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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 currently have a 12% position in consumer discetionary stocks that includes a 6% position in cineplex, and 3% positions in dollarama and tim horton's. I was thinking of adding between a 2% and 3% position in Alimentation Couche Tard (ATD.B).

Do you see anything I am missing in this weghting and basket of consumer discretionary stocks? How much of a weighting would be considered too much for a consumer discretionary sector?

Thanks again. I probably wont be writing in again till after the new year so to all the staff at 5i, and its subscribers, have a terrific and safe Christmas and holiday season.
Read Answer Asked by john on December 10, 2013
Q: 5i team & Peter, Hi,
Opinions on ELY & DDD please.
Thanx,
THE BLAZE
Read Answer Asked by kenneth on December 10, 2013
Q: Good Morning,
I find it a little bit harder to find a good stock right now. From your model portfolio, if you would sell one stock, which stock would you replace it with?

Thanks.
Read Answer Asked by Paul on December 10, 2013
Q: Guestlogic (GXI) recently closed an equity financing at $1.10 per share yet closed today at $1.02. Analysts love the stock yet it continues to show weakness . Any idea why .

Ed
Read Answer Asked by Edward on December 10, 2013
Q: I would like to find out any information that is provided on warrants. Thanks for all or any info . Regards Don
Read Answer Asked by Don on December 10, 2013
Q: I came across a newsletter stating that Gildan recently hosted an “investor tour” for Analysts at their facilities in Honduras. My question is a general one not pertaining to Gildan in particular. When these types of tours are held for Analysts in far off locations, are they typically all expense paid affairs or is the Analyst travelling on his/her investment firm’s nickel? Are they glitzy affairs? (just trying to gauge the conflict this might create)
Read Answer Asked by Steven on December 09, 2013
Q: As for the action today in Lonestar do you think the Market Maker knew there was a million share order(s) pending, couldn't move it till he brought the market down to where there were buyers interested, it took him or her several days to accomplish this, explaining the downmove from $4. Is this feasible and do you think the amount of market manipulation is greater on the Venture, or at least with thinner trading stocks anywhere?

Also chartwise I agree price has bounced off the 200 day ma, and I see a "doji" today (same open and close roughly) which usually indicates a change in trend direction, especially when accompanied by high volume. Thanks, J
Read Answer Asked by Jeff on December 09, 2013
Q: Peter Could you please tell me the diff between a ETF and a mutual fund in my opinion some else is controlling your future for a fee .
Kind Regards
Stan
Read Answer Asked by Stan on December 09, 2013
Q: Kindly share your thoughts on Twin Butte Energy (TBE). Thank you.
Read Answer Asked by daniel on December 09, 2013
Q: are there any good nanotechnology companies worth investing in, and are they potentially a good investment long term. thank u
Read Answer Asked by dale on December 09, 2013
Q: Please give me your opinion on The Bank Of Ireland (IRE) as a medium and long term hold.

Thankyou
Read Answer Asked by Terry on December 09, 2013
Q: Hello,

I really want to add AVO and TCN to my portfolio but I'd have two sell two of my stocks to do so.

I was thinking of selling Magna to buy the AVO. I know Magna is a great company but I already own LNR and ACQ which are doing better than Magna in my portfolio right now and are in the same sector, so I'm thinking I'm overweight in the sector with Magna.

Also thinking of selling Ciniplex to buy Tricon. I know totally different companies, but my ciniplex has gone up 15% since I bought it a few months ago and I don't see as much upside with it as Tricon.

Please let me know what you think of this strategy?

Carla
Read Answer Asked by Carla on December 09, 2013
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