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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: Could you please give me your views on crtx. Would you buy at this level or do you like constallation software better?
Read Answer Asked by Darryl on November 24, 2014
Q: Hello everyone,
I have a bit of cash hanging around and debating on either of the two above-mentioned stocks...I'm aware it's foolish to try and time the market; however, both stocks have an impending deadline for me:
1) ATD.b will drop, rise or flatline tomorrow based upon earnins report, hence the time factor;
2) SGy ex div is the 26th, once more the time factor...

Would like to know your input on both options.

cheers

Stu
Read Answer Asked by Stu on November 24, 2014
Q: Could you give me your opinion on this company at this time.It pays a good dividend and seems to come off its highs recently.

Thank You
Read Answer Asked by Allen on November 23, 2014
Q: good morning 5i team,

yesterday it was announced RKN received an order from a national corp in the Asia Pacific worth $13 mill. And your reply to my query yesterday re recent results was luke warm but had some encouraging aspects.

On Sept 15 you answered my question with "RKN has potential but has so far been a bit of a disappointment."... "We would consider holding on for one more quarter to see if things look like they will improve and then consider moving on."

As we stand today @ 4.08 with a bit of an upward trend in place, I am under water a little over 15% on a small position.

Everything considered, would you say 1) things have improved 2) it's time to move on or 3) looks like things are/may be improving and to hold on for another quarter.

As always, appreciate everything you do

Gord

Read Answer Asked by Gord on November 23, 2014
Q: Of the companies that 5i covers, which 3 currently have the best valuations on a forward earnings basis?

On the topic of value, I found it interesting to compare a recent report by a bank on NPI (Northland Power) to the 5i report released today on the company. The take away message from the bank’s report is more positive – NPI is a buy for share appreciation and income, while the 5i report draws a different picture based on the company’s high valuation, debt level, pay out, project risks, etc. The bank does disclose that NPI has been a client and it expects NPI to be a client in the near future. Reading both reports knowing that 5i’s assessment is independent, to me, is extremely valuable.
Read Answer Asked by Marc on November 21, 2014
Q: I just learned that the Ontario government has ruled that P&C insurance companies will henceforth be required to lower their premiums on car insurance policies by 15%. I know that Intact Financial (and other insurance companies, I presume) has been fighting this for a number of years. Now that it's a fait accompli, how much of a negative impact will this have on the IFC's share price?
Robert
Read Answer Asked by Robert on November 21, 2014
Q: Hi Peter,

I'm down considerably on the above names.
Would it makes sens to sale them now for tax purposes and
buy something equivalent for the next 30 days, so if a pop up happens I won't be out in the cold.

What do you think about this strategy and do you have any equivalent replacements?

Thanks
M
Read Answer Asked by Marios on November 20, 2014
Q: I just heard on BNN that someone (didn't catch which brokerage) had just downgraded atd.b which I hold and have done well with, to a SELL. Kind of shocked at that. What do you make of it. Real Bad News to come??? or what
Thank you Peter and Staff for all you do.
I have learned a lot from your site.
Read Answer Asked by Phyllis on November 20, 2014
Q: What is your opinion of stuart olson at the current price level. I am thinking about taking a small position. Yield is high but not sure if it is sustainable.
Howeverit seems a good risk renard, your opinion please?
Thank you
Read Answer Asked by Michel on November 20, 2014
Q: I have finally broke even with POT. Would I be wise to exit this stock or does it hold some promise and if I sell do you have a recommendation
Read Answer Asked by david on November 19, 2014
Q: I have made good profit on CNR,SJ,CGX,BNS,BYD.UN. Should I sell these stocks now and buy them back in third week of December, hopefully at some dip, so as to lock up my profits. These are all in my RRSP portfolio.

Thank you for your excellent advice in the past.
Read Answer Asked by Vinod on November 19, 2014
Q: Hi,

Are either of these stocks suitable for a long term hold? If you had to choose between these two stocks as a long term hold, which would you choose?
Read Answer Asked by Graeme on November 19, 2014
Q: Hi Peter and 5i crew, my diversification is lacking the Healthcare sector and I was wondering if you could provide me with a couple of stocks that I could purchase now for at least a 5 year hold, and as usual thanks for a great service and I am grateful to be a small part of your membership.
Read Answer Asked by Ivan on November 19, 2014
Q: Good morning,

Presently in my portfolio I do not carry any tele-communication stocks. I am looking at a long term hold with good dividend. The one that I am looking at right now is CJR.B.
For 5% weighing in my portfolio what do you think? Would have other suggestion in the same market.

Thank You.

Paul
Read Answer Asked by Paul on November 19, 2014
Q: Could you please recommend four or five of your favourites for my TFSA in January . Thanx Robbie
Read Answer Asked by Robert on November 19, 2014
Q: Hi,

With a view of investing in severely beaten down companies which ones do you think have the most potential of recovery. Can you provide 5 names (excluding the precious metals sector). Thanks
Read Answer Asked by Imtiaz on November 19, 2014
Q: I have most of my portfolio in cash and equities. I don't understand bonds very well and I'd like your recommendation on a long term bond for a RRSP.

Thanks
Charlie
Read Answer Asked by Charlie on November 19, 2014
Q: Hello Peter,
Since the article in the Globe about Nuvo Research, the stock has surged. Is there other news you are aware of that is moving the stock higher? Also, Concordia's numbers were excellent even though they missed the estimate. Is this the reason why the stock is flat since the earnings and in general when companies continue to increase their revenues and Earnings but miss estimates, is this a bad sign for a stock as i thought the analyst estimates was just one factor in buying and selling not the complete reason for owning or selling the stock. Thanks for your advice.
Read Answer Asked by umedali on November 19, 2014