Investment Q&A

Q: symbol: SVC
Hi Peter and Team,
Pls offer your thought on Sandvine Corp. Share price dropped lately, is it buyable at this level.
Thanks as always.
From Pui

Q: Good morning group...thanks for the great service...what do you think of nif.un ... \I like the div. and also the sector ...cheers

Q: Do you worry about another crash like in 08-09? If so do you have any thoughts about how not to get hurt?

Q: Hi Peter, in the tech area we hold AAPL, AVO, CSU, EMC, ESL, ET, and Samsung in ~equal amounts. I'd like to replace Samsung as it's harder for me to follow. Would appreciate your recommendation for a replacement and any other changes you might make. Thank you.

Q: Hi Peter, Bot FP @ 5.00 for income, down to 4.25. Would you consider this a buy,sell,or hold? Any thoughts on this one would be appreciated. Keep up your great work.

Q: Badger (BAD): Recent comments by guests on BNN refer to Badger as 2 men and a truck and sell Badger - it is fully valued ($36.00). Your opinion overrules any other one.

What about RKN? Is it safe to buy?

QUESTOR - QUEST - In two days went up 20% then fell 18%. I am curious what would cause this - bad news or profit taking - your opinion?

Dennis

Q: Hi 5i team
In my LIF acct I have 13% in cash and 13%fixed income ETF's and rest in equities. The cash and FI portion is enough for 5 years of my required payout. Should I have this much in cash or should some of it be at least in Fixed income? Also in my RRSP I have 10% cash and 18% Fixed Income ETF's the rest in equities. But I don't plan on taking monies out for 6 years. Should I be investing some of this in equities? Do I have too much in cash? I am 65.
Thanks for any advice you can give on this.

Q: wondering about kmi kinder morgan
why is this one lagging so much with the energy boom and prices right now.
you think its a buy?
Thanks

Q: Can you tell me anything about a us company Invensense INVN. A technology company for wearable applications. Would this be a company google would want to buy? Or does it have merit on its own? Comparing JDSU-- JDS Uniphase to INVN, which would you buy or would not buy at all. Thanks.

Q: Thanks Rod for your great tongue-in-cheek comments, which mirror my own investing journey closely. Your Traders Anonymous group will likely be small, however, since most of us don't see the foolishness of our hyperactive trading until we are "really old" (over 45 in your youthful estimation).

Q: Hi Peter, It seems to be getting more and more difficult to assign categories to stocks as some of them have attributes associated with different sectors in terms of interest-rate/business-cycle sensitivities. For example, DH has elements of Consumer, Financial and Technology in it and EH is half Financial now. My question is, how much connection, if any, would you accord to REITs and the consumer? REITs are not all equal, so please use Riocan (REI.UN) and CAP REIT (CAR.UN) as examples. Thanks as always. Henry

Q: Hi 5i team
I am still holding VRX Valient at a 13% gain. It is 4.4% of my portfolio. With all that is going on right now, should I still hold onto it or sell it?
Regards
Kathy

Q: I am thinking of opening a small (speculative) position in American Apparel (APP) now that they've relieved Dov Charney as CEO and Chairman of the Board. I can't help but think that this company can't get any worse than it already is. Exclusive of the fact that the company could cease to be a going concern, do you see any other near-term risk? I don't want to engage in speculation if there are other factors (i.e. a delisting) that could vaporize my investment.
Thanks!

Q: Good Day 5i Team,

I am a new investor who is starting late in the game, I am 49. I will be investing $700/month into my wife's TFSA and $700/month into my own TFSA. I have trading authority on hers. I have reviewed the Model Equity Portfolio and am fine taking risk in order to grow my investments over the next 15 years, not much time I understand but better late than never right?. My questions are:
1. Do I buy 1 stock at a time each month with the $700 ($1400 total between the 2 TFSA's) or should I wait and buy every 2 months so I have a larger dollar amount to make a larger purchase and also reduce my trading fee?
2. Is it better to spread the $700 ($1400 total) every month equally between 10 stocks and just purchase the same 10 monthly?
3. Do I limit myself to only 5 stocks in different sectors with one of the above scenarios?

Or do you suggest something else?

Thank you very much. I know that these questions might seem remedial but I would sure appreciate some guidance.

Paul

Q: Hi Peter:
AEM is having a nice run up, is there a fundamental reason for the rise in the stock ?
Thanks,

Q: Hi Peter and team
Recently Michael asked about Chicago Bridge and Iron. I saw this on RBC morning notes and it may be of help.

"Chicago Bridge & Iron Company N.V. - $68.26 – Debate Over Purchase Accounting Adjustments
Guided Portfolio: Midcap 111, S&P – Hold (PT $87)
Chicago Bridge & Iron is the subject of a 38 page strong sell (recommendation) report titled “Acquisition Accounting
Gone Nuclear”. The report questions purchase price adjustments made in the last year (post the Shaw acquisition)
by CB&I, considering them “shenanigans”. The report suggests that several nuclear construction projects are having
cost over-runs and reserve accounts are being used to mask the issues. This is a nuanced issue as reserve accounts
are appropriately used to address cost over-run potential in accounting convention. Apart from the negative report,
we have a current information vacuum from sources and management. We would hope this is addressed before the
week ends"

Ross

Q: Hi Peter, Canyon Services FRC is buying a private company Fraction Energy Services for $101 million. Can you give an assessment on the deal and what impact it may have on Canyon and do you like Canyon going forward, their management and comment on any debt. It's up 5% today.

http://www.newswire.ca/en/story/1375637/canyon-services-group-inc-announces-agreement-to-acquire-fraction-energy-services-ltd

Many thanks!

Q: Hello,

I have invested in your stock portfolio (thank you) plus I added CAM and EFN (5% each similar with the others in the portfolio).
I have around 150k more to invest. Do yo suggest adding to the existing portfolio or adding new ones?

I was thinking about SGY, AVO, CXI, EH, CFN, WCP are they worth an entry point at their current prices or I should hold and hope for a dip? Do you have any other suggestions? I'm looking for growth, my biggest challenge is knowing when to sell.
BTW this is a non registered account.

Thank you for all your good work and patience
Marios

Q: I know you've recently answered questions on QST, but i was wondering if you thought today's pullback of 8% would be a good place to initiate a position or should we wait for a further pullback? Would you be comefortable buying at current levels, or would you wait for <4 dollars? Do you know management

Q: At the beginning of the year my childrens TFSA's were invested in ACQ,AYA,CGX,and ESL.ACQis up 115% and AYA 155% (thankyou for that). Would you recommend taking some of the gains and investing elsewhere or let the winners ride. If the former given the current stocks held what companies would you suggest?
Many Thanks Mike
p.s. the kids send their thanks too!