Investment Q&A

Q: Hi, What do you think of RWO, or do you think something like TCN would give a better return? I'm looking to gain from US housing as it rebounds.

Q: What are your current thoughts on IBN (ICICI) in a fully topped up TFSA? It seems to me that India is showing significant potential with the new government and new CEO at the bank.

Q: As you know Resolute is the former Abitibi paper. I purchased at 9 and sold at 17 thinking that the upside was limited. It keeps pushing higher. Book value is 29 but no profits and future prospects not clear. Your opinion appreciated.

Q: What is your current opinion of MTY Good Group considering lower oil prices should benefit the consumer. What other consumer type companies will benefit from lower oil prices?

Q: Hi 5i team,

Please comment on TMM, is the poor stock price company or sector related?

Q: Please compare this stock with UPS.US and UAL.US. Is this sector worth investing? Thanks!

Q: WETF jumped 26%on Friday after the company's third quarterly report. Please give your opinion on the future prospect of the stock, Buy, Sell or Hold. Thank you. Bill

Q: Hi 5I Team,
I was wondering which company you liked better: SJR.B OR CJR.B? I would like to buy and hold for a longer term.

Thank you for your hard work.

Best wishes,
Terri

Q: A Scotiabank analyst said today on BNN that "the replacement cycle will be so strong that it will last several years". Video here: http://www.bnn.ca/Video/player.aspx?vid=481891. If that's the case, would you say that AutoCanada is the canadian company that should profit the most from this trend? Financials and auto-parts makers possibly would also profiting I speculate.

Q: Hello,
I would like your opinion on IMF. They made two interesting announcements recently following good work from their R&D. I understand that: management owns a sizable position in the company, the balance sheet is a little too much levered, they are growing revenues after a few years of problems with new equipement, the stock is thinly traded.
Thank you,
Eric

Q: Would you consider these two stocks as 'strong buy' for the long-term (5 years)?
Are they at at good entry point now?
Also, what stocks would you recommend in the infrastructure sector?

Q: What is your take on CLR's 3rd quarter earnings? Apparently the market didn't like them.

Q: Peter: Could you recommend a Canadian company that will benefit from doing a lot of business with the U.S. for the next two years ? Thanks.

Q: What is your opinion of Ikkuma Resources Corp? Would you buy it at this level?
What good stock would you recommend in the infrastructure services sector?
Thanks!

Q: I hold CU on the income side of my portfolio. It's longer term performance is solid, but its recent quarter wasn't well received, and in recent months other utilities are outperforming it. Tax considerations aside, would you sell CU and switch to EMA, FTS, BEP.UN or one of the other utilities? I heard Peter say recently that he's a "big believer in momentum" and lately CU hasn't had much of it.

Q: Your thoughts please.

Q: Could you please tell me your top 3-4 picks for pure growth stocks in Canada to buy today. I'd appreciate if a couple could be more established (such as CSU) and a couple more "up and coming." Thanks.

Q: Could I get your thoughts on SHAW cable? I hear everybody recommending Telus or BCE but never recommending SHAW. They have been hitting their numbers and pay a decent div of about 4% and the stock has risen about25% over 1 yr? somebody is obviously buying the stock. thanks.

Q: Hello 5i, Could you recommend 2 ETF's, one for corporate bonds and the other for preferred shares. Also would these ETF's be good as income for a persons retirement by being more secure as a buy and hold. Thanks

Q: Hi 5i team. It would seem that you don't have one of the main telecom Co's under coverage. I, too, do not have a telecom in my portfolio, even though, as a retired, income invester, that is against the majority of advices. My main reason is that there are two things that affect profit negatively; competition and regulation. They have got both. It wasn't always the case. I owned BCE in the 90's and sold when Nortel (which they owned) got to over 80$ and achieved a ten-bagger. I'd very much like to know what your reasons are for not including the sector. The reason is that I'm thinking of going back in. The companies in the sector seem to have settle down and have exchange the golden goose of land-line for the golden eagle of internet/media. Even though there isn't going to be big catalysts like NT for jumps in growth, they yield a goodish dividend and give you a bit of growth. They might even end up like the banks,i.e. become a government sponsored oliopoly. Your thoughts would be much appreciated. Thanks as always. Henry