Investment Q&A

Q: FSZ-CIX-GS - which to buy and why?

Q: Amaya AYA is really shooting up and this price level may be unsustainable so what would you think of the strategy of selling AYA and using the proceeds to buy POU Paramount Resources since it is due to multiple its cash flow in the next year?

Q: Hi Peter and team,
Thank you for your recommendation of Exco. We hold it in our grandson's RESP . It's up nicely. We also hold Linamar which is also performing well. Our question is: What do you think of the auto industry at this time? Your comments on Exco say that this company has a large industry risk. Is it time to take profits? We value your opinion.

Q: Hi: I am interested in opening a position in Enbridge. Are there any near-term catalysts, positive or negative that I should take into account prior to investing? Does the Northern Gateway project pose any risks or has this already been priced in to the stock? Anything else you could tell me that would be material to my decision making process would also be much appreciated.

Thanks!

Q: Descartes System G
DSG
Dear Gentlemen,
I just wonder why DSG is down (15% since bought )
I have a 15% position in my RESP of only 6 stocks equal weight all from 5IR PF & Income
Your advice buy more or wait ?
Thanks You.
My best regards

Q: Hi team:
I sold half of my position in CPD (i shares for preferred shares)
which I held for over a year, finally break even
I am looking for abit of income (dividends) with low risk for
capital appreciation
I already have WTE.un and Bep.un and Peyto, which one would you choose to add with the new money coming out from CPD ? thanks!

Q: XTC Exco Technologies Limited is have a nice run up. Are you aware of any news that is causing this?
Thanks
John

Q: re: AVO - is it the next Amaya?

Financials show no problems. Management appears to have enough confidence to reinvest significantly. It appears CEO stepping down was cause of illness.

If this is all true, shouldn't we consider AVO a buy at these levels?

Thanks for all you do

Gord

Q: After the market closed on 4/23 CF announced the its founder,the renouned Mr Peter Brown,resigned as director,officer & honouray chairman of the co & will not seek reelection to the board of directors.Going forward,it is his intention together with some friends & partners to pursue a new career advising established private companies with a growth profile & in need of private debt & equity financing Please advise the effect on the co especially its stock price.Txs a lot.

Q: Re: AYA.TO
I have a small position in AYA.TO. I like the company buy it behaves like somebody always know something we don't know, such as today's surge. I am tempted to sell, since it seems like we can not evaluate it accordingly.
Thanks!

Q: Hi Peter, At the money show you mentioned that if Amaya got to $10 you didn't want it in the portfolio anymore. Is this still your opinion? Post at your discretion.

Thank you for teaching us investing patience.

Q: well it walks like a takeover and looks like a takeover it must be a takeover Thats AMAYA reply george

Q: AYA Amaya is skyrocketing on some good volume - any insight into this? Profit take (7% of portfolio now) or hold in your opinion?

Thanks,

Eric

Q: Hello 5i team,
I have been reading your general guidelines on asset allocation in the various comments and have decided to add some fixed income in my portfolio.

My plan, in this case anyway, is to sell some companies that I hold in my RRSP and buy them back in my non-registered account.

One company that i am considering selling is Atco. Now, my question is whether, at this point in time, i would be better to buy back Atco, or one of its peers instead. I note in the RBC site that it cites Enbridge as a peer. I am not sure that they are the same but maybe so.
So, my question is whether i should buy a peer company or buy back Atco at this time? And on what basis would you decide this?
I should say that I suspect that Enbridge is fasting growing than Atco and has a higher dividend. I should say that I don<t immediatly need the dividend. Really appreciate your service and thanks for any help

Q: Good Morning, could I please have your updated view on CSE and any comments related to their recently announced financing.
Thanks

Q: Is CF a good entry point now?Note that 1)releasing results on June 3--Any surprises? & 2)Co.has not declared NCIB buy back since last purchase of 31k shares in the low $8 range.Your normal expert opinion is appreciated

Q: what do you think of the banks right now is this a good time to buy for a long time hold. What bank do you prefer. thanks

Q: Hi guys,
I am wishing to add another position for my kids RESP. They have a 10 year time frame before the oldest may start needing the funds. Currently they hold cgx,esl,ipl,xeg,xfn,xre,xsu,mg,thi, in roughly equal parts. I am trying to balance diversification, with growth, some income and things that they may in time find interesting (thi and cgx). I am contemplating sj, key, or stn. What would you recommend or should I just keep adding to what they already have. Thank you for your help.

Q: My wife and I are looking to retire in 6 to 7 years and are setting up our portfolio so that we will have investments paying approximately 7% dividends in 7 years relative to the current purchase price. Could you suggest five stocks that have the best chance of growing to a 7% yield relative to initial purchase price in 7 years and continuing to rise with inflation over time? We look forward to your response.

Q: Hi,
I'm following your new Income portfolio and I would like to add a company in the Health sector, Consumer discretionary and Consumer staples (other than Loblaws.) Do you have any recommendations in those sectors? Thank you.
p.s. It was tough to find a web site that broke down the TSX into 10 sectors and tougher to find a site with the constituents of each individual sector.
Really enjoy reading your articles and listening to the webinars.