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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: Please recommend some uranium stock to buy.I only know CCO.Txs a lot.Peter
Read Answer Asked by Peter on March 13, 2014
Q: WSP Global
In the news today: WSP Global is acquiring Focus, a Canadian engineering & geomatics company. WSP is also doing a bought deal of commons (~$180 million value) - shares offered at $33.75. The offering closed very quickly. I missed it.

What do you think of this acquisition? Do you think their intent is to grow by acquisition? I would like to see solid evidence of organic growth as well. Their earnings, also out today, were okay.

Do you think the price will drop to $33.75 (or a bit lower) with the stock issuance? I would like to add to my position (got in at $30.51).

Any plans by I to do a WSP report?

I'm really enjoying my 5i membership - your dedication to responding to questions is awesome!

Thanks,
Heather
Read Answer Asked by Heather on March 13, 2014
Q: Dear Peter, In no hurry for a reply. I own a convertible Debenture with a maturity in 21014. It appears to be trading at the level of my purchase . What will take place at maturity? Will this bond just mature at Par or will the conversion be forced or does the debenture holder have an option?
Read Answer Asked by Phyllis on March 12, 2014
Q: Hello 5I,

I would like your thoughts on Trimac Transportation. TD have just raised their recommendation from hold to buy. They suggest that the results for the qtr have been positive and management have commented that the weaker cdn dollar will help the company.

You have not been asked for your comments since last summer and last reviewed the company in Feb. 2013. I would consider buying the company as a long term hold with the view of a sustainable dividend and some moderate capital appreciation.

Cheers,
Robert
Read Answer Asked by Robert on March 12, 2014
Q: Hi 5i,
Given the recent announcement regarding Peladeau (sp.?) joining the PQ and the impending election, one might reasonably anticipate increased uncertainty re: the "Sovereignty Issue". In the event that this issue percolates to the forefront of Canada/Quebec politics over the next few years what, if any, stocks/sectors in the TSX would you see being the most impacted? The least (i.e. a defensive play on the issue)? Also, the dollar? I believe Peladeau's entry into the equation to be a potential game-changer for the sovereigntists and could cause some market turmoil. Just speculation; would love your insights on this issue from an investment perspective. Issue or non-issue?
Thanks,
Cheers,
Mike
Read Answer Asked by Mike on March 12, 2014
Q: The objective of this question is to find out if I can further refine my stock selection process and enhance my win/loss record.

Specifically: given that several stocks have similar p/e ratios and similar financial strength, would looking at the Sharpe Ratio and Momentum (as in average monthly return numbers) help with the final decision?

For example, would you be more likely to select a stock with a Sharpe Ratio of 2.1 and a growth rate of 7.8% over a stock with a SR of 1.4 and a GR of 4%? If so I would assume that you consider these to be reliable (but knowing that nothing is perfect) indicators of likely future stock prices.

On the other hand, if I am wandering off into the "wilderness" with this approach, would you please let me know; and then also why these metrics would not be suitable for this purpose.

Thanks again for all your insightful observations and suggestions.
Read Answer Asked by Donald on March 12, 2014
Q: I would like an update on Largo (LGO). The deal with Glencore to take all the production for the 1st 6 years sure seems very good.
Generally speaking is it good to buy a mining stock just before commissioning (as LGO is doing now) or wait until everything is running fine. In the past I've bought on price dips due to commissioning issue problems and done quite well. Was I just lucky or is that quiet common.
Thanks
Read Answer Asked by Doug on March 12, 2014
Q: I am considering buying Kinder Morgan KMI-N. Seeking Alpha has some interesting & controversial information about the Barron's article & insider buying following the publication. In doing some stock chart overlays KMI-N against WMB-N,SE-N,PAA-N,ENB-N,TRP-N,I find the yield & price discrepancy rather compelling. Your comments greatly appreciated. Ken
Read Answer Asked by Sue on March 12, 2014
Q: pure technologies has been especially weak going into earnings on Thursday after markets close. could this be another horizon -hnl where management has released news previous to the market knowing or even a McCoy where again shareholders got burnt. have you heard anything. dave
Read Answer Asked by david on March 12, 2014
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