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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: How safe are these bonds in a portfolio? Barry Schwartz on BNN mentioned that " We would avoid bonds like the plague."
Read Answer Asked by Loretta on June 17, 2015
Q: Hi guys, the following 8 stocks have a half position within my balance portfolio, I can increase 2 of them into full positions, which ones and why. 3 to 5 year hold.
They are PKI, BYD.UN, MDA,MG,DHX.B,DOL,ESL & STN.
thanks
Jim
Read Answer Asked by jim on June 17, 2015
Q: Could the Tahoe deal going underwater have a material impact on joint bookrunner GMP'S share price and 2015 guidance?
Read Answer Asked by edward on June 17, 2015
Q: Who would you recommend as a Natural Gas holding.

Thank You
Craig
Read Answer Asked by Craig on June 16, 2015
Q: Hi Team, Thank you for clarifying several 5i Portfoilo stocks' sectors. I think I'm almost there. Can you Please also confirm if all the following 5i portfolio stocks are in IT sector?
WIN. ESL. OTC. All IT sector? Thanks for your valuable service.
Read Answer Asked by sarah on June 16, 2015
Q: Any idea for the big jump in price today? Thanks!
Read Answer Asked by Gregory on June 16, 2015
Q: Here's a snip from a proposal for the July AGM

"We are seeking to increase the number of common shares that may be issued under the current stock option plan (the
“2010 Stock Option Plan”) from 26,193,643 shares to 20% of the Company’s issued and outstanding common
shares as at the date of shareholder approval of the amended 2010 Stock Option Plan (56,407,097 based on the
number of issued and outstanding common shares as at the date hereof)"

Does that seem unusually high? Is it time to exit this?
Read Answer Asked by Gerald on June 16, 2015
Q: Hi 5i: With respect to the question asked by Dennis about AVO buybacks: I recall reading quite recently a statement by AVO to the effect that the AVO board figured that their shares were undervalued, and that they therefore planned to support their shareholders by doing a series of buybacks. In other words, they have been up-front about their motivations.
Read Answer Asked by Roland on June 16, 2015
Q: In reference to another member's question from earlier today, isn't it likely that there will be no Grexit and that the EU will simply force a Cyprus-style bail-in of the Greek banks and country? If so, I'd expect to see very little contagion but I would be highly concerned if a citizen of Greece or any other financially "borderline" EU state.

Post at your own discretion, of course.
Read Answer Asked by Marc on June 16, 2015
Q: You guys are amazing. Best investment service out there! Keep up the great work.
Read Answer Asked by Scott on June 16, 2015
Q: Your opinion on NRI? They seem to have some plans for their p2 product and wf10 trial.
Read Answer Asked by Ron on June 16, 2015
Q: Which stocks that you guys cover, including the growth portfolio, have a decent chance of becoming ten baggers, I fully understand the risks associated with this, thanks?
Read Answer Asked by Pat on June 16, 2015
Q: Hi Peter and the 5i Team,

I presently hold 1000 shares of CVD in my RRIF and it's down about 5% (excluding the dividends, so it's down only marginally). I saw an ad in today's Globe describing Fiera's "Canadian Preferred Share Trust", where you can exchange shares in CVD for this new fund. Do you see any advantage in doing this? The Fiera offering is actively managed, but since it's essentially a closed-end mutual fund (am I correct?) wouldn't the fees be higher than CVD's? I know you like Fiera as an investment, but would this translate to liking this product? (Don't buy mutual funds; buy shares in mutual fund companies?) As always, I appreciate your advice and recommendations.
Read Answer Asked by Jerry on June 16, 2015
Q: Both Dream and Cominar's dividends are about 9%. Would you consider then a buy, sell or hold at this time in light of the prediction of higher interest rates in the future.
Read Answer Asked by Dan on June 16, 2015
Q: What would be your advice to your members with respect to a possible GREXIT before the end of this month if the Greeks do not pay monies owed to the IMF??
Do you see a catastrophic collapse of the Canadian stock markets as was the case in 2008 with the bancruptcy of Lehman Brothers?
Would you advise your members to sell ??
Read Answer Asked by Terry on June 16, 2015
Q: Hello Peter, I am starting anew portfolio for my wife TFSA with 25 k and non reg with 25 k each as initial amount and then regular monthly contributions . Wish to use model portfolio. Question -
1. How would you advise to allocate initial capital. Any top 10 from amongst model portfolios for each account
2. For monthly contributions going forward, what would you suggest. Buying more of beaten down stock among above or a etf. Commission not a issue.
This would be for a medium to high risk tolerance and 2-3 yr hold.
Thanks and keep up good work. R

Read Answer Asked by RUPINDER on June 16, 2015
Q: I wanted to get your opinion on the news release that Loyalist just put out today with respect to shoring up their liquidity. Please advise.
Read Answer Asked by Brent on June 16, 2015
Q: As a new member may I ask if you comment on funds such as PHW. I am about to make a purchase. The strategy looks good to me. What do you think? Thanks.
Read Answer Asked by John L on June 16, 2015
Q: Txs for your great advice on SJ.It has dropped fr. a recent high of $47.37.Is this an opportunity to buy more in this market? & is $40.00 a good entry point?.Appreciate your normal great services & advices.
Read Answer Asked by Peter on June 16, 2015