Investment Q&A

Q: With TFSA deposits for 2014 approaching, I am looking to add a REIT component. Would you recommend an equal weight or market weight ETF for our TFSA?

Thanks for a great year and a very Merry Christmas to all.

Q: Hi Peter and Team,

I want to make one purchase at this time. My four choices are Stella Jones SJ, Enghouse Sys ESL, Canadian Energy Svcs CEU, or a choice from you.

Q: Seasonal Greetings to the 5i team! What are your views on AG Growth International (AFN)? Best for the Holidays. Henry

Q: SOUTHERN PACIFIC RESOURCE CORP CONV SUB DEB Maturity Jun 30 2016 Coupon 6.00
what would you do with this. options please.
seasons greetings and thanks
Yossi

Q: I have had ANDREW PELLER (ADW.A) for a while. Could you kindly share your opinion on this one? Thx.

Q: Greetings, all. Back in 2007-08, if one had concerns about equity markets, one could 'run' to government bonds as a safe haven with a part of your portfolio. Today, I'm not sure that is the case, with Fed Tapering being seemingly THE concern for investors today, with a somewhat ugly preview in early summer.

What do you think is the best way of protecting portfolios these days against potential risks in the coming months and years?

Q: A Merry Christmas to all of you :):) I just want your opinion of Element Financial EFN please.

Q: Hi Peter, I am looking for a good small or mid-cap US technology stock to hold in RSP for 3-5 years, any suggestions.
Rob

Q: Merry Christmas/Happy Holidays to you all,
After having my AD's value double in 698 days, I decided to sell it because I sense that more trouble is brewing ahead.
I'd like to replace it in my Financials sector by either DH or CXS or EFN; I'm leaning towards DH because of its software component.
Thanks,
Tony

Q: Dec 17 question by Darcy re "one forest company to add to portfolio" . . . I presume your answer was Western Forest Products (WEF) and not WFT (West Fraser Timber)?

Q: Can you comment on the Enghouse results?
Thanks
Peter

Q: Hi Guy's,
This is a suggestion and not a question. Why not change your "submit question" form to have a cell for the name of the company and the ticker that the member must fill in before the question is submitted. This will assist you and all the other members with the question.

All the best in 2014.

Regards
John

Q: Hi there, thanks for the great service this year!

I've been writing down names of gold and silver companies over the last few months when they have been mentioned - thinking that I would look at them at year end for possibly a good time to purchase a couple. However, I've lost track of why some of them were on the list.

Could you please pick 2-3 that you would consider the best choices, or alternatively the ones you would stay away from. Thanks!

mnd, tgz, rio, lyd, pg, sas, osk, ar, bto, svl

Q: Peter,
1.I have been interested in the comments on dealers. I was thinking of changing, but realized I should be asking more of RBC. I would like to hear more about the other brokers.
2.One of my complaints has to do with members referring only to the ticker letters for companies instead of the names.
3. Do you have any info on Algoma Central? Thank you in advance Gary

Q: Hello, I'm astounded by Ford Equity Research's recent sell recommendations on many of my junior Canadian mining stocks ( they have sells on NGD,HBM,DML,CS,PG,AUG for example). I checked with their website and they apparently provide independent unbiased research on approximately 4000 companies from their US headquarters. How much weight do you think a person should place on their recommendations on Canadian junior mining stocks?

Q: Peter & Co., your amazing service is invaluable to retail investors.
Athabasca Minerals was halted for much of the day pending news that the company did a bought deal financing. The units are priced at $1.45, $0.10 less than the closing price of the stock yesterday. I understand the potential value of the projects that this financing could permit. However, I expect that tomorrow the stock could trade below the $1.45 level, the issue price of the units.
Questions
1. If the company has not yet received the permits for the fracing sand project and the cash is not required immediately, is this financing likely coming at an opportune time to avoid financing after a possible poor Q4 that ended on November 30? This question calls for speculation that I hope your vast experience might shed some light on.
2. If the stock trades off to the high $1.30's, would it be a buying opportunity given the pricing of the financing?
Thanks, Peter.

Q: ARE - Aecon has recently reached a 5 year high r. Any thoughts on how much more growth it could see over the next year?

Joe

Q: Hello and merry Christmas!

I have been looking at Loyalist (LOY) and I see that they had a great quarter and are expanding into the student housing sector. I am looking at taking a position in this for a 3-5 year hold. What is your opinion and do they have room to grow?

Greg

Q: hello Members:
just wanted to say: Thanks very much for the information regarding the different brokerages, and for taking the time to write in. All the best.
and, btw, all of my "best" stocks are 5i picks (ie. CSU, BAD, KBL etc etc). How did I get by without you guys lol.
Merry Christmas

Q: Happy Holidays 5i:
I have 16.6% of my portfolio in the Energy sector. Is this too much? In the U.S. I have OII, NBL and KMI. In Canada, ENB,SU, TOU, WCP and PEY. Your advice on this line-up is appreciated.