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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: In a recent answer you said you would not buy it at this level. Would this be a good time to take some profit and wait for a pullback? The ex-dividend date is Monday - does that mean I have to own it on Monday and sell Tuesday in order to get the dividend or can I sell Monday and would still receive the dividend. One last question - did the dividend decrease this month from .125 to .11. Thanks for all the terrific information. Happy holidays.\m
Read Answer Asked by Maggie on December 25, 2014
Q: Hi Peter: I made a mistake selling a stock within 30 days after purchasing for tax loss. Then people told me I could use the loss amount to increase the ACB if I buy the same stock again, is this true? Is there any time limit to buy it back? Thank you.

Merry X'mas & Happy New Year to you and your team.
Read Answer Asked by LOUISA on December 25, 2014
Q: Spiked in mid Nov. off of news but, has fallen back since. Your opinion for future value and prospects?
Thanks
Read Answer Asked by richard on December 24, 2014
Q: Hi Peter,
Can you please give me your opinion on endeavour silver. Besides SLW which silver stocks do you like? thanks Clare
Read Answer Asked by clara on December 24, 2014
Q: I'm tempted to buy into this stock. I like the way its chart looks, and it seems to have weathered this last 2 or 3 months of market volatility reasonably well. However, I hesitate because it is such a low volume trader, and I wonder how sustainable is its market plan - does domain name franchising have future momentum. I read the rules affecting domain names
has changed this past year. Possibly this why TC has done so well, And do you know the management? Has management ever talked about branching out?
Just want thank you all for your invaluable service and to wish all staff and families the best in the new year.
Read Answer Asked by Lionel on December 24, 2014
Q: Hi Peter and team

What fallout do you see from Express Scripts' decision not to fund Gilead's Hep C drug, not just on Gilead, but on the U.S. biotech sector and healthcare sector? Do you see investors not willing to pay the same for biotech earnings as they have in the past? What stocks and ETFs do you currently recommend for exposure in this sector?

Thanks so much for a wonderful service and best of the season to all!
Read Answer Asked by Mary on December 24, 2014
Q: Hi Peter and 5iReseach Team,
Can you please provide your ST and LT outlook for US real estate and specifically for Brookfield Property Partners, as I understand they hold high quality US real estate assets. Thank you.
Merry Christmas and All the Best for 2015, Linda
Read Answer Asked by Linda on December 24, 2014
Q: Please give me your opinion on Bankers Pet.bnk.Thank you for all your fantastic advise during the year.I have been investing for over 35 years and your advise is by far the best I've ever had.Merry Christmas and a Happy and PROSPEROUS New Year to you and your staff.Jim
Read Answer Asked by jim on December 24, 2014
Q: Hi 5i,

What am I missing on SYZ? I can't figure out why it is not trading dramatically higher.

Please help me if I am wrong on my assumptions but based on my calculations, starting with the already completed and soon to be reported q4, both revenues and profits over the next year should come very close to tripling from the trailing 12 months. This is based on the disclosure in their last report which stated that the last acquisition if reported pro-rata would have added $28mm and $11mm in top and bottom lines respectively over the trailing 12 months.

Based on this, I can't figure out why the share price is not much, much higher; notwithstanding the gain ytd.

What am i calculating wrong here?

Thanks,
J.
Read Answer Asked by JAIME on December 24, 2014
Q: What do you think of GPR? Do you know how much it costs them to produce 1oz of silver? Do you think its a good buy? I'm looking for silver companies that have cash, no debt and are producing at a low cost. GPR seems like a good candidate. Do you have any other recommendations better than GPR? Thanks and Happy Holidays!
Read Answer Asked by Roy on December 24, 2014
Q: All the best of the holiday season to everyone at 5i Research.
I was wondering if you could give me any thoughts about Rocky Mountain Chocolate Company?
Read Answer Asked by Gordon on December 24, 2014
Q: Merry Xmas

And many thanks for your advice! I'm a long term investor looking for reasonable stable growth over five years.
Which of these growth companies would you recommend? Atd.b, CTC, or National Bank at these levels?
Which of these energy companies would you recommend, PPL, BAM, or BEP at these levels?
Read Answer Asked by Graeme on December 24, 2014
Q: Hello
I noticed this new etf and would like your opinion going forward on this or other cyber security stocks.
I assume this would not discount my credit otherwise you do not need to publish
Thanks
Read Answer Asked by Rick on December 24, 2014
Q: Please recommend appropriate broad based ETFs (preferably low MER) given a 10 year plus investment horizon for:
(a) The Canadian market
(b) The US market
(c) The World (ex US) market
(d) Bond exposure
Read Answer Asked by David on December 24, 2014
Q: IN abscence of new model portfolio till april 1st is it ok to adjust my stocks to current model p?.Is there any stock there not to buy now?i am adjusting as of jan 2nd.
Read Answer Asked by nizar on December 24, 2014
Q: May I please have your assessment of AmTrust for adding to my US finacial sector portfolio in a RRSP US$ account . I am looking for share price appreciation rather than income.
Thanks, Tim.
Read Answer Asked by tim on December 24, 2014
Q: Happy Holidays! All the best to you and your families! I currently have a 1.5% weighting in Catamaran and would like to slowly bring it to a full position in my portfolio. Do you feel today's price is a good time to start adding? Also, do you have any suggestions for a cyber security stock in Canada or the US, something like PANW? I have long time frame and high tolerance for risk.
Read Answer Asked by Rob on December 24, 2014
Q: Recent news of lawsuit closure. Stock reaction negative. Your opinion.
Thanks

Read Answer Asked by richard on December 24, 2014
Q: Hey 5i team

It appears the market was more than happy with the appointment of Mr. Fishman as CEO. Understandable considering the success he had with Teva.

I saw your answer yesterday for Michael when you said "we think it is fine to own for a higher risk investor but there are some speculative risks that need to be taken here."

Also yesterday James Hodgins on Market Call said Mr. Fishman has plans to triple the size of MSL to 100MM plus, it was mentioned the street consensus expects a 65% upside for the stock over the next 12 months.

I am seriously considering a 2% position as I am looking for some good growth opportunities. What I am concerned about is your mentioning "risks" especially considering the stock was at $1.50 mid morning on Friday then $2.00 mid morning earlier today which could be the response to the new CEO. I am also concerned the comments made on Market Call could be to good to be true considering MC guests often come from a promotional standpoint.

Do you think the recent increase isdue to Mr. Fishman' appointment or are there other factors at work here as well? And what do you think about MSL 6 months and 1 year out?

Thanks for all you do and from my Family to Yours, Happy holidays

Gord
Read Answer Asked by Gord on December 24, 2014