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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: What is your recommendation for Blue Chip companies that are looking good right now?
Read Answer Asked by Brenda on December 22, 2014
Q: Could you please comment on the advisability of buying peyto NOW with the EX div coming soon and todays drop in price... Any reason that you can see for the quick drop in price? And what do you see for fuure of this company 1 year, 3 years
Thanks
Read Answer Asked by lyle on December 22, 2014
Q: This is a bond fund(managed by Daniel Ivascyn & Alfred Murata) that had performed quite well,but showed weakness the last 2 weeks, with quite wide fluctuations last few sessions.On Dec 19,it dropped 0.158(1.09%) fr 14.4986 on 12/18 to 14.341.Maybe there is a distribution next week as it did so on Dec 23,2013.Have a 7.63% return since purchase in 3/13.Please provide your expert advice on this fund & whether I should HOLD or SELL.Appreciate your usual excellent advices & services. Merry X'mas & All the Best for the New Year
Read Answer Asked by Peter on December 22, 2014
Q: What do you think of LF? The valuation looks attractive, but the market is saying there is something wrong with this co. What am I missing.
Read Answer Asked by Jeremy on December 22, 2014
Q: I still own and owned loblaws during the spin off of choice properties REIT. I was eagerly waiting for my share of the REIT but alas none appeared. I now see the REIT trades on the TSX. I still,do not understand what happened. Who got the shares? I recall when other large companies sun off portion of their business shareholders received shares of the spin off. Can you please explain what happened.
Manfred
Read Answer Asked by MANFRED on December 22, 2014
Q: Hello Peter,

What is your view on current market valuations versus risk? In general prices look pretty fully valued right now especially in the US. I'm holding some cash right now but hesitant to buy more at this point as risk/reward profile looks a little shaky.

Are you continuing to buy at these market levels?
Read Answer Asked by John on December 22, 2014
Q: Hello Peter & 5i team:

I currently hold shares in various quantities of Ithaca Energy, Iona Energy, Mart Resources and Surge Energy. During the oil price decline I have suffered through with these shares to nearly 50% decline in their share prices.

For Ithaca is a large holding in my portfolio and my current average price is over $2.00 and I have bought a small amount more at less than $1.00 to lower my average cost a bit but it is still over the $2.00 mark.

For Iona I had an average price of over $0.50 and it has dropped to less than 0.10 lately. I bought more to lower my average cost to $0.20.

For Mart Resources I have an average cost of about $1.40 and have not bought any recently in this downturn to lower my cost.

For Surge Energy my average cost was over $8.00 and I recently doubled my position to lower my average cost to about $6.00.

I have some extra cash at my disposal and I am wondering what your viewpoint on these four stocks would be before I make a further investment in any of them. I am heavily in oil at the moment with my portfolio about 60% which I know is not advisable but I have been in and out of Ithaca and Mart before and made money on them both and I am a long term investor and can stomach the huge variability in this sectors prices. I know that my money could be dead money for 2015 but this could be the buying opportunity of a lifetime in the oil industry. I am a bit of a contrarian that when people are saying buy it is time to sell and when people are saying it is time to sell it is time to buy. 2008 showed that to me for sure. All of these four stocks have great catalysts ahead and some have had execution setbacks but which or all four would you think is a better buy right now.

Thanks in advance,

Brendan
Read Answer Asked by Brendan on December 22, 2014
Q: May I have your thoughts on this contrarian play. Also interested in insider buying/selling.
Read Answer Asked by Mike on December 22, 2014
Q: I'd like any updated thoughts on Dollarama (DOL). I currently hold it and have seen it rise significantly over the last few months. They had good earnings, but the rise seems to be greater than expected. Although I'm not complaining, is it overbought? Prior to becoming a 5i member, I probably would have sold already, so I'd like your thoughts on whether I should keep holding.

Thanks for everything, and I hope your team has a wonderful Christmas!
Read Answer Asked by Mike on December 22, 2014
Q: Hi Peter,
Can you give me your opinion on alaris and should I continue to hold? thanks Clare
Read Answer Asked by clara on December 22, 2014
Q: Hi Peter and Co.

May I have your opinion on this bond...TRANSALTA MTN 6.4% 18NV19? The bond is presently trading at $110.36*, and I do have a nice capital gain. I have no problem holding the bond (in my RSP) until maturity, but am concerned about the safety of the bond considering the price decline in TA's stock price. Your thoughts are appreciated.

Merry Christmas to the staff at 5iResearch.

Arnie
Read Answer Asked by Arnold on December 22, 2014
Q: Hi Peter & 5i Team!

WOW !! I fully expected to have my question answered either on Monday or over the week-end since I asked it at almost 7 pm on a Friday night. But to see it answered in a matter of MINUTES !! This is an AMAZING SERVICE !! THANK YOU SO VERY MUCH! Don't you Ladies and Gentlemen have any fun on a Friday night! lol.

Just in case I do not bother you for the rest of the year, I would like to wish you Peter, Ryan and all the other amazing people at 51 Research a very Happy Christmas/Holiday season as well as a prosperous New Year 2015. May God bless each and every one of you and your families.

With gratitude for ALL that you do for ALL of us.

Francis
Read Answer Asked by Francis on December 22, 2014
Q: As a follow up to Janice's question re: Health Care ETFs, on Dec 12 Market Call Jaime Carrasco mentioned a new ETF being launched within 2 weeks by Guardian (Harvest?). He indicated it would be a Canadian based ETF, covering USA-based health care companies (I guess similar to how TCN works), with a 7% dividend and the symbol was to be HHL.U (I might have the symbol wrong). Have you heard anything about this?

Thanks,
Steve
Read Answer Asked by Stephen on December 22, 2014
Q: Follow up on CXI. Your report on the firm is positive, but it is not in the model portfolio. Please explain how you decide what goes into the portfolio and when you make changes to the composition. Thanks.
Read Answer Asked by Noel on December 22, 2014
Q: Hi 5i team,
RAD is up significantly over the past years. Still highly leveraged, the interest rate environment plays in their favor. Restructuring charges seem to be in the past. Their strategy: remodeling stores, wellness rewards program, better buying cost management, etc. seem to be driving same store sales and earnings growth despite the generic drug impact. Demographic evolution of the US population should help. I expect RAD to make its entrance in the S&P500 in a not too distant horizon (2 years? which is well inside my investment horizon). It might look a little expensive, and be a little volatile.
I would like to have your thoughts on the company (including on management). Besides reimbursement program, what are the main threats? Is this a good way to get a first direct exposure to the US economy in a portfolio?
Thank you for your help, Eric
Read Answer Asked by Eric on December 22, 2014
Q: Have your views changed on this company after they got the regulatory approval from FDA. Are there more risks or rewards from this point? Do you see potential for big gains?
Read Answer Asked by Imtiaz on December 22, 2014
Q: Could you give me your opionion on this etf?
I'm looking for disney, netflixs, etc.
Read Answer Asked by Larry on December 22, 2014
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