Investment Q&A

Q: Peter and staff,happy new year to you all.
Thanks for all the great work and hopefully we can make some money this year.
What are your thoughts on DVYE as a diversification into the emerging markets?
It pays a dividend of almost 5%
Looks attractive right now?

Q: Hi 5i,

Your view on Dirtt Environmental Solutions please. many thanks.

Q: Veresen VSN seems like the perfect stock. It has momentum and a 7% dividend. Too good to be true?

Q: Hi,

If you select your top 10 stocks for the year, would MNW fall anywhere. What do you see with respect to MNW during 2014. Also it is been slipping recently maybe because it went up so much. Do you think there would be any issues to holding this for long term. Thanks

Q: Hi and Happy New Year to all
My question concerns Chorus CHR.B. They announced a partial redemption of 9.5% debentures, $60 million or 75%. Would you see this as having a positive impact on the stock. The dividend was raised to 0.45, which is a high yield on a $4.00 stock.

Q: Hi Peter,

I am thinking of purchasing LIQ but noticed it has rallied significantly in the past few days. What do you think of this company? Should I be aggressive to purchase it at current levels or can I be patient and accumulate it on dips?

Q: Hi Peter and Team: Over time I've been trying to make my portfolio as similar as possible to your model. Since I own two of the big Canadian telcos in a separate portfiolio, I've been looking for something else to fill the missing 5%. I recently looked at tower companies. These are interesting, in particular because the three biggest US tower companies are rated "buys" by Morningstar, with fair values larger that their market value. However, based on their fundamentals (via Morningstar) I'm not sure what their growth prospects are (dividents are small to zero). I've heard some hype to the effect that 4G network proliferation will push their prices up. Can you shed any light on this family of stocks, in particular, American Tower (AMT, US)? Also, it and some others are now REITs. Does this cause any complications for a Canadian resident?

Q: Hello 5i Team,

My children's RESP contain the following:
ALPS Alerian MLP ETF NYSE: AMLP, First Trust Dow Jones Global Select Dividend Index Fund NYSE:FGD
and a Canadian bank RBC, for a total value of $17,000. Its about five years till the kids will use the money. My question is, what should I invest in to make this better, I’m thinking some growth stocks.

As always your opinion is valued.

Q: Pembina Pipeline Corp. 5.00% Rate Reset Preferred Shares Class A , Series 5

Hi Peter
I have been offered this reset preferred . Is this a good investment in an income section of my portfolio ?
Will the rising rates affect this preferred and will I be vulnerable ?

Q: CHW cheswood has been dropping on heavy volume for two days

Do you think it's still a good buy or have you heard anything negative on the company?

Thanks

Q: Zix Corp ZIXI I noticed some Q's on internet security stocks. I own a bit of ZIXI. I thought it might be unfamiliar to your members. What do you think of it?

Q: Hi Peter,

What is your opinion on nfi.to

Thanks
Paul

Q: Could I please have your opinion on two companies I am currently looking at: IEV and O. Thank you.

Q: cf and tcn would hold or sell

Q: Thanks so much for your great service and all the best for 2014 as you gain momentum which is the theme of my question. I have noticed that you often mention your appreciation for 'momentum' and I wonder how one identifies this quality in a timely way. For example, I missed out on BAD since I was waiting for a pullback that never came, and I have some Y and Y.WT arising from a bad investment in a preferred of the old Yellow Pages, and these have had tremendous momentum recently (8.66 on May1 to 21 now). Again, I didn't add to my meagre holdings, but it would have been wise to do so, in retrospect. In short, I wonder if there are ideas on how to assess this fairly common phenomenon of watching a stock continue to rise, knowing, of course, that it will end sometime. Perhaps the short answer is that i should ask you as soon as I notice such movement! But I wonder if you have particular guidelines that you follow is assessing whether it is 'a bit late' to join the party, or not too late. Thanks.

Bob.

Q: Hi 5i - thanks for everything in 2013, success to you and all members in 2014.
Sorry if this is repetitive - maybe need more links for these categories - What are ur best 5 stock picks for growth and 5 best for dividend in 2014.
Tks.

Q: Hi 5i,

Your thoughts on ALX. I know you commented back in early December, but wonder if you think it's worth a punt at the current share price. Sounds like you agree that management is impressive. My question is - would you give them the benefit of the doubt at the current share price? Would you wait for a pull back?

Q: Hi Peter and 5iResearch Team,
Can you please provide your analysis of Alamos Gold, AGI. It was highly recommended by a gold specialist on BNN last week. Thank you, and Happy New Year!
Linda

Q: Hi 5I Team, I would like your opinion on adding FEZ and EEM (5% each) to my RRIF portfolio. Are they a good at this time? Would you recommend others besides these two. I already own EWH, IDV, XLI and XLF. Thanks

Q: Hi 5i research team. Just wondering about your opinion on PDL, north American Palladium. Stock has moved up nicely since latest drilling results. Thanks.