Investment Q&A

Q: Unlike Andrew, I found the show with DB excellent.

He gave a macro view of the market as he sees it, and as always, he stated his style of investing. He uses stop
losses, does not bottom fish, and focuses on strength.
e.g. Consumer, Technology, Health Care, Financials

Yes, oil will bounce, but it is not showing strength now.

I call this common sense, not chasing.
Different strokes for different folks.

Q: I wonder why Interfor (IFP) jumped 14% yesterday on almost 3 times regular volume. Thank you for your consideration.

Q: Hi 5i,
This is not a question but merely an observation. As I go on the "budget" (read: free) Globeinvestor website to check my stock holdings I have noticed what I believe is an anomaly. Out of 19 stocks I hold, when I access the stock page, the data page shows 3 windows, one of which is entitled "Profit". As I just checked today, out of my 19 stocks 5 had N/A while the other 14 were all deemed to be "Less Effective" "than other companies in its industry in turning revenue into profit". Just a note, my holdings include such names as AD, AYA, BAD, BCE, BEP.UN, BNS, CGX, DH, ESL, RUS, KEY, etc., etc.
I guess my point would be that either my stock selection really sucks or this site might not be as accurate as one might think since I believe statistically these results to be an anomaly. I would be curious if others have noted anything similar or if this is indeed accurate and reflects where my holdings stand in the scheme of things. Sorry for the lengthy missive!!
Merry Christmas everyone!!!

Q: I've been pondering ATD.B for the last month and have now missed almost a 15% gain. With today's acquisition, is today's price still a good entry point for my RRSP? I do not need the money for another 20 years and I have no consumer stocks in my portfolio.

Q: I see you now have a 5iresearch app, but not for iphone. Are you working on one for iphone?

I hope this doesn't count as a question.

Q: A major reason for CPH moving up might be that it is now cross-listed on the NASDAQ, as CPHR, although volumes are very low there.

Q: I sold aya on the disturbing news; up 96% Would you advise a half position now? Also dumped cve up 10%. Still hold sgy down 30% & also sold ipl. Should I hold sgy & replace ipl with another pipeline & cve with another oil? Thanks

Q: Nice to see you apps out for android and blackberry. You must know that iPhones and iPads are widely used now. Tell me you're working on an app for these devices.
Thanks and the best of the season to all if you.

Q: This stock has gotten killed over the last little while:fundamentals look great & lots of room to > dividends. Has it fallen in sympathy with oil? I know one of its plants is idle due to a problem with natural gas suppls-is it time to buy this one?

Q: This stock has had a great move this year. I hold a 3% position and would like your thoughts going forward.
Take profits and redeploy or do you see continued upside for CPH. Also PHM Patient Home Monitoring is at 2.5% position and has done very well. Take profits, or continue to hold.

Q: Good morning all;
I hold bdi and am 50% underwater. Do I have a possibility of regaining my investment within two years?
I hold chp Cipher Pharma as my only health stock. Please give me your three top suggestions to add to this sector.
Thanks for all your help and Merry Christmas to all at 5i!

Q: I hold no consumer stocks, can you give some ideas

Q: You mentioned in an answer to Barb on Dec 16th that although you like cct, you felt mdt was "much safer" . I own cct and would appreciate it if you would elaborate on why you feel cct is vulnerable ?
Many thanks and best of the season to all at 5i.

Q: Could you please give us an update on Cardiome Pharma. Would you consider it a buy at this stage?
Thank you for all your sound advice.
Merry Christmas and a Happy and Healthy New Year to you and your group.
Shirley

Q: Want to invest in railway for long term. Which do you prefer CP or CN. Thanks

Q: Merry Xmas to all. Could you comment on S? Todays action, Also cdz, Thanks and Good wishes in 15. Thanks, Cliff

Q: Rocky Mountain has had quite a tumble since Q3 earnings were announced and is now trading at a level not seen in several years, now yields over 5%. Point and Figure has a target of $4.50 on this downtrend which may be aggravated by tax loss selling. Would you expect a rebound in Jan. and if long would you continue holding? Thanks, J.

Q: If taking up a position today, would you prefer Jean Coutu (PCJ.A) or Ridley (RCL) in the Consumer Defensive sector? I'm looking for a mid-term hold with some growth to help offset (ride-out) the present oil sector decline. I like the oil sector, and tend to usually be a bit overweight in my portfolio, but reason must prevail, given the volatility at the moment. Thanks, as always, for your wisdom. (In the event you don't like either name suggested, is there something else in the Consumer Sector you would prefer?)

Q: Let's say a couple has a $200K diversified portfolio of 25 stocks held in 3 or 4 registered accounts with no duplication of stocks between the accounts. How would you handle it if they had $200K in additional new funds to invest in non-registered accounts? I assume it would be appropriate to add some new names to the existing portfolio but what would be the best way to add to existing names? How many total stocks would be a good number? Would it be prudent to avoid having the same stock in more than one of these accounts in this type of scenario? All accounts would have a long-term time frame.

Q: Looking into 2015, which of the following do you project will perform the best - financials, materials, energy, consumer,utilities (and why)? and is there a specific sub sector that you project will be an outperformer? thank you.