. This is based on the disclosure in their last report which stated that the last acquisition if reported pro-rata would have added $28mm and $11mm in top and bottom lines respectively over the trailing 12 months.

Based on this, I can't figure out why the share price is not much, much higher; notwithstanding the gain ytd.

What am i calculating wrong here?

Thanks,
J.
Read Answer Asked by JAIME on December 24, 2014
Q: Hi Team: growing a little frustrated with lack of growth. Considering switching to CF for higher appreciation potential as the CDN market recovers. Reasonable?
Read Answer Asked by Scott on December 24, 2014
Q: merry xmas to everyone..Any new news,as has moved from bottom?re atp also rkn please..Thanks for everything and looking forward to a grat 2015, Regards Cliff
Read Answer Asked by cliff on December 23, 2014
Q: I know you have a note on Glentel but would you recommennd buying now or the risk is too high.
Read Answer Asked by Imtiaz on December 23, 2014
Q: My question is about the net interest rate impact on both of these insurers, specifically whether the positive benefits associated with higher interest rates offset the negative benefits of higher interest rates. I know the positive benefits of higher interest rates on insurers are widely accepted (via contract liabilities), however, considering that both of these firms hold billions in debt securities (the bulk of general fund), isn't their likely to be a negative impact on the balance sheet and possibly net income? Perhaps the net income impact of higher rates is more than the downside of decreasing debt security value?
Read Answer Asked by David on December 23, 2014
Q: What is your current opinion of MCB.
Thanks,
Bill.
Read Answer Asked by William on December 23, 2014
Q: I guess I bought cf at the top. Down 45 per cent. It seems excessive since they just paid a special dividend on top of the regular dividend. I know it is partly due to oil and gas but would they not make a lot of money through mergers of oil companies next year?Hopefully I learnt my lesson ie I have way too much in oil and gas related companies as a percentage of my portfolio stuck now to wait for the next up cycle. Or maybe when my portfolio review comes up I will be advised to dump and start over lol.
Read Answer Asked by Helen on December 23, 2014
Q: Hi, My question from Sunday appears to have been lost, so I'll try to resubmit. There has been a melt down in Sylogist stock price for past few weeks and my suspicion is that it could be due to fear of slowing regional economy due to slide in oil prices. It's a bit concerning as Technology sector, broadly has been a strong sector lately. Can you please share your thoughts on this and if Sylogist has a risk of its major customers curtail spending in IT area. Thanks
Read Answer Asked by rajeev on December 22, 2014
Q: I saw your recommended weighting was 3% of TMA. Is this a sector call on transportation or a small cap call due the size of the company? Would your weighting on TFI be 3% also? I am thinking transportation is the perfect counterpoint to energy and was expecting it to do will in this environment. What would your weighting overall be for the transportation sector in 2015?

TIA
Read Answer Asked by Gerald on December 22, 2014
Q: Hi 5i team,

FSV has been a bit of a laggard over the past six months. For pure growth potential would you recommend holding onto FSV? As my goal is growth I was thinking about switching my position in FSV for equal positions (half positions) in Kelso and Exco. Thoughts on this move?

Much appreciated as always and all the best over the holiday break to the entire team!

Jon
Read Answer Asked by Jonathan on December 22, 2014
Q: I recently took profits SLF to offset losses for tax purposes. I was looking to get back in when I heard an analyst on BNN, who liked both SLF and MFC, but thought SLF was a bit pricey compared to MFC. SLF's PE is 13.8 while MFC's is 9.8. SLF has a higher dividend but also has a higher payout ratio suggesting MFC might have more room to grow its dividend. For income investors, which do you like better? Best wishes for the holiday season.
Read Answer Asked by Ken on December 22, 2014
Q: Hi Peter and team, TMA is down today by over 5%. Any reason you know of? Don't own it....Would it be an opportunity to buy and what % of port. you think is adequate? Thank you! And I wish you and your team a Very Merry Christmas and all the best for the New Year!!
Read Answer Asked by Silvia on December 22, 2014
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