Investment Q&A

Q: Are you aware of cases where guest portfolio managers on BNN got caught recommending stocks that the firm/themselves are shorting? It's hard to believe it's not happenning. My best example is Bruce Campbell of StoneCastle. His past picks are absolutely horrible (-43%, 93%, -57%, -88%, -90%, -70%, -51%). Are regulators actively looking out for manipulation through recommendations on BNN? I really hope so. I use this site to review past picks. Other members might enjoy reviewing past picks: http://www.stockchase.com/expert

Q: Peter and team:

If/when Ms. Yellen decides to increase US Rates what do you feel the impact will be on higher dividend payers such as utilities and riets.

What would be the recommended vehicle for parking funds for the next two years to safely preserve capital while earning some modest return.

Deduct two as you see fit.

Thank you as always

Phil

Q: Could you please give your opinion of this company. Would it be a good choice for a small positon in a balanced portfolio?
Thanks so much.

Q: Can you give us your thoughts on the Raging River offer for Rock Energy, and what it will mean for owners of Rock Energy and share value

Q: Hello, Would you advise / recommend topping up BAD and BOS to a full position each (from a less than half position now) or would you recommend some other more promising names( from BE model portfolio). Thanks

Q: I hold Cal Maine Foods as part of an option writing strategy on US companies. Projected earnings for the company have been lowered significantly and the stock has embarked on a steady downtrend. The forward PE for the company is about 26 which is very high given the current trend for earnings. Based on these estimates there appears to be little reason to continue holding the shares as further share price weakness seems likely. Is there any redeeming information regarding future growth,potential earnings recovery, the overall industry, etc that would encourage holding rather than selling the shares?

Q: Hi 5i, how would you be approaching the Brexit vote from a portfolio perspective? I have a few names that are very exposed to the GBP/USD exchange rate (i.e. CXR, IT and ESL). Should I be taking some off the table prior to this vote or is it too late and most of the fear is baked in to current prices? In your opinion what direction do you see the GBP going if there is indeed a Brexit? I've heard arguments both ways on long and short term. Thanks again.

Q: Hi Everyone,
Thank you for great service. My question if for Peter. If you have to own one stock today out of all stocks that you cover which stock would you pick? Thank you
Allan

Q: Hi, further to my previous question, I was told by BMO investorline that for those who did not choose prior to closing of the deal will have to wait 2 or more weeks for sso to finalize on the share exchange or cash based on majority vote. I am not sure how much would that be? Would appreciate your clarification .Thanks.

Q: Hello, I have been reading your comments on Savaria Corp with interset, for a few months and decided to initiate a small position this week. Companies supporting aging demographics should continue to do well, but SIS is still fairly small cap and valuation appears rich. Stock also had a decent run lately, so it could tread water for a while. I would rather wait a few more quarters, before adding at today's price. What are your thoughts ? Thanks

Q: Hi 5i team, what happened to crj? if own, what to do with it?

Q: This Co. has excellent EPS grwth on TTM basis, almost 25% ROE, low debt & P.R.. Can you tell me more about their customers and whether this is a good long-term buy right now: dividend grwth & have they bought any co. lately. I need to diversify with an industrial - have none right now.

Q: Sorry - I was looking for an CDN or USA ETF not individual stock
: Is there a USA or CDN ETF that your team would recommend similar to CSH.UN, SIA or SIS. Is there any news why SIS is selling off with high volume.

5i Research Answer:
In the US, three to look at are SNH, HCN and LTC
Ventas VTR is also interesting, owning seniors' housing and medical office buildings.
There is no news on SIS, but energy/metals have been very strong and there might be some rotation occurring this week.

Q: Is there a USA or CDN ETF that your team would recommend similar to CSH.UN, SIA or SIS. Is there any news why SIS is selling off with high volume.

Q: Perusing today's, June 7/16 , Globe and Mail Investor Data Tables I noticed a curious stock mentioned-ACE Aviation Holdings. It is priced at .57 cents and pays an almost 65% div. I tried to investigate further but any info I found was not clear to this tyro. Please, what do you see when you delve into your sources?

Q: I'm sitting on some cash and will be purchasing a house in the next year. Which makes more sense - to put down a minimal deposit and invest the remaining cash or to put down a more substantial deposit?

Q: Greetings to the 5i team. The last question I noted on sector weightings was quite some time ago now. Your response to a member asking about weightings for an income oriented portfolio was I believe as follows: 10% Cons Disc, 15% Cons Staple, 5% Energy, 15% Fin, 10% Health, 10% Indust, 5% Real Est., 5% Tech., 10% Telco, 15% Utilities (no allocation to materials at that time, although I know you have advocated a 5% "insurance" in gold in the past). Would you please indicate any changes to those percentages if you were to answer the same question today? I'd also be interested in how they might change if the question was for a more income/growth balanced portfolio. On a side note, I think I consider my membership fee
mostly for research but partly for therapy, since I find your reasoned responses to various market fears a calming influence! Cheers,

Q: what is your favorite stock in the materials sector for growth for the next 6 months, risk is not a factor for me, the more risk the better.i already have oil and gold exposure. thanks. dave

Q: Hi Peter and Team - In a question today which asked you to decide on which oil and gas stocks you would keep out of a list of several, I noticed that Surge was not on the list of keepers. Is this just because the others were better or do you have concerns about Surge at this point. From previous answers it sounds like Surge is on the right track to recover with higher oil prices. Does this remain the case. Also could you give me an update on insider ownership and your opinion of management. Thanks.

Q: Hi Peter!

If the Growth portfolio had to be reduced to 10 names what would be your top pick today?
correction... on this question it should read top 10 picks today not top pick. Thank you!

Ian