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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: Goodmorning 5i, I saw no announcement of Peter's appearance on BNN yesterday on the 5i site or was I not looking in the right place? Thank you
Read Answer Asked by Alayne on October 28, 2014
Q: Peter

Why did you select Great Canadian Gaming over Gamehost today on BNN. Should I switch out of GH.

Regards
John
Read Answer Asked by John on October 27, 2014
Q: Peter To me the q3 results were out off the park We hold full postions in two of our family accounts .Our gains are 60% plus .
I would not be in this stock if it had not been for 5I
Thank you very much
Stan
Read Answer Asked by Stan on October 27, 2014
Q: Hi, there are headlines again today about forecast poor demand for oil in 2015. Do you see the next year as a period of protacted pain for Oil stocks, with the best strategy to hold off for a while in buying the sector? Or do you see the headlines as an opportunity to "buy at the time of maximum pessimism", with the best strategy to start buying now and in the next month or two during tax loss season?
Read Answer Asked by Kel on October 27, 2014
Q: Hello - I have the opportunity to pick up a position in this energy IPO. I am conflicted as I think the US dollar will continue to hurt energy companies for the foreseeable future. To offset my bearish view I understand the IPO issue price has been lowered, the secondary offering has been eliminated, and a good chunk will continue to be held by the private issuers.

Would you be able to confirm this information. As a retail investor, I find some IPO information difficult to validate. I seem to always be the last to know.

Would you also provide your thoughts on this IPO.

Keep up the great work. Mike

Read Answer Asked by Mike on October 27, 2014
Q: Hi Peter & team,
What is your opinion on UFS - it's down for a long time now.
What is it prospect of recovery?
Thanks,
Morris
Read Answer Asked by Morris on October 27, 2014
Q: 4:01 PM 25/10/2014
Hello Peter
I am interested in Parkland Industries PKI. They recently bought Pioneer and I wonder what they actually bought. Did they get freehold ownership of all the gas stations? Do they own all the convenience stores? Are the Convenience stores run by contractors? What do you think of the potential of this aquisition looking ahead a few years? I wonder why Alimentation Couche Tard didn't buy Pioneer as it would seem to fit their model. Did Parkland just get lucky? And finally what do you think of Parkland as a long term investment for both growth and dividend?
Thank you Paul K
Read Answer Asked by Paul on October 27, 2014
Q: Could I have your opinion on this US mobile payments company.
Read Answer Asked by Rob on October 27, 2014
Q: Hi team:
I owned the above and my US exposure is relatively low as most of my equity is in the Canadian market
I would like to add the above as I have some cash
Would you say that it is safe to put 1/3 of my money in and wait for another 2 months to add another 1/ to see how the market would be ?
I am holding it for 3-5 years period, thanks Team!
Read Answer Asked by Michael on October 27, 2014
Q: I am considering buying BDI,bot do you think I should wait till the end of tax loss season?
Also why would I buy BDI instead of WEQ ? and if the oil prices stay low would BDI get hurt badly with the whole sector?
Read Answer Asked by Josh on October 27, 2014
Q: Hi 5i team,
I have 11% of my portfolio in REITs and real estate stocks and these are CUF.UN (7%), FCR (2%) and HR.UN (2%). I am wondering whether I should reduce CUF.UN to 5% and buy something else in this sector? CUF.UN seems to underperform other real estate stocks but I really cannot find anything wrong with this company - reasonable debt, low P/E, high dividend... Am I missing something negative WRT CUF.UN? I have no problem holding the stock for 2-3 year term as long as dividend is safe and the company remains profitable. So here are my questions summarized:
1. Is there anything wrong with CUF.UN fundamentals and expectations?
2. Do you suggest to (a) reduce (b) liquidate my CUF.UN holdings?
3. If the answer to previous question is "yes" where would you reinvest in this or similar sector?

Thanks a lot! You are absolutely the best investment service I encountered in my 20+ years of investing.
Read Answer Asked by Michael on October 27, 2014
Q: I am up about 1% on MA and 7% on Visa. Am wondering what your opinion is on the growth of these two companies this next year compared to the Canadian banks. Am thinking of swapping them out.
Value your opinion. Peter
Read Answer Asked by Peter on October 27, 2014
Q: Than you for your continual great investment and educational advice and responses.

My question relates to the future building of LNG plants in BC. Although this might be many years away before building actually begins, are you able to identify any companies that may be in a position to benefit from the construction aspect at this time. Given that there is very special need for very specific types of either construction or manufacture of specific types of infrastructure for these plants, I would think that there may be a limited amount of companies that could provide the product or the expertise.

Any thoughts you may have for this potential long term investment would be appreciated.
Read Answer Asked by Michael on October 27, 2014
Q: I have been holding shares of SSL for some time now and am wondering why it is doing so poorly for a gold royalty company. The bigger ones seem to be holding up much better. What is your prognosis for this company? Thanks so much for your advice.
Read Answer Asked by Pat on October 27, 2014
Q: Is there any merit in these NOTE's other that ROC payments ?
TD Canadian Companies-Linked Barrier ROC Notes, Series 2 Principal at Risk
Read Answer Asked by Ben on October 27, 2014
Q: I was talking to Peter at the Money Show along and so were many others. I put in limit orders and would it be a good thing if I put the limit order for more than one day? Asking about a couple of my holdings SYZ has large daily swings of almost 10% - is this indicating something? DEE (Delphi) has been in a downwards trend about the biggest downward trend of the resource sector and I noticed some negative news on it on October 23 and it escalated the fall. Is there any hope for this security?

Dennis
Read Answer Asked by Dennis on October 27, 2014