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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: I have held MTY since about $13.00 and the pace of its growth has slowed lately. Could you please comment on their 1st quarter results, (same store sales still not picking up) and perhaps help to convince me it is time to say thanks and move on. I am considering replacing it with 2 or 3 selections from the new growth portfolio that I don't already own. I currently own AVO, CXI,DRT,GXI,PHM,PUR,SCR from the new portfolio as well as AW.UN.
Thanks for the great advice
Read Answer Asked by John on April 09, 2015
Q: Hello 5i
Could you please give me the equivalent fund that trades in US $, as I have the money available already in US $$ and don't want to change it to CAN.
Thanks a million
Rick
Read Answer Asked by Rick on April 09, 2015
Q: Where can I find a free weekly report of the increase/decrease of number of shorts and longs of companies? Am grateful for the very helpful information you guys provide. Thank you.
Read Answer Asked by Hildegard on April 09, 2015
Q: Not the stock. Relative Strength Index and the question is can you tell me where I can find this information when researching stocks, or how to calculate RSI if the former is not easily available online (isn't everything available easily online?)
Read Answer Asked by Kim on April 08, 2015
Q: Hi Peter & Team,

I would like to add Wi-Lan but I would need to sell a company in the same sector in order to make room for it. I'm trying to keep the sector at around 15%. I was thinking of selling Descartes Systems (DSG) in order to make room for Wi-Lan. Please let me know what you think of this switch. Which company do you prefer? Thanks, Mario.
Read Answer Asked by Mario on April 08, 2015
Q: Hello Peter and Team
With the recent success in the Software sector, my RRSP portfolio is very heavily overweight in this sector. I would like your advice on trimming and rebalancing to sectors other than financial or energy that are also overweight.
I currently have now 40% in CSU, DSG, ESL, MDA (with large gains) and SYZ and AVO with significant losses over last year or so.
Would you suggest trimming all back to much smaller positions or eliminating 2 or 3 companies altogether?
With the funds, what 2 or 3 new positions from the new growth portfolio should I consider?
A second question will follow on my Financials!

Thanks for all the help
Peter
Read Answer Asked by Linda on April 08, 2015
Q: Would like to thank Roger regarding the downtime at TD Waterhouse. I lost funds on a trade which I tried to place and 12:00 pm through webbroker, called and was put on hold for 2 hours before a response. I expressed my concern, which went on deaf years and have called and sent 3 emails. I still hold my position today with a sell order in place because of the falling price
Rick
Read Answer Asked by Rick on April 08, 2015
Q: Hi 5i:

I'd appreciate your comments on two companies. First, DHX seems to be on a steady slide and RBC Direct gives no news. Is there any news? Second, ATS has also been disappointing for a while. What do you think of its prospects over the next year or so? Thanks.
Read Answer Asked by Roland on April 08, 2015
Q: Hi Peter

I continue to hold this company . Would you still hold or is it fully valued ?

Candi
Read Answer Asked by Candi on April 08, 2015
Q: I have held RIO for some time hoping that it would recover. I realize it is cyclical but would like your opinion on whether it is worth holding or whether there is a better place for my money.

Really appreciate this service. Thanks, as always,

Joanne
Read Answer Asked by Joanne on April 08, 2015
Q: I’ve held this for many years and it is finally moving . I have my finger poised on SELL , but am delaying as the chance to finally make some profit on this is tempting. Should I hang on?
Read Answer Asked by donna on April 08, 2015
Q: Everybody interested in Scandium, if I may, should do 2 things
1 Go to Wikipedia and check the very interesting article about it.
2 listen to this video
http://investorintel.com/technology-metals-intel/putnam-on-the-real-global-demand-for-scandium/

This may help to get an understanding of this element and it's market.
publish only if you hope it can help
Claude
Read Answer Asked by claude on April 08, 2015
Q: With today's announcement of the mega-merger between Shell and BG, along with the inevitable fall in the price of oil to the $30 range due to increased production by Saudi Arabia and dwindling storage capacity, I am interested in your opinion on possible take-over candidates in the Canadian energy sector, especially in well-established mid-cap companies. Your opinion please? Thank you.
Read Answer Asked by Paul W on April 08, 2015
Q: What are the prospects for KEL in the current oil/gas envrinment. I currently own RRX and WCP, both up nicely. Would you trade one of these for KEL at this time, or just add KEL.
My oil/gas weighting is about 4%
Read Answer Asked by Guy R. on April 08, 2015