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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: 5I Team,

Could you please comment on Perpetual Energy ? I hold the Convertible Debentures and was intending to redeem them.

thx
Dave
Read Answer Asked by David on August 11, 2014
Q: Hi I just subscribed so I hope I am not doing something wrong. I searched for AGF.B on TSX. The search did not return any result. Hence my Question. (If AGF.B has already been covered, my apologies)
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Question: I bought AGF.F around C$15 and the [mis]management of this firm has me very puzzled. Asset managers have been doing rather well in the most recent years to date.

Is this stock worth keeping? Has good yield but is this company a lost cause ? Or do you think they controlling family will have the guts to hire a few more outsiders and right the sorry ship?

Thank you

Dr Adam Okhai
AO:ls dicta
Read Answer Asked by Adam on August 11, 2014
Q: Hi Peter and Team,
Quick thoughts on Encore Capital Group, ECPG.US
Read Answer Asked by Graham on August 11, 2014
Q: Exfo xtc even though they had record earnings the stock does not move much. Would this company be of interest to say magna,linamar or even martinrea for their European exposure? Or do they need to grow more before anyone would be interested? What is the insider ownership. Thanks.
Read Answer Asked by Helen on August 11, 2014
Q: WCP/SGY: Hi Peter and team. I own both and am considering adding more, potentially of each. Benji Galander, truly a contrarian, is decidedly negative on SGY considering it very risky with very little cash. How would you rebut and how do you view a decision between these two today? Or should I also be considering TORC or others in the field?

Thanks

K
Read Answer Asked by Kim on August 11, 2014
Q: Peter et al,
I would appreciate your comments on Capstone Mining (CS).
Gary
Read Answer Asked by Gary on August 11, 2014
Q: Hello 5i team,
The only media-related company I hold is BCE. I am now examining DHX Media but I'm trying to make sense of it; its ROE is a poor 3-4% but most of everybody is impressed by its library of kid shows. How does one evaluate their value; do you think that "Sesame Street" that I watched with my kids in the 80's has much value today?...In other words, how are the shows depreciated?
Thanks,
Tony
Read Answer Asked by Antoine on August 11, 2014
Q: Hello again Peter and Team. Would you be able to rate the Ten sectors as to their potential volatility within a correction or recessionary environment.I am sure that Financials would be the strongest suit, but not sure which way I would lean towards in considering the positive, or negative potential of Energy, Utilities and Industrials. I am particularly interested in where you would place Materials and Info Tech. Your thoughts please? Thanks again.
Rick
Read Answer Asked by Rick on August 11, 2014
Q: Hi,

I am planning on adding a tech stock to my portfolio.

Between qcom, open text and cgi which would be your preferred stock. I am already overweight CSU in the portfolio.

The correction in qcom makes it attractive in terms of valuation, OTC had a fabulous quarter and cgi has a promising outlook.

Thanks for your response.
Read Answer Asked by Hari on August 11, 2014
Q: Re your appearance on BNN on 7/29,my lady investing friend & I were elated to see you still looking good & sharp as ever after your accident.Was unsuccessful to get on the show to thank you for your great site & ask a question as many people ahead. Txs for your advise to buy SJ before release of results.It was up $1.88. In my humble opinion,Alex,CEO of AVO is a strong reason for a bigger drop of price after the latest 2 q results due to his personality & poor conference call.He did not generate cofidence & evasive @ times.He is very driven & maybe he is going to make an acquistion soon.As a copmarison,Paul Colbourne of SGY is very open & generates confidence besides his continuos buying in the market.Thanks a lot
Read Answer Asked by Peter on August 11, 2014
Q: Hi Peter,
I am wondering if you are nearing a decision on what to do with the cash in the Model Portfolio account?
Thanks
Mike
Read Answer Asked by michael on August 08, 2014
Q: Just a comment supporting your article about increasing dividends. I bought Canadian Energy Services (CEU) in 2007. Since then the dividends have grown to the point where I am currently earning at an annual rate of 48% of my original purchase price! Keep up the great work.
Read Answer Asked by ED on August 08, 2014