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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: Hi folks. Good luck on your bike ride. May I have your thoughts on CGNX=Nas, IDXX-Nas, XEC- NY
Read Answer Asked by Ernest on July 24, 2014
Q: We're getting restless with Lightstream Reosurces. Is it a hold? Tx
Read Answer Asked by hugh on July 24, 2014
Q: What do you think of all the changes going on at loblaw L? It hit a new high today. I really like loblaw finally and am thinking of adding to my position. I know they need to integrate shoppers but with all the joe fresh stores opening up and the dividend money they keep getting from their choice REIT I see nothing but upside on loblaw. Agree?
Read Answer Asked by Helen on July 24, 2014
Q: I own DFS(Discover Financial)on the American side.I thought it had great earnings announced and it has dropped.Any thoughts?Thanks Don
Read Answer Asked by Don on July 24, 2014
Q: RBI. RB Energy. I have read all your Q/A's pertaining to this security. I am just wondering if this company might be acquired, by a bigger international co. ie as Talison, based in Australia. RBI is the only co. trying to produce Lithium from hard rocks.The other one being Talison, which meets 35% of world demand. There are no other co's producing Lithium from hard rocks.This the only reason I am reluctant to sell the stock, when it has lost 90% of its value.I value your opinion very much.

Read Answer Asked by Vinod on July 24, 2014
Q: I am of the belief that interest rates are set to rise in the near term (although I have held this belief for the last Year). To play this thesis, I am looking at PROSHARES SHORT 20+ YEAR TREASURY ETF (TBF;NY). At today's price, this ETF is at a 52-week low so I feel that there will be greater upside potential than downside risk. I am looking at a 5% position as a hedge to my positions in interest rate sensitive stocks in the telecomm and enegy infrastructure space that will decline if interest rates do rise. Does this thesis make sense?

Also, in the event that the 10 Year Yield moves higher (say 3.0%), what impact will there be on Canadian and US Financials?

Thank You.
Read Answer Asked by Luigi on July 24, 2014
Q: Good evening Peter,

Looking for your opinion on the below ETF's

1) USA small cap Tech

2) USA large cap Tech

3) Also, what Agriculture ETF would you recommend Canadian, USA or Global ?

If possible, please provide a short reason for the recommendations you suggest.

Thank you Peter.

Gordon...

Read Answer Asked by Gordon on July 24, 2014
Q: re: TWX Time Warner

After the nice rise, TWX is down over 4% since the close of last session. It was reported that 21st Century Fox isn't likely to face any competing bidders to buy the movie studio and cable channel owner.

Do you think this is reason enough for the slightly lower closing or is there something else we should be aware of? And would suggest taking a portion of the profits recently realized when the takeover bid news was originally aired, or sit tight?

Thanks for all you do

Gord
Read Answer Asked by Gord on July 24, 2014
Q: Have things changed with DR since your last report on May 15, appears to be going down. Thanks you jack
Read Answer Asked by Jack on July 24, 2014
Q: Hello Team,

Could you please provide your thoughts on Arsenal Energy, debt level and outlook over the next couple of years?
Would you also comment on GTE and CNE? Should I swap them for small cap natural gas stocks? if yes, can you suggest two or three companies. I am looking for growth and am reasonably comfortable with risk/volatility. Thanks for the great service
Read Answer Asked by Bekaye on July 24, 2014
Q: Dear 5i
LGT recently had a 2 for 1 stock split . Can you tell me approximately what price was the stock pre split and what was the starting price of the stock after the split . Other than the stock split which would acct for the large price drop was there any other reason for the large drop in price ?
Thanks
Bill
Read Answer Asked by Bill on July 24, 2014
Q: I own Bell Aliant (BA) shares but have never been involved with a a company that has been taken over before. BCE is said to be offering $31.00 per share in cash and/or BCE shares but I see that BA is trading above that. How does one go about evaluating an offer such as this? As this is in a taxable account what will the tax consequences be - should I expect BCE or BA to provide any information of guidance on the taxation issue?

Thanks for your invaluable advice.

Paul F.
Read Answer Asked by Paul on July 23, 2014
Q: Good afternoon
GlaxoSmithKline PLC GSK.US suddenly dropped over 5% today. Is there any particular reason for this? Anything to do with bribery scandal in China?
I bought 100 shares a few years ago and they now represent 1.2% of our joint registered portfolios. There hasn't been much growth but I can't complain because I initially bought them for dividend, which at the time was 5.3%. I've been watching just recently, because I would like to invest in a company that has equally good dividends with better growth. I would have been slightly ahead of the game if I had acted yesterday, but I am in a loss position at the moment.
I'm trying to decide if I should hang on for a while to let the price recover and see if I can break even or make a modest profit, or whether it is just time wasted while I can be doing better elsewhere.
I don't hold any other any other Pharma shares.
Read Answer Asked by John on July 23, 2014
Q: Hi Peter and team, this question is regarding the article you wrote on concentration. I have a high concentration of XTC (bought at 3.30) and FSV (bought at 33.60), respectively about 15 and 20 percent of the portfolio. I am quite happy with the results, and am of two minds on whether to continue holding or take profits.

I don't feel that either company has a dominant market position even though they are both growing nicely. Is it reasonable to hold XTC looking for a 5 bagger and FSV looking for a 2-3 bagger? I have already taken some profits on both, but am wishing I had let my winners run further. I have probably a 25 year time horizon minimum before I draw down on my portfolio. You have mentioned some other high growth names that are appealing, and I am considering allocating profits to those names. Any thoughts?
Read Answer Asked by Alexander on July 23, 2014
Q: Trade Fill question asked by Robert on July 23/14:

Also, I believe market orders go before limit orders, and the case where a broker is executing both sides of the order (crosses). Publish at your discretion.
Read Answer Asked by Russ on July 23, 2014