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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: Hello Peter and Team. With the recent two contracts and from what I can tell to be decent company metrics what might your opinion be of the company today and in the near future. I want to take a small position in it maybe 1 or 2%...Thank You
Read Answer Asked by Jeremy on February 13, 2015
Q: Peter, What is your take on WEQ after the latest announcement and suspension of its dividend
Read Answer Asked by colin on February 13, 2015
Q: Can you give your opinion go Scorpio? Is it going to survive?
Read Answer Asked by Craig on February 12, 2015
Q: Bombardier announced that it has suspended its dividend. Is that just for the common shares or does that include the preferred shares?
Read Answer Asked by Robert on February 12, 2015
Q: What do you think of Eagle Energy Trust, Cdn Oil Sands and Penn West? I've lost have my investment to-date and wondering if I should take the loss and sell.
Read Answer Asked by John on February 12, 2015
Q: Could you please comment on their recent update. I was surprised to see the stock lift over 5% today with their results and with the possibility mentioned of a dividend cut. I understand low oil and Can $ is helping, but is this enough to offset other issues ? I have a small (1.3%) position (smaller now at a 50% loss than it was !) and am trying to decide if there is likely to be much upside in the next year or so. If not, then it may be one I should sell, as I am in the process of trying to reduce the overly large number of equities that I hold. Your comments, as always, would be most helpful.
Read Answer Asked by Alexandra on February 12, 2015
Q: Cipher recently announced that one of its products was accepted for Health Canada review. How long does this process typically take? and what do you think of the company for a 1-2 year investment?

Thanks
Read Answer Asked by Scott on February 12, 2015
Q: Hi,

Considering the recent ruling that may allow it to be sued by customers, what do you think of this stock in the next two years? I'm at break even now. I wanted a health care stock but they seem to be taking a rest?
Read Answer Asked by Graeme on February 12, 2015
Q: Re Rick's question/comment to be able to "star" a question for review later.
Perhaps this might work. I know it does for me: I take a screen shot/ picture of the question which then shows up on my desktop. I then drag it into a folder on my desktop simply called "5i" - and then I am able to review these questions whenever I want and do so quite conveniently. Hope this helps.
Read Answer Asked by Donald on February 12, 2015
Q: Hi Peter & Crew - CHR.B is on a bit of a tear and I would like your opinion on them from a sustained growth perspective. The parts division seems like a good idea and from what I can glean is building supporters. thank you kindly!
Read Answer Asked by DOUG on February 12, 2015
Q: Just wondering how you report changes to the model portfolios? What I mean is, when a particular holding is removed, added or rebalanced. I don't mean price changes.
Read Answer Asked by Ron on February 12, 2015
Q: Please explain in detail how you can find insider transactions by using sedar.com . I went to the web site but could not find any insider trading information after searching for about 20 minutes.
Read Answer Asked by george on February 12, 2015
Q: Can I get your thoughts on merus, also what do you think of it earnings and the company going forward.
Read Answer Asked by Richard on February 12, 2015
Q: Peter and Team,

Cineplex and Constellation Software are my two largest stock holdings and are now 6.0% and 7.0%, respectively of the stock portfolio.

Cineplex's earnings today were pretty good in my opinion and I like the company and the movie slate this year, but I am little concerned by the flat revenue-per-patron number and the free cashflow from last year to this year. Is this a good time to take some off the table and reduce the position to, say, 5%?

On Constellation, I love it but it is now 7% and I am wondering if I should trim it to 5% simply because its too much of the portfolio.

In the stock porfolio, I have 3.5% cash at this time if that helps.

Thanks. Great service as always.
Read Answer Asked by Marc on February 12, 2015
Q: Hi Peter and team.
I was wondering what you think of Keyera's announced this morning. They looked pretty good to me on the surface? Thx Scott
Read Answer Asked by Scott on February 12, 2015