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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: Peter,
What are your thoughts on New Look's Q4 results? Earnings continue to grow, margins holding in around the 20% level. Decent dividend and despite the strong share appreciation, still seems to be 'under the radar' as no one has asked a question about the company in nearly a year. Valuation seems to be the big question mark and whether they can expand in Canada.
Thanks.
Read Answer Asked by Zach on March 18, 2015
Q: Counsel reports mid-next week. There has been a spike in activity recently with over 2 million shares traded since early last week. Despite the volume, the share price remains locked in the $2.00 to $2.05 range. P/E is under 8 and the couple of analysts covering it rate it Buy / Strong Buy. I've held a half position for a while and am still at break-even. What is your view of Counsel in general and for upcoming earnings?
Read Answer Asked by David on March 18, 2015
Q: good afternoon, would you happen to have any companies that have graphite or graphene deposits that could be a good investment with in say a 5 year timeline. thanks
Read Answer Asked by jim on March 18, 2015
Q: Do you know whether these companies have a lot of debt and which one would you consider to be a good investment for the long term (5 years and longer)?
a) ESN.TO (Essential Energy Services)
b) RE.TO (Rock Energy Inc.)
c) SPE.TO (Spartan Energy Corp.)
Read Answer Asked by Jose on March 18, 2015
Q: Can I have your thoughts on Lumenpulse. Thanks
Read Answer Asked by Leonard on March 18, 2015
Q: Hi team.
The service companies have been hit quite hard due to the collapse in the oil price.However,canyon has a strong balance sheet,will be looking for acquisitions,stated that they will not cut their dividend.Would this company be vexed as a value play and if one was to purchase it now with a two to three year horizon,would it be to early or a safe bet?
Thank you
Read Answer Asked by Jean on March 18, 2015
Q: Hi Peter & 5i team: After reading many of your answers to members it seems to me more or less the holdings in your model portfolios are for "hold" if no further news from you. Am I right on this? I prefer not to take cap gains and let it grow instead, but when the market comes to a correction my "strength" gradually goes down also and I had times resulted buy high sell low. Or at the end of the year I just rushed to take tax losses. I have a number of holdings from your model portfolios and the rest that your comments to members are positive. Also, my portfolios are well diversified. Any suggestions that I can do better? Or I just sit back and watch out any new comments from you on the 5i site? I am really impressed by your answers to members. Thank you for your wonderful service.
Read Answer Asked by LOUISA on March 18, 2015
Q: Hey guys,your thoughts on both phillip morris and Google. My time frame is 3 to 5 years in my rrsp.

Thanks
Jim
Read Answer Asked by jim on March 18, 2015
Q: Would like to have your thoughts on new look eyeware. tks
Read Answer Asked by Albert on March 17, 2015
Q: With the swap in place to stabilize payment, and currency, and the fact Amaya announces largest Sunday Million tournament since 2011 and Asian poker initiatives.

Why in your opinion is the stock down over $2.00 today, and can you please advise if this would be a good entry point.

Thanks Peter for your advice

Read Answer Asked by Rick on March 17, 2015
Q: Rated B- but in your latest note you attach an A- rating to it. Should I assume it is still a B-?

Read Answer Asked by Greg on March 17, 2015
Q: HI Peter and Team,
I am worried about the drop in Dupont stock in the last few days. Should I set up a stop or sell this stock?
Thank you
Read Answer Asked by Linda on March 17, 2015
Q: I hold ALP, NHC and CFL. Would you provide your views on these companies. I bought CFL at 2.65 and it has been falling ever since. Also, your earlier views on NHC were negative due to the management. Have your views changed after the resignation of the chairman. Thanks
Read Answer Asked by Imtiaz on March 17, 2015
Q: This stock has been falling relentlessly for several months, but most dramatically in the past couple of weeks. (It has already lost 2/3 of its value since I purchased it in October.) I understand that there is some oil/gas exposure, but the decline seems overdone. Do you have any explanation as to why this stock keeps tanking?
Thanks!
Read Answer Asked by Gregory on March 17, 2015
Q: They have pulled back quite a bit, with lower fuel prices what do you forecast for them?

thanks, Jean
Read Answer Asked by Jean on March 17, 2015
Q: Could you update your opinion on Dundee Corp. Is there a reason for the sell off or are their investments just out of favor? Are the Goodmans building the underlying value of their company?
Read Answer Asked by Mark on March 17, 2015
Q: Hi guys,

With the decline in energy prices, a number of business analysts and commentators are highlighting an opportunity of a lifetime in purchasing debt of mid cap energy companies in the near future. Can you explain how a retail investors would get exposure to this? Are they referring to new debt issues that will come from these companies given the stress that they may be under or existing debt that needs to be restructured? I assume the difficult part will be determining which companies will survive and which will fail.

Thanks,
Jason
Read Answer Asked by Jason on March 17, 2015
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