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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: Hey, guys. A question on strategy. If you were to put capital at work during market downturns, would you accumulate class "A" names that are perhaps more defensive like Cineplex or Telus, that haven't fallen as much, or would you accumulate lower class names (but still high quality) like D.UN that have fallen more significantly. I guess another option would be to split your capital between the two types of names like 60% higher quality names that haven't fallen as much and 40% good quality names that have taken a beating. Your insights are, as always, appreciated.
Read Answer Asked by john on November 16, 2012
Q: Caldwell Partners released their Q4 results yesterday earning 0.056 per share The last 2 quarters combined they have earned almost $0.10 per share. Even though revenues are slightly down it seems very undervalued not to mention the 8% dividend yield. Do you agree? Are you thinking of rating this stock?
Read Answer Asked by Charles on November 16, 2012
Q: Hello Peter and team, really enjoy 5i Research and what it’s doing for the small investor. Which stocks stand a better chance in the future between: Tim Horton (THI) at its 52 week low, PE of 18 and 1.8% dividend, AW.UN with a PE of 17 and 7% dividend or BPF.UN no sure I got this right but PE of 41 according to Globe and Mail. Is THI a buy now, should I wait and see how THI expansion goes in the USA. Thank you, Ronald
Read Answer Asked by Ronald on November 15, 2012
Q: Hi, I understand some investors are selling US dividend stocks because of the possible increase in stock taxes in the US. Is this true? If true and said US dividend stock drops, will the same CDN dividend stock listed on the TSX drop too? If so, does this present good a opportunity to accumulate shares in the same stock on TSX? Thanks Larry
Read Answer Asked by LARRY on November 15, 2012
Q: CHE.UN. I read your recent commentary on this company. I am surprised that this stock is not down considerably considering they have missed their last four quarterly EPS estimates?? This is according to the data I have from CIBC Investors Edge. Most companies miss and the shares get punished beyond what one would consider reasonable. Your further comments please.
Read Answer Asked by James on November 15, 2012
Q: Any thoughts on HNZ.a? I know they missed a little with earnings this week. But a 20% haircut looks harsh.
Read Answer Asked by Dave on November 15, 2012
Q: Wajax (WJX) and Genivar (GNV)

Two-part question:

I have recently added these to my (beginning-investor) portfolio, only to see (abnormally-large?) large drops in recent days in both stocks. In general reading on various investor sites, both of these are identified as "currently-oversold" -- what does this term mean?

I understand the police raids on GNV's office are likely a significant factor in that share price drop (?), but can you offer any insight into what's happening at WJX?

(I added both to my portfolio for what I think were and still are sound business reasons, and have no intention of bailing out!)
Read Answer Asked by Lotar on November 15, 2012
Q: Great job, 5i team. I am learning a great deal as a result of your efforts. I am curious as to your thinking on Student Transportation (STB). It seemed to recover a bit after the bout of short selling in the summer but has more recently begun a further decline at a pace that exceeds that of the market generally. With an ACB of about $5.80, should I move out of this or is there life in the old bus still? Thanks
Read Answer Asked by Bill on November 15, 2012
Q: Hi Peter,

I've recently been looking at Transglobe Energy (TGL). Can you give me your opinion of this company? Thanks
Read Answer Asked by Bryan on November 15, 2012
Q: Could I get your opinion on the news from Mart today. I have fairly large part of my portfolio in it and still have a gain of roughly 10%. Should I be patient as this is temporary or step out while I have a small profit. I hate to sell at a bottom or panic with so many positives ahead for the company, but could they be shut in for a long time? Thanks
Read Answer Asked by Andrew on November 15, 2012
Q: Hi Peter: Any thoughts on Renegade (RPL) as they reported 3rd quarter results today ? Thanks !!
Read Answer Asked by David on November 15, 2012
Q: Hi Peter: Once again great service !! How about an update on AvenEx (AVF) given they reported yesterday ? Thanks !!

Dave
Read Answer Asked by David on November 15, 2012
Q: Hi Peter, I have equal $ positions in Argonaut Gold (AR.TO) and Rio Alto (RIO.TO). Could you please comment on Q results both companies reported today. Should I trim my position in RIO and buy more AR? Thank you.
Read Answer Asked by Michael on November 15, 2012
Q: Peter,

In June, I asked your opinion about WFR and it was negative. The company has earned about 44 cents in the last two quarters and they also beat the revenue expectations this quarter. Tha company is also trading close to its 52 week low. Considering the year-end tax loss selling is near and the pressure from fiscal cliff uncertainty, do you believe this is an appropriate time to buy and its better to avoid. Thanks
Read Answer Asked by Imtiaz on November 14, 2012
Q: It looks to me that TBE's report was very good. Do you agree and would you buy it at these levels? Thanks.

Rod
Read Answer Asked by Rodney on November 14, 2012
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