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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: I realize this company is out of scope for the website, but I would appreciate any thoughts on Mitsui(mitsf). I like the valuation, dividend, and diversification.
Read Answer Asked by Rob on December 26, 2013
Q: Peter - I would like to take this opportunity to wish you and your family as well as the rest of the 5I team a very Merry Christmas. The launch of 5I research was certainly a bellweather change in the investing dynamic of this country. You have truly changed the investing landscape for the better. We have all benefitted from your work and for once the little guy has been given a significant leg up on the money-sucking industry as a whole. We are all grateful to you for how you have in fact changed lives for the better and I know that everyone visiting this site expresses deep gratitude for your efforts. The word is spreading and you will continue to grow dramatically. Thank you again from a grateful team of happy clients.Jim D
Read Answer Asked by Jim on December 26, 2013
Q: Not a question, but a sincere compliment. Although only being a new member for a few months I have already taken advantage of renewing a 2 yr. membership at present costs. Am steadily adjusting my holdings to follow many of your suggestions to clients and your model portfolio. Am retired now and only wish I could have had 5i to follow in past years.
Again, many, many thanks and a Merry Christmas and the best New Year possible to you and your staff.
Hal
Read Answer Asked by Harold on December 26, 2013
Q: Hi team:
great work and thanks for your advice
I have some REITs and are holding them for income for a yield of about 4-5%
From what I understand, switching some of those to FSV and TCN
both are involved in real estates especially in US could offer a better potential of
capital gains (though lower yield) than the current REITs in Canada, would that be
a correct assumption ? Merry Christams!
Read Answer Asked by Michael on December 26, 2013
Q: Hi there
Wondering for an income side of a portfolio what you think of OCS.un? I like the 7% yield and the integrity and track record of Onex backing it.

Much thanks
Stuart
Read Answer Asked by Stuart on December 26, 2013
Q: Hi Peter, I am finally picking up the courage to invest in the stocks in your model and summary portfolio in January 2014. What is the outlook for the next 3 years. I have more than $31500 to invest and am thinking of about 15 stocks at about 5% in each.
Thanks for all the great advice.
Read Answer Asked by Ivan on December 26, 2013
Q: Merry Christmas, Just sitting at home enjoying this Christmas morning and feeling grateful for my family, good health, and grateful for the financial advise 5i has provided over the last 2 years. 5i has changed my investing approach and made me a significantly better investor. I now have a systematic approach which I did not have in the past. Lastly when I get nervous about the markets I just reread your articles and this gives me the confidence to stay in the markets.

Have a happy and prosperous 2014.

Darcy
Read Answer Asked by Darcy on December 26, 2013
Q: Hi! A general question of the origins of how the name "5i" came about? Was it just having a 5th eye besides wearing glasses? Wishing you happy holidays.
Read Answer Asked by Michael on December 24, 2013
Q: Hello. I wanted to get your take on the Altius Minerals transaction from today. It appears to be a solid use of the cash on hand and sets the company up for a long life as a prospect generator and dividend paying royalty machine (dividends at some point in the near future I'm assuming). Is all well from your vantage point with this deal and the transformation of Altius? Happy Holidays. Thanks.
Read Answer Asked by Brad on December 24, 2013
Q: Peter...Congratulations on creating 5i. It is such a needed and valuable educational-consulting type service. We are all delighted with you and your team. I am sure your membership will continue to grow substantially!
My question...
In recent past Benj Gallander has recommended APT and AJX as good contrarian plays. However I notice they are very close to there 52 week highs! It is my understanding that contrarians are suppose to buy low and sell high. In any event how would you rate these companies?
Thanks for your expertise and insight!
Dr. Ernest Rivait
Read Answer Asked by Ernest on December 24, 2013
Q: re: MET

the last time someone enquired about MET (US) was in August
I have in my portfolio PWF and SLF
they have a good run
How does MET (US) compared to the Canadian Life co in terms of
dividends and more important some upside potential for capital gains ?
Merry X'Mas
Read Answer Asked by Michael on December 24, 2013
Q: I have been considering taking a position in First Service Corp. (FSV)and one of the things that I like to look at is insider buys and sells. Over the last 6 or so weeks there has been substantial insider selling. I realize that insiders sell for a variety of reasons, some of which may be for their own reasons rather than Corporate developments, but the selling recently has been quite significant, which makes me hesitant about adding this company to my portfolio. It would appear that insiders are not confident about further share appreciation from current levels. Your comments would be appreciated.
Read Answer Asked by John on December 24, 2013
Q: Hi Peter and 5iResearch Team,
Can you please provide an update on Melcor, MRD, for 2014. Is this a solid long term 3-5 year hold. Thank you.
Read Answer Asked by Linda on December 24, 2013
Q: TPH
They recently did a share offering at $5.80 plus the 3Q results. What`s your latest views on this REIT. Thanks Harold
Read Answer Asked by Harold on December 24, 2013
Q: First of All Merry Christmas to everyone there...hope you have great holiday season.
My question is just a general one. You mentioned that a few companies have been added to the index, AVO being one of them. At the same time some companies are taken off. How do they determine which ones are added and taken off? Is it all done to manipulate or protect the level of the TSX? It seems that companies that are hurting are taken off and companies that are doing well are added. Is that my imagination or is designed that way?
Read Answer Asked by Kim on December 24, 2013
Q: Hi, Can I get your opinion on XFN for 2014.
Best of the season to you and your staff.
Thanks
Carl
Read Answer Asked by Carl on December 24, 2013
Q: Do you know a good source for the percent of stocks trading above their say 200day moving average? Preferably in chart form. Canadian and/or US. Thanks
Read Answer Asked by John on December 24, 2013
Q: Hi and Merry Christmas!
In recent posts the topic of a company (WIN,ESL specifically) being bought/sold (take-over?) has come up. My question is (although I hold both WIN and ESL)general: what, if any, criteria or factors should one consider in terms of whether to sell early, sell into the offer, hold on with the new entity/owner or ?? Are there any guidelines that apply across the board or is it totally stock/offer specific? Any thoughts would be appreciated. I did not see any Q/A address this in the Market Strategy area.
Best Wishes for the Holiday Season to you, staff and members!
Cheers,
Mike
Read Answer Asked by Mike on December 24, 2013