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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: Hi Peter,

Your recent answers about Surge Energy (SGY) have shaken me a little. Your advice is all about the long-term and don’t worry what the markets are doing with the current price. In answers to members, SGY has gone from a strong buy to a sell (Peter’s answer on April 9) in less than a year. In my mind, that means SGY is no longer a good long-term investment and should be sold by all members.

In your opinion (not worrying about sector diversification), IS SGY A SELL FOR ALL CONSERVATIVE, INCOME ORIENTED MEMBERS?

Is there a quick way you can advise all members about the change in your opinion on any stock you give advice on?

Thanks
John
Read Answer Asked by John on April 09, 2015
Q: Thanks for the new portfolio, Going into a stock buy, I normally consider a 3 to 5 year hold period. I am reviewing the growth stocks and want to know what time frame you expect these stocks should be held for.
Thanks
Jim
Read Answer Asked by Jim on April 09, 2015
Q: Would this be a good stock to add to my portfolio. Eddie.
Read Answer Asked by Eddie on April 09, 2015
Q: I have owned Transalta for 15 years and have had it on dividend reinvestment for the same period. All of the other utility stocks that I own have performed well (ema,fts,trp,enb) but TA has been an underperformer. I am considering switching TA for Capital Power (CPX) and was wondering if you would agree with this switch.
Read Answer Asked by Todd on April 09, 2015
Q: Would you have knowledge on this new issue in Toronto.
Read Answer Asked by terrance on April 09, 2015
Q: Peter, I have a $60,000 TFSA and have let my winners run. My stocks are BYD (33%); DHX (33%); FSV (15%); KLS (10%) and 9% cash. I am considering trimming my positions in BYD and DHX and selling KLS. I do not have a need for the money and have a long time frame and was considering adding CXI; CCL.B; ATD.B.
Read Answer Asked by stephen on April 09, 2015
Q: Good Morning Peter and the 5i Team,

A comment regarding Gildan: I took my grandson to the Halton Skills competition in Milton this morning, and was pleased to see that all the t-shirts supplied to the participants were in large Gildan boxes. Owning GIL, thanks to the superb advice from 5i, has been most rewarding! Thanks for such timely recommendations.
Read Answer Asked by Jerry on April 09, 2015
Q: Several of my bonds have just come due and I would like to deploy the cash.. There is lots of chatter concerning increasing interest rates. You have recommended in the past bond etfs CBO, XBB and HFR. Should I buy in now or wait? I'm a big fan! Thanks
Read Answer Asked by michael on April 09, 2015
Q: Those who trade with TD should know they have a President's Account for investors with $500K+ or 5K annual commissions. Among the benefits is this - "The President's Account clients have an exclusive Priority Phone Line they can call into which will be routed to an experienced professional with quicker wait times." Streaming and Level 2 quotes is another big plus, and Globe Investor Gold. You may have to ask for it; I don't know why TD doesn't advertise it.
Read Answer Asked by Jeff on April 09, 2015
Q: Hi, I received in 2014 a cash and Verizon stock dividend from Vodafone.My question is do I declare the stock dividend as a dividend or return of capital for adjusted cost base on Vodafone stock. If anyone is in that situation would appreciate the input. Is this a valid quetion ?
Read Answer Asked by Denis on April 09, 2015
Q: Hello 5i. Seems like consolidation may start ramping up in the oil patch, Could you recommend a set of 3-5 names to hold as a basket and explain why you think they would look attractive to a potential suitor
Read Answer Asked by Kuldar on April 09, 2015
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
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