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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: Can I get your comments on CWL after their Q1 results. They looked weak and the stock got hit, but management seem to be saying there were extra costs in the quarter. What do you think about continuing to hold the stock, and how does the dividend look? Thanks.
Read Answer Asked by Noel on January 10, 2016
Q: Your thoughts on Sandvines earnings report today & initiation of dividend. Love the service Thank you If asked, answered & posted already pls disregard.
Read Answer Asked by Peter on January 08, 2016
Q: Hi 5i Research team,
About investing in smaller cap, probably best named microcap: less than 30 or 50 millions $, or lower liquidity companies:
What would you generally consider low volume, low liquidity? How do you define it, volume as market cap %, volume as float %, absolute amount $ traded daily?
What maximum % of daily volume should an individual investor own, or not surpass?
What % of a portfolio can be dedicated to such investments based risk aversion (low, average, high)?
What is the minimum time horizon (holding period)?
During what segment of the economic cycle ou stock market cycle should we underweight and overweight?
What annual rate of return over the long term should be considered successfull?
Always under the assumption that the rest of the portfolio is well diversified and liquid.
Thank you for your collaboration, and best wishes for the new year. Eric
Read Answer Asked by Eric on January 08, 2016
Q: Hi

Just wondering your latest thoughts on slyce. They've announced some deals lately but seem to have cash flow issues. Still waiting to see if there will be any uptake on short form prospectus which is overdue. Im in at 17 cents But wondering if I should hold or get out and into something like DBO? Thanks so much.
Read Answer Asked by jason on January 08, 2016
Q: I would appreciate your opinion, may thanks for your great service!
Read Answer Asked by Clayton on January 07, 2016
Q: Hi Peter and team,
I'm looking at gaining specific exposure to four new "industries" with promise, Driverless car technology, Drone technology, vape industry and the marijuana business (Canada). Although all are in their early stages, I would like to acquire quality positions for the long term. I realize there is significant risk at the early stage and would be interested in owning the best part of each industry, i.e. technology, rights, patents etc. I'm very interested in how you would approach this question.
Read Answer Asked by Robert on January 07, 2016
Q: Neulion NLN seems to be getting a lot of traction lately.
What do you think?
Read Answer Asked by Ryczard on January 07, 2016
Q: Symbility has made many announcements over the past year or two which sound positive but the stock price bounces around mostly with a gradual downtrend. Can you update your thoughts on this company? What might be a potential catalyst? Are there any concerns or red or yellow flags here. I am patient and willing to wait. Thank you and Happy New Year. Tulio
Read Answer Asked by Tulio on January 04, 2016
Q: What is your opinion on Park Lawn Corp, a cemetery and funeral home operator that is growing by acquisition?

I currently hold a 2.0% weighting of this company in my portfolio. Considering that this is a small company and that I am a risk tolerant investor, does this weighting seem appropriate. In light of a recent acquisition in Michigan, I have been considering bumping it up to 3-4%.

Thanks.
Read Answer Asked by Chris on January 04, 2016
Q: pih hit a new high. vol. is light. is it a buy? good Q recently.
Read Answer Asked by bob on January 04, 2016
Q: What is the dividend payout ratio currently?
Also, what is the book value per share and how does this compare to US business development companies?
Thanks!
Read Answer Asked by Michael on January 04, 2016
Q: Good morning Peter and Team,

Is the thesis for PUR still there? How much of their revenue come from oil and gas compared to municipal? It has been beaten down to 1% of my portfolio so do you recommend I top up to a reasonable weighting or let it go? Thanks,

Wes
Read Answer Asked by Wes on January 04, 2016
Q: I originally posted this in the markets forum but did not get any response. Perhaps it was inappropriate for that forum? Anyway I thought I would pose it as an official question.
I am trying to set up a little environmentally friendly “GREEN” investment portfolio. I would like to have ten Canadian (or traded on the Canadian markets) publicly traded stocks, I would like to avoid the power generators wind, solar and hydro and focus more on cleaning up the environment.
For example something like water purification or a bicycle manufacture would qualify.
I am having trouble identifying qualified companies. Either they are not available or my research methods are not effective.
So far I have identified the following four companies. And even then two are closely linked to oil production and are pretty shaky right now.
1. Questor (QST)
2. Newalta (NAL)
3. Lumenpulse(LMP)
4. Vitreous Glass (VCI)
I wonder if you can suggest additional companies or might have some tips to improve my research.

Read Answer Asked by David on December 30, 2015
Q: Could you please comment on $CRH for a medium term hold, thanks Valter
Read Answer Asked by Valter on December 29, 2015
Q: Can not find much info about them, please update on the overall picture of 2015 and direction, thanks.
Read Answer Asked by MG on December 29, 2015