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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: With BEP.UN today closes at $35.67 near its all time high of $35.84, do you still advise an investor to take an initial position at this level?

Also, how safe is the dividends and can the 28%+ gain YTD be continued into 2015?

Thanks.
Read Answer Asked by Victor on November 01, 2014
Q: From your previous answer, if MDA did meet expectation why the sell-off?
Read Answer Asked by Paul on October 31, 2014
Q: I was watching QST at 2.70 a few weeks ago but was waiting for the market to turn around before buying. Well it jumped up to 3.80 already. Is it to late to buy? should i wait for a December pullback?
Read Answer Asked by Carla on October 31, 2014
Q: Peter and Team,

I've owned Constellation Software since the model portfolio was created and have done well with it... very happy, great pick!

Reading their quarterly results, it seems like they are firing on all cylinders still - cash is up, debt was reduced, they grew both by acquisition and organically, earnings per share are up - things look good and the company still seems like 'A' quality.

Am I missing anything?
Read Answer Asked by Marc on October 31, 2014
Q: Hi Peter & 5i Team,

In your answer to Paul on Oct 28 regarding energy stocks, you wrote
"... we think you could silo them into (light,heavy,tar), (Nat Gas), (service/drillers)... We think you could cover all of the areas with 6 names ".

Could you please recommend your favourite 6 energy sector names for a GROWTH investor for the above 3 silos.

Thanks in advance

Francis
Read Answer Asked by Francis on October 31, 2014
Q: Please disregard if others have asked. What are your comments on Goldcorp's results, and seeming drag on the whole sector today? Thanks. Michael
Read Answer Asked by Michael on October 31, 2014
Q: BDI's earnings over the past couple of years have been relatively flat. While revenues have grown. expenses have kept pace. Is their inability to grow the bottom line due to the competitive nature of their business or is it perhaps due to how the business is being managed? If it is the former, my sense is that business is only getting tougher. I would appreciate your comments on this and your thoughts as to what might move the stock higher. The company will be reporting soon, but based on projections earnings will be much the same as previous years. So my question remains why hold or buy this company?
Read Answer Asked by John on October 30, 2014
Q: I need some hand holding on this stock. It seems to be breaking down and looks to become a prime tax loss candidate (if not already in its thrall). Is it as bad as all that?
Read Answer Asked by Gerald on October 30, 2014
Q: Hi Peter and team. Can you please comment on TMA's recent earnings and the market's reaction to them.
Thanks!
Al
Read Answer Asked by Alan on October 30, 2014
Q: Its recent quarter seems a little bit weak. Will resources sector have a big impact on its business? Thanks for your insight.
Read Answer Asked by Shawn on October 30, 2014
Q: this is more of a general question.
I own BDI, WSP, MCB & SJ all down significantly and all losses YTD for me except SJ. I expect that the carnage is over but are they all dead money for some time to come (although the dividend yield has by default improved) and a switch into something else within your two portfolios provide a better return.
Of the 4, which does the team expect the best risk/reward return over the next 12 months and within the 2 portfolios which stocks would you replace them with to be in a better position in 12 months?
On the other hand, if these are strong well managed companies, is it best to wait for an improved Global economy which should lift them back.
thanks so much!
Read Answer Asked by Cyril on October 30, 2014
Q: Greetings to Peter and staff,
I am currently holding the atp series D convertible debentures ^% maturing 31/12/2019 bought at issue. I know your thoughts ( and mine) of the company, but what are the chances of default , or, dilution on this issue? should I just take the loss now and move on, or is there still hope that I will recover my initial investment?
Thank you for the great service you provide.
Larry
Read Answer Asked by Larry on October 30, 2014
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