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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: BAR seems to be very hot with little reason. What's your opinion of it as an investment?
Read Answer Asked by Bob on July 02, 2014
Q: Hi Peter,
I am slowly working on to build a TFSA account for myself and my son who is 19 and I have only 12G in RRSP with rbc 2 mutual funds each has 5000 dollar initial investment one is Canadian energy income and other is us dividend growth both are up in total 18%.I also have unused RRSP room of $25000.In addition of above I have two margin accounts one US and One canadian and RESP as well.My focus is to generate income of $2000 per month in coming five years. Please give me five to six names which pay solid dividend and are great debt free companies with some growth. Looking higher dividend in the range of 4 to 8% if possible. my own home work tell me that I must buy Telus because I am paying my cell bill for last 24 years, also I have house and paying enbridge last 15 years and also using TD, BNS to do daily banking and paying big fee on monthly basis so why not buying their stocks to get our money back as we are contributing to their growth. see how stupid we are! I am learning from you. If I would have done that I could have long ago retired by now. please also give me where I can get more information for dividend growing companies. Thank you very much
Read Answer Asked by Andy on July 02, 2014
Q: Hi Peter,
How about an update on Toscana Energy (TEI)? I believe the last one provided was in the Fall of 2013. Is the dividend sustainable and are your former partners at Sprott still involved with the company. Once again, THANKS for your great service and dedication to us small time investors !!!

Take Care

Dave
Read Answer Asked by David on July 02, 2014
Q: Do the new rules surrounding the Temporary Foreign Worker Program have impact to your rating on Tim Hortons (THI)? The key risks in the report cite "almost no labour or wage rate risk", so I'm not sure if such a change was accounted for. Most of the Tim Horton restaurants I've been to are almost all foreign workers and there was certainly about a $2 impact to the share price when the news came out. Is this change big enough to impact the overall business and stock outlook?
Read Answer Asked by Mike on July 02, 2014
Q: Please help me to decide which stock 0r stocks should I buy now or later at the right price. The 3 stocks are listed on US market and they are: MA.us, V,us, AXP,us. Your advice will be greatly appreciated. Thank you
Read Answer Asked by Ben (Balbir) on July 02, 2014
Q: Hi Peter and staff: Something new for us, our 14year old grandson is interested in starting a TFSA with a limited amount of money ($200.) cdn and a stream of future monies from his after school jobs. We had suggested DHX or Surge Energy but thought this would be an opportunity to let him see how a service like 5I works and can help plan long term
Thanks in advance for any suggestions and he and I await your reply


Read Answer Asked by John on July 02, 2014
Q: In a previous questions regarding growth stocks you mentioned DHX,QST,and XTC as good selections. All three are multi-baggers and in the case of QST an 8 fold increase in the last three years. Realizing that markets have been strong and that you have no crystal ball how do you recognize these stocks before they become multi-baggers? Would they be speculative as opposed to growth? Could you suggest on or two and what critera did you use to select them? Thank You and wishing a speedy recovery from your accident. Ron
Read Answer Asked by Ronald on July 02, 2014
Q: Peter & 5i, what metrics do you use or you have found to be useful in determining if the market is overvalued? Shiller P/E? Buffett Indicator (Total Market Cap/GDP or is GNP?) Do you depend on them in great respects? Do you often build up cash at these metrics even though we're long term investors (in great companies, dividends, etc)?
Read Answer Asked by Michael on July 02, 2014
Q: Hello Peter,
I just want to add my voice to the many who have wished you well after your accident. And also another big thank you for your guidance and generosity with respect to our portfolio. Happy Canada Day to a wonderful Canadian.
Read Answer Asked by Kathy on July 02, 2014
Q: I am happy with my dealings with you. I was about to give up on my online account and do strictly mutual funds. Since reading the questions and answers from you, I am more aware of how the market works.
I bought BAD (Badger) at 41 more at 35 (maybe I should not have doubled down) and I see this company struggling to stay above $35.00. Another company you are very familiar with POINTS, is dropping steady and the chart looks pretty sad -- my cost is 27.1 - what would you do if you held these two positions?

Thanks,
Dennis
Read Answer Asked by Dennis on July 02, 2014
Q: what is your view on ATP and its upward stock movement? Anything has changed at the company to justify this appreciation in stock price? It has almost doubled since February. Thanks
Read Answer Asked by Jeremy on July 01, 2014
Q: I am considering the addition of 1 more consumer discretionary stock.
Consumer staples holdings are NWC, CSW.A and CCL.B
Consumer discretionary holdings are MG and CGX.
Weighting for each sector is targeted at 10%, but I am currently a bit underweight in each.
Do you think I should be adding an additional stock, or just adding more to the existing holdings?
I have been considering CTC.A, THI, and DHX, but would welcome other suggestions.
Something offering a growing dividend would be nice.
Read Answer Asked by Stephen on July 01, 2014
Q: Hi Peter and Team,

Quick thoughts on Farmland Partners, FPI
Read Answer Asked by Graham on July 01, 2014
Q: Greetings 5-i:
I subscribe to an american investor service which recommends
only a few stocks, and which are well researched. The latest one
surprises me somewhat, so here I am for your opinion. GAZPROM
with the following metrics- Mkt cap 96.75B, yield 4.09% - P/e
3.66, EV/EBITDA- 2.34. I realize you specialize in canadian
listings and will obtain most of your info from BLOOMBERG,however, I am hopeing that you may have some knowledge of it from past experiences.

Thanks for your time,
BEN
Read Answer Asked by BEN on July 01, 2014