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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: Would FTR be a stock to buy to help build a portfolio. Eddie.
Read Answer Asked by Eddie on February 18, 2015
Q: Hi Peter and Team, regarding Pinecrest, PRY, can you please help understand, in as much detail as possible, what their news release today all means to current share holders? Huge volume today so obviously the towel is being thrown in, by whom? Also, any sign's of insider/management buying, or selling in past six months to date? Seems like same same old Board in the new company! Any value in PRY at half of one cent to one cent here? My average cost per share is .22 cents, Ouch it hurts big time! Thanks!

PS: I know, I know...should have dumped this dogger a long time ago but felt the water floods would have helped increase production significantly by now, up slightly though!!! Thanks!
Read Answer Asked by Hussein on February 18, 2015
Q: Please give information on Rdm thank you jack
Read Answer Asked by Jack on February 18, 2015
Q: Small holding in taxable acct. Take gain or what & see if any benefit from rumored breakup. What's your outlook for share price generally and if breakup comes to pass? Thx
Read Answer Asked by Joel on February 18, 2015
Q: Hi Peter & team

Have learned to take most of the guests comments on Market Call/Tonight with a grain of salt often thinking conflicts and ulterior motives may be in play which, by the way is what makes 5i so valuable to all of us.

Having said that, Colin Stewart who I have grown to appreciate has provided some very accurate commentary in the past had some very positive comments re RPI today.

So I took a look at some of the metrics in play... Debt/Equity ratio 0.59, Price/Cash Flow 9.38, Price/Book 1.92 and Book Value/share is at 6.81.

There doesn't appear to be a ton of debt, the dividend is excellent, and as Colin said, this is a fairly recessionary proof business that generates good cash flow.

I am surprised there are not many questions on this company in the 5i forum... especially looking at it's recent performance - up almost 10% today.

What is you opinion? Why no interest from the membership? And would you consider RPI a sell/hold/or buy at this time?

Thanks for all you do

Gord



Read Answer Asked by Gord on February 18, 2015
Q: I am wondering if it would be possible for you to include in your reports "book value per share growth" over a five or ten year period or if you could direct me to a site where book value per share growth is already calculated.
Thank you for your help.
John.
Read Answer Asked by John on February 18, 2015
Q: Could you please comment on 2014 results and possibly elaborate a bit on the non- cash charges they list. I've owned this stock for some time and still think it will pay off some time in the future. What do you think? Thanks.
Read Answer Asked by Gerald on February 18, 2015
Q: PREM WATSA of Fairfax Financial issued a report saying he is wary of the market which has no downside protection. Should we be worried? Thanks.
Read Answer Asked by Francis on February 18, 2015
Q: New member, first question :
What would be a sensible approach for a portfolio in the red for a number of years basically due to investments in shares of gold and silver companies, and to a lesser extent in uranium and iron ore ?
I am 74 old,and, as such, not looking for long term, but my investment portfolio is needed to supplement a modest pension. I have been hoping for a resurgence of gold and uranium prices, but I am beginning to despair on that account. Here are the shares I hold and, in parenthesis, my losses on paper against the price paid: in my regular account: anv-t (94% ) auq-t(45%) edv-t(89%) mag-t(17%) mdn-t(15%) sso-t(72%) slw-t(2%) yri-t(67%) nugt-n(62%), cev-t(99%) wai-t(99%), yel-t(90%), mat-t(92%), mga-t(58%). In my RRIF: ar-t(79%) abx-t(49%) bto-t(19%) img-t(60%) vgz-t(88%) . I also hold in my RRIF McKenzie Precious Metals (57%) and Sprott Gold (12%). In total, my losses on paper in my regular portfolio is 26 % and in my FERR, 52. %. The question is what is worth selling and keeping ? I would like to raise capital to invest along 5iResearch lines, but I see no point in selling shares who have lost more than 60% of their value as I will never recover from such a loss, even with the guidance of 5i research to buy promising companies. I already use a maximum of margin credit in my portfolio. Your views, Dr. Hodson ?
Read Answer Asked by Jacques on February 18, 2015
Q: what is your outlook for whole foods this coming year? thanks.
Read Answer Asked by jim on February 18, 2015
Q: Peter

Could you give an opinion on RPI_U

Thanks, Peter
Read Answer Asked by Peter on February 18, 2015
Q: Peter What would make this stock jump 10% with out any news or results.
Kind Regards
Stan
Read Answer Asked by Stan on February 18, 2015
Q: I am very surprised at the relatively poor performance of HRX over the past year, particularly given the very large backlog of orders it is supplying to Boeing (and others). (Both National Bank and Scotia analysts have given it a 1-yr target of >$14 for some time now.) I would appreciate your opinion as to whether I should buy (more), sell, or hold. Thanks!
Read Answer Asked by Gregory on February 17, 2015
Q: I have a few different portfolios like many people. My RSP, my wifes RSP, her spousal RSP, Mine and her investment account, TFSA's and my kids RESP's. How does one do sector weightings for each of these? Should they be bunched togeather and considered as one or each of them should be viewed as a seperate entity.
Like your article pointed out in general some of these are weighted more towards finanlcials (SLF, BNS and HCG) and Oil (SGY and WCP) I am am trying to balance to consumer staples, health care and consumer descretionary. I am inclined to wait a little bit for the oil sector to improve prior to balancing. Some guidelines and suggestions are welcome. Thanks very much.
Read Answer Asked by Shyam on February 17, 2015
Q: could you tell me rtk, is it a hold or sell?
Read Answer Asked by Sunny on February 17, 2015