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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: After seeing it on your filter list yesterday I checked the company and distribution and read that the distribution is "100% OF capital". What is the advantage of this? Doesn't it just mean that one gets one's own money back?
Thanks.
Read Answer Asked by Astrid on April 10, 2015
Q: Dear Peter,do you see merit in taking money off the table when the market has had a good run and waiting for a downturn to reinvest? Thank you for your much appreciated help!
Read Answer Asked by M Anne on April 10, 2015
Q: Good morning Peter and Team, To stay in the energy sector, albeit a low weighting in our portfolios, I was thinking of selling VET and buying WCP. WCP's chart certainly looks better, and their dividend is higher. Your past positive comments about WCP have also influenced me. Your thoughts on this swap? Thanks in advance.
Read Answer Asked by Jerry on April 10, 2015
Q: You may have seen the announcement of aluminum-ion battery technology: <http://www.theglobeandmail.com/technology/new-inexpensive-aluminum-ion-battery-set-to-outlast-competitors/article23829686/>. Understanding that this technology requires further development, doesn't it defeat the investment thesis for lithium mining (particularly as concerns automotive batteries)?
Read Answer Asked by John on April 10, 2015
Q: Hi Peter can I have your thoughts on SOX and how safe do you feel the dividend is.
Kind Regards
Stan
Read Answer Asked by Stan on April 10, 2015
Q: Spectra has gained some momentum of recent with new products and "design ins". with the warrants out of the way and stronger capital position what do you think about SEV at this level?

Thank you
Read Answer Asked by Douglas on April 10, 2015
Q: To me, it appears both PHM and NHC pre released very good quarterly numbers. What did you think of them?

Also I remember 5i being hesitant on NHC due to past experience with management. Has their recent success tempered your concerns? To me it still seems quite cheap relative to the sector (based on forward estimates).

Thanks
Read Answer Asked by Scott on April 10, 2015
Q: Skyworks has been a very clear winner in the last year or so. Is it still a good time to invest now?
Read Answer Asked by Eugene on April 10, 2015
Q: Hi team, I have been watching ZPR for some time now at this level is it beginning to look interesting? I don't have any holding specifically in this area so I was looking for some diversification. Or would HPR be a better buy? Any thoughts would be appreciated, thanks again.
Read Answer Asked by Ray on April 10, 2015
Q: Hi Team,
Could you advise if you have an updated opinion on Neptune? Seems to me that the risk reward profile is becoming more favourable in light of their ore business stabilizing and potential for Acasti etc. would appreciate your thoughts.

Thank you
Read Answer Asked by Douglas on April 10, 2015
Q: Please comment on the results announced today. Also, was ESP or SVC considered as candidates for your growth portfolio. What would be the one reason they were not selected.
Read Answer Asked by Imtiaz on April 10, 2015
Q: Atlas is a spinoff of Kingsway, reportedly. Although not a dividend payer, its freedom from KFS seems to have been a positive move. What is your opinion of its current valuation and growth prospects?
Read Answer Asked by David on April 10, 2015
Q: I'm thinking of selling ESP as it appears to be over valued. What is your opinion on its valuation? Thank you for your input.
Read Answer Asked by Cheryl on April 10, 2015
Q: UBS is a Swiss based international bank that I'm interested in purchasing as a stock. Would you recommend it or, if not, could you suggest a European based etf as a better choice ? Thanks, as always.
Dave
Read Answer Asked by Dave on April 10, 2015
Q: Hello in an answer to a reasonably recent question you seemed to imply a preference for Pizza Pizza. We hold Boston and it really has done nothing other than the dividend. Am looking for a good dividend, low risk replacement, but something that maybe has a bit better chance for some capital appreciation. While it is a completely different company, we hold Chemtrade (not a large position)would selling Boston and adding more Chemtrade make sense? Do you have one or two other suggestions? Thanks again to 5i, it is a terrific service.
Read Answer Asked by Bill on April 10, 2015
Q: Hello,
Wondering if you can give me your analysis of CDI, I am down about 30%, happy to bear risk and hold for the long term.

Thanks,
Read Answer Asked by Joe on April 10, 2015