Investment Q&A

Q: Do you think there is any hope for Alderon going forward

Q: Hi 5i, as a long in HCG ~3% of retirement account, been doing some land title searches online and google'ing this morning. My comment count on Seeking Alhpa is now a grand total of one (1). I posted the response below to the comment section. Additionally, some links at the end showing what kind of secretive and nefarious characters William Walker and Robert Wilkins are (this is completely tongue in cheek).

"sorry if someone made a similar post I haven't read to the bottom of the comments.....
There is an assertion above that one could do a historical search of the database and hypothesis that it would turn up more dirt, but hasn't been done. Anyone can subscribe to teranet for ~$1500 a year and search this database online traveling. I live in Toronto, Ontario, Canada. Additionally, you can pay per search online basically the same rate as doing this in person. Most real estate lawyers, and commercial and residential brokerages already have these subscriptions in one form or another. I just did a bunch of searches to satisfy myself as I'm long HCG ~3% of my retirement portfolio. So if any shareholders or short positions want they can do now, or ask a friend that has access. Also in the comment section someone makes a note about the difference between a sale transaction and a mortgage transaction appearing in this searches. Both mortgages registered on title on a property and purchase and sale transactions are searchable. Also, for more info on Wilkins and Walker, can search by the names they go by day to day, Bob & Bill respectively. Here are some links for those interested:
http://www.hamiltonnews.com/news-story/5427075-meet-the-nominees/
http://www.thespec.com/news-story/4281815-heritage-themed-boutique-hotel-coming-to-ancaster-s-wilson-street/
https://www.hamiltonchamber.ca/hamilton-chamber-of-commerce-ancaster-division-announces-nominees-of-2013-ancaster-community-awards/
http://www.lferguson.com/around-ancaster/"

Q: Temple has had a tough ride this past year,however I understand Morguard is now a significant shareholder. Do you have any view on the prospects for Temple from this approx. 80 cent price level?

Q: Of my two oil companies, WCP and SGY, I am even on WCP and down 35% on SGY, which is less than 2% of my portfolio. I'd like to add to my oil holdings while it appears to be trading at the lower end of a range. My gut wants to average down on Surge, but me brain says to add another holding, I'd appreciate an opinion and other option if deemed appropriate?

Q: having bought this co. back when 5i said if there was one growth
co. on the tsx it would be avo..should I hang in there or take my loss..

Q: if hcg lost 30 to 40 percent on the equity of a house and put that into context of the vancouver housing market,with some of their clients inability to pay their loans i could see their being a valid concern. why not wait it out grab some shares at tax loss season in 2017 or later

Q: I have a 6% weighting in technology ( Apple and DSG ). I would like to bring this up to 12%. Could you recommend 2 Canadian and 2 US stocks. Thanks.

Q: Please list these three stocks in order of preference for a conservative income account. Thank you.

Q: I received about $ 25,000 The proceeds from Innvest Reit I was getting a 7 percent yield Can you suggest one or two companies that have stable cash flows and yield anywhere close to what I was getting for Innvest

As an aside my portfolio is up 15 % YTD I owe most of the gains to 5i You can't get a better testimonial than that

Thanks so much

Paul

Q: Hi 5i team, I would like to get refereed to good websites in order to access market by price ( bid and ask depth) information on TSX listed stocks. I noticed they charge a fee for that service, but could you recommend one or two in particular?

Thanks

Q: Hi 5i. Do you have an opinion on Intelsat SA? According to the stock quote, it has a forward PE of less than 2.

Thx much.

Q: Arizona mining has done very well recently, and a number of analysts have given target prices with some upside. Your views, please?

Q: I've collected a 5% dividend from Genworth for 2 years now. The stock has rallied to 35 recently, which is a nice move relative to HomeCapital (considering it's also in the canadian mortgage insurance business). It is now sitting below a hard level of resistance. I'm considering switching to GoEasy, which yesterday, finally broke above $20/share (was stuck below for a long time). It seems that there is a lot more momentum in GSY right now. Also, Telfser, who's fund performed the best last year, owns it and recommends it. The dividend isn't as good (2.6%) but I'm looking for (some) capital appreciation. Would you be ok with it?

Q: What is your perspective on Agt for a dividend growth portfolio either full or Half position. I had heard they have an investment in Ukraine which has me concerned. Is this significant and which area of Ukraine are they invested if at all.
Ps was there an email that went out on Cxr. I didn't see it so I was wondering if there was another type of notification or did I miss it? Mike

Q: I would appreciate your comments on PLI's announcement this morning that it plans to acquire all of the shares of Telesta Therapeutics. Also is private equity or a large controlling shareholder behind PLI? In thie press release management exudes a lot of confidence about the future and it is hard to assess whether their confidence is misplaced.

Thank you, Peter

Q: I see QHR is trading at $3.12 which is above the buy out offer although at small small amount (2 cents).
Are these buyers hoping for a better offer to emerge?
At what point would it be wise to trade into the market to take advantage of this premium?
Thanks
John

Q: Hello,

PHM released Q3 financials this morning. I'd appreciate your analysis of the results at your convenience.

Thanks,

Francesco

Q: Would you consider VFV buyable at today's price with a 1.46% dividend? Thanks, Bill

Q: 5i team, can you comment on latest Special Meeting (Tues Sept 20, 2016 9 am EDT), RE: Element Arrangement Resolution; ECN Capital Equity Plans Resolution; and Share Issuance Resolution? thank you

Q: Peter and team,

Home Capital has responded to the short report (at least it appears they have) and the market appears to like the response. What are your thoughts on the release? Does it go far enough to make you feel "warm and fuzzy," in response to the allegations of the short report?

Thanks,

Marc

PS. Congratulations on the enormity of you success... its helping my savings grow and my wife feel more comfortable in our financial future :)