Investment Q&A

Q: Hi in my TFSA I have 2 small cap investments PLS and LOY whose value has dropped more than I anticipated recently. I understand there is a possibility of a strike on the west coast which could affect the value of PLS but do not know of any other reasons for the drop in value except for the affect of the overall correction in the marketplace. Is there anything I am missing?
Thanks for your help
Mike

Q: Hello 5i team,
I hold MacDonald Dettwiler (MDA)and it does not seem to go anywhere; I heard about Magellan Aerospace (MAL).
Could you please give me your comparative evaluation?
Thanks,
Tony

Q: Hi Peter and company. Could you take a look at the numbers released for this company. I listened in on the conference call and it seems like the balance sheet is improving and will continue to do so. My issue is the revenue and block trades of selling lately. Have you herd of downgrades or institutional selling. If possible I would like to know if you will be updating your model portfolio soon in light of the sell off...new companies to purchase with this pullback etc.
Thank you Jason

Q: Hi Peter, I have some US funds I would like to use in the healthcare sector (no exposure at this time). Could you give me your take on Walgreens WAG, IBB and IYH. Which one would give me the best long term hold?
Thanks
Gary

Q: This fund pays out a dividend of 9.3 cents per month - 9.47% at today's share price. It has what seems to be a low beta of 0.22. ( Is that relevant for this tuype of stock?)
How would you rate this stock as a reliable component of the fixed income portion of my US dollar portfolio?

Thank you.

Q: Just a note re lumber stocks - due to a a busy fire sesson the loss of forest is the third highest since 1950 in BC. Publish if you wish. Rod

Q: Hi Team,
I wanted to buy more Magna shares and noted it has been going down recently. Would now be a good time to buy the stock?

Thank you for your past help

Q: Hello Peter and Team,
I need to consolidate my Utilities weighting in an otherwise diversified income portfolio. I need to keep 3 of the four listed, proceeds of the sale being re-invested into the residual holdings. Please rate these four against each other in terms of consideration of my preference for valuation and growth potential over an extended time frame of 5 years As always I appreciate your thoughts on this. Rick.

Q: well yri is hitting new lows,morningstar(i don't know anything about these people) has a strong buy with a nav of 12.00 a buy at 7.20 and sell at 18.60, they have mothballed c1 santa luz and have all in costs of 825-875 per oz. their uncertainty rating(morningstars)is high. sure do like bargains but i really dont know as most hate the gold sector at the moment. guidance and opinion is of great help. tkx pat

Q: Hi Peter, Do you know what percentage of revenues come from K's mine in Russia? Given that the situation with Russia is getting worse and worse, I'm worried the company could very well be a candidate for expropriation. What are your thoughts on that and how much more downturn can the stock have if that were to occur?

Thanks a lot!

Q: DHX keeps hitting new highs in this market. For sure a sign of a good company? If you were to readjust the growth portfolio would it make the cut?

Q: Hi, could you kindly share your thoughts on PTA. It's experienced a significant tumble lately.

Q: Peter et al,
I have shares in Exco (XTC) which I bought two months ago. I am also interested in Evertz(ET). Would it be better to buy more XTC or should buy ET. Thanks in advance.
Gary

Q: Hi Team,

I currently own some Enterprise but under water for about 15%. Is it wise to purchase more to average down? Thanks

Alec

Q: What are your views of VSN, ARX and SGY? I'm looking at purchasing these for my dividend portfolio. Thanks.

Q: Hi 5i Team.
One of the few remaining Mut. funds left from our "big broker" days is Mackenzie Sentinel Corp. Bond fund MFC756/856. We hold it in both our joint taxable a/c, and in our RSP's. It is a substantial holding at ~ 8.5% of our consolidated. We have done fairly well todate, but over the last month it has been on a steady decline (-1.7%).
With a MER of 1.75, we are contemplating taking our profits before further declines, and investing the proceeds in something like exch. traded fund CLF or perhaps splitting between it and a floating rate ETF.
Can you give us your opinion. Thanks

Q: Could I have your analysis and comparison of Long Run Exploration (LRE) and Surge Energy Inc (SGY). Production, sales, management, properties, future prospects, m&a and who is the better of the two at this point in time for dividend, value and growth?
Thanks for your help!

Q: Hi Peter and Team,
I hold full positions in the model portfolio except AYA, DSG, FSV, G, MG, SYZ and T. I hold full positions in BEP.UN, SLF, and SGY. I hold what started as full positions in AVO, DHX, TOU, BAD and QST. Thanks to your guidance my portfolio is up. I’ve trimmed some winnings down to full positions and would like to re-invest.
My question is more specifically on AVO (down 35%) and BDI (down 30%). I’m very concerned about AVO.
I am somewhat considering topping up on AVO and/or BDI back to full positions. I was also considering selling one or both ......or keep holding them and invest in 1-2 names in the model portfolio that I don’t already own?
Are you comfortable with AVO and BDI at this point in time? What 2-3 names would you recommend from the model portfolio (or outside the portfolio) if I were to buy new positions? I am a long term medium risk investor. Your guidance as always is much appreciated.
Thank you for the service you provide. It is very well worth it and you’ve helped me with my investing.
Best Regards,
Marco

Q: peter I hope your trip was successful.
Why the huge volume today on bce over 7million traded
Kind regards Stan

Q: With the pull back in the oil & gas sector, do you have a couple of junior names that seem like compelling values at current levels, or would you stay with bigger players until we get through October (seasonal weakness and a month when strange/unhappy events can happen in the market)? Thanks, Dave