Investment Q&A

Q: Peter and His Wonder Team
In the last 4 months HMY has gone from $0.52 to $4.19. I guess you could say it went from the Intensive Care Unit to being discharged from the hospital with a positive prognosis. Ha!Ha! You would agree it was due for profit taking. Yesterday it declined 10% on 11M volume. Then in the last 30 minutes it traded 35M shares and went up 5%. only loosing 3% for the day. I was amazed! So please tell me what this means. Was this institutional buying on the dip...is this a good sign for the future? Also is there a rough rule of thumb between the price correlation between bullion and miners when they are already in profit territory? So if bullion went up 10% to $1375.00 what might happen to HMY?
Thanks for your continued knowledge and insight...
Dr.Ernest Rivait

Q: Hi Peter and Team,

What is your take on Barry Critchley's article in today's National Post?

http://business.financialpost.com/investing/investing-pro/reit-investors-face-new-risk-as-ceos-age-raising-succession-questions

In this article, he discusses the problems that REITs may have going forward due to the 'advancing age' of some REIT founders with no apparent successors in place, thus increasing the possibility of a strategic change in direction for the REIT, or an outright sale.

Do you view this as a problem? What REITs in your view are most vulnerable if in fact there is credibility to the article?

Thanks as always for the timely and pertinent advice.

Q: Another inquiry, this one related to oil stocks.
Oil has improved significantly with some stocks appreciating more than others. While there is doubt that the oil rally would continue, would any (or all) of the stocks mentioned be investable, or would it be best to wait.
Thanks!

Q: Hello Team,
What would be your comparative assessment of these two packaging company?
It seems that ITP is fairly stable whereas CAS seems to be sliding.
Which one has better growth potential and which would be your preferred choice?
Thank you, as always!

Q: Can you update Bci since earnings came out
Thanks

Q: I would like to venture back into O&G again - touch wood (banking on the oil price recovery will continue during 2016). On that premise which one do you prefer between WCP and VET in terms of income and growth, and the safety of the dividends? Thanks.

Q: Would you offer an opinion on RMP's 4th quarter and full year results released on March 16th?
Thanks.

Q: With reference to Scott's comments on your interview on Market Masters, how do I gain access to it. Thanks, Catherine

Q: Should I buy DSG from my TFSA or RSP a/c or non-registered a/c.Appreciate your usual great services & opinions.

Q: Hello Peter and 5i team.... We are selling our Cenovus holding and are looking for a smaller cap replacement as we have other large cap oil and gas. What is your view on pif [polaris infrastructure] or would it be better to replace with pki [Parkand fuel] or gei {Gibson energy].
These names came up on our TD screen as similar companies?
thank you for your opinion

Q: Hello Team,

If you could only pick one of these two companies for an investment, what are the pros and cons of each and which would you choose? Please assume an already well-diversified portfolio and a long-term horizon (e.g., 10 years).

Many thanks.

Michael

Q: Could comment on their latest results,debt and future prospects. Time to buy?

Q: Would this be a safe investment for my income portfolio. SPB.DB
Thanks Phil.

Q: Can you please give me your opinion on this company, hold or sell?

Q: Peter; I see Mr. Trudeau said that the first two years of infracture spending will be on " unsexy" things such as recapitalization,deferred maintenance,upgrades and restoring subway signals. Would this not take the shine off the above companies re " major" projects and forward any new work out two years? Thanks.Rod

Q: Good morning Peter
I have a small holding in DAN in a margin account along with other blue chips G, MFC and TD. The upside looks good for DAN at the current and should I add to DAN or MFC.
Thanks

Q: It's had quite a run lately. Could you provide your views on this stock and thoughts on whether to sell now or hold?

Q: Peter; Could you comment on the nearly 11 million share volume today? Is there some sort of hedge being done and if so what is it? Thanks.Rod

Q: I have a growth oriented portfolio that includes AD, CXR, CXI, DHX.B, KXS, GUD, NFI, OTC, PHM and SIS amongst a few larger stocks. I am committed to holding these long term and won't need the money for at least 20 years, but I want to have a strategy in place.

What does the end game for this type of portfolio usually look like? 10 years from now will some of these stocks be negative and one or 2 have gains over 1000%? At what point do you recommend selling off stock?

Q: I'm ready to buy into a Canadian Bank. It seems like the stock prices in the last two years have fallen to the point where buying it makes sense to lock in some juicy dividends.

But while I've been waiting around, there is this nagging feeling that the Canadian Banks have some bad loans on the books. I know there is a lot of talk about their Oil and Gas loan book and potential defaults. In the last 4 quarters it seems there hasn't been any sign of it yet (so far) that's significant on their top or bottom lines. But my concern is that while their commercial loans aren't significant, their domestic mortgages are significant.

In the event that more job losses are coming and the majority of Canadians might feel this loss in work, are there not contagion affects to residential real estate that then affects the mortgage loan book of Canadian Banks including Scotiabank? If that does happen, how will Scotiabank's business be affected by a prolonged housing market downturn?