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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: Although we are still buried under mounds of snow here in the Maritimes, it is spring cleaning time. I am looking to get rid of some of my loser stocks for other opportunities.
Would you recommend bailing on any of the following? Or conversely, would any be good to average down on? I have a long term investment horizon.
GXI -34%
CVE -35%
ESN -57%
NTB -31%
RMM.UN -19%
AX.UN -3%

Thanks
Read Answer Asked by Robert on March 25, 2015
Q: Peter Ryan and team
I have a limited accounting background I understand most of the ratio's eg ROE PE CF but I have great difficulty in figuring out how to calculate them on a complex financial statement

Could you suggest a course or literature to help members calculate the different ratios and determine debt levels etc

Everyone says do your own research and I want to become better equipped

Any suggestions would be appreciated

Thanks
Paul
Read Answer Asked by Paul on March 25, 2015
Q: This company has hit new highs the pas 2 days on the venture. Ravi Sood is on of the principles behind what they claim is using the income trust structure as it is based on foreign assets--in this case renewable power on the fringes of the EU. Does the concept work? Is it for real and not phony magic?

Bryon from Elmira
Read Answer Asked by Bryon on March 25, 2015
Q: Could you comment on Pivot. They say they will initiate a 3 cents dividend in September and will convert the pref shares. At 30 cents , its a 10% dividend for a growing company.

Their last earning a few months ago showed a 10% increase in profit and they maintained 11% margins.
Read Answer Asked by Olivier on March 25, 2015
Q: Could you please comment on Logistec recent earnings (03/24) and the news release about expansion of their Montreal terminal? The stock had a great run, do you see more upside or would you recommend something else?

https://ca.finance.yahoo.com/news/logistec-announces-expansion-termonts-container-173000129.html

thank you
Read Answer Asked by Olivier on March 25, 2015
Q: I have a handful of blue chip (industrial?) U.S. stocks which I'm up 20 to 40%. UTX,GE,AMT,AA,GLW. I would like to think of myself as a long term investor but with all the indicators of rising interest rates and pull backs, should I look at taking some profit here? I'm usually guilty of hanging on too long and not selling. I'd be looking at putting it into what you recommended to Nick for his TFSA on 03/24/15 WSP or STN,XTC, HGC, WCP and / or ATD.B
Thanks
Read Answer Asked by Nick on March 25, 2015
Q: Hello 5i team, This name reached all time high in January this year at $17.02, after that it keeps dropping. Now it is at $14.12. Even when the market is rising like today, it still makes new low. What is wrong with it? what should I do? I am fairly diversified now. If sell, please suggest a name to replace it. Thanks.

Lin
Read Answer Asked by Lin on March 25, 2015
Q: I administer a small RIF account for a relative. Time to make some changes as it's in a negative position. Three stock are in the negative, and 2 have done well. That changes do you recommend for a growth portfolio? (Time horizon: about 4-5 yrs.)
Cost Price Value % loss % portfolio
ACQ 58.47  31.79 1,017.28 -45.63% 4.56%

QST 3.55 2.36  3,540.00 -33.46% 15.86%


HCG 51.2 42.47  4,247.00 -17.05% 19.03%


OTC 59.77 69.96  6,996.00 17.05% 31.34%


AVO 15.52 21.39 6,417.00 37.79% 28.75%

Loss
TOTAL 22,217.28  -3.17%
Read Answer Asked by Helen on March 24, 2015
Q: Hi 5i Team!

With the recent correction in lumber stocks in the TSX, what would be your top 2 preferred names in the industry and why?

Thanks for the great service!
Angelo
Read Answer Asked by Angelo on March 24, 2015
Q: What do you think of Yellow Media? Is it a buy?
Thanks!
Read Answer Asked by Arthur on March 24, 2015
Q: Goodmorning Peter and Team!!!! It's minus 9...got the reggae playing and am eyeing the shorts and flip flops...please tell me that this weather has to improve. On that note, what are your thoughts on Brookfield Asset Management? Is it a buy at this level or should I wait for a pull back? Thinking warm thoughts, Tamara
Read Answer Asked by Tamara on March 24, 2015
Q: What Canadian Companies benefit from Low Canadian Dollar and have lots of sales in USA. I thought of CLR,SAP,HLF, GIL, ADT.B,MRE, DRT,TD ( with US branches and Ameritrade ),Lumber WEF.
What are others and what do you think of names above?
Bob Kirvan
Read Answer Asked by bob on March 24, 2015
Q: Hello, when I step back and review my investing style over the years I come to the conclusion that I am:

1. Too chicken to buy gold
2. Too greedy to buy utilities
3. Too bored with telecoms.

Do you think it is ok or possible to be properly diversified without holding any of these sectors? Or should I seek therapy? Thank you.
Read Answer Asked by Adam on March 24, 2015
Q: Can you please comment on their latest figures and short-term prospects. I've held it for a long time and have a nice profit. I'm wondering if there is much more upside or I'm better off with cash for something more worthwhile. I don't really need the money otherwise.

Thanks to everyone on the team.
Read Answer Asked by Molly on March 24, 2015
Q: Nobilis reported what appeared to be robust Q4 results this morning, and the stock soared 20% in response. What are your thoughts on this name now, bearing in mind that you wrote back on Jan 18 that you had trust issues with some members of management. Have those concerns been alleviated since you wrote this, and if not, would your concerns be sufficiently great to steer investors away from this name at this point, or would they simply prevent you from fully endorsing a purchase? Thanks.
Read Answer Asked by Shane on March 24, 2015
Q: Which company would you choose for a 3 to 5 year time horizon between sylogist and avigilon, disregarding sylogist's dividend, thanks
Read Answer Asked by Pat on March 24, 2015
Q: I like the idea of international exposure but my preference is to hold Canadian listed companies. Can I get a list (maybe 5 to 10?) of 5i covered companies that have the best international or US exposure?

Thanks in advance!
Read Answer Asked by Wayne on March 24, 2015
Q: Can you comment on their latest earnings. thanks
Read Answer Asked by wendy on March 24, 2015
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