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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: Any insights on the recent weakness of Counsel (CXS) and Roger's Sugar (RSI)? Do you see either or both as long-term holds for growth and income respectively?
Read Answer Asked by Thomas on December 08, 2013
Q: Hi Peter

I am interested in your opinion of the pipeline people...Shawcor. SCL . We just bought the stock and it did not report good stuff . Do we continue to hold or sell it ? I own it personally and also in my 40 year old investment club . Our group was pretty negative about this stock .
Candi
Read Answer Asked by Candi on December 08, 2013
Q: Hi Guys,
Do you think PRY is worth holding for the next 6 months as there has been some insider buying and the waterflooding should be showing some results by then or should I cut my losses and move on to something like a BXE.

thanks
Read Answer Asked by Peter on December 08, 2013
Q: Rmm.un has had a fairly steady decline,do you feel the dividend is sustainable for income ?
Read Answer Asked by terrance on December 08, 2013
Q: Peter; I am looking for a U.S. ETF that would replicate the insurance sector to take advantage of rising rates over the next 3-5 years. Thanks. Rod
Read Answer Asked by Rodney on December 08, 2013
Q: Peter, I see that Fiera Capital is selling off today on news that Desjardins is selling some shares. What is your make on this? Is this a good buying opportunity?
Read Answer Asked by christianne on December 08, 2013
Q: This is more of a comment than a question. It would appear that some viewers would like you to be a a portfolio manager rather that an information source. Kudos for responding to those requests in the manner that you do.
Read Answer Asked by steve on December 08, 2013
Q: I still own some shares of Poseidon Concepts. I don't know if I can even sell them but is there any point to holding on to them?
thanks. Great service.
Read Answer Asked by John on December 08, 2013
Q: I have a question about Aastra Technologies what is going on with the price.
Read Answer Asked by Eric on December 08, 2013
Q: Could I get your thoughts on Kelso Technologies (KLS). I own a partial position and am thinking of bringing it to a full position. The story seems very good to me??
Read Answer Asked by Rudy on December 08, 2013
Q: You commented on GFS in August. Any further thoughts on this company?
Read Answer Asked by Lloyd on December 08, 2013
Q: Caledonia Mining Corp CAL:TSX
$0.78 CAD 0.01
Yield 6.41%, Annual dividend 0.05.
I looked at this today and it seeded to answer my needs. I have no gold, but was reluctant to buy because I am a divined junkie. This allows me to get paid until gold goes up??? SO ...
Do you know management or off them ?. Are they for real staring with a high dividend. ( as you see my source say 0.05 a year )
Do you think they can be a small answer to what I am looking for. SUSTAINED INCOME UNTIL THE COMMODETY GOES UP (IF IT DOES)THAKNS AS ALWAYS
YOSSI
Read Answer Asked by JOSEPH on December 08, 2013
Q: Halogen software seems to be melting down somewhat over the past few months. Is this a good entry point? Thanks
Read Answer Asked by Michael on December 08, 2013
Q: hello 5i:
please share your views on the Price/Sales ratio, and what that would look like for one of your A rated stocks versus a B or C. Or, would it be easier to give your guidelines for mature vs growth companies? 5-year ratios for this metric are easily obtained, and I've always TRIED (not successfully) to use Ben Grahams' <0.9. Very difficult to find nowadays; is that just because the market valuation is so much higher?
thanks
Read Answer Asked by Paul on December 08, 2013
Q: hello 5i:
re: RME.TO
I note that no questions have been asked since the September quarterly report. After the big miss the quarter previously, does the last earnings report make you more or less positive on the stock? It still appears to be trading far below the valuation it deserves imo. Thoughts?
Read Answer Asked by Paul on December 08, 2013
Q: Hello Peter and team,
We took profits on TD bank and would like to reinvest that money in financial related companies. We were considering BNS, Davis and Henderson, Home Capital, Carfinco, or Equity Financial. I like BNS and my wife likes Davis and Henderson. Could you please give us your thoughts for a 2 year investment .
thanks for your great service
Read Answer Asked by john on December 08, 2013
Q: Good morning Peter :
On Nov 27th you suggested : "We would be comfortable with SLF in the mix, but would prefer it be substituted for something else (bonds or the others financials) to keep your exposure from becoming too big". We recently sold 1/3 of our gold miners and added BTE, BDT, CJR.B, CSW.A, PKI, and FTS to the mix, somewhat diluting our exposure to banks.

I currently have a "Pembina Pipeline Corp Conv Unsec Sub Debenture due 11/30/2020 5.750% MN 31" with a current market price of $123.00 [our ACB is $100] so there is a nice 23% unrealized capital gain.

Would selling this for no taxable gain [as I have current offsetting losses] and buying SLF with a current yield of 3.90% be reasonable at this time? I know the dividend is less but with the dividend tax credit and the hoped for growth of SLF over time [I have a 10+ year horizon] would this switch be the right thing to do? I gather that you prefer SLF [P/E 28] over GWO [P/E 16], or MLF [P/E 13.6]. Do you have any other suggestions?
Thank you, your comments are always immensely appreciated........ Paul
Read Answer Asked by Paul on December 08, 2013
Q: Good Morning,

I am wondering is there a single location I can find out which Canadian Companies offer DRIP plans and what is the percentage discount offer. Also is there any other key facts I should be looking at when considering a drip plan also could you discuss the merits of a drip in or out of a tax free accounts. The TD securities rep did know where to look. Thank you again for the excellent service.
mike
Read Answer Asked by Mike on December 08, 2013