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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: Since your last update on NeuLion the shares improved a little, then fell back once again.

I know it is not a long period of time since the last update but I am wondering if your views have changed. In particular I am think about selling Neulion and buying Espial. Your thoughts on this swith would be appreciated

Thank you

Don
Read Answer Asked by Donald on February 24, 2015
Q: Good Morning 5i
Not your usual question but important - wonder if you can recommend a software program to assist with retirement planning. Looking for a program that will take inputs of pensions, income and RRSPs - then enable projecting futures years taxes and net income based on those numbers. Want to be able to change inputs to look at different outcomes in key years of retirement cycle. XL would be preferable.
Thanks for any comment.
Read Answer Asked by Randy on February 24, 2015
Q: could you please recommend 3 or 4 emerging market etf
Read Answer Asked by Paul on February 24, 2015
Q: I have been a very happy member for a couple of years and an avid reader of the questions and blogs. However, I am still confused by what you mean when you say that something is a "3 - 5" year hold. To me, an investor is someone who buys a stock because the company looks solid and has good growth prospects. Otherwise, you are a trader and looking for a quick flip. So by definition, isn't any investor looking to hold until there are fundamental reasons to sell? So why do
you sometimes emphasize the time frame, especially given your stated philosophy of being a momentum investor? I have come to learn given the workings of the market that just because you suggest a stock today doesn't mean it is going up tomorrow, but shouldn't we expect that stock to go up during the year? Or does the 3 - 5 year positioning mean that is when you expect it to reach its maturation from being a growth stock to a an income stock?

Thanks so much for the education.

Paul F.
Read Answer Asked by Paul on February 24, 2015
Q: The price dropped significantly yesterday. Should I hold it until maturity? Will I receive the issue price at maturity?
Read Answer Asked by Bruce on February 24, 2015
Q: Hi,just a comment,but maybe make a rule to limit each Q to one specific company or topic,seems like people are asking about 10 different companies or sectors in 1 Q to circumvent the system/rules imo,and 2)any chance we could put stock price beside company at time of question,just couple of thoughts.Thanks again for great service,jb
Read Answer Asked by John on February 24, 2015
Q: hello 5i team,
i have heard you mentionning how utilities will be hit when there is a rise in interest rates. It has made me wonder whether i should take some action now. I have about 7 per cent in the utility sector. of that 7 per cent, about 4.5 per cent is composed of Emera. Well, when i look at my portfolio i have two questions:
the first is should I take some out of utilities altogether at this point and put it in another sector?

if it is a good idea to stay the course, would I be best to sell some emera and buy, say, bem.un? I do own some Enbridge,aswell. Or, given that this is a fairly secure sector, is there possibly not much value in diversification?
Read Answer Asked by joseph on February 24, 2015
Q: Good Morning 5i
Can you provide earning expectations of street for AVO's March earnings report? Thank you.
Read Answer Asked by Randy on February 24, 2015
Q: Good Morning 5i
Can you provide the next reporting date for Amaya and the streets expectation for earnings?
Thank you,
Read Answer Asked by Randy on February 24, 2015
Q: I already own Capstone Infrastructure (CSE). I'm considering Valener or Capital Power (CPX) for income. Could you please list the pros and cons of these two companies?

Thank You.
Read Answer Asked by Liza on February 24, 2015
Q: What do you think of cantor fitzgerald's take on Tecsys:
http://www.cantechletter.com/2015/02/tecsys-double-triple-says-cantor-fitzgerald/
Too optimistic? Should I switch my Sylogist for TCS for a three to five year hold? Thanks again.
Read Answer Asked by Michael on February 24, 2015
Q: Hello Peter & Co,
Sometime in 2014, given the current stage of the economic cycle, I reduced my exposure to Energy and to (traditional) Financials and increased my exposure to Health, Technology and Industrials. The sectoral returns so far indicate that the move is encouraging, but I would nevertheless appreciate your opinion.
Consumer: ATD,BYD.UN,CGX,DOL (10.3%)
Consumer cyclicals (auto): LNR, MG (5.2%)
Energy: TOU,VET,WCP (5.4%)
Energy Infra: ENB,IPL,KEY,PPL (8.1%)
Financials: BNS,CXI,EFN,HCG,TD (8.8%)
Health: CCT,CPH,CXR,GUD,RX,VRX (12.0%)
Industrials: BIN,BIP.UN,CCL,CHE.UN,CNR,SJ,STN (14.0%)
Materials (lumber): IFP,WEF (3.6%)
Technology: CSU,DSG,ESL,CGI,MDA,OTC (17.6%)
Util/Telco/RE: ALA,BCE,BEP.UN,FSV,TCN (10.8%)
Cash: 4.1%
Keep up the good work; in my humble opinion, the service you provide is worth quite a bit more than the membership fee you charge.
Thanks as always,
Antoine
Read Answer Asked by Antoine on February 24, 2015
Q: Hi Peter, thank you for all that you do.

My grandson told me today that he has $5,000 in an RRSP and is looking at 2 or 3 stocks to hold long term (10 - 40 years). As far as I know these are his only savings as he just finished University last year. We both agreed that BAM and CSU seem like good choices, but I had not heard much of KBL.

I know you are a fan of BAM and CSU, but wondering your thoughts on KBL and also if there are 1 or 2 stocks that you would prefer over these 3 given such a long term time frame. He is 26 years old and said he plans to contribute $5,000 each year and invest between 1 to 3 (new) companies.

Thank you,

p.s. planning on buying him a subscription for his birthday!
Read Answer Asked by Joe on February 24, 2015
Q: Do you know of a company that is in the fantasy sports, that has recently received funding?
Appreciate your answer. Thanks
Read Answer Asked by Helen on February 24, 2015
Q: Hi 5i
I have been working on our sector allocation and would appreciate your help.This commentary includes Canadian stocks only.
Financials at 24% of the total include Alaris AD,Bank of Nova Scotia BNS and Power Financial PWF.5i has recommened a 10% allocation.
To comply with your suggested allocation,we need 11% up to 15% in Information Technology and 7% up to 10% in Materials
Assuming no income tax implications I could sell our financial investments down to 10% which I am reluctant to do and invest in whateve you might suggest to bring Information Technology up to your recommended percentages.
Thanks again for all your help.
Read Answer Asked by James Robertson on February 24, 2015
Q: I have read that US Hedge Funds have been shorting the Canadian Banks because of a pending housing collapse like the one in the USA in 2008. There are also several analysts on BNN that say this is ridiculous because the Canadian housing market is vastly different than the US housing market prior to its collapse. I agree that the Canadian housing market has much less risk than the US market, but I find it hard to believe that the smart people that run US hedge funds don't know this.
what am I missing?

Thanks,
Hans
Read Answer Asked by Hans on February 24, 2015
Q: Looking to add one industrial stock to CNR and WSP which I already have 5% positions in each. I can't decide between KBL and BIN. I am looking for growth and notice KBL has better performance over 1,3 and 5 years. Which would you choose or would you suggest something else? Thank you
Read Answer Asked by Richard on February 24, 2015