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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: Hi 5I Team
You suggested I sell Colabor (GCL)last year. I did sell half my position. Is it worth adding to it this year? It does pay a very nice dividend and they seem to be turning things around.
Thank You,
Gord
Read Answer Asked by gord on April 24, 2014
Q: Will the new regulations on rail cars have an effect on EFN or Cus ?
Read Answer Asked by terrance on April 24, 2014
Q: Hi Team

Can you comment on Webtech Wireless please, and if you think its a decent long term hold at these prices.

Thank's Gord
Read Answer Asked by Gordon on April 24, 2014
Q: Could you suggest a company to take advantage of the upgrading and manufacturing of rail cars that carry oil?
Read Answer Asked by Paul on April 24, 2014
Q: Hello- is there a way to see a list of earnings estimate revisions (up or down)on a daily basis?
thanks
Read Answer Asked by Pat on April 24, 2014
Q: HNL vs BDI . Which would be the better hold for long term? Who do you like better? Thanks
Gino
Read Answer Asked by Gino on April 24, 2014
Q: Hi Peter and team,

a) Could you comment on TCM's recent operational update?
b) Could you comment on the Moly market?
c) Is the Moly price the factor which will make this company turn around or can Mt. Milligan get it back to Blue Pearl darling status on its own.

Thanks,

Arturo










Read Answer Asked by Arturo on April 23, 2014
Q: Has your opinion changed on Palidan PDN since the Chinese got involved with them?
Read Answer Asked by Darryl on April 23, 2014
Q: hi.Why "clearwater "is going down day by day.thanks.ebrahim
Read Answer Asked by ebrahim on April 23, 2014
Q: Good Morning Team...Would you average up on Sandvine at this point,$3.77 off daily high of $ 3.92?
Read Answer Asked by smokey on April 23, 2014
Q: McCoy (MCB) has been creeping up over the last few weeks. Is this a good time to get in? The business seems to have been sidetracked by a computer installation which should now be out of the way.

Thanks.

Paul F.
Read Answer Asked by Paul on April 23, 2014
Q: your take on the below comments will be very be helpful
thanks
Yossi

Canadian Oil Sands, the largest stakeholder in the Syncrude production facility, is the “perfect way” to play this thesis,( rail capacity will now move massive amounts oil to world markets)
Skolnick said, given all of its production is light, sweet crude oil.(
Energy Watch: Canadian light oil set for heavy growth
Jameson Berkow, Western Bureau Chief, BNN
Read Answer Asked by JOSEPH on April 23, 2014
Q: Hi Peter,
FRC has run up a lot lately. Do you recommend holding? thanks Clare
Read Answer Asked by clara on April 23, 2014
Q: Hi Peter & 5i: A recent Morgan Housel article circulated by the Motley Fool discusses a developing trend in the fees charged by financial advisors, away from a percentage of AUM model and toward a flat fee approach. He suggests that this transition will ultimately have many people paying significantly less than they do presently for the services of their financial advisors. My questions: 1. Do you agree that this trend is coming? 2. If so, over what timeframe would you expect it to be substantially implemented? 3. Will it have a material impact on the revenue and earnings of the Canadian fincancial corporations that 5i members may own? 4. If so, which ones would likely suffer the most severe effects? Thanks for your thoughts!
Read Answer Asked by Lance on April 23, 2014
Q: Hello Folks;
Thanks again for the great service! We have done very well on some of your recommended companies such as Badger, ACQ, Boyd etc. and have kept reducing our share count for re-balance purposes. Utilizing your experienced crystal ball, are their other companies you feel may have a decent run ahead. I can increase exposure to more stable stocks such as Agrium, Baytex etc., however don't find them very exciting. Calculated risk does not scare me off.
All the best
brian
Read Answer Asked by Brian on April 23, 2014
Q: Hi Peter and the 5i team,

I was wondering what your thoughts are on Home Bias and the ideal allocation to Canadian equities? A typical couch potato strategy evenly allocates 1/3rd to Canada, US, and International. Some prefer an even higher weighting to Canadian equities.

In July 2013, Mawer introduced a Global Balanced Fund (http://www.mawer.com/knowledge-centre/mawer-blog/the-evolution-behind-the-mawer-global-balanced-fund/) with a 2.70% weight to Canadian equities because they're "not convinced Canadian equities should dominate the equity portion."

I realize having a higher weight to Canada might lower some risk (ie. currency risk, familiarity with Canadian companies) but when we look at managing long-term risk and growth in a portfolio, does it still make sense to weight Canada at 1/3rd in your porfolio?

Thanks again,
Arneh
Read Answer Asked by Arneh on April 23, 2014
Q: I own WCP and have been considering buying POU & TOU as they were Eric Nuttall's top picks on BNN on April 17th but I am timid to do so as the RSI Index indicates that they are way over bought. He didn't think this was of concern as he says there has been huge demand for Canadian Oil & Gas stocks by US companies. Could I have 5I's thoughts on purchasing now are wait for a better opportunity? He also said he was 20% in cash?? Thanks, Bill
Read Answer Asked by William J on April 23, 2014
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