Investment Q&A

Q: What’s your most recent detailed opinion on Ford today. Buy, sell or hold? And if a sell what would you swap into?

Q: Western forest Products (WEF) has really taken a pounding. It reports its second quarter results on July 31. west fraser already reported and the shares have been rising. I know they are different forestry companies but was the lift in share value because there is optimism in the forestry industry or was it specific to West Fraser. I was thinking of averaging down on my WEF holding just because the share price is so low. The market cap is only about 130 million and I believe that WEF still has little debt so my way of thinking is, "this can't go much lower!!" Surely all their 6 sawmills, industrial land, three manufacturing plants and all their timber rights have to be worth more than 130 million!!! Or am I looking at this all wrong?

Q: Your comments please on earnings of FSV and WCN.

Thanks

Q: Why have you not increase the % owned in the growth portfolio ? What factors would you like to see before adding to TVE?

Thanks

Q: Have had good results over two years but wondering is it time to let it go.
Is it a hold or sell and any suggestions on a replacement.
Thank you for all your help
Barry

Q: I just looked at the insider report. Brian Beetie did a private buy of 36 million warrants on July 12th. Also EGLX had just secured a 20 million term loan. Are these strong hints things may be turning around. I cant see why an insider would, out of the blue, take such an extreme position.

Q: Hi team,

I am trying to pick a 2 or 3 small/mid-caps for strong growth for at least 5 years. What are your views on the stocks above ? Do they fit the bill ? What is the risk factor ? Any better suggestions ?

Gratefully,

Jacques IDS

Q: Hello,

What was your take on VRT earnings, growth and current valuation?

At what point would you start adding aggressively?

Q: I have a 4% position in BKNG. With yesterday’s pullback and it being close to 10% off it’s high ..if it were you, would you bring it to a full 5% or would you recommend a different investment? For small caps, if you had $50k to invest and risk/concentration wasn’t a factor.. what would you look at?

Q: what are your thoughts?
price has gone up a lot
p/e is really high
Time to sell?

Q: I bought this stock, because I thought there was a pent-up demand for new pilots. I have lost 10 -15%, since I bought it, now for the last couple of years it has gone no where, but sideways. So, is there actually a shortage of pilots?
Also, what is the forecast for the remainder of this year and next year. I am seriously thinking of selling. Now I am looking for your advice as to whether to sell this stock or keep it.
Thank you
Earl

Q: Due to the amalgamation of G Mining Ventures and Reunion Gold I received a disbursement of shares in Greenheart. The only information I could find online is that Dundee Corporation holds 12% of the outstanding shares. Will it be publicly traded?

Q: I guess Adentra and HDI are the same company. Why the switch - what was the value? That you keep HDI on file is confusing as there is now no reference to the name change.

Q: Hello,

Looking to start a position in one of these companies. Good entry point?

I believe the CFO of GM recently indicated they will be buying back quite a few shares, and will continue to do so (if share price remains undervalued). Can I get your opinion on both? Looking to hold for a long time.

Thank you.

Q: Hello 5i Team

Is it possible to provide a collation / compendium posted on 5i Research of all the articles Peter has written in the Financial Post? Or is 5i prohibited by Post Media because of copyright laws?

It is not user friendly to search the internet to read all of the articles.

This would be a good job for a summer / co-op student if such a person exists at 5i Research.

Thanks in advance.

Q: Please provide your comments on the recent quarterly, thanks

Q: Would you consider investing in these securities at this time? I hold the first two in my accounts, and am considering purchasing the third.
Thank you.

Q: Can you comment on their recent results?

Peter

Q: help me understand were the money will be made building selling infrastructure and product would the leasing of their charging stations have decent potential and were do you see them rated in this space

Q: Is there a reason why CNR has so poorly in the last week or so.

Ernie