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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: Can you please an analysis of RET and whether I should continue to hold it or hold an alternative replacement? RET has been a long time steady dividend payer but now I'm down 50% and cant take anymore pain after JE, CLC, IBG and PGF. Thanks.
Read Answer Asked by john on April 05, 2013
Q: HI
i received an email discussing the new Tory budget.
Can i get your opinion of the part on page 144-145 of the new Tory budget, were I understand it to mean our chequing and savings accounts at our local bank are liabilities of the bank. Which gives the bank the power to seize your bank account to make the bank solvent in the case of a needed bank bailout.
thanks
Read Answer Asked by Bryon on April 05, 2013
Q: My TFSA doesn't have enough cash yet to diversify. I decided to use a broad index ETF to diversify 75% of the account and to specify a single stock for the remaining 25%.

I feel that an investor has a moral responsibility to buy specific stocks based on merit and not just indexes. As the portfolio grows I'll be able to diversify later and add a variety of specific stocks.

I just joined 5I reseach this evening and I've got 75% invested in a ETF covering the Canadian market as a whole (VCE - FTSE Canada Index) with the remaining 25% invested in Blackberry (BB). I plan to select from your "A" stocks in small and midcap companies to replace Blackberry if it becomes overvalued.

I can afford to lose the money in my TFSA but hope to build a TFSA that can withstand rough waves. Is this a reasonable plan and how should I go about selecting from your lists to replace Blackberry when the time comes? Should I replace it with one of your picks now?

Thanks for being there to help - I look forward to your answer - Doug
Read Answer Asked by Doug on April 05, 2013
Q: Peter - concerning the model portfolio I have quite a bit of personal hesitation entering into some of the names due to valuation. I am ok holding high PE (or P/CF or P/B or low PEG) stocks but the valuations on some of the portfolio seem stretched when compared to their historical average and max valuations. Specifically, K-Bro or many of the other industrials or business services stocks in the portfolio seem like they are stretched which then causes me caution. Of course, depending on where we are in the business cycle if earnings or cash flow are accelerating they may be cheap. Also, the sector usually plays a bigger part of total security capital gains than individual stock selection so maybe they are in the right sectors. I understand all of that but then I still pause and want to go for a stock trading within a historical range. Any advice for someone like me?
Read Answer Asked by Derek on April 05, 2013
Q: Peter - as people enter into the individual issues in the model portfolio (or a reasonable chunk of one) for Canadian holdings do you consider using a stop-loss to limit downside after a position is entered into? Thanks!
Read Answer Asked by Derek on April 05, 2013
Q: SHR-T Sure Energy
Do you have any opinion on this stock, I hear they are close to doing well. Thank you
Read Answer Asked by Darryl on April 05, 2013
Q: Hello 5i, Could you comment on Edleun Group EDU as to there recent quarterly report and the company itself.Also do you know if they are in the Quebec market as I think the daycare's in Quebec are heavily subsidized by the Provincial Government.
I was wondering if this would be a good entry point.
Read Answer Asked by Michael on April 04, 2013
Q: Hi Peter, Saw your comments on BNN market call tonight regarding ZEN. Thanks for the nice commentary on it! First drill hole of 40 drill hole campain hits 323m, largest intercept they have had yet. Is there a website or spreadsheets to help figure out tonnage on plays like this?
Thanks
Don
Read Answer Asked by don on April 04, 2013
Q: OSK I bought that stock a while ago and it keeps falling but I am incline to buy more stock or should I look more closely to ELD or Barrick Gold. On the longterm I am not that worried but still the emotion get you once an awhile
Read Answer Asked by marc on April 04, 2013
Q: Hey Peter. Masterful job on MarketCall.

Question on strategy: Seeing the larger discount, than its historical average compared to its peers, I am accumulating a position in National Bank. If I get to a full position (5% of my portfolio) and the large discount remains compared to its peers, would you overweight National Bank or would you start accumulating a second bank, as they also seem to look attractive at these levels. Currently National Bank is my only financial.
Read Answer Asked by john on April 04, 2013
Q: EKG.v Do you follow this stock,if so good entry point at this level? Thx.
Read Answer Asked by Gerry on April 04, 2013
Q: amd.nyse What is your take on Advanced Micro tecknology if you follow it thanks for your time
Read Answer Asked by Gerry on April 04, 2013
Q: Hi Peter & 5i: I have owned Carfinco (CFN) for a few years and they have been very good about raising their monthly dividend payment by half a penny, twice a year. If they stay true to form, their next dividend raise may be announced within a week or so (the corresponding increase last year was announced April 11th - their pattern is not to announce it with their Annual and Q4 report release in March). My question is this: Do you think the reported uptick in loan losses/delinquencies, which seemed to spook the market into the present pullback on the stock price, is significant enough to undermine the next potential dividend increase? In past, I have mainly looked to the quarterly confirmations of 20% revenue growth, relatively stable margins, and the special dividend of 5 cents in December, as confirmations of CFN's ability to keep cranking up its dividend. Are they still okay on the profit margins? Thanks!
Read Answer Asked by Lance on April 04, 2013
Q: Hi 5i, looking at a company called Graftech Technologies (GTI-N) they are a graphite technology/manufacturing company listed in the US, been around for over 100 years. Graphite seems to be popular with many small miners and supposedly an upcoming technology. Would appreciate your opinion of it.
Thanks
Read Answer Asked by Doug on April 04, 2013
Q: I have a question about Boston Pizza Royalties Fund given the current market and the upswing in this stock would you take some or all off the table?
Stan
Read Answer Asked by Stan on April 04, 2013
Q: Peter I was wondering what you think of tall grass energy . It looks to me if they can execute on there plans in corporate presentation on there website they could do well . Some production some debt and a lot of land to drill . Symbol tlc.v
Read Answer Asked by Dale on April 04, 2013
Q: LW: Could you comment on their aquisition? On the surface,it seems a major coup, grabbing the beds and the CEO, and they have said it is to be 14% accretive on a per share basis, which in an ideal world might mean a higher intrinsic value. Besides any general thoughts, I am particularly wondering if anything in the debt structuring is a potential problem? Thanks!
Read Answer Asked by Paul on April 04, 2013
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