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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: DHX keeps hitting new highs in this market. For sure a sign of a good company? If you were to readjust the growth portfolio would it make the cut?
Read Answer Asked by Helen on September 30, 2014
Q: Hi, could you kindly share your thoughts on PTA. It's experienced a significant tumble lately.
Read Answer Asked by Paul on September 30, 2014
Q: Peter et al,
I have shares in Exco (XTC) which I bought two months ago. I am also interested in Evertz(ET). Would it be better to buy more XTC or should buy ET. Thanks in advance.
Gary
Read Answer Asked by Gary on September 30, 2014
Q: Hi Team,

I currently own some Enterprise but under water for about 15%. Is it wise to purchase more to average down? Thanks

Alec
Read Answer Asked by Alec on September 30, 2014
Q: Hi 5i Team.
One of the few remaining Mut. funds left from our "big broker" days is Mackenzie Sentinel Corp. Bond fund MFC756/856. We hold it in both our joint taxable a/c, and in our RSP's. It is a substantial holding at ~ 8.5% of our consolidated. We have done fairly well todate, but over the last month it has been on a steady decline (-1.7%).
With a MER of 1.75, we are contemplating taking our profits before further declines, and investing the proceeds in something like exch. traded fund CLF or perhaps splitting between it and a floating rate ETF.
Can you give us your opinion. Thanks
Read Answer Asked by Terrance on September 30, 2014
Q: Could I have your analysis and comparison of Long Run Exploration (LRE) and Surge Energy Inc (SGY). Production, sales, management, properties, future prospects, m&a and who is the better of the two at this point in time for dividend, value and growth?
Thanks for your help!
Read Answer Asked by Christopher on September 30, 2014
Q: Hi Peter and Team,
I hold full positions in the model portfolio except AYA, DSG, FSV, G, MG, SYZ and T. I hold full positions in BEP.UN, SLF, and SGY. I hold what started as full positions in AVO, DHX, TOU, BAD and QST. Thanks to your guidance my portfolio is up. I’ve trimmed some winnings down to full positions and would like to re-invest.
My question is more specifically on AVO (down 35%) and BDI (down 30%). I’m very concerned about AVO.
I am somewhat considering topping up on AVO and/or BDI back to full positions. I was also considering selling one or both ......or keep holding them and invest in 1-2 names in the model portfolio that I don’t already own?
Are you comfortable with AVO and BDI at this point in time? What 2-3 names would you recommend from the model portfolio (or outside the portfolio) if I were to buy new positions? I am a long term medium risk investor. Your guidance as always is much appreciated.
Thank you for the service you provide. It is very well worth it and you’ve helped me with my investing.
Best Regards,
Marco
Read Answer Asked by Marco on September 30, 2014
Q: Peter and team: What is your view on the current correction that the market is going through? Will it test the 50, 100 or 200 day moving average? Is there support at any of these levels? Would you suggest liquidating some of the portfolio now or just ride this turmoil out?
SS
Read Answer Asked by Sirish on September 29, 2014
Q: Hi team:
there was a statement on the Globe and Mail on Sat that one of the Malaysian companies that has interest in the LNG in BC is threatening to pull out of the deal as there were too many red tapes to cut through
What would you think of ALA (altagas) and Pey (gas) as a long term hold, I am thinking of 3 years or more ? it is risky to buy or to add to an existing position ? they generate good dividends and I am looking for abit of capital growth as well, thanks
Read Answer Asked by Michael on September 29, 2014
Q: Hello,
Is there any significance in the fact that some stocks that I own are added to S&P TSX Small Cap Index (BLX, CXR, HWO) and some others are deleted (FSV, PKI, WSP).
Thanks,
Tony
Read Answer Asked by Antoine on September 29, 2014
Q: This is just a comment -- which I should have added to my previous question this morning.

I remain absolutely astounded at the service that I garner from being a member of 5 I. Never -- ever -- and I mean "never" and "ever" -- have I been able to pose a question within an investment forum where my question was answered within 24 hours -- and usually in less than that. Today for instance, the ink was barely dry on my question when I received a reply that it had been answered!

I have been a member of a few newsletters and investment clubs wherein I was guaranteed a response to my investment questions. They were indeed answered but usually two or three weeks would elapse before the answer came, and they were so general in their responses that I would have acquired more knowledge by simply reading the Globe and Mail. In fact, articles in the Globe were more in depth, and on-point.

I have acquired a great deal of investment knowledge by reading your responses to all members and this membership is worth its weight in gold to me. (That is, it's worth it's weight in gold, when the market is treating gold more favourably than it is now!)

This is an amazing forum and 5I is a stellar representative of what all investment advisors should provide, but never come close to achieving.

Thank you for starting this service.

Read Answer Asked by Sylvia on September 29, 2014
Q: 2.5 total investments . In view of. Current problems get out? Better monthly income funds? 80 yrs old.
Read Answer Asked by Wallace on September 29, 2014
Q: So is the sell off overdone? I vowed never again to let a position drop more than 25 per cent before I bailed and I am getting close to that mark. Move on to a better opportunity while there is still some capital left?
Read Answer Asked by Helen on September 29, 2014
Q: BDI is taking a big hit today, along with HNL. Is the threat that Petronas will not go ahead with its BC investment being blown out of proportion here as to its affect on BDI (HNL was the actual subject of an analyst's comments re: Petronas) or is it a case of a similar company falling due to "sympathetic sentiment"?

Thanks so much for your invaluable advice.

Paul F.
Read Answer Asked by Paul on September 29, 2014
Q: I would like to add some healthcare exposure to my portfolio -- which at present holds only Leisureworld at about 1.5%. I was wondering about ZUH. Is it liquid enough? Is it large enough? There doesn't seem to be a Canadian equivalent, unless you are aware of one. I'm looking for growth in a sector to which I feel I am under-exposed in a not very "creative" way. The ETF has performed very well (in my opinion) since its inception and the sector bodes well for the future. What would you recommend. Thanks, as always, for your insightful views.
Read Answer Asked by Sylvia on September 29, 2014