Investment Q&A

Q: Peter, regarding TFSA holdings, I am unhappy with the performance and looking for suggestions. This TFSA is maxed out for contributions. Total value is only $34, 932. The holdings are ax.un (26%), zwb (9%), BCE (40% ) and Rei.un (7%). The remainder, almost 18% is cash. The yields on ACB are as follows: artis..9%, zwb... 5.4%, BCE..5.9%, and Riocan is 6.9%.

I would appreciate your suggestions for restructuring this portfolio. I am looking for some solid growth.

Ruth Ann

Q: Do you have an opinion and information on LED Medical Diagnostics (LMD), maker of VELscope? Thanks.

Q: good day to you all .please can you give me your opinion on IFP.A thanks

Q: Hi team,

CTY - Callian technologies.

What do you think of the their latest acquisition? Market seems to like it.

Q: Hi In Dec 31/08 I took a position in the Big 5 Can Banks.The current result are BMO +17.46% CM +19.56% BNS +11.61% TD +23.61%
RY+34.08%.BNS has for some reason lagged behind and lately since I enlarged my position in this stock it has been on a toboggan.
Even today the others are in green BNS red would you hold or should I cut my losses and move on ?
Stan

Q: Could you please comment on the results of Sylogist Ltd (SYZ) which were released this morning? Thank you, Peter

Q: Hi 5i!
Regarding Surge Energy (SGY)
I have read back through several months of questions before going to the research function of my on-line broker. I, too, am considering the switch from CPG to SGY - based on your answers regarding SGY. My question is this: looking at the financials, SGY numbers do not seem particularly positive - and this seems to my untrained eye to apply particularly to Cash Flow. Without 250mm + from financing it would seem they would be in a very negative position. (Looking at past 9 months ending Sept. 30/13). I know for many businesses Cash Flow or FFO are almost as important as the larger Balance Sheet issues, but I am perceiving - perhaps very incorrectly - significant weakness in those numbers from SGY. Can you help me out here because I am likely missing a great deal.
Thanks!!
Cheers,
Mike

Q: Could you please comment on Nu Skin NUS. It had a big drop today due to a Chinese report. Does most of their revenue come from China? Should I sell or wait it out? Thank you for your thoughts I know it is not your focus.

Q: Goodmorning, your thoughts on NBD (Norbord). Bought into at $31.00, the 200 day moving average and still going down. Pays a nice dividend so any concerns or is this a pay and wait.

Q: AYA- I've tried to mirror your model portfolio in the last few months. My aya purchase is now down 15%. I've been told you should sell any stock that drops over 10%. What would you suggest.
Thanks

Q: CFN has been going down on me . I have lost 5% in recent days. Is there something wrong? What should I do? Thanks for you insight. Alan

Q: BTE
Why is it that the oil price is going up by over a dollar,the exchange is up 70 pts.,gasoline inventories are down and the price of baytex is falling?

Q: We have full positions in the 5 major Canadian banks. I notice that the pundits reguarly recommend TD and BNS as the top picks, but I have found that BMO consistently beats BNS, growing more than BNS when the market is up and falling less when the market is down. I understand that BNS has more assets in the rather shaky Latin American countries but have never considered that an advantage. BMO has more interests in the US market, a much stronger market. It also pays a better dividend than BNS. Your thoughts?

Q: Hello Peter and the whole 5 I Team

Could you please rank 5 companies/etfs that you currently cover in terms of which is likely to have the best growth for 2014-15.

Additionally could you share some insight with regards to Badger and CSU as to how the team accurately gauges projected income to better understand true value as the current PE multiples are very high.

All the best and keep up the good work!

Phil

Much appreciated in advance!

Q: Would appreciate your outlook for Corby. Thanks

Q: Hi, what is current opinion on GS?

Q: Hi Peter and Team,

Quick thoughts on Xpel Technologies, XPLT

Q: Hi Peter and Team,

What are your thoughts on Glassesoff, GLSO

Q: I am up substantially on RPI.UN and it is becoming a bigger position in my portfolio than you probably would advocate (pushing 12%). On the other hand, it seems to have broken above a fairly long term resistance level of about $10. Any thoughts about the outlook for the stock would be appreciated as would be your thoughts on when to pull the trigger in such cases.

Q: My question is regarding ITP-Intertape Polymer. It has a gain 0f 43% over the past year. However,it is now down 26% from its high two months ago, and trading at values last recorded about five months ago. On Nov. 19/13 you thought the decline of 13% was likely due to profit taking.I have not been able to find any reason for the stocks decline. I spoke to the company and its next reporting date is around Mar.7/14.
My question is if I should accept my loss of 23% now and move on, or wait until after the next results and see what they are and then decide what to do. I am looking for growth over the next 12 to 18 months
Thank you for this excellent service and I am looking forward to your reply. Ian.