skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Could I have your thoughts on Mercer overall?It seems cheap and looks like a value play in a stock universe where value is increasingly difficult to find. Also could you comment on currency tailwinds that might benefit them in the near and medium term. And am I right to say that the Canadian equity seems to have very low trading volume or is it close to none for some reason that I have missed? Thank-you.
Read Answer Asked by Alex on April 09, 2015
Q: I have a position in Fuel Cell and it had been declining for awhile. Please give me your opinion on this company and if you see any potential growth in the future. Thanks
Read Answer Asked by Arnella on April 09, 2015
Q: Just wondering if you follow StonePoint Energy and if you believe management is in a good position for making acquisitions in this cheap oil environment? Thanks.
Read Answer Asked by Curtis on April 09, 2015
Q: High Arctic Energy is down more than 6% today. I can find no negative news to explain the drop. Can youy shed some light on what is happening and give me your opinion of the conpany's prospects.
With appreciation
Ed
Read Answer Asked by Ed on April 09, 2015
Q: I just noticed that my rio alto has been replaced with Tahoe, what do you think of the newly formed company.
Read Answer Asked by Richard on April 09, 2015
Q: Hello, just wondering if you would hold onto prgo at this point or sell, had a 20% pop today. I have a 3% position. Thanks for your opinion
Read Answer Asked by Sheldon on April 09, 2015
Q: I have significant positions (and losses) in my RRSP in BDI, STN and HCG that I note you have removed them from your model portfolio.
Would I be better to trim or eliminate from my RSP and put this into positions that I have not previously held from that portfolio such as ATD.B, WSP and BIN ?
(I am already well overweight in Financials and Tech, and do hold 12 of the 21 companies in that portfolio.)
Thanks for your help. My portfolios have done very well on your advice and I anticipate continued success!
Peter
Read Answer Asked by Linda on April 09, 2015
Q: Hello Peter and 5i team.
I have significant losses in my Energy positions in my RRSP and have previously asked for your help in rebalancing my Financials, Tech, and Energy positions 30%, 40% and 15% the latter down from 30% last year before the energy crunch.
My questions today and I am asking for your advice on what is left in the portfolio; namely BAD, BDI, and SGY that have all been down 40-50%.
Would you continue to hold?
Replace with other Energy stocks?
Or sell and avoid the sector completely until a recovery is underway.
Thanks for all the help!!
Peter
Read Answer Asked by Linda on April 09, 2015
Q: I need help with strategy. I want to sell these stocks ( AC, GPS, MTSN, NLN, QST and TWD) to make room for stocks from the new growth portfolio. Is there some timing stratagem I can employ or do I “Just Do It”. GPS & QST & MSTN are at rock bottom and I think can only go up if I wait. NLN could bounce up (or down) 10% on any given day. TWD was always just a lark. AC has upward momentum currently. BUT! All the stocks on the new list I want to buy could all be going up too. What to do? Any advice on how to approach this will be welcome.
Read Answer Asked by David on April 09, 2015
Q: Further to Greg's question today, you suggested shifting some of his money to more blue chip dividend paying names. Could you give us a few names you would recommend at this time.
Thanks as always.
Read Answer Asked by Shirley on April 09, 2015
Q: Recently the unit price of subject ETF has been steadily eroding each trading day. Could you please give me your analysis of why you think this price erosion has been occurring. Is there a bottom to this thing?

Thanks
Read Answer Asked by Michael on April 09, 2015
Q: current thoughts on this company for a 3+ yr hold
Read Answer Asked by Rob on April 09, 2015
Q: Hi Peter What do you feel is pushing this stock hi volums today
Kind Regards Stan /
Read Answer Asked by Stan on April 09, 2015
Q: Have some American shares that are not doing as well as I hoped. I thought that I could sell some of them and purchase some Canadian shares, because of our devalued dollar. What do you think.
Do you like the potential of Dollarama, or do you prefer something of this calaber?
Thanks.
Read Answer Asked by Helen on April 09, 2015
Q: The plan of arrangement for Repsol to take over TLM has two options for Shareholders. 1)To receive the equivalent Cdn$ of $8US in cash. or 2) To receive $8US Cash. Based on these two options which one is best at this time considering the low Cdn$ relative to the US$. Of course any capital gain or loss would have to be taken in Cdn$
Read Answer Asked by John on April 09, 2015
Q: I would like to invest in a company directly in Transportation or related to this sector with good growth potential and would appreciate your recommendation. Thanks.
Gerry
Read Answer Asked by Gerry on April 09, 2015
Q: As far as charts, I've always used http://bigcharts.marketwatch.com/. I can clearly read the technical indicators I need, such as RSI, MACD, OBV, and the moving averages. I also like how I can compare stocks on the same graph.

Something I found startling is that when I compare a stock such as Constellation CSU or Stella-Jones SJ, or some others, with any good etf, e.g. CDZ, CSU totally blows an etf out of the water. You can't compare a great stock to a good etf. Makes me wonder why anyone is buying etfs when they can buy a basket of great stocks recommended by 5i.
Read Answer Asked by Jerry on April 09, 2015
Q: Hello,

Members who experienced the technical outage last Tuesday at TD Waterhouse (WebBroker) might be interested to know that I emailed td.waterhousecompliance@td.com and told them the delay in one of my trades cost me an estimated $156.00 as the stock fell during the day. The agent said there is no policy to reimburse clients under the circumstances, but he did, as a "courtesy", reimburse the commission and gave me a $100 cash credit. He said if the trading platform is down, the only recourse is to call in the trade. He acknowledged the wait times were very long.
Read Answer Asked by Michael on April 09, 2015
Q: I am significantly overweight in Financials and would like your advice on trimming/rebalancing in my RSP portfolio.
I currently have 35 % in the following: BMO, BNS,CM,NA, RY,TD in the backs, SLF and GWO in insurance - all with significant gains, and HCG and CF in other financials with a moderate loss position.
Would you trim all positions or eliminate several companies?
Where should I rebalance into companies in your new growth portfolio?
Thank you for this advice!
Peter
Read Answer Asked by Linda on April 09, 2015