Investment Q&A

Q: I am up over 55% in less that a week on this stock in my RRSP which has taken a hit since Dec. from Bank stock and Energy stocks with over a 30% of total portfolio. I realize I did not diversify, as I always felt safe with these type of investments.
I sold $12000 of Royal bank after the quarterly dividend and invested in Concordia which has netted me $17000.00 as of today with the stock currently off $3.72, and dropping at the moment
I am concerned that cxr will probably pull back for profit taking, however if cxr is a roll up story, like csu, would it not make sense to hold on, or should I sell half or all, and wait for a proper pull back to get back in.

I listened to the ceo of cxr about how the fundamentals of the new company are accreditive, as well as his goals going forward. Very impressive to say the least

I know 5i highlighted this company in the past, and really would appreciate your thoughts going forward

Thanks for your awesome service.

Q: Hi Any news on Claude Resources? The stock seems to be moving in the right direction and is hitting 52 week highs.I have a small position.

Thx for all your previous help and education. Much Appreciated.

Q: Would you attribute CEU's decline on Friday to its earnings release or to that day's sharp oil price decline and general negative sentiment? Or, to some combination of the two?
Thanks.

Q: Hi Peter,

The company launch their breaksports app and it is getting a lot of attention because it is a takeover candidate. Can you give me more information about the company like revenue/profit growth and insider buying. In addition, is it a good entry point.

Q: I am considering Tma or Tfi in the transportation sector. Which do you favour at current prices for income and growth, or would you have another choice. I have no stocks in this category at present. Thank you, Barrie

Q: Could you please give your views on TransAlta Renewables. I see their dividend payout is greater than their EPS and they have not raised distributions in over one year.

Q: I have been a long time shareholder of COT and I beleive they are postioned to move to a phase one trial in the US for ovarian cancer. HAve you any opinion on it.

Many thnks

Q: Hello Team, Can I get your thoughts on these 2 companies and if now is a good time to start accumulating these? COP has about 4$ in cash pays a 4.5% dividend and stock price is down about 30% since the summer. They have a long history of paying dividends and growing them. Williams is paying a 5% dividend with a projected 7% increase this yr of its dividend.The price is down 20% over last 6 months. Appreciate your thoughts on these?

Q: I'm showing 42 cents for 2016 earnings for DHX media. This would bring it to a p/e of 22 in 2016 if the earnings work out and an ev/ebitda of 12.5 in 2016. Isn't this actually a reasonable valuation considering the 1) buyout prospects 2) earnings growth through multiple revenue channels 3) worldwide product placement. I'm not getting why some are calling it incredibly expensive. Thx.

Q: I was wondering if it was time to take profits in Magna or Linamar or both?
Thank you for your help.

Q: May I please have your thoughts on iwn etf please

Q: Hello 5i Team,

What are your thoughts on these 2 water stocks and could you provide a good recommendation on a water stock to accumulate.

Thank You for such a great service

Susan

Q: Hi Peter and Team,
Would appreciate your position on stock buybacks. Money managers that appear on BNN tout stock buy backs as a positive akin to dividends. However, the following article questions this practice and would appreciate your take :
http://www.philstockworld.com/2015/03/12/harvard-business-review-throws-up-all-over-stock-buybacks/

Appreciate all you do for us small investor types,
Steve

Q: further to your response to Alexander re: PLI and CRH, could you expand to include comment on MSL potential and any other similar Cdn. health small caps - thanks

Q: Hi guys,

I want to limit exposure to the financial sector to 20% of my portfolio. I currently own TD and BNS and with the recent pullback in the major CDN banks, I'm thinking of adding 2 additional banks and I'm thinking about BMO and RY. I don't want to invest in an insurance company since no one can be sure when rates go up and I'm not sure about Home Capital Group since it is more concentrated in its business than the major CDN banks and the yield on the major CN banks are twice that of HCG? Your thought? It is risky to hold 4 major CDN banks in my portfolio if overall exposure is capped at 20%?

Thanks,
Jason

Q: The charts on CSW.A and CSW.B look very different. I noticed that all questions on Corby's have been asked using CSW.A. Don't retail investors usually buy the B series? Any concerns about lack of trade volume? How much inside ownership is there? Which symbol should I consider? Best, Don

Q: Hi team. I have 16% of my portfolio in these energy, with WCP being my largest holding at 6%, and SPE my smallest at 1%, the remaining about 2.5-3.5% each. My portfolio is quite balanced sector-wise. It looks like oil is going down again, and I am wondering if it would be wise to lower one or more of my holdings, or just stay for the ride. Thanks as always.

Q: I have a sizeable position in Qcom and I am under water in what I accepted to be a cyclical stock. After all the damage done in China , and after holding out against Asian competitors coming from all sides , it seems that Intel is going to be swooping in on the Apple . Is losing the iPhone chip business going to murder the stock price of Qcom ? ( I am still hurting big time from my GTAT loss ) .... Would you be a Seller here ? Thanks,

Q: Buy before or after Earnings Release?
I have done both and invariably seem to get it wrong on both sides. Optimistic about a prospective stock, I buy before and am disappointed by a poor result. Cautious about a prospective buy , I wait and then wonder if I should "chase" after a good result. I have no consistent strategy, but am increasingly coming to the view that's it's better to wait in order to avoid the loss with the proviso that you'll have to pay up for a good result.
What do you recommend as a general guideline in this situation?
Thanks

Q: Hello Peter & Co.:
I'm a buy & hold type investor. Here's what I hold in my CA portfolio:
Consumer - CGX, CCL.B, MG, DHX
Financial - BMO, BNS, HCG, SLF
Industrial - BIN, CNR
Materials - SJ
Oil&Gas - PEY, VET
Technology - DH, CSU, OTC
Telecom - T
Utility - PPL, IPL, ALA

Between ATD.B and XTC which one do you think fits the best. I'm kinda leaning towards XTC for the higher dividend, but ATD.B seems as though it would be less cyclical and a good defensive stock to own.
Thanks so much for all your help.