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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: OMG, I am embarrassed. I misspoke myself when I said "resistance". I meant "support" and realized my error after I pressed the Submit button. There are several things that can be said about AYO from a technical analysis perspective but I won't since this is a fundamentalist's website, except to say that I won't be a buyer until it bottoms out and starts to climb again. And it will, in the fullness of time.
Read Answer Asked by Fred on April 15, 2014
Q: Hi Peter, a couple of days ago I asked for your advice in this space on SWY after its massive financing for Renard diamond project in Northern Quebec, I am holding the shares since 2010 and experienced all the ups and downs also reverse splits and averaging down I am finally in black, is it wise to hold on to this company's shares till production start in 1st quarter of 2016 or take some profits now ?
Your comment is greatly appreciated.
Thank you. M.N
Read Answer Asked by Motoi on April 15, 2014
Q: What is your opinion of Lloyds Group? It has been on a down trend for the past three months, could this be a result of heavy selling by the British Government?

Thanks,
Glen
Read Answer Asked by Glen on April 15, 2014
Q: Hi 5i
I have $50,000 that I want to put into an income producing account for retirement. I want it to be relatively secure and produce some monthly income. I have no other investments other than a small company pension. What would you recommend? ETF's or a number of good income stocks, or a bit of both. Do you have any recommendations on the specific etf's and stocks that I should get? I will retire in a year. I really appreciate your help as I have been a member for almost 2 years now and have finally saved enough money to begin a little portfolio.
Thanks again for your recommendations
Kevin
Read Answer Asked by Kevin on April 15, 2014
Q: CUS Canexus The value investor in me is feeling tempted by Canexus. It seems that a low has been established for the stock. The biggest danger for breaking that low would (presumably) be a cut in the dividend. Given that the main business is well understood by the market the speculation would be in NATO upside. Lately the Canadian energy sector has been on fire. Everything is up! It seems shipping by rail has been of benefit. Could you put this picture in a CUS frame for me? My idea is to take a 1/2 position in this price range and wait for good (or bad) news to make the next decision.
Read Answer Asked by Gerald on April 15, 2014
Q: A follow up to Paul's. I find it difficult to monitor overall weightings is there a software to automatically update and consolidate multiple portfolios. I am trying to load my families 7 portfolios with some common shares.
mike
Read Answer Asked by Mike on April 15, 2014
Q: I am a big fan of mutual funds and have owned lots of them since 1980 and that is how I first met Peter. I have had an online account for about 7 years and always lost money. Hopefully with your leadership, I will give my online account one more year. Lately have a lot of stocks that are on this recent down trend. 2 I sold once they got down 40%. I have 3 more that are down considerably and at the rate they are going down I am afraid they will be down 40% very shortly. They are LEE U.S. AVO and COM. A few stocks I noticed that are doing well are IBG, BCI and S. Should I cut my losses and get into something like these? Dennis
Read Answer Asked by Dennis on April 15, 2014
Q: Regarding your report card in new reports. If this is still under development, could you please use different colours for us old folks, perhaps black on white or white on black
Read Answer Asked by Allen on April 15, 2014
Q: GOOD DAY
Huge volume today on TBE, 44 million plus. I have seen no new releases. Any ideas?
Thanks,
John
Read Answer Asked by John on April 14, 2014
Q: Crescent Point Energy has released what appears to be positive results in their work on the Torquay play. The stock is reacting well. I own it and am benefiting from the rise. I know it hasn't been a favourite of 5i in the past but does this update look good? Should we think about selling into this strength?
Read Answer Asked by Marc on April 14, 2014
Q: On Friday VFX (which had a market cap of $8 Million in November) announced it now has revenue of $500,000 per day. The stock rose 25%. Can you tell me what would be a fair market value of the stock?
Read Answer Asked by Bryan on April 14, 2014
Q: Hi, 5i Team.
In a diversified ETF portfolio, is there any need or benefit to holding both CDZ and XDV? If not, which one do you prefer?

Thanks,
Read Answer Asked by Robert on April 14, 2014
Q: re:AYA

Wiping my tears so I can type and, I am sure you are tired of hearing about this company.

My position is small ($1,000 & less than 1%) but I am a little tired of watching this precipitous fall.

On Saturday a 5i member commented

"there is a zone of resistance between about $5.75 to $6.13. It touched $6.11 in intra-day trading on March 31st but closed at $6.30. If prices close within, or more seriously, the resistance zone, watch out."

I'm close to jumping ship but would like to hear your thoughts on the aforementioned comment and maybe provide some explanation as to what exactly he is saying. If it gets to $5.75 it will drop to a dollar?

Thanks You Peter & Family

Gord
Read Answer Asked by Gord on April 14, 2014
Q: Questrade
Dear Gentlemen,
Not a question, only information, to follow Mr Jeff
"A reason to NOT use ....Questrade"
As Jeff, I have almost same problem with Questrade, tax slips (T5,T3) are all mixed, some revised or modified (?) 2 times, some 3 times, I was lost with all these changes, even the Kind Questrade agent who try to help was mixed up too. we spend 46 minutes on phone together to try to setup Questrade mix up.
I am still waiting for another to be corrected T5
Also the tax receipt for MY Resp contribution to wife account was on her name !
Except agent Mr MB, the customer service is terrible.
After the tax season I will transfer all accounts to another broker.
Best Regards
Read Answer Asked by Djamel on April 14, 2014
Q: Hi Guys,

This is a couple of questions about Amaya (AYA)

Why is your report so out of date (Sept 2012) for such a growing company?

Why does your opinion differ so much from the market on this company? It is down 25% from the beginning of the year. Obviously the market does not like this company. Is the growth really there? Please provide more than "it's a good company" answer.

Regards
John

Read Answer Asked by John on April 14, 2014
Q: Good Day, for those who are wondering why ANY.v is tanking, this came out today.

http://seekingalpha.com/article/2140303-sphere-3d-investors-falling-for-the-same-old-tricks-fair-value-is-zero

Read Answer Asked by Gerald on April 14, 2014
Q: ANY Sphere 3D: Can you help me to understand or identify what I missed in reading today's news release? It looks very positive in terms of achievements and they are also applying for a Nasdaq listing and the stock promptly drops 10%. I am tempted to significantly add to my position - but want to make sure there is water in the pool - and no sharks in waiting - before I jump in.
Always a constructive learning experience. Thank you.
Read Answer Asked by Donald on April 14, 2014
Q: Hello Peter,
I sent in a question a couple of weeks ago but didn’t receive a reply… so here goes again:

I was a bit surprised by some of your stock selections for the Income Portfolio, and also by some of the exclusions.

Loblaw, for example (a low margin business with big competition, small yield and only recent dividend increases) made the portfolio while companies in a somewhat similar space like THI, PBH, NWC, HLF, CSW, ADW, BPF (having generally higher yields/better 5 year dividend growth) did not. Can you explain why Loblaw?

If I follow your advice, is there a particular company in the names I mentioned that you feel would be best switched-out to acquire L?
Thank you very much,
Paul
Read Answer Asked by P on April 14, 2014