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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: Good Day 5i team,
We are planning on moving our daughters' RESP out of mutual funds and into ETFs. We will not need to access any funds for at least 4 years. Would you please provide your recommendations for appropriate ETFs?
Thanks,
Richard
Read Answer Asked by Richard on May 06, 2015
Q: We don't have any consumer staples yet as we have been focusing on dividend yields for retirement income. We are looking at adding one or more of the above to our holdings for growing income and capital gains. We see that you have L in the income portfolio and we see that emp.a has acquired the co-op stores. What are your comments and preference(s) on the above at this time? Thank you very much.
Read Answer Asked by Len on May 06, 2015
Q: Hi Peter and team,
As a small cap,is its growth sustainable? Or it may be a potential target of acquisition?
Thanks!
Jim
Read Answer Asked by Jim on May 06, 2015
Q: Hi Peter and Team,
I have been building up the 5i growth portfolio gradually, and am looking to buy both BCI New Look Eye Wear and PEO People Corp.
What would be the good entry point for the above two stocks?
Thanks a lot for your help as always. Pui
Read Answer Asked by Pui on May 06, 2015
Q: Hello team,

In order to diversify the portfolio I am looking for some investments in biotech. Since Google recently declared the project for early cancer diagnostics based on nanotech I trust it could be fast growing area (risks are high of course...I understand). At the same time regardless of Google declarations (which might positively affect stock of nanotech companies) their stock behaves consistently bad. Three companies I took are just the example. So stock behavior varies from catastrophic with NSPH to just not good with BIND. Do you have any ideas - is it company related issue or it is trend which shows that market "doesn't believe"?
Read Answer Asked by Galina on May 06, 2015
Q: Doing taxes tonight for someone and apparently I bought and sold this stock in early 2014. Went back to check if was a mistake on brokerage trading summary but remember it now. When I googled it to refresh my memory, was surprised to see it now trades at $0.52/share....it also says 19% yield. Last 5i Q & A is from December 2013 after NEC acquisition. What happened in 2014 to this company/stock? Is the yield data accurate? Any opinion on stock and sustainability of dividend?
Thanks,
John
Read Answer Asked by John on May 06, 2015
Q: another miss on revenue as well as earnings, your thoughts?
Read Answer Asked by ron on May 06, 2015
Q: PETER,ALTHOUGH WIN PUT ITS SELF UP UNSUCESSFULLY FOR SALE A WHILE BACK,IS IT LIKELY IT COULD TRY AGAIN? YOU MENTIONED IT SHOULD PROBABLY GO PRIVATE,IF IT DID WHAT WOULD BE THE IMPLICATIONS FOR CURRENT SHAREHOLDERS? MANY THANX..JOHN
Read Answer Asked by john on May 05, 2015
Q: Sherrit has been on a good tear the last few days, without significant new information (far as I can tell) since their quarterly update.

Is this recent uptick due to production results at Ambatovy? Do you think funds are buying in?

More importantly, where do you think this stock will be in 6-12 months?

Thx,

Cam.
Read Answer Asked by Cameron on May 05, 2015
Q: Could you comment on Northern Blizzard on its dividend and outlook and how to compare to Cardinal Energy ?
Read Answer Asked by terrance on May 05, 2015
Q: could you please give me your top picks for 2 oil and gas companies, I can handle as much risk as there is.dave
Read Answer Asked by david on May 05, 2015
Q: Hello Peter & Co,
2015 seems to have started on a positive note; I have not transacted much at all. My RRIF is a combination of your original equity and sprinkles of the growth portfolios (ytd return of 11%)
Consumer (7.9% weight) ATD,BYD.UN,CGX,DOL
Consumer cyclical (3.5%) LNR, MG
Energy (5.6%) TOU,VET,WCP
Energy Infra (8.1%) ENB,IPL,KEY,PPL
Financials (7.8%) BNS,CXI,EFN,TD
Health (9.9%) CPH,CXR,GUD,PHN,RX,VRX
Industrials (7.9%) BIN,BIP.UN,CCL,CNR
Materials (5.8%) CHE.UN,IFP,SJ
Technology (16.0%) CSU,DSG,ESL,CGI,MDA,OTC
Utilities/Telco/RE (10.6%) ALA,BCE,BEP.UN,FSV,TCN
I greatly appreciate your comments
Thanks,
Antoine
Read Answer Asked by Antoine on May 05, 2015
Q: There was a recent laudatory article in Seeking Alpha extolling the virtues of Surge. The author made two points that stood out for me. First, that the break even point for the company is $36 per barrel (don't know if that is Cdn$ or US$). Second, that Surge made a recent announcement that their reserves on their Upper Shaunavon development are now estimated to be 250,000 barrels vs the previously announced 50,000 barrels.

Do you concur with these two points and if so, does that reduce your concerns about Surge going forward?

Thanks for the insight.

Paul F.
Read Answer Asked by Paul on May 05, 2015
Q: Any reasons you know of for the drop in price of GUD in the last month?
Read Answer Asked by Jim on May 05, 2015
Q: I have noticed that these stocks in particular have rising at a moderate but regular and almost even pace over the past several weeks. I assume that it is due in part to rising oil prices, as all of them are impacted by business in those areas, but I also suspect that the market is starting to see that they have business outside oil as well.

My question is, as a momentum influenced investor, how do you decide when "momentum" has set? Is is based on a percentage increase greater than the index, is it based on increases over historical averages or peer group technical charts or is it something as basic as a gut feel?

Appreciate the education you provide us all.

Paul F.
Read Answer Asked by Paul on May 05, 2015
Q: Would appreciate your view on the outlook for MDA, given its most recent disappointing results.

Thanks, Hans
Read Answer Asked by Hans on May 05, 2015
Q: BAM.A continues to fall since your most recent comments. It currently trades at $64.40. I recently started to accumulate the stock at $67.90 as a long-term hold. I would appreciate knowing your current thoughts and if you suggest continuing to average in or wait until the apparent correction runs further. Thank you.
Read Answer Asked by Glen on May 05, 2015
Q: Hi team I have held SPB for years now, I was wondering if its recent price drop is warranted based on it most recent results, or does this represent a buying opportunity. I am looking to buy it in my TFSA. Thanks again for your great help and advice.
Read Answer Asked by Ray on May 05, 2015
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