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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: i have held wok for a while, very "sleepy"; i would rather own a stock with more momentum; what would you suggest for a substitute.
many thanks.
Read Answer Asked by Rose on January 09, 2014
Q: Peter and Team,

I have been continuing to work towards diversification and emulating the 5i philosophy. I am thinking I could use another techology-type/growth type name. I currently have approximately a 4.0% position in Amaya Gaming AYA and have been thinking about adding to it.

However, I've also been looking at Constellation Software and read the report (am I correct that the last report was Oct. 2012?) and like it but am curious if I want to put new money to work in this name with the incredible performance its had. I was thinking of a 5.0% weighting. If not in this name, would I be better off in something like DHX Media?

Your thoughts are appreciated.
Read Answer Asked by Marc on January 09, 2014
Q: Hi Peter and Gang, Happy New Year !! Could you please update (last update 13/11/13)your opinion of Easyhome (EH)? Thanks !! Dave
Read Answer Asked by David on January 09, 2014
Q: I am looking at taking a position in either BDI or HNL for my TFSA contribution this year. Back in July you had rated HNL slightly ahead of BDI in an answer to a members question. How would you contrast the opportunity for these 2companies at this time?
Read Answer Asked by Bruce on January 08, 2014
Q: Hi, happy new year. TFSA time, last year you advised MCB which I bought and has been terrifc (60%)gain. It is now over $7 do you beleive it is a good buy over the next 12 months. I also have RY,SLF,GH,ESL,ZRE do you think BDI would be a reasonable addition. Or any suggestion you have is always appreciated. Thanks for your help, fabulous service.
Read Answer Asked by Cameron on January 08, 2014
Q: As a comment to Neil who wrote about SYZ, as a fellow chartist - who never made a lot of money reading charts and is trying to take a more fundamentalist approach (thanks 5i), to add to your woes, there is a Head and Shoulders formation trying to form on the weekly chart. If the price drops below about 6.70 it will have completed. Also, on the daily chart, there is an intermediate triangle in place - the bulls and bears have less than a week to decide who will win out; since the downtrend is still in place, the bears will like prevail.

My observation about Fundamentalists and Technical Analysts is that all professionals never lose site of either, only emphasize one over the other. 5i wrote a few weeks back, that us Techies usually want to "market time" which he stated he does not believe in.
Read Answer Asked by Fred on January 08, 2014
Q: Happy New year to all. First, I must tell you this the best investment concept I have ever seen. Your integrity and focus on the individual investor is so far advanced the rest are going backward. There is no agenda and we, the investors, just sit back and get, or see through other investor questions and your answers, the most honest advice possible. The price of admission was paid on my first transaction. Thank you so much for doing what you do.
My question; I bought Chartwell at +7 something get a great dividend return, have a nice profit but like all REIT'S do you think there is a growth story here or are we now spinning the wheels.
Again, thanks for all you do. Chartwell is 6.2% of my Portfolio.
Read Answer Asked by Norman on January 08, 2014
Q: Having heard Christine Poole today not being too keen on the auto parts industry, how does this fit in with xtc? I have made
a little in it and wonder if I should sell and get into something else for now. They will be having their AGM on Jan. 29. Any thoughts on this? Thank you.
Read Answer Asked by Charles on January 08, 2014
Q: Re: SYZ
Long time (close to original?) subscriber, just renewed for two more years. Thank you for providing the subscriber discount - it again shows your ethics and the fairness with which you treat your subscribers (which is in addition to the great info you provide).
Anyway, enough of the accolades.
Sylogist (a member of your portfolio) has been pretty much sideways since August. Technically, (sorry, I'm a bit of a chartist - I know you aren't) it has fallen below its 20 and 50 day moving averages and is showing significant negative divergences on both MACD and RSI. (Not good technical signs). While I appreciate you may be "comfortable" with the stock here, my question is what do you see as being necessary to move this stock upward and what might be the chances of that happening.
Though I ask very few questions, I really appreciate your responses.
Thank you
Neil
Read Answer Asked by Neil on January 08, 2014
Q: Good Morning Peter and Team,
I purchased Genivar (GNV-T) now called WSP Global (WSP-T) back when the shares got whacked after the purchase of WSP. The share price has run up nicely since then and I am considering switching to Stantec since STN has recently pulled back a bit. When I look at both companies, side by side, Stantec looks to be the better run business based upon profitability, share dilution, balance sheet, etc. Also the dividend that WSP pays out forces them to issue shares and borrow in order to grow. Stantec looks to be run by a far more disciplined management. I would appreciate your opinion of the switch. Thank you. DL
Read Answer Asked by Dennis on January 08, 2014
Q: The last time you commented on Leon’s Furniture (LNF) was over 7 months ago. I bought this stock a while back because I wanted exposure to the Consumer sector from within your coverage list. I’m up slightly but the stock hasn’t really moved much. I keep hearing accusations in the news about their questionable consumer lending practices and advertising claims, and while it doesn’t seem to have impacted the stock price, I am feeling less enthusiastic about this holding. How do you feel about the company today and if I wanted to switch to something else staying in the consumer space what would you recommend?
Read Answer Asked by Steven on January 07, 2014
Q: Hi Peter,

I am thinking of purchasing LIQ but noticed it has rallied significantly in the past few days. What do you think of this company? Should I be aggressive to purchase it at current levels or can I be patient and accumulate it on dips?
Read Answer Asked by Brian on January 07, 2014
Q: Happy New Year, 5 I Team. I am thinking of investing in two of the following three stocks in my TFSA account this year. Would you please give me your opinion on which two would be the best choice: CHR,B Chorus Aviation, DHX, DHX Media and HWO, High Arctic Energy Service. Thanks, Lesley
Read Answer Asked by Lesley on January 07, 2014