Investment Q&A

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

Q: Hi Peter. Given recent news of sink hole in Russia potash mines and possible world shortage, do you think this is a good entry time for POT? As always, many thanks for past advice.
Cam

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.

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

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

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.

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

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

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.

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?

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.

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

Q: Could you please recommend four or five of your favourites for my TFSA in January . Thanx Robbie

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

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

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.

Q: where is the best place to find out what % of a companies stock insiders own.tks

Q: Hi Peter,
I am planning to initiate position either in FRC or MTL but confused as I don't know which is better investment. Pl provide your analysis keeping in view declining oil prices and glut in production of oil in USA.
Regards,

Q: Good morning Peter and Team,

With my understanding that you prefer DHX over Corus CJR.B, would you still consider Corus a "hold" or, since DHX has dropped recently, would you recommend a switch to DHX.B at this time? My wife's RRSP has one position of Corus in an otherwise diversified portfolio. Or is "media" not a good place to be right now?

Thanks in advance for your timely advice.

Q: Your thoughts, please, on debentures trading at or below par. CUS, ENT, EIF, AHF, JE, LRE, RMM to name a few. Anything you like for straight yield? Debentures you've recommended previously all trade above par making them more equity-like than fixed-income like.