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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 wonder why Interfor (IFP) jumped 14% yesterday on almost 3 times regular volume. Thank you for your consideration.
Read Answer Asked by james on December 21, 2014
Q: Hello Peter, can you tell me the reason of the drastic drop last Friday, RBF 1030 has performed greatly this year, can you suggest another health care ETF or I-share.
Many thanks, Joe P.
Read Answer Asked by Joseph on December 21, 2014
Q: Hi Peter & 5i Team,

In your response to Andrew re BNN, you said "... 'chasing' anything, be it a sector or a stock is not a wise investment move."

I am confused because, at other times I have read that you prefer to buy on strength rather than weakness as well as to average up rather than down. Isn't this strategy similar to chasing a hot stock or sector? Could you please clarify your thoughts.

Thanks in advance.

Francis
Read Answer Asked by Francis on December 19, 2014
Q: Hello Peter & Co:
I saw David Burrows on BNN the other day and he was saying to get out of the oil sector entirely. Essentially he was encouraging people to chase the hot sectors. Although, I like DB, I was surprised at what he was saying and thought that it was kind of irresponsible of him to tell people to do that. He's a pro who looks at it all day everyday, but the average BNN viewer isn't and telling folks to chase hot sectors to me is just bad advice period and works against the concept of diversification. I mean who knows which sector is going to be hot in the future? So you sell all your oil related stocks and 6 months from now oil goes on a tear and you miss out or wind up buying into it late and miss most of it. What are your thoughts on this?

As always, thanks so much for all you do and I hope you and your staff have a fantastic Christmas. cheers
Read Answer Asked by Andrew on December 19, 2014
Q: Dear Agent. Is BBEP a stock that you would recommend to an investor to hold on to in Re: Portfolio. Eddie.
Read Answer Asked by Eddie on December 19, 2014
Q: Any insights into the recent stock decline?
Would you be inclined to hold, sell or buy as of today?
Thanks, Dave
Read Answer Asked by Dave on December 19, 2014
Q: Peter, can I get your view on Callidus? Why the stock has been down so much since early Dec? Do you like this company? Is this a good entry point at around 16.89 per Thursday's closing price?
Read Answer Asked by Iskandar on December 19, 2014
Q: What do you think of today's news? How comfortable are you with management?

Merry Christmas!
Read Answer Asked by James on December 19, 2014
Q: Hi 5i,
This is not a question but merely an observation. As I go on the "budget" (read: free) Globeinvestor website to check my stock holdings I have noticed what I believe is an anomaly. Out of 19 stocks I hold, when I access the stock page, the data page shows 3 windows, one of which is entitled "Profit". As I just checked today, out of my 19 stocks 5 had N/A while the other 14 were all deemed to be "Less Effective" "than other companies in its industry in turning revenue into profit". Just a note, my holdings include such names as AD, AYA, BAD, BCE, BEP.UN, BNS, CGX, DH, ESL, RUS, KEY, etc., etc.
I guess my point would be that either my stock selection really sucks or this site might not be as accurate as one might think since I believe statistically these results to be an anomaly. I would be curious if others have noted anything similar or if this is indeed accurate and reflects where my holdings stand in the scheme of things. Sorry for the lengthy missive!!
Merry Christmas everyone!!!
Read Answer Asked by Mike on December 19, 2014
Q: Good day. I am feeling confused about what's happening with XPH today and hope you might be able to explain things. This is a low beta ETF which rarely shows spikes. During the past ten days of volatility it's highest spikes were in the 2% range. Yet today, despite the markets being largely unmoved, it is down 4.5%, perhaps it's biggest fall since I've owned it. Or is it. Yahoo Finance shows it up based on yesterday's closing price of $109.31 but others like Bloomberg and the Globe, show it down. The Globe shows yesterday's closing at $109 but still has it down more than 4%. Nasdaq shows yesterday's closing at $114.80. If it is down that much, what might have caused it on a quiet Friday?
Read Answer Asked by John on December 19, 2014
Q: Hello - I see the last question/answer for TZZ was Nov 10th. There was no reason for the new lows. Since the it has dropped even further, but I still have not been able to locate a reason. Your thoughts would be appreciated. Also has there been noticeable insider activity?

Merry Christmas to you and yours. Mike
Read Answer Asked by Mike on December 19, 2014
Q: Hello,
What are your thoughts on PEJ. I have no consumer cyclical holdings and was thinking of adding this as a 5% weighting. Or would you recommend something else?
Thanks
Read Answer Asked by luke on December 19, 2014
Q: Hi, I like to measure my portfolio performance ongoing with that of the S&P/TSX Composite Index. I know that Globe Investor Gold calculates dividends paid as included in my portfolio return. Do you know if the return listed for the TSX Index (5.32% YTD as of Dec.18) includes dividends paid or not? Thanks, J.
Read Answer Asked by Jeff on December 19, 2014
Q: Hi Guys, your thoughts on Knight's recent investments.
Merry Christmas,
Jim
Read Answer Asked by jim on December 19, 2014
Q: Hello- CSE provided an update yesterday - adjusted Ebitda is expected lower than 2014 ...what do you think of the company's long term prospects? Buy , sell or hold??
Thank you
Read Answer Asked by Pat on December 19, 2014
Q: In August of this year, you noted that although Celestica was a good company, it was also a "business... that ... is more of a 'later cycle' business, meaning it does better as the economy really gets going."

Would you consider the economy having picked up enough for this company to be a good buy at this time? (I already own Enghouse, Sylogist, Avigilon and Apple in Technology, each with a 4% weighting, except for AVO which is at 2.5%)

I am doing some year-end cleaning up of deadwood, and re-allocating some funds to a few companies with more growth. (Mind you, I'm thinking of taking AVO behind the barn and shooting it, to offer an old farmer's almanac analogy.)

Your thoughts are always valued.

Read Answer Asked by Sylvia on December 19, 2014
Q: When you refer to the p/e ratio of companies in this forum, are you always referring to the forward ratio?

Thank you and Merry Christmas/my portfolio is up 41% because of
Read Answer Asked by ron on December 19, 2014