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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: With the new medical marijuana rules coming out April 1st what is the best way to play this market?
Read Answer Asked by Joe on March 17, 2014
Q: Good Morning: I would appreciate your thoughts on VOD now the dust has settled after the VOD/VZ deal. Buy, Sell or Hold. Thank you.
Read Answer Asked by Barbara on March 17, 2014
Q: Any thoughts on Old Republic International (ORI-N)? Looks cheap, apparently CEO is buying stock. Thanks, Brad
Read Answer Asked by Brad on March 17, 2014
Q: Do you follow any company that is in the 3D printing space, hardware and software. Are any Canadian companies involved in this very interesting process.
Thank you.
Terry
Read Answer Asked by TERRY on March 16, 2014
Q: hello Peter & 5i team. I read today CSX after the harsh winter will reduce earnings by $0.10/share in Q1 and that execs are cautious on full-year profit and on if the company can reach its goal to achieve a two-year CAGR of 10% to 15%. I very recently bought shares at $27.69 and price as of today is $28.56. My feeling is to sell right now. Your thoughts please and as always, thank you for your time.
Read Answer Asked by Gord on March 14, 2014
Q: Hi Peter
I have a gain on NE. Is it worth keeping for recovery in offshore drilling or should I switch to GILD as I am underweight pharma/biotech. Thanks Hamish
Read Answer Asked by Hamish on March 13, 2014
Q: I would like to diversify into the US pharmaceuticals. Which would be reasonably good value for a 5% position in my portfolio and reasonably safe as in low volatility: VRX, GILD, ACT or IBB or would you suggest something else? Thankyou.
Read Answer Asked by John on March 13, 2014
Q: I am considering buying Kinder Morgan KMI-N. Seeking Alpha has some interesting & controversial information about the Barron's article & insider buying following the publication. In doing some stock chart overlays KMI-N against WMB-N,SE-N,PAA-N,ENB-N,TRP-N,I find the yield & price discrepancy rather compelling. Your comments greatly appreciated. Ken
Read Answer Asked by Ken on March 12, 2014
Q: Hi - my university attending son has been telling me about the legalization of marijuana, particularly in the US, and asks me how to invest in it. I read in the G&M today that even the Tories are softening on the issue. Any thoughts on how to invest in this sector?
Read Answer Asked by Kirk on March 11, 2014
Q: Thank you very much for recommending Athenahealth ATHN; sold half position. I want to buy Workday WDAY with the gains, would greatly appreciate your insights.
Read Answer Asked by Charles on March 10, 2014
Q: Could you please provide a brief analysis from your Bloomberg sources on a NYSE-listed stock titled Cabelas Inc [ticker CAB].

Thanks
Read Answer Asked by Michael on March 10, 2014
Q: I have a well balanced 5I style portfolio, Thanks. Regarding my US holdings I have SPY, EFA, IBB, IWO, VIG, TAL, YUM, XLY, AAPL and a little US cash. Apple is flat, the rest have been fantastic. What do you think about selling Apple and buying something tech like such as QQQ with about 4% of my US portfolio? If you think this is a good idea is QQQ the choice or something else in any sector?
Read Answer Asked by William on March 10, 2014
Q: HCLP
Note that HiCrush is a US LP so it's payout is not an actual dividend and one has to review the many tax treatments - google it. Gayle
Read Answer Asked by Gayle on March 10, 2014
Q: Hi peter do you think its a bit late to buy Trinity (TRN-N) or are we just getting started with replacing railcars in North America...what are the latest targets for this stock +can you recommend another supplier of railcars?...do you think this is a better stragety for a growth than AVO?...Thanks for all the great work
Read Answer Asked by Terence on March 10, 2014
Q: Hi Peter

I noticed that one of the members was asking about Cal-Frac sand companies.

Back in early Dec, Gordon Reid, on BNN, mentioned Hi-Crush (HCLP).

At that time it was trading at 31.66. It is now at 39.42 and has a 5.175 yield.

It still shows a lot of upside and could be a good investment.

Perhaps you could comment of this company.

Thanks,
Mike
Read Answer Asked by micheal on March 09, 2014