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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: To Peter and good crew. I am concerned re electrification plants in Canada powered by coal sources. Are there some producing in this manner and if so could you tell me please. This question posed as a result of the new policy brought down today by Pres. Obama.
Read Answer Asked by Phyllis on June 02, 2014
Q: What do you think of CA Inc? It seems to trade at a good multiple, have reasonable debt levels and pays a good dividend. However technically its been looking weak since I bought it and earnings growth seems to be slowing, although this could be temporary problem. Would you regard it as a sell? Are there better places to put my money in the same space?
Read Answer Asked by Andrew on June 02, 2014
Q: EQI Equity Financial just reported the results from their AGM. Looks like we all voted with Smoothwater and now S. Griggs is the new COB. Can you sum up where you see this puts the stock at this time and set up what the future may look like?

TIA
Read Answer Asked by Gerald on June 02, 2014
Q: Trican (TCW) closed at a multi-year high on Friday. I have held this stock for over 2 years and am still down from my purchase price. Although I know most people shouldn't sell just because a stock has risen, I have seen it fall back down multiple times after hitting the $15-$16 range. Obviously it's been quite frustrating, and I wonder if I should exit now or continue being patient with it.
Read Answer Asked by Mike on June 02, 2014
Q: Hi Peter and team,

Can you recommend some consumer staples or consumer discretionary stocks with a good yield, other then Cineplex?

Thanks,
Jason
Read Answer Asked by Jason on June 02, 2014
Q: re: YGR

The stock went through a 3 for 1 reverse stock split today. In your experience what is the reason reverse splits happen and what effect do they have moving forward? And are there any additional comments you have to add since your last on May 16?

Thanks for all you do

Gord
Read Answer Asked by Gord on June 02, 2014
Q: Hello to all ...I am trying to balance out growth portfolio , I have 21 stocks with IPL being not in the portfolio. Would you sell IPL and add to either CGX or CSS. Thanks for all you do.

Al
Read Answer Asked by Alan on June 02, 2014
Q: Hi,

Assuming a well diversified portfolio consists of 20-25 equity names. Would you take the total value of your portfolio and split them equally over the 25 names, which in my case would mean have 15 stocks in my taxable cash account, 2 stocks in my TFSA and 8 stocks in my RRSP or should you split your RRSP and Taxable accounts and come up with different portfolios for both. I know that you add quite a few stocks, but it seems difficult to decide on which stocks in your portfolios to assign to your RRSP and in my case my RRSP returns would be dependent on only 8 stocks.

Thanks for your help,
Jason
Read Answer Asked by Jason on June 02, 2014
Q: Hello 5i!
I would like to get your opinion on Omega Protein Corp (OME:US) on the NYSE. The company trades near book value, a trailing P/E of 8, and appears to be growing quite nicely. Why is this stock so cheap? Would you recommend it for a 6-12 month position?
Thanks
Read Answer Asked by Scott on June 02, 2014
Q: hello 5 i team. can you explain the yield difference of cbo 4.13 and vsc .29 and clf at 3.46 to 2.41 for vsb i am considering vsc but can not understand the yield difference on rbcdirect today is this an error ? thank you
Read Answer Asked by Larry on June 02, 2014
Q: Please comment on AF. Are there better opportunities? Any idea what their game plan is?
Thanks!
Read Answer Asked by Tim on June 02, 2014
Q: Hello Peter and the 5I team
AVO has moved into a price that makes it very attractive for a nice move up. In my opinion in the short term there could be a 20% gain with in the next few months as the worries surrounding the management people leaving the company subside. My question is for the long term investor, what is the companies "moat"? What prevents a cheap generic company from copying their technology and bringing out a cheaper camera? Who are the competition? I always worry about Canadian hard ware tech companies not begin able to protect their margins over the long run. What are your thoughts?
Read Answer Asked by Darren on June 02, 2014
Q: hello 5i:
re: question asked by John about AGU.

On the 23 May, AGUs Borger, TX plant went down for repairs. That was the second plant in two months to go down, which obviously impacts the amount of product being produced, resulting in decreased earnings. I must advise I'm a long term bull on AGU, but sold my shares some time ago due to perceived problems with execution. John, hope that helps as it may explain why share price is drifting down.
Paul
Read Answer Asked by Paul on June 02, 2014
Q: Hi, could you please rank the following companies in terms of safety of income. Could you then re-rank in order of long term growth potential. Thanks.
VSN
CSE
CPX
NPI
AQN



Read Answer Asked by Gary on June 02, 2014
Q: Peter and Team could you give me your views on WIN . I have shares seems to be a lot going on with the company .
Your in put would be great

Jim
Read Answer Asked by James on June 02, 2014