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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: great great stuff on Amaya, great article by ryan modesto. I had 15000 shares at 5.25 and rode it to 10. sold half when stocked dropped to 6.00, and bought it all back plus another 5000 at 9.00 when stock started moving quickly again, no complaints from me. last year paladin made my year and this year Amaya made my year all due to 5i research, unbelievable.only one caveat is for those of us who follow stocks hourly like me Amaya was a give away, news was leaked etc.etc., I wonder if the authorities will get on this one. dave
Read Answer Asked by david on June 15, 2014
Q: The 5i team: First of all Peter many thanks for the AYA suggestion a long time ago. I would like to follow-up on your statement “We think the stock goes much higher from here”. Would you please elaborate on that. Thanks.

If a similar question is asked, please don't publish and clog up the Question and Answer section as it is a valuable investment tool.

As always, thanks to everyone at 5i for your valuable service.

Doug
Read Answer Asked by Doug on June 14, 2014
Q: During the Bellatrix BXE conference they indicated they are hoping to purchase there partners interest. Who are there partners? Thanx Orest
Read Answer Asked by orest on June 13, 2014
Q: Hi, Peter
I have owed SWC.US, it come down quite a bit Today,I do not
know why, is it a sell, or hold, Please give your comment, thanks a lot.
Read Answer Asked by selina on June 13, 2014
Q: Thank you for the update on AYA. Very good news!
I went back to the charts for the last year and noticed that AYA was trading even below $7 for the month of April and even hit it's one year low. However, from then on it started to climb to it's incredible high right now. Can you comment on what may have contributed to this pattern? I'm thinking that people with insider knowledge (friends/family/etc) are passing on "tips".
Thanks for the wonderful service you provide!!!
Read Answer Asked by Brenda on June 13, 2014
Q: Dear Peter, First of all, thank you for your stock analysis on Amaya, and thank you also for your patience in answering my (our) questions. I am learning, but slowly, I know.
Question: you have said in a couple of places that Amaya is going much higher, but I can't tell if you said that after the roughly $14 closing price yesterday, or after the roughly $20 opening price this morning. (I now see--even more clearly--why you don't like price targets.) But i don't know what the shares in the bought deal being priced at $20 means, if anything, for the future. I have seen stock prices sink below the bought deal price with several companies. Thanks again, and cheers.
Read Answer Asked by Gordon on June 13, 2014
Q: First of all, I want to thank the entire team for their services. I think you are all doing a great job and I appreciate the advice 5i provides.
My question is related to when to sell an investment. I've watched the YouTube video that indicates investors should sell an investment when there is:
1) Negative changes to company of industry
2) Over-promising & under-delivering by management
3) Declining revenues
4) Changes in competition
5) High debt

I know people shouldn't sell when a stock has gone up, but how do we know when a stock is overextended / expensive? Is there a metric you use to determine a good exit point, or do you just stick with your 5 reasons? Thanks!
Read Answer Asked by Mike on June 13, 2014
Q: Peter; I am slowly trying to hedge my portfolios for a eventual rise in rates. I have SLF and IAG in
Canada but would like your suggestion for a US interest rate sensitive financial company. Thank you.
Rod
Read Answer Asked by Rodney on June 13, 2014
Q: Hello Peter & Co,
Would appreciate your opinion on the make up and segmentation of my RRIF portfolio.
Consumer discretionary 5.7% LNR MG
Energy 12.0% BTE CPG KEY TOU VET
Financials 10.2% BNS EFN HCG TD ZUB
Health 7.5% CXR GUD VRX XHC ZUH
Industrial/Transport 6.0% CHE.UN CCL CNR
Infrastructure 10.2% BAD BIP.UN SJ STN WTE
Materials 3.0% IFP
Pipelines 8.1% ENB IPL PPL
Retail 3.7% ATD DOL
Services 7.2% BYD.UN CGX THI
Technology 15.2% AVO CSU DSG ESL CGI MDA OTC
Utilities/Telecom/RE 8.5% ALA BCE BEP.UN TCN
Cash 2.8%
I hope I'm not asking too much of you guys and I know that I could do with less holdings.
Thanks,
Tony
Read Answer Asked by Antoine on June 13, 2014
Q: I am wondering what your thoughts are on Chicago Bridge and Iron.CBI.The stock has been under pressure from a poor quarter awhile back but really took a beating today down by more than $4.Is there something going on I should be concerned about?

Thank you.
Read Answer Asked by michael on June 13, 2014