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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 5i,
I am holding qst, efn, hwo, and cpg in my TFSA. I am ok with riskier stocks in this portfolio and I'm looking to add to it with either dhx or sgy. I know these are very different stocks but I'd like your opinion on what will provide the most growth long term. Also, while I'm looking to diversify, sgy seems to be at a good entry point and the dividend is added incentive.

Read Answer Asked by David on July 03, 2014
Q: Greeting, Peter & Co.
I am pleased to read that Peter should make a good recovery from his accident.
I have been reviewing analyses of Davis & Henderson (DH) from a variety of sources including 5i. In contrast to 5i's positive view of the company, TD Waterhouse shows a trailing 12 month PE of 44.67. Isn't this a bit rich for a moderate growth company?
With appreciation.
Ed
Read Answer Asked by Ed on July 03, 2014
Q: Can you please comment on TKM's news release causing downward action in price. Thanks
Read Answer Asked by Imtiaz on July 03, 2014
Q: Hello Peter and Team,
Speedy recovery Peter and thank you again for your excellent service, I am constantly making money with your recommendations since I joined your site. Thanks a million.
My question is about material stocks. I have been out of this sector for a while and I am thinking of re entering now. Your view please. Is Lundin mining or Sherrit appropriate or you may have another substitute? Should I may be get into an ETF ?
Regards
Read Answer Asked by Raoul on July 03, 2014
Q: Peter & 5i, please include the closing price of the stock you're discussing for reference and context. This is time-saving as sometimes I may not log in until weeks later. Thanks.
Read Answer Asked by Victoria Y on July 03, 2014
Q: Question about DHX valuation. I am considering initiating a position but am unsure of its current valuation relative to its growth rate or historical valuation range. The stock is up 30% since the last 5i report only two months ago and 100% in the past 12 months. Is the current valuation relatively high, low or about average for this company?
Read Answer Asked by Joel on July 03, 2014
Q: I would like to add a smaller energy company to my portfolio mix, aiming for a bit more growth potential and I have narrowed my search to Cequence Energy (CQE) and/or Delhi Energy (DEE). Would either of these two warrant a 5% position in my growth portfolio and why? Alternatively, with companies such as these, is it better to do 2.5% in each? I am pretty fully diversified across 6 sectors, with fairly equal weighting, and wanted to start adding some "torque" to the mix. Thanks, as always, for your exemplary service!

PS I hope Peter's surgery went well, and that soon he will be able to "ride like the wind" on his cross-country trek.
Read Answer Asked by Sylvia on July 03, 2014
Q: Is it too late to buy SCL? I started watching this company in early February, and was trying to pick up shares just below $40 but it never got to my purchase price. I have been watching it go up higher and higher ever since, and now it is over $60, that would be a 50% gain had I been able to buy at my (stubborn) price of below $40.

How strict on purchase price should I be when I decide I like a company and want to buy its shares? Should I be rigid and stick to my pre-determined price, or should I just buy at market price once I decide to acquire a position in a company (with a minimum of a 1 year hold)?

I still like SCL, and wish I had purchased it when I made the decision to buy some shares. Should I just buy SCL now at $60, or give up on it since it has had such a large run up, and find something else I like?

Paul
Read Answer Asked by Paul on July 03, 2014
Q: could i please have your opinion on abm . Thank you.
Read Answer Asked by John on July 03, 2014
Q: Would appreciate your view on MagSilver (MAG).Many thanks,Nancy
Read Answer Asked by Nancy on July 03, 2014
Q: Should I liquidate my portfolio (which is largely blue chip, high-yielding Canadian equities) and buy it all back if/when (i.e. when) the market corrects?
Read Answer Asked by Brad on July 03, 2014
Q: Can you comment on TAO.to and it's release on production and revenue increase? You have commented on it in the past and wanted to see better numbers. Did the numbers improve enough for you to consider it as less risky? Thank you.
Read Answer Asked by Gerald on July 03, 2014
Q: One of the key points you stress when evaluating a company is the management. With respect to SGY you state "management has built several successful companies before"; and with respect to DHX you state "DHX management has done it all before at prior companies, which they grew and sold".

Can you expand more on these prior successes. What successful companies did SGY's Paul Colborne build? What companies did DHX management grow and sell?

Paul
Read Answer Asked by Paul on July 03, 2014
Q: Just a comment. ENB is NR in the model portfolio but rated A- in the 'global' portfolio.
Read Answer Asked by Greg on July 02, 2014
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