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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: Pl advise why Canadian energy sector is on fire and for how long the momentum will continue? what are sub sectors of the energy sector and which are most hot? Pl advise various ways of playing in this sector for short and medium term. Is it too late to enter?
I will appreciate your detailed comments for the benefit of all the members.
Regards,
Read Answer Asked by inderjit on April 25, 2014
Q: A follow up question in regards to MORL and CEFL. Why do you recommend them as very short term trading vehicles instead of longer term holds? I am a longer term type of investor. Thanks.
Read Answer Asked by Max on April 24, 2014
Q: How do you view the most recent results at Arcan, particularly given their slight turnaround in price? Thanks.
Read Answer Asked by Curtis on April 24, 2014
Q: re: DCI & buy low sell high

Showing significant strength last two days. Is well below it's 200. Your opinion at this time please?

Thanks Peter & Family

Gord
Read Answer Asked by Gord on April 24, 2014
Q: Hello 5i...re Premium Brands ( PBH ) they recently issued a shareholders letter to, I believe, generate some shareholder re-assurances as to company value, as they have recently come off their current year price highs. What is your feeling on their potential for further growth and dividend stability?

thanks
Read Answer Asked by Arthur on April 24, 2014
Q: Could I have your analysis and take on PTK.T, POET Technologies Inc: Developing planar opto electronic technology (POET), a gallium arsenide semiconductor fabrication process for commercial and military applications.
The stock has been on a wild ride of late with what looks to be a disruptive technology in favor of POET. Thanks!
Read Answer Asked by Christopher on April 24, 2014
Q: Peter

ISV on the TSX looks interesting to me I used to own Terranet that had similar business in Ontario I held it until it was taken private

Could you give me yoru thoughts on the company and whether it is a buy sell or hold Thanks so much
Read Answer Asked by Paul on April 24, 2014
Q: Hi: The gas and oil sector has been on fire lately. It is also a volatile sector. I own Whitecap (WCP), Bellatrix (BXE), Baytex (BTE), Vermillion (VET) and Tourmaline (TOU) in a balanced portfolio but they have had a great increase. Should I reduce each position in half or do I have too many energy stocks and maybe I should keep two or three (which ones) and sell the others (which ones)? Your advice would be greatly appreciated

Thanks Dave.
Read Answer Asked by David on April 24, 2014
Q: When considering international diversification within a portfolio. There are some co's that have their revenues in foreign currencies, which you cover in your reports and have in your model portfolio (Enghouse is one example). Do you see any issues using such co's for international diversification with a portfolio.
Thank you, Mike
Read Answer Asked by Mike on April 24, 2014
Q: HI. BROOKFIELD ASSET MANAGEMENT OWNS BEP,BIP.BPY,BPO,BP.UN & ETC., IS ANY ADVANTAGE TO BUY ABOVE STOCKS INDIVIDUALLY COMPARING WITH BUYING THE MAIN ONE THAT OWN ALL OF THEM THE PROS AND CONS.I APPRECIATE YOUR RESPONSE AND HAVE A GOOD DAY.EBRAHIM
Read Answer Asked by ebrahim on April 24, 2014
Q: Good morning 5 I!

This is just a comment, and a note of thanks. There's an excellent article on the Motley Fool website, by Morgan Housel, on The Wrong Way to Pay for Financial Advice (April 23).

It occurred to me that all 5I subscribers should be smiling all the way to the bank, given the fees that are potentially charged, against 5I subscriber fees. As a noted interest, there is also no comparison between 5 I and the Big Money Managers: quite simply, 5 I is better!

Here's the link: I think people might find it interesting

http://www.fool.ca/2014/04/23/the-wrong-way-to-pay-for-financial-advice/

Thanks for being there.



Read Answer Asked by Sylvia on April 24, 2014
Q: Good morning,
In a RRSP acct we own CPX.PR.A (Capital Power Corp. cumulative rate reset sr 1 prd). Bought in Dec/13 at $18.49 + a 2.3% commission. It is at 20.77 now and we are being advised to sell it today. We are just about retired and the yield looks good to us for income. Would you advise selling or holding it and why? We appreciate what we are learning from 5i.
Thank you for your insights and assistance, Len
Read Answer Asked by Len on April 24, 2014
Q: Do you have an opinion on JC Penny (JCP) as a three year buy? They have been hammered but are showing signs they have the ability to recover and grow with the anticipated US economic improvement?
Thank you.
Steven
Read Answer Asked by Steven on April 24, 2014
Q: I have Brookfield Global Infrastructure (BGI.UN). I want exposure to global infrastructure, which is massively underfunded right now, but question whether this is an appropriate vehicle for me.

According to their annual report, they charge 1.25% fee plus 20% of everything over 6% profit. Last year that meant more than a 4% fee.

Any suggestions?

John
Read Answer Asked by John on April 24, 2014
Q: Would appreciate your current take on AXX
Thanks
Read Answer Asked by Behrouz on April 24, 2014
Q: Crescent Point Energy is a name I've held for just over 2 years now. I was essentially even prior to the deal being announced yesterday in terms of stock price but had collected 6.5% per year in dividends. I am curious on the 5i Teams' opinion on CPG's acquisition.

On first blush I was disappointed to see them issuing shares yet again and swore I'd sell if they did that. However, my rough calculations show that, even with the share issue, they should generate more cash flow per share. So maybe its not so bad?

I'd love your thoughts!
Read Answer Asked by Marc on April 24, 2014
Q: Premier Gold PG does not seem to keep pace with other miners in this space. There is a lot of insider buying and the projects look good, can you explain why this stock seems to lag. I hold it along with others, MUX,TMM,TML,BTO,TGZ. What would you do with it? I think the miners will continue to gain strength thru the summer but I am perplexed about PG. Thanks.
Read Answer Asked by Maureen on April 24, 2014