Investment Q&A

Q: As of now you can see North Dakota from space due to the flaring from the oil and gas drillers. There is pressure to reduce the emissions from this area in particular from Government. Are Questor's incinerators (QST) the best option to reduce this flaring? Or am I wrong with this assumption? With only a 4 month ROE on the incinerator...why do you think the O&G producers are not using them as the go to name? I know that they are small client concentration. But I would have thought since 1995 that they would have been able to distribute their technology more effectively. Thanks for your help. Jeremy

Q: Hi Peter and Team, How and when would you invest in the Natural Gas sector before the winter months set in. Thanks for the great service you and the team provide. Good luck in the mountains next month. Carl.....Gibsons

Q: Macro reports Wednesday after hours. Can you give us some guidance on weather to sell after the report.
If I sell on Thursday (as per your suggestion to hold until after the report) what should I buy to recoup some of my losses?
Thanks

Q: Hello 5i: I am seriously considering a full position in Tricon (TCN). Before doing so, I would like to know if you still maintain Tricon a "B" rating and your outlook for the sector.

Thanks Brian

Q: Hi team:

I have hold CFN for awhile and lost some money
did the last quarter results met expectations ?
is the dividend still safe ?
I wonder if I could sell and put my funds in HCG
which I had a very small position
thanks!
Michael

Q: Hello 5i.
We hold small holdings of TD(325 shs) and BNS(230 shs) We also hold XIU and XIC. These ETFs hold TD and BNS in their top 10 holdings. As part of our financial sector we also hold 575 shs. of Gluskin Sheff(GS) My question then, is there any point in holding BNS and TD?

Q: Hi Peter and Team, regarding Pinecrest, PRY, can you tell me when they report next? Also, any sign's of insider/management buying, or selling this year? Thanks!

Q: Tim Horton THI - I have a return of 110% on THI with a 3.13% weighting in my portfolio. I am trying to not be over diversified and target 3 to 5% for each stock in my portfolio. (Currently consolidating positions to hit my target range.) Currently I hold 10% of my portfolio in "Consumer Goods and Services" sector of the market. ( I have 5 sectors with weighting of 10 - 25% for each sector targeted) With recent gains THI is at my minimum threshold for a stock holding however it is very tempting to take profits here. I like the company and believe the synergies with Burger King could continue the good returns. I feel it may be overpriced here however. What advice would you have. Should I hold, trim and buy back on a dip, or sell outright? Thanks

Q: PeterYour thoughts on BNS results
Stan

Q: Good morning. re: CSS Contrans I spoke to the Scotia iTrade agent today and asked about voting on the Transforce takeover. The agent indicated that there are only 2 options. 1, Take no action. 2. Tender my shares. There was no option to vote against the takeover.

Q: Hi team,
With today price of 89.00 on THI, is it still a good buy for investment?
Thanks.
Cynthia

Q: Could you give me your thoughts on SUNE (Sun Edison) and UA (Under Armour) please. Are they reasonably priced or overpriced? Thank you.

Q: Symbol: TKM
Hi Peter and Team,
Pls give your thought on Tekmira Pharmaceutical, would you consider this a buy on the stock.
Thanks as always.
Pui

Q: How do you decide that a stock is too expensive to buy? DHX seems like a great growth stock, but it's trailing PE is about 100. Kelso also has a really high trailing PE. Doesn't this make them highly risky if they miss their numbers going forward? This is more a request for your philosophy on picking expensive, high growth stocks than about DHX or Kelso specifically. Thanks for your comments.

Q: Good morning. May I have your assessment of Air Canada (AC/B) versus Southwest Airlines (LUV).I recognise the following caveats:1)US stocks are not your focus & 2)airline stocks are better for trading than for long term investments.
Thank you,
Tim.

Q: Hello Peter,
From my understanding, the Canadian Banks typically are considered good value when their PE ratios are under 15. I am noticing that the ratios are getting close to 15 (i.e TD). From a technical standpoint, the RSI is still good (under 70) so am wondering if you would consider the banks approaching full value on fundamentals. I understand there is more to considering full value (ROE values etc), but when the banks approach PE of 15, is it time to reduce the weightings. Thanks for your advice. umed

Q: What would cause a 5.3% drop in AVO yesterday? Volume was average.

Q: Your answer to Paul: Re CSS transforce may be playing some brinkmanship games here. What does that mean? I am with TD Waterhouse and have received nothing from my broker. Has other subscribers with TD received information on voting? I will call them today.

Q: I am interested in your opinion on the two ETFs DIV and SDIV. DIV is a so-called "US super-dividend" ETF and pays dividends of about 5.3% per month with a management fee of 0.45%. SDIV is a so-called "global super-dividend" ETF paying 5.6-5.9% with a management fee of 0.58%. They appear to provide very good international diversification and excellent yield. Do you seek any downsides here?

Q: Hi 5i,

What are your thoughts on Engagement Labs (EL-V)?

It was recommended to me buy a newsletter writer. Just wondering what your thoughts were on the Company and its prospects.