Investment Q&A

Q: Hi 5i team, I am hoping to sell one or two energy positions (hopefully not the one that you are planning to include in the model portfolio) in order to purchase SLF and EH for diversification purposes. Could you please suggest the one or two current positions that you would recommend selling from the following:

Delphi, Surge, Whitecap, Badger, HIgh Arctic, Painted Pony, Raging River, Tourmaline

Much appreciated as always!

Q: Hi there. I would like you opinion on (DOL) Dollarama INC.

Q: Can you give an update for 2014 on this company.Last post was last year.Thanks Don

Q: Re Roy's question re potential GTA Housing drop.
One suggestion : sell your home now at peak, and rent for 2-3 yrs.

Q: Surge Energy and Spartan Energy have taken a hit along with most in the sector. I am thinking of "diving in" but the flood of negative news on the future price of oil has left me a little gun-shy. Would you buy these companies now?
Thanks.
Steven

Q: I have replicated your model groth portfolio with great sucess, thank you!!! Except I have sold CSS Contrans. Can you suggest an alternative stock to fill CSS's spot?

Q: Hello 5i Team

... anything further on the "news of the regulator" as per your comments on Monday?

Thanks for all you do

Gord

Q: Hi Team

In looking at employment data, housing starts and a number of other indicators, it appears the US economy is moving forward in a positive direction.

I am thinking US Banking has to be in a positive light moving forward over the next 3 - 5 years.

Presently I hold Wells Fargo and have done quite well. I am looking at adding a second bank and was wondering if you would comment on USB vs Citibank & BAC (Bank of America)

I realized I am asking allot and am hoping you know how much I appreciate the help.

Thanks for all you do

Gord

Q: Hey Team

Have been patient with Sprylogics and have been waiting for it to make a move upward considering it is developing software integral to chat rooms making money. And people love chat rooms.

Has done very little since April when it was around $0.40. Now since the beginning of the week it is up 40%. Is there a reason you know of for this pleasant jump? And what do you see for SPY moving forward?

Thanks for all you do

Gord

Q: What's wrong with this story?

This is a Global Construction and Engineering company which appeared to have good momentum in the O&G sector, had a strong backlog earlier in the year, and is relatively cheap as per your May comment when it was trading at $74.

As of closing today it is at $67.65 and is down almost 30% on it's high for the year. Do you have any explanations for the poor performance? Is this a good opportunity right now?

Thanks for all you do

Gord

Q: Hi Peter,

AVO took a beating when the CFO suddenly left immediately before earnings were released in May for "health reasons". It is now four months later and the company has yet to announce the hiring of a permanent replacement. Smells a bit fishy to me. Is this long delay a further cause for concern for AVO shareholders? How long should it take to hire a qualified and suitable CFO???

Thanks for the reply.

Q: SES is one analysts top pick on BNN yesterday. What is your opinion on it.

Q: Do you think GIL is a good buy at today's price. Thanks

Q: This stock is not going down even on bad days. Do you think it is still a buy ?
thanks
LC

Q: Instead of loading up on one company I have diversified across the board by owning entrec, enterprise E and petrowest PRW. Is this a good strategy? I figure bet on all three same weighing and hope one is a home run. And are all three not going to move until LNG plants are up and running? Thanks.

Q: When are we gonna hear about the apple/win case?
And what are the chances for win to defeat apple in court?

Q: i would like your opinion on the company neulion and wonder if it has room to grow or possible takeout target in the mobile media space.i have made money on this stock but it has been trending lower for some reason.i dont think they have competition in this space .

Q: 5:48 PM 9/25/2014
Hello Peter
We own a large position in Sherritt 8.0% Unsecured Debentures 15/11/18. Sherritt are offering to buy them back at a $1.045 which is just about what we paid a couple of years ago. Should I accept their offer to buy, or wait for a better offer, or just sit tight and collect my 8% interest for the next 4 years. I really cannot see a replacement for these if we do sell them unless you have a good suggestion.
Many thanks...... Paul K.

Q: What do you think of Kelso at current price? Is it still very expensive? Still a top growth pick for you?
Thanks

Q: Hello gentlemen,

Just a quick question about Rubicon Minerals. I realize that gold is continuing to take a pounding and is hurting all gold stocks ( producers and explorers) but this gem continues to pump out fantastic drill intercepts with high grams/ounces. The mill is supposed to be finished in mid 2015, they no longer require financing because of a share issue and a streaming deal with Royal gold. Lawsuit with the WFN was ruled in their favour too in Ontario Court (although it is being appealed). Do you still think it would be appropriate to throw in the towel on this one as per one of your earlier responses or would you possibly reconsider based on all of these recent positives in the last several months? If you were to recommend a few junior stocks would this be on your list? Seems out of favour with many mutual funds and am wondering why?

Thanks for all of your analysis. It is very helpful and appreciated.

Arturo