Investment Q&A

Q: Peter and team:

Would you consider buying IT at these levels (including today's spike up)?
Of the forest group which stock would you recommend buying at current levels: WEF, Interfor or West Fraser? Or any other? Is there an ETF for this group?

Thank you for great feedback, SS

Q: Hi Team,
I was considering buying this ETF for yield and relative safety for the next couple of years. Can you share your thoughts. I am assuming that it has declined because the recent BOC rate cut?

Thanks as always for your reply.

Q: Peter:What are your thoughts on Microsoft's results. Is it a buy ? Thanks.

Q: I am looking to enter the US technology space with names like Apple, Microsoft, Google, Intel, Oracle and Cisco. Are present valuations attractive and in what order would you rate them or is XLK a preferable alternative?
In Canada, PHM has had significant volume recently - how does its valuation look now?
Thanks.

Q: For Kelly looking for a US$ Investment Savings Account, this one pays about 0.25%.

Q: In reply to Kelly, we receive US Social Security and have it sent to our BMO US dollar account. No problem. Then we simply transfer it to pay our US credit cards, or into Canadian funds for use here as required.

Q: I purchased this at $1.00 last year in US funds based on a recovery in the US housing market and the stock has been declining since.

I receive positive news releases and 5i provided the following previous comments which more or less gave me some positive to hold on to the stock, however I am doubting whether I should continue.
Can you please provide some assurance here to hang on or sell.
Thanks in advance
Delavaco management look OK, although we do not have familiarity with them. It is fairly new, but has 844 homes in its portfolio, and recently announced some sales, with gains in the 50% range on purchase price. Its last quarter showed very little in revenue, but we would expect more concrete numbers going forward. It is interesting: management owns 25% of the company, and as a call in US housing it may work well. It is small and speculative, though, and mostly a management bet. It also will need more time to grow and monetize its portfolio

Q: Why was this stock halted this morning? Wasn,t quite expecting us drop? Thanks I advance, Cliff

Q: According to this news, Intertain Group is in the process of selling off a significant portion of their assets for 1B. If their market cap is >500M and this goes through would this not cause their per share price to spike 100% or am I dreaming in a haze of confusion?

http://www.newswire.ca/en/story/1477923/the-intertain-group-in-negotiations-to-potentially-acquire-assets

Q: Can you please provide your thoughts on this morning's news release on earnings? Thanks

Q: Hi team:
this stock has taken off since early Jan
I am aware from a previous question that it does carry alot of debt
Is there any fundamental reason for the stock to get close to $ 200 ?
any chance it could split ? thanks!

Q: Hi Peter and 5i team, Can you please provide your outlook on the US defense sector and RTN as a way to play that sector. Thank you.

Q: Hi5I,
Still nothing new on Director resignation or other negative news on WEF?.Would you recommend on present news?Andrew

Q: Your opinion on FDX please.
Ken

Q: After the dismal outlook from ITP, are CCL and Winpack in the same predicament? Are all three made equal, how do the three compare in terms of product mix?

Q: For my US account, i am thinking of buying a large energy company. CEO is down 32% from sept 14, BP down 34%, CVX down 22
I think they will all recover, and i believe CEO has the most upside to return to $200.00 Would you agree or recommend some better name.
Thanks, LC

Q: With Zambia hiking the mining royalties, how much will this weigh on FM next earnings release?

As always, I appreciate your insight.

Q: what is your opinion of martinrea now? how does it rank in the space?thank-you.

Q: Hi Peter and Ryan,

Sorry to ask another Sylogist question.

Based on your analysis, what would you expect in terms of the FY '15 top line, earnings and cash flow? Secondly, based on these #'s and taking into account their top line growth, $1.50+ in cash, dividend, and No debt - would you find value in the share price at $8.00? Where would a good point be to increase a moderate position?

Because of the lack of analysts, and cheer leading from the company, I suspect there is a significant opportunity with the latest "bad" news report.

Thanks,

J.

Q: Hello, I plan to complete my portfolio with the following efts. Right now I am 100% canadian equity spread somewhat evenly over the 10 sectors using your income/model portfolios as a guide. I plan to add 2% of each bond ..xhy, cvd, cod, cob, ebb, flot, for 12% bond exposure, and 18% us equity etfs split evenly between vig, spy, iwo. This would leave 70% canadian equity with a mix of growth/dividend stocks 30/70 ratio. We have a 20 year time frame before retirement, very stable income. My portfolio is broken down to 22%rrsp, 28%tfsa, 50% non registered. I am thinking I should place my us etfs in the rrsp to avoid us taxes. Are XHY and FLOT considered US income as well?(main question) If so, I am assuming I should place these within a rrsp account as well and the rest of the bond etfs in my TFSAs. Would like your thoughts on this strategy. Also, do I have enough international/US exposure, or should I increase my US ETFs 5-10% or add an emerging market etf like VWO. Thanks again for your assistance, may have to dock me a few credits for this one:)