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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: A subscriber has just mentioned that you announced your portfolio service. I wish to sign up but I don't see where I would do that. Can't wait. Need advice. Thanks.
Read Answer Asked by Helen on November 03, 2014
Q: Hello,

Just wondering if you can comment on LYB. This stock started to pull back in concert with the decline in the market in general, then it bounced back slightly and had since gone sideways even though the US market had recovered all its losses and then some. Your thoughts and comments would be appreciated.

H.S.
Read Answer Asked by Harry on November 03, 2014
Q: Hi Guys, I have just taken over my corporate account from my financial advisor, my thoughts would be replacing Pathfinder convertible debenture, Dream Industrial and Artis real estate and adding to my Home Capital, Magna, Stantec and CCL positions.
thanks
Jim
Read Answer Asked by jim on November 03, 2014
Q: You announced your portfolio review service, I can hardly wait and I have signed for the service. The announcement stated that I don't have to pay until you are ready to start the analysis. I have the following questions:

- How I am going to be charged, is it based on the number of securities, on hourly basis, the size of portfolio, ...etc?

- since market conditions change continuously, the portfolio requires constant monitoring, how this is going to be done?

- Investors' situations may also change, so will be a requirement for a follow-up how this will be done?

Others will have many more questions and it looks to me that it will be a huge undertaken unless a specific structure to the service is established.

Thanks
Read Answer Asked by Saad on November 03, 2014
Q: This is a suggestion:

I suggest that you structure your new portfolio review service so that it conforms to CCRA's definitions of "investment counsel", thus making the fees an allowable tax deduction. Here is the definition from the CCRA web site.

"1. Paragraph 20(1)(bb) allows a taxpayer to deduct fees, other than commissions, paid for advice on buying or selling a specific share or security by the taxpayer or for the administration or the management of the shares or
securities of the taxpayer. The fees must be paid to a person whose principal business is advising others whether to buy or sell specific shares or whose principal business includes the administration or management of shares or securities. A person is defined in subsection 248(1) to include any body
corporate and politic.
Read Answer Asked by Helen on November 03, 2014
Q: I am thinking of selling my PWF and buying BPY.UN. It would increase by real estate weighting to 7%. (5% BPY.UN & 2% AX.UN). I know the stock has positive momentum but how do you think the stock will react if interest rates go up? I have held PWF for years and except for the dividend it hasn't done much.
Read Answer Asked by James on November 03, 2014
Q: Peter; Re James on DHX - National Bank downgraded it this AM. Rod
Read Answer Asked by Rodney on November 03, 2014
Q: The stock has been trading in a range for close to two years. Is there reason to believe that the adage "the longer the base, the greater the case" applies to CDV? Further, is ExactEarth a "game-changer" as it is being touted by some analysts? Finally, who is the activist investor who purchased an interest in the co. and what are his stated plans?

Thanks for your analysis and insights. Your service is invaluable.
Read Answer Asked by Owen on November 03, 2014
Q: Hi, What do you think of RWO, or do you think something like TCN would give a better return? I'm looking to gain from US housing as it rebounds.
Read Answer Asked by Carla on November 03, 2014
Q: What are your current thoughts on IBN (ICICI) in a fully topped up TFSA? It seems to me that India is showing significant potential with the new government and new CEO at the bank.
Read Answer Asked by Danny-boy on November 03, 2014
Q: As you know Resolute is the former Abitibi paper. I purchased at 9 and sold at 17 thinking that the upside was limited. It keeps pushing higher. Book value is 29 but no profits and future prospects not clear. Your opinion appreciated.
Read Answer Asked by roland on November 03, 2014
Q: What is your current opinion of MTY Good Group considering lower oil prices should benefit the consumer. What other consumer type companies will benefit from lower oil prices?
Read Answer Asked by Rob on November 03, 2014
Q: Hi 5i team,

Please comment on TMM, is the poor stock price company or sector related?
Read Answer Asked by Peter on November 03, 2014
Q: Please compare this stock with UPS.US and UAL.US. Is this sector worth investing? Thanks!
Read Answer Asked by Jim on November 03, 2014
Q: WETF jumped 26%on Friday after the company's third quarterly report. Please give your opinion on the future prospect of the stock, Buy, Sell or Hold. Thank you. Bill
Read Answer Asked by Bill on November 03, 2014
Q: A Scotiabank analyst said today on BNN that "the replacement cycle will be so strong that it will last several years". Video here: http://www.bnn.ca/Video/player.aspx?vid=481891. If that's the case, would you say that AutoCanada is the canadian company that should profit the most from this trend? Financials and auto-parts makers possibly would also profiting I speculate.
Read Answer Asked by Matt on November 03, 2014
Q: Hello,
I would like your opinion on IMF. They made two interesting announcements recently following good work from their R&D. I understand that: management owns a sizable position in the company, the balance sheet is a little too much levered, they are growing revenues after a few years of problems with new equipement, the stock is thinly traded.
Thank you,
Eric
Read Answer Asked by Eric on November 03, 2014
Q: Would you consider these two stocks as 'strong buy' for the long-term (5 years)?
Are they at at good entry point now?
Also, what stocks would you recommend in the infrastructure sector?
Read Answer Asked by Jose on November 03, 2014