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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: Just let me say first your company is top notch, you guys are a breath of fresh air. You service has increased my confidence in my ability to do proper due diligence. Who do you think is a better company fortuna silver or Mandalay? I like Mandalay's new Challcollo property, but I'm concerned about the low grades.

Aswell do you have any views on silvercorp SVM?

Thanks guys
Read Answer Asked by Stephen on March 19, 2014
Q: Espial (T.ESP) turned the corner to profitability with its latest results in February and are now rubbing shoulders with, or supplying some of the majors in the IP video and Smart TV sectors.

Given the real and immediate threat to cable companies by outfits like Netflix, this area seem very promising for some competent players.

Given the Q4 results, have Espial's future prospects moved up meaningfully in your estimation?

Thanks!
Read Answer Asked by Richard on March 19, 2014
Q: Hello Peter....I have a few questions from reading your right-on allocation for sectors on the TSX.(https://www.5iresearch.ca/questions/category/market-strategy?page=6#sthash.OCVTk6O3.dpuf) I take it this allocation is still 'good' in the current environment..and also built around a dividend/growth approach.

This allocation gives a weighting of 10% to info tech - hardware and 10% to info tech - internet and software. I'm sizing up my info tech positions between these two splits. For hardware, I assigned 2 positions, Avigilon and DavisHenderson, with a total weighting of 4.6%. I would appreciate your suggestions to round out info tech hardware....being with Canadian or US companies.

I earmarked Amaya, CSI. Constellation, Enghouse, Open Text to info tech - internet/software, summing up to 6.7%. For these, should I be adding to these positions or are there others, Canadian or US entities?

Also is there an article on Cdn Money Saver or other source about your thoughts on sector allocation/weighting?

Again, thanks.............Tom
Read Answer Asked by Tom on March 19, 2014
Q: Good evening
May I have a clarification on the payout for WEQ? On 14 Nov you suggested it was 53 pc and on 13 Mar you suggested 79 pc
Donville on BNN this evening seemed to suggest it was approaching 100 pc?
I look forward to you reply.
Read Answer Asked by Margot on March 19, 2014
Q: Hi Peter and 5I team,
Have you changed your opinion of the auto parts sector since the announcement of the South Korea deal? We know you like Linamar's fundamentals, as per your answer to the question on march 4th. Cannacord downgraded to hold and CIBC upgraded to outperform. We hold it in our TFSA with a great 48% gain. Is it time to take half off the table?
We value your opinion.
Read Answer Asked by john on March 19, 2014
Q: It has been over a year since you answered anything on PFB.Can you give me an update going forward.I have owned it for years.Thanks Don
Read Answer Asked by Don on March 19, 2014
Q: Hello Peter....I googled "hodson allocation risk" and this is interview that starts off with "I actually bought my first stock when I was 11, in Ottawa. It was Mitel Corp......"

Though others than tune in at 5iResearch might like to read it 2. It's at http://www.myownadvisor.ca/category/authors-and-books/
..............Tom M
Read Answer Asked by Tom on March 19, 2014
Q: Peter,

How do you interpret the latest results from Gamehost (GH) They seem to be blaming the weather for less than stellar sales, a pretty common theme these days. Justified or an excuse?

Thanks.

Paul F.
Read Answer Asked by Paul on March 18, 2014
Q: Hello 5i team.
I am looking at either
VDY - 2.68% Yield - Management Fee - .30% MER - .34% or
XDV - 3.86% Yield - Management Fee - .50% MER - .55%.

XDV has the higher yield but it also has the higher fees. Does this make any difference. Take the higher yield & pay the higher fees or take the lower yield and lower fees. It looks like VDY outperformed XDV past year.
Read Answer Asked by Craig on March 18, 2014
Q: dhx do you think it is a good buy at this time? thank you
Read Answer Asked by Denis on March 18, 2014
Q: Peter and Team
I am looking for a junior copper stock, good balance sheet at a undervalued price. I know copper is out of favor...this would be a long term contrarian investment. What are your thoughts about CAPSTONE MINING? Does it pass the test or would you suggest others? Thank you for your excellent service...I was delighted with your recent subscription discount and was glad to sign up for another two years!
Dr. Ernest Rivait
Read Answer Asked by Ernest on March 18, 2014
Q: In my margin account I own four companies right now. They are SGY, DFN, WCP and CPG. All are eligible dividends except DFN. I dont want to sell DFN due to a capital gain. I am just wondering if you could give me five additional names that I could add over time for long term holds that have a good growing dividend that is considering an eligible dividend. Thanks
Read Answer Asked by Jimmy on March 18, 2014
Q: I know you do not cover us stocks , however your opinion is valued.
I own GNW 5% of my portfolio, which has done fairly well over the last couple years. Where do you see GNW in the next 4 years. Is it worth holding or take profits and move on .

Thanks for your exceptional service.
Read Answer Asked by Raveendra on March 18, 2014
Q: I own 5000 shares of Dragon Wave (DWI). Do you see any upside in this company? I know they were in the high teens at one point. Will they ever recover or be bought out. They seem to have good technology but lots of debt.
Read Answer Asked by Helen on March 18, 2014
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