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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 afternoon Peter and Team:
In considering an investment in this year's TFSA for a 45-year-old long-term investor(at least 10-15 years time frame), GUD is being considered. Looking at the TMX website, it shows a beta of -0.379. What are the implications of such a low correlation to the overall market in a fairly well-balanced portfolio that already holds CLU.C, CXI, DHX.B, FSZ, MDA, VET, and WSP? Would GUD be a good fit for this year's contribution, or do you have any other suggestions? Thanks for your valued advice and fantastic service.
Read Answer Asked by Jerry on February 10, 2015
Q: The recent financial results for CAE SEEMED good but the stock dropped considerably,,, Is there something in the report or forward advice that is the cause.. Please give your take on the finances and growth prospects of this enterprise going forward and if this is an opportune time to invest; and perhaps what other company might be 'better' ( more sound, better growth prospects) than this. Also would you consider their business to have a fairly secure "moat"
Thanks
Read Answer Asked by lyle on February 10, 2015
Q: Hello,

Please give me your opinion or a resource on how do you research the management of a company. They say superior management is the key to superior market performance. Sabina Gold and Silver has just hired a new CEO effective February 15th name Bruce McLeod. Can you please advise on the company and new management.
Read Answer Asked by Arnella on February 10, 2015
Q: Given that the markets (except for Canada) are near all time highs and appear to be quite stretched, do you feel that it is wise to enter any long positions, even 5i's picks? My instinct tells me that I should be hedging my portfolio and search for short opportunities rather than go long? Any thoughts on this? Thanks so much.
Read Answer Asked by Kyle on February 10, 2015
Q: Hi 5i Team,

It's my view that the guys who run this company are pretty darn smart. As you recall the history of Tahoe Silver was that it was started by the former CEO of Goldcorp and purchased its main property from them. Tahoe is at it again recently getting into Gold, with a recent mine purchase. Do you see this as a subtle and shrewd move as buying at a bottom? I was lucky enough to get into Tahoe several years ago at $6/sh based on this same sort of hunch. What do you guys think? Many Thanks again.
Read Answer Asked by mark on February 10, 2015
Q: Has this Company now become a buying opportunity?
Read Answer Asked by Victor on February 10, 2015
Q: Your thoughts please on how this might pan out. News today that some 300 investors made a ton of money on amaya ahead of the deal. How can this be proven and if so what are the implications for amaya?
Read Answer Asked by Helen on February 10, 2015
Q: Do you feel the news release today will have an effect on the performance going forward. The stock has been lagging for the past few weeks. Can I please have your opinion going forward.
Thanks for your great advice.
Read Answer Asked by Rick on February 10, 2015
Q: I would like to have your opinion about this pharmaceutical company that has just launched an inhaled form of insulin.

Thanks
Read Answer Asked by Arnella on February 10, 2015
Q: Which stock out of those you cover do you think has the highest reward to risk ratio right now? I am looking at something to spend my TFSA allowance on for this year.
Read Answer Asked by Andrew on February 10, 2015
Q: Your views on the recent sell-off...is Rx a buy, sell or hold at this time?...Thanks, Barrie
Read Answer Asked by Barrie on February 10, 2015
Q: Hi - your thoughts on the financing today - does this make sense at these prices - pretty big chunk for a $700m cap company. Reducing debt, but also cash for acquisitions? thanks
Read Answer Asked by Scott on February 10, 2015
Q: 10:32 AM 2/9/2015

Hello Peter

I was shocked the other day to see your answer to a question on Currency Exchange International CXI in which you say is is an American Company and thus deemed to be a Foreign Investment from CRA's perspective requiring a Form 1135 report. To me it seemed to be just another TSX listed company!

Is there any reliable way to find which TSX listed companies are actually Foreign or do I just have to search for the company corporate head office address and assume a foreign address is the key?

Are all US [and foreign] companies with a TSX listing considered foreign? And are Canadian companies interlisted in New York considered not foreign?

I wish to avoid the tax and dividend complications of foreign ownership.

Thank you.... Paul K
Read Answer Asked by Paul on February 09, 2015
Q: Hi Peter,

Could I have your opinion on Bombardier Pref B ? I have about a 50 % loss if I sold today, don't mind the income but concerned about future down side. Would you sell and move on ?

Thx
Dave
Read Answer Asked by David on February 09, 2015
Q: Hi there! Could you please comment on AlarmForce Industries Inc. or AF - T? It appears to be attractively priced trading near its Annual Low.

Respectfully,

Dave (Nicholson)
Read Answer Asked by David on February 09, 2015
Q: I bought Regal life style at a much higher price, I am thinking of averaging down, Previous posting indicated that you have positive views of the company. Doing my research I noticed that there is a high insider selling by ELAD Canada at current price, so I am reluctant to add to it. What is your opinion on the high insider selling for this company.

Thanks
Read Answer Asked by Saad on February 09, 2015
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