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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 been investing on my own for about 25 years. I have lived through major down turns and other calamities and am happy with my results over time.
My question is: Considering the Canadian $ discount to the US can last for years but not necessarily so I need to consider a suitable hedging strategy to avoid the potential loss of value in the 40% of my portfolio that is presently in US Stocks.
I prefer not to use ETF's if possible however it may in my opinion be necessary to convert to hedged ETF's at the moment I believe that there is a definite long term trend towards the Canadian $ once again.
Your thoughts please.
Thanks
Read Answer Asked by DAVID on July 23, 2015
Q: Does Linamar (lnr) get hurt by the declining Canadian dollar? Are its sales more tied to the Canadian economy than the sales of Magna's or Martinrea's?

Trying to uncover if there is any other reason for Linamar's short-term underperformance other than the regular ups and downs of the market.

Thanks.
Read Answer Asked by john on July 23, 2015
Q: With the pullback in the price of WEF today and with an improving US housing market and lower CAD, would you view this as a buying opportunity or should one wait until WEF reports earnings? WEF's last earnings report was quite good.
Thanks again Peter and team for all your valuable info.
Read Answer Asked by Rudy on July 23, 2015
Q: Hi 5i: Your most recent response regarding MAL was on March 30. Does your generally positive opinion still hold? In particular, how would you rate its debt position?
Read Answer Asked by Roland on July 23, 2015
Q: EcoSynthetix has gained about 30% in the past couple of weeks and seen some large blocks of stock passed. Is there any information going around about the progress of the Durabond trials?
Read Answer Asked by richard on July 23, 2015
Q: Appreciate your commentary on this company as a long term investment.
Read Answer Asked by Brent on July 23, 2015
Q: Good morning...we are looking at utilizing margin account..we will bascially utilize margin of approx $150,000 CDN...offshore account...we will be funding account with US$...Non- resident no tax implications...we are basically trying to take advantage of the low CDN$...so we are thinking of buying CDN equites with those funds...we will see an upside on currency of (26%to30%)...the question..we have a diverse portfolio from majority of 5I stocks (MG,BIN,XTC,BOS,ATD.B,TD,TCN,BEP,DRT,WSP.DH,GUD,SJ)...I am looking for potentail recommendations on how to invest the addtional margin funds...Add to existing portfolio? stick to a more conservative large cap/dividend /REIT etc..if you could provide 4 or 5 addtional names that would be "supportive"...we are balancing and managing the risk..will be funding account moving forward with US$ to pay off the margin within 8 to 12 months...then reasses again...

Thanks again!
Read Answer Asked by Matthew on July 23, 2015
Q: My TFSA has been doing very well, thanks to 5i Research. I consider this my rapid growth account. I need to invest about $5K. I own the following: AYA, DHX.B, XTC, CXI, and CSU. (CSU now make up 50% of the portfolio.) In the last few days I added: BOS, ATD.B. I'm interested in adding CRH, CXR, and TC and maybe LNR. (small positions in each). Would you support this? Or can you suggest other stocks? Also you recently mentioned a buy recommendation for LNR, but the stock is dropping, so it's not clear why you recommend it. Thank you.
Read Answer Asked by Helen on July 23, 2015
Q: Hello Peter
Do you still recommend holding XTC and PHM with the resent price decline ,Are they still good company going forward ?Are you going to keep them in the model portfolio ?

Thanks

Claudio
Read Answer Asked by claudio on July 23, 2015
Q: WEF reports on July 28th. The stock moves up and down by .15 almost every day. West Fraser report was not very good. So should one assume western forest will also be bad? I am wondering if I should move on. Thanks.
Read Answer Asked by Helen on July 22, 2015
Q: What are the risks with agt? Is bad weather its primary risk? Could you please give a short mention of its roe, margins, debt etc.
What stocks do you guys think have the most favourable outlook?
Thanks
Read Answer Asked by Marie on July 22, 2015
Q: You just answered a question for Doris on the relative merits of CGI and Enghouse. You were quite definite in your opinion on the superior quality of ESL management, but you lost me after that. The wording of your answer implied that a large backlog for ESL was not a good thing to have. More importantly however, on valuation, I am getting much higher P/E values and much lower Growth/P/E values for ESL from my usual financial information source.
Am I misunderstanding your answer, or is your valuation based on parameters that I have not considered?
Read Answer Asked by Graham on July 22, 2015
Q: Hi Peter and 5i Team,

I currently own SGY. Because of the decrease in the stock price my position is only about 2.5% (down from 5%). Do you recommend keeping this stock, putting more into it or selling it and buying another stock from your Growth portfolio? Like BOS, DRT, or TC?

Thanks for all your help!

Best wishes,
Terri.
Read Answer Asked by Terri on July 22, 2015
Q: What is the best source for earnings eatimates on Canadian stocks? I am looking for earnings estimates for Cipher. I've found a few different but am curious what you use. Thank you!
Read Answer Asked by Chad on July 22, 2015
Q: Would appreciate your views on this company. I bought a small position in April at $23.75. Should I add, hold or sell? It is in my rrsp account.
Read Answer Asked by satish on July 22, 2015
Q: Hi,

Any good reason why BCI keeps dropping in price? I'm up 40% and wonder if I should sell?
Do you still recommend XTC as a slightly risky growth stock, even with it's recent increase?
Although the two companies couldn't be more different, I can only own one risky small cap, and of the two, which would you prefer for the next two years?


Read Answer Asked by Graeme on July 22, 2015
Q: Hello,

Are you able to provide an opinion on these www.solarshare.ca bond offerings?

Thanks,
Read Answer Asked by Greg on July 22, 2015
Q: Did they stop trading on this or what news is out there?Thanks
Read Answer Asked by Don on July 21, 2015
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