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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: You stated recently that LIQ was down in price because of a change in B C s new liquor laws.Can you be more specific and do you think this stock should be sold before it hits lower levels?
Read Answer Asked by Allen on November 07, 2013
Q: I've sold Paladin (thank you) and have cash to invest. My stock holdings are below. Looking for 3-4 new HIGH QUALITY companies (regardless of sector) that aren't highly cyclical and you would consider "must adds" for a long-term investor.
Tech 30% - CSU/AAPL/ESL/MDA/AYA/GIB
Fin 30% - BNS/XLF/AIG/BMO/CXS
Ind 10% - STN/BYD.UN
CD 10% - CGX/ACQ
Enr 10% - CPG/PPL
Tel 5% - T
Hlth 5% - VRX
Thanks for your great service!
Read Answer Asked by Christopher on November 07, 2013
Q: Please comment on my attempt to trim. 100 shares of CSU was purchased at $116. Present value is $196. It is now 9.8% of my portfolio which is about $200,000. If I sell 30 shares at $196 that would reduce the holding to 6.9% of my portfolio. Is this worth the effort?
I also own 600 shares of ESL @ $27.76. This is 8.3% of my portfolio. If I sell 100 shares that would reduce this holding to 5.4%. Alan W.
Read Answer Asked by Alan W. on November 07, 2013
Q: Thank you again for the valuable information you provide. I am learning so much. I am down 13% on FRC. Would you suggest hanging on or switching it out, and if so, what would you recommend. I have a balanced portfolio, and this is just part of my holdings in this sector.
Read Answer Asked by Ellen on November 07, 2013
Q: Hi Peter, new to your service and really finding it informative. I've been looking for an opportunity to buy Points International (PTS) all summer, their quarter looked solid to me, is this sell off a good chance as a long-term entry point?
Read Answer Asked by Jay on November 07, 2013
Q: Good Morning Peter and Team,
My question is about Avigilon (AVO- TSX). At first I could not understand why it was rated B+. It seemed so extremely expensive. Now I fully understand. I have learned from 5i Research that the great growth companies almost never get cheap. From your vast experience how do you think the AVO story will play out over the next 3-5 years ??? Thank you. DL
Read Answer Asked by Dennis on November 07, 2013
Q: 5i Team,

Portfolio management question. I think most investors here have a TFSA, RSP and Self Directed Cash Accounts (US & CDN).

Where would you try to position the following type of companies:

1. Small Cap / growth stocks
2. Mid / Large Cap - No dividends
3. Mid / Large Cap - dividend payer

I'm thinking, small caps in TFSA, buit not sure about the others... what type of companies should go in the RSP vs. Cdn/US cash accounts if given a blank slate?

Thank you.
Read Answer Asked by Ray on November 07, 2013
Q: Good morning Peter & Co.
Pacific Rubiales (PRE) released its Q3 results today and the stock is getting hammered. It is down close to 10% in the last five days. The Q3 results look fine to me. What am I missing?
With appreciation.
Ed
Read Answer Asked by Ed on November 07, 2013
Q: I would like your opinion on First National Financial FN-T

Duane Campbell
Read Answer Asked by Duane on November 07, 2013
Q: The ECB lowered its rate today and the independent views of FOMC goernors over the past week and our BOC have indicated interest rates are going nowhere in the foreseeable future. What is your opinion on corproate bonds?

Great service. Thank you.
Read Answer Asked by John on November 07, 2013
Q: Peter and Team,

Corby Distilleries report earnings yesterday and things looked pretty good. They increased the dividend as well. Any thoughts on their earnings and path forward? Also, they've done a special dividend around this time of year the past two years, any thoughts on if they might do one this year based on their financials?

All in all, this looks "steady as she goes" to me.
Read Answer Asked by Marc on November 07, 2013
Q: Could you comment on the Q3 results from Bellatrix (BXE).

Thank you.
Read Answer Asked by Dave on November 07, 2013
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