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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: I believe you mentioned Norrep Funds a few months ago, but
I can't find it in the archive. Would you please restate your
opinion of this family of funds? They seem to be very small,
and am concerned they can achieve the economies of scale to survive over the long term.
Read Answer Asked by gordon on January 09, 2014
Q: Hi What would happen if the us dollar droped substantially and created hyperinflation? What would the effect be to the canadian dollar and market? Would gold and silver go up and would it be better to hold the equities or the physical commodities?
Read Answer Asked by Ken on January 09, 2014
Q: Hi Peter,
I own a significant position in Potash which has had a nice rally lately. First any reason that you are aware of for this rally? Secondly I'm considering trimming back some POT and adding to my position in Avigilon (AVO). I think I know the answer but comparing the growth rates of both these companies I would conclude that AVO share price should greatly outperform POT over the next 3 years?? Thank-you.
Read Answer Asked by Chris on January 09, 2014
Q: Canadian Tire is at an all time high. Is it getting tired or does it still have some legs? Hold or sell? PS... continue to value and enjoy the info and answers provided by 5i.
Read Answer Asked by Jacques on January 09, 2014
Q: Hey Peter and team

Can I get your opinion on sev.v as a small cap tech stock. Looking to add a growth tech stock to the portfolio and willing to take on risk.

Thanks
Read Answer Asked by Drew on January 09, 2014
Q: hi peter; would bkx be ok to buy at$ 1.65 thanks brian
Read Answer Asked by brian on January 09, 2014
Q: Happy New Year to everyone at 5i.
What do you think of the prospects for LULU in 2014?
Thanks
Heather
Read Answer Asked by Heather on January 09, 2014
Q: Peter and Team,

I have been continuing to work towards diversification and emulating the 5i philosophy. I am thinking I could use another techology-type/growth type name. I currently have approximately a 4.0% position in Amaya Gaming AYA and have been thinking about adding to it.

However, I've also been looking at Constellation Software and read the report (am I correct that the last report was Oct. 2012?) and like it but am curious if I want to put new money to work in this name with the incredible performance its had. I was thinking of a 5.0% weighting. If not in this name, would I be better off in something like DHX Media?

Your thoughts are appreciated.
Read Answer Asked by Marc on January 09, 2014
Q: DHX is down this morning on news of a couple of resignations from the Board.... in particular two of the individuals involved in the recent equity sale. I purchased this stock for my wife's TFSA partly on your recommendation. Any reason to worry?
Read Answer Asked by Paul W on January 09, 2014
Q: Peter:

Caldwell Partners TSX:CWL reported fiscal 2014 Q1 results this evening with revenue growth of 39% and EPS of $0.023. They indicate strong growth in their USA operations. Is it buy at current trading levels for microcap investors? It also yields a 7% dividend.
Read Answer Asked by Charles on January 09, 2014
Q: Hello 5i Team,
I keep hearing recommendations on the sell of Vodaphone (BNN, TD) due to valuation. I am willing to sell out of my position for JNJ and PG as my portfolio structure could use these additions, are there some better choices?
Thanks,
Read Answer Asked by Mark on January 09, 2014
Q: Hi Peter and 5iResearch Team,
Is there any tax issue or other negative factor which should be considered with holding US dividend paying stocks in a TFSA. Thank you. Linda
Read Answer Asked by Linda on January 09, 2014
Q: From research on Sedar.com it seems former CEO Michaluk and CFO MacKenzie of Poseidon are laying low in the business world due to a Class Action lawsuit commenced by investors in NY in Feb 2013, and if I were ever a shareholder I would join it for the cost of a postage stamp. Often you'll get a small cheque out of the blue and long after.

My final question on PSN: Beyond the obvious such as don't get overweight on small caps and sometimes you will have things blow up in your portfolio, what, if anything, can a small investor learn from this debacle? Thanks, J.
Read Answer Asked by Jeff on January 09, 2014
Q: Hi Peter and others...Wondering about your opinion on Quinsam Capital taking a stake in Enterprise...E Thank You.
Read Answer Asked by Debbie on January 09, 2014
Q: Hi Peter: Happy New Year. I held CEO since late 2009 in my RRSP as it had a nice growth profile and dividend. It's not going anywhere last 2-3 years. I wonder if I should continue to hold or replace it with, say,SU or another one in this sector?
Read Answer Asked by Ford on January 09, 2014
Q: Has your opinion of CVE changed at all I the past few months? I have owned CVE for a couple of years and while I am above water, CVE has gone sideways for quite a while now. I also own CPG and PKI I this space. I am thinking of selling CVE and splitting the proceeds between PKI and CPG. Overall I have 28 stocks in my portfolio.
Read Answer Asked by Ken on January 09, 2014
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