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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: Hello 5I team, I have a elementary question about the 5i research model portfolio. What do the letters P & L % in the heading mean? I know that "w/div" means with dividend.
Thank you.
Read Answer Asked by Ed on April 24, 2013
Q: Peter
Winpak/s recent quarter seemed a little weak . Do you anticipate any issues with this company for the rest of the year ? Should I stay invested ?
Thanks
Bill
Read Answer Asked by Bill on April 24, 2013
Q: hi what can you guys tell me about orvana minerals orv on the T. Is this a current or near future low cost producer or just another gamble in the metals sector.
Read Answer Asked by jim on April 24, 2013
Q: I was hoping that WEF would benefit from the general prosperity in the lumber and construction areas but it seems to be well and truly stuck at its present levels. Is the large controlling interst a problem? Do you think there will be further stock issues from this source? If so what would be your suggestion for investment in this sector without this overhang.
Thank you
Read Answer Asked by michael on April 24, 2013
Q: Hi, I've been slowly building my portfolio and buying the stocks from your model portfolio. I've been replacing my current stocks that haven't been doing so well. In particular, Carfinco (CFN). I'm down about 17% and not sure if I should hang on or get rid of it. Is this worth hanging on to or should I replace it with a comparable from your portfolio or can you suggest something better? I'm down about $400 and wondering how long it will take to re-gain that amount or better.
Thanks
Read Answer Asked by Rob on April 24, 2013
Q: Hi
I plan to sell a significant portion of my portfolio at this time, but I would prefer not to let my money languish as cash. I am considering the purchase of VSB.T as a holder for a few months. What do you think of this move? Is VSB a good place to stash it for a while?
Thanks for the advice.
Read Answer Asked by Harry on April 24, 2013
Q: Dear 5i Research Team
What is you opinion on student transportation (STB)? Is the dividend safe?
Thank you
Gilles
Read Answer Asked by Gilles on April 24, 2013
Q: Good Afternoon All,

Relating to the recent question by Michael on DR (Medical Facilities Corp) what concern would you put on changing government medical policies in the US? Some time ago I had looked at DR and discussed with an advisor who didn't like due to potential US regulatory changes.

Thanks for your thoughts.

Terry
Read Answer Asked by Terry on April 24, 2013
Q: hi,

love what you're doing for the DIY investors like myself
curious what your take is on TCK.B and TCW. Time to bail?
Read Answer Asked by chris on April 24, 2013
Q: Can I please have your best recommendations for parking cash and still earning better than miserable bank term rates? Any specific ETF's that you would suggest for best preserving capital and still earning something? So far I have been reasonably happy with preferred share ETF HPR and the like - I do prefer to go to cash during bear markets or holidays and would rather pay fees and taxes than suffer drastic drops on investments. Thanks
Read Answer Asked by orion on April 24, 2013
Q: If you were to sell CFN what would you replace it with?

PB
Read Answer Asked by Peter on April 24, 2013
Q: AW.UN
Hi,
Any thoughts on when we might see a distribution increase?
Read Answer Asked by Alex on April 24, 2013
Q: Peter and Team,

I am 30 years old. I currently have 14.6% of invested funds in cash and the remainder is all equities. Of the total portfolio, I have 10.7% in utilities split between IPL.UN (3.2%)and TransCanada TRP (7.5%). With TRP hitting $50 today, I was thinking about switching some of that common stock into the Preferred stock. Can you please give some guidance on the quality of this move and if you recommend a particular TransCanada Preferred or if there is some other vehicle you'd recommend totally?

I am thinking I could use some diversification from common equities but in a general sense, I am scared of buying bonds for a few reasons: I worry that while you may get your coupon, you may get hurt by either significant capital losses or by devaluation of currencies. Because Bonds are typically priced against US Treasuries, I am scared a run on the government credits could put pretty much any bond at risk of big capital losses. Is preferred stock a good way to go?
Read Answer Asked by Marc on April 24, 2013
Q: good afternoon. would dr (medical facilities ) be a good purchase at this time? Yield is good and the company appears stable. Thanks
Read Answer Asked by michael on April 24, 2013
Q: PPL (Pembina Pipelines) is asking its shareholders for permission to issue new classes of preferred shares to finance expansion and special projects. Do you think there is a strong liklihood this will reduce the dividend rate on common shares? If yes, should I get out now? PPL has given me 36% on my investment in the last year, so I don't want to bail out unless I have to.
Read Answer Asked by Elmer on April 24, 2013
Q: Do you have an opinion on Automodular (AM-T)? It has a nice yield (8%), a low payout and last quarter was pretty good. Thanks.
Read Answer Asked by Robert on April 24, 2013
Q: Hi Folks,

The work that you're doing is brilliant, commendable and an enormous resource. Might I respectully suggest that The Name of Security always be mentioned in The Answers to Questions? For me, anyhow, I don't always recognize The Trading Symbols.

Respectfully,

Dave (Nicholson)
Read Answer Asked by David on April 24, 2013
Q: re. HNY- Horizon Nat Gas Yield $ 9.50 yield 15.7% Your opion please of prospects and dividend safety. Thank you, Gerry
Read Answer Asked by Gerald on April 24, 2013