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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: 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
Q: Hi I would like to know your opinion on Prudential Financial (PRU-US)? Thank you. Jean
Read Answer Asked by Jean on July 02, 2014
Q: Exploreco is the offspring resulting from the proposed takeout of Crocotta.What valuation does the market place on exploreco and do you folks think this is a reasonable valuation?Thanks for your analysis.
Read Answer Asked by Maurice on July 02, 2014
Q: What is your opinion of Saskatchewan Pension Plan. Is it a viable alternative to use in your RRSP?
Read Answer Asked by susanna on July 02, 2014
Q: I'm looking to add some US exposure into my portfolio. What is your opinion of Boeing (BA.US) over the next 12 months?
Read Answer Asked by Lloyd on July 02, 2014
Q: In my various trading accounts, I have:
ABX, AGU, AVO, BEP.UN, CGX, CSH.UN, DHX, EFN, ESL, G, SJ, SGY, TCK.B, & WCP

My losers include ABX (significantly), G, and TCK.B
My problem is that I haven't done very well in my non-registered account and this is where ABX resides. If I have a tax loss, I don't think I have very many gains to counter it.

G and TCK.B are in my RRSP and TFSA respectively, but I think you are fairly positive on these. Should I sell ABX and hope I have enough gains later in the year to balance this out with? Also, am I diversified enough?

Thank you SO MUCH for this service!
Read Answer Asked by Mike on July 02, 2014