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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: Both Canadian and american financials have taken a hit recently. I am looking to add to my financials/ insurance on both sides of the border. Which 3 Canadian stocks would you recommend and which US etf?
Read Answer Asked by Loretta on January 26, 2016
Q: Convelo's quarter looks good to me. Could you please comment on the financials and the new CEO. Do you have any data on him? Is this a positive or status quo. Thank You
PS My sister recently compared the price of crude to a bucket of KFC. She told me that there is a thread going around social media that is also doing the comparison. The bucket of chicken was trading at a higher level for a bit last week. What do you think has more value? Please only deduct one question. You do not need to answer the second one but I am curious? Also please ignore if you have already answered another client on the same subject.
Read Answer Asked by Jeremy on January 26, 2016
Q: Corby Spirit and Wine versus Diageo plc (adr)

Please comment which is a better hold for long term capital growth and dividend growth.

I hold Diageo in a rrsp account to mitigate the fully taxable dividend and would hold Corby in a taxable account to take advantage of the dividend tax credit.

Thanks for the excellent service.

Read Answer Asked by Stephen on January 26, 2016
Q: Hi,

I bought it at 2:41 and now up 40%. Should I sell or hold on, given the recent volatility?

Thanks
Read Answer Asked by Graeme on January 26, 2016
Q: knight did another deal yesterday, and the way goodman structures it , it seems brilliant.
but the stock cannot get any traction. can you comment on the stock and the deal. dave
Read Answer Asked by david on January 26, 2016
Q: Would appreciate your comparison between High Liner Foods and Clearwater Seafood regarding best choice for investment.
Read Answer Asked by ken on January 26, 2016
Q: Peter and His Wonder Team
In the last few months this miner has gone from $0.53 to $1.82 which I believe outperforms the whole gold sector. I know they settled there contract with the union in the fall and they benefit from a strong USA dollar. Also they are reporting better production results...Do you think there are other reasons? What do you think of this stock going forward...any further upside?
Thanks for your consistent high quality professional expertise!
Dr.Ernest Rivait
Read Answer Asked by Ernest on January 26, 2016
Q: Do you think any of the Vertex Funds are worthy of purchase at this time? The growth and value funds were doing very well for a while but seemed to have cooled off. Is this a good fund company overall?
Read Answer Asked by Alan on January 26, 2016
Q: 5i's reassurances for a market recovery makes sense, but I find myself wondering which sectors or enterprises should catch the updraft the most. Sometimes it seems that it's the marginal plays - for example, miners with the highest costs - which get the greatest boost from a trend-reversal, but I'm not sure I'm comfortable working at the far ends of the risk spectrum. Is there any other way to conceptualise this problem to take advantage of differential rates of recovery?
Read Answer Asked by John on January 26, 2016
Q: There was a press release about converting the common shares to perpetual preferred shares. I like the dividend they are intending to pay(12%). Looks like a good deal for shareholders. What is your opinion about the survivability of this company?
Read Answer Asked by Ron on January 26, 2016
Q: reported yesterday looking to buy . risk reward looks good ,what are your thoughts . thank you.
Read Answer Asked by cliff on January 26, 2016
Q: Could you please comment on Convalo's latest release on quarterly earnings.
Read Answer Asked by Shane on January 26, 2016
Q: Hi Peter, I know you guys does not closely cover US stocks. Although I am dire situation with this one, so I want your opinion. I bought CHK last winter and now down 80%. It has a 10% weighting on my portfolio(on the book value I meant). I know I did a bad mistake by betting(not investing according to your advice)on CHK. Although in my defense, I saw report from Goldman Sachs that it was their top pick for 2015 and also Carl Ichan owns quite a bit of it. Anyways, long story short now traders are discussing about possibility of debt default in 2017. I can hold this for 10 years, but with all this rumors around that this can go down to zero. I am not so sure that I should take my 20% and run or not. Anyways, your opinion please, and what do you say probability of CHK going bankrupt in 2017?

Also I understand it is in deep hole but I don't understand how can a large corporation like CHK will go belly up. Can't they just sell their asset OR issue more share OR debt exchange?
Read Answer Asked by Sridip on January 26, 2016
Q: Is the latest news release 5 days ago regarding the quality of their graphite for lithium-ion batteries significant or a non-event?

Thanks

Robert
Read Answer Asked by Robert on January 25, 2016
Q: My apologies. Last week I composed a question with the wrong company name. I was interested in Brookfield renewable not bip.un. Could you reanswer my question regarding selling some of my bip.un to purchase more aqn? Thank you. Please charge me another question.
Read Answer Asked by Steve on January 25, 2016
Q: Good Day,
I'm wondering if this Mawer fund (MAW104) is a good one ticket solution to an older conservative investor looking for stability? I see the fund currently has about 1/3 of the fund in fixed income, some cash and the balance in equity diversified geographically around the world. Seems like a pretty good solution, would you agree with this?
Thank-you.
Read Answer Asked by Chris on January 25, 2016
Q: Hi 5i Research team,
Please comments on AF Q4 results released on Thursday. Also, I would like to have your comments on those specific topics :
1. Higher management turnover over the past two years.
2. Do you know the president : Graham Badun?
3. Is the litigation with the founder settled? Are those legal fees and settlements related?
4. The realignment of the growth strategy more on Canada, and to neglect some USA markets? Probably means negative growth in the USA? Seems like bad timing when looking at the economic environment on both sides of the borders. What can we expect in terms of subscriber net growth?
5. Was the 2015 $3.7 million non-recurring expenses (numerous items) some house cleaning by the new president at his arrival?
6. Is this reassessment of the collectability of such an amount of accounts receivable changes your perception of the quality of the organization (obtaining new subscribers or managing accounts)?
7. “2016 promises to be a productive year as we prepare the company for accelerated growth.": Does it mean an increase in expenses?
8. Based on your expectation (former Q&A) of AF being subject to an acquisition in a reasonable time frame (what time frame can be expected?): is it worth owning while receiving the dividends (+ a future premium on the stock price), or sell and buy something else that went down recently (MAD, KXS, DH, CSU, LGT.B, PLI, OTC, XTC, SJ, ESL)? If your answer is positive, which ones would you prioritize in terms of expected return potential? Please disregard sector allocation for this question.
Thank you, Eric
Read Answer Asked by Eric on January 25, 2016
Q: Hi Team
I am watching BIN increasing in value even though the market is going down. Is this a good buy at this time.
Is it right time to buy ATD and SYZ or too late. What is your idea of growth this year?
I am also looking at Canadian Tire. Is this a good time to buy and what do you think of growth this year.
As always, thank you for your support.
Margita
Read Answer Asked by Margita Elisabet on January 25, 2016