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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 bought these stocks before joining 5i and they have not performed well. Are any of these worth keeping or should I dump them? Thanks.for your great service as the stocks that I bought since joining 5i have done well.
Read Answer Asked by Terry on January 20, 2015
Q: Is it a good time to buy Quantas after the drop in price.
Read Answer Asked by Johann on January 20, 2015
Q: Greetings: I'd like an update on what you see for Endo International going forward. I hold it because I held Paladin. It has been behaving well lately, but I have no idea why or what to anticipate for the stock. I have no other pharma/healthcare exposure.

If you feel its future is weak, one of my thoughts is to sell it and buy either one or both Conncordia/Catamaran. (In TFSA so no tax implications.) This would enable me to follow Canadian stock/s through questions submitted to 5i.

If you feel ENL's future is fairly strong, another thought is to gradually sell shares in ENL and buy shares in GUD (Knight) to increase risk/growth potential gradually over time. If you feel that is a good option, could you guide me (if possible) as to when/how to stage that gradual selling. I believe you see Knight as being in a five-year time frame. Maybe I could sell/buy 20% per year? Or some other fraction.

I realize that this is a hard question. I guess the answer depends on what you see for ENL/EDNP going forward.
Thanks once again for great service.
Read Answer Asked by Gordon on January 20, 2015
Q: Hi Peter & team, Do you know of any reason for the drop of ~4%? Do you think is a good time to add? What % of portf. would you recommend?

Thank you!
Read Answer Asked by Silvia on January 20, 2015
Q: Hi Peter and team - Argonaut Gold announced today a shareholders rights plan. Generally is this a positive or negative for the stock. Also is it possible that this indicates they are anticipating a hostile takeover bid sometime in the future. Thanks.
Rob
Read Answer Asked by Rob on January 20, 2015
Q: Many small tech stocks such as Prometics (PLI), Patient Home Monitoring (PHM), CRH Medical (CRH), etc. and large ones such as Concordia (CXR) and Constellation (CSU) have tripled, quadrupled and more! These stocks either keep going up or flatline for a period. It's hard to buy a stock that has increased 400-500% within the last 12-18 months.
I own small positions in the first three and want to add some positions. I don't mind risk if the rewards can be so great.
Can you rate PHM, PLI and CRH and suggest any new small tech ones that have such magnificent potential?
Thank you.
Read Answer Asked by Steven on January 20, 2015
Q: Following your recent comments on Tck, can you please comment on their overall debt level. Specifically the Deferred income and resource taxt liabilties in the amount of approx. 6B$ on their balance sheet. Can you explain what it is and is it considered real debt that has (or will have) to be repaid ? I was holding Tck in 2008-09 when things got pretty bad and from what I remember, the balance sheet of the company is better now (2MB$ cash + revolving) at current commodity prices. I hope they learned from 08 as I believe it is the same CEO ?. I like the diversification, dividend and upside potential. Do you think the risk return scenario is appealing for 5 year +. Thank you.
Read Answer Asked by Pierre on January 20, 2015
Q: Hello Everyone at 5i,
I was looking at Ernie's question earlier today, and after researching Tyson Foods (TSN), I would like to know which of the following US stocks you would recommend as a purchase now for near term growth.
TSN (Tyson Foods)
MU (Micron)
WEX
GILD
Thank you so much.
Gail
Read Answer Asked by Gail on January 20, 2015
Q: Re Louisa question today - If by tax reporting she means the T1135 "Foreign Income Verification Statement", it would not be considered foreign content for that purpose and would not have to be reported. Post if you wish.
Read Answer Asked by Christopher on January 20, 2015
Q: Is BDI primed for a dividend cut? Either way, still a buy?

Thanks for helping me get through these choppy waters!

Paul F.
Read Answer Asked by Paul on January 20, 2015
Q: This question is about establishing a diversified portfolio of 4 ETF's with the goal of long term gains without having to carefully monitor ones portfolio.
At initiation, an equal amount of money would be invested in each ETF, (Horizon Active Floating Rate Bond - for fixed income), (i-shares TSX Dividend Aristocrats for Canadian exposure) (BMO S&P 500 for American exposure), and (BMO MCSI EAFE INDEX) for global exposure. At the end of the year the portfolio would be re-balanced.

For a person who can't carefully monitor his portfolio:
1. Do you consider this to be a viable investment strategy?
2. Do you agree with the ETF choices and if not would you please suggest alternatives in the 4 categories?

As always, thanks so much for your valued suggestions.
Read Answer Asked by Les on January 20, 2015
Q: Good morning and thank you for the excellent service!

What are your thoughts on EDV's potential going forward in what seems to be a healthier gold price environment? How do they rank in terms of B/S strength, valuation, cost of production, growth potential versus peers? Are there other mid-cap names you would prefer?

Cheers
Read Answer Asked by Angus on January 20, 2015
Q: I was reading your reply to Paul on Jan 19 regarding ZDY, a proxy to US dividend stock, is this considered to be US$ to include in the foreign content in income tax reporting? Is this good to hold in TFSA?

Thank you.
Read Answer Asked by LOUISA on January 20, 2015
Q: I have a pretty balanced portfolio. I have some cash that has been sitting around for a while. Is it a good time to buy into this volatile market. I am thinking of adding CXR and more MG to my portfolio. Are their prices still ok to get in now? Thanks.
Read Answer Asked by Rita on January 20, 2015
Q: Would selling tourmaline to purchase pou be a good move.

tom
Read Answer Asked by Thomas on January 20, 2015
Q: Hi Peter, would you be able to shed some light on this Fund? Is it an ETF, a MF? Is there a MER? Would you buy this for exposure to the growth in India? Jeff
Read Answer Asked by Jeff on January 20, 2015