Q: One factor considered by least some value investing proponents is that cash flow should be better than earnings. I note that in REITS ( at least RioCan and Artis) this is not the case and yet they are both successful. Is the structure of REITS such that this is a non starter.Thanks.
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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: Thanks for the fine service. I have held KOG Kodiak Oil& Gas on NYSE for a number of years. I have let it run and now have an overweight position. I have trimmed 15% so now have 0 cost. I plan to sell 50% or should I sell more? Thanks, Frank
Q: Hello Peter and team I presently have 11 stocks in the A and B categories and very pleased with the overall performance. My question is about averaging on a stock when the stock drop’s example ATP Atlantic Power Corporation down by 19% since I bought it. Would you recommend adding to this stock or kept building the diversification to 20 stocks. Thank you, Ronald
Q: Hello Peter and team, I really like the new format of the 5i Research Summary of 2012 posted January 5th 2013. It’s very interesting to find so much information on the companies on one chart. My question is what is the significance of the X’s in the Option column of the summary? Thank you, Ronald
Q: Hi Peter,
Looking to put some funds in a contrarian sector with a timeline of ten years. Any recommendations about a particular sector that fits this criteria? Could you list a few recommendations in that particular sector ?
Thanks,
Arturo
Looking to put some funds in a contrarian sector with a timeline of ten years. Any recommendations about a particular sector that fits this criteria? Could you list a few recommendations in that particular sector ?
Thanks,
Arturo
Q: Peter, CSU jumped $4.42 on Friday. Only news was on the new transport system contract in Germany. Have been waiting long time for a pull back to buy, while it continues to rally on. What do you think a good entry level is now? Thanks for the grat service. Much appreciated.
Q: hi, i have about $20,000.available for equity investments and iam in my late fiftys.which stocks would you recommend for a 10 to 12yr. time horizon inside an rsp, thanks?
Q: hi team , my grandson,12, brought me $1000 he made mowing lawns, shovelling snow,digging gardens etc.i told him i would match it and he told me he wants growth and promised he would not touch it until he was 21.tkx. pat & javen.
Q: Amaya's CEO was on BNN Friday (11/01/2013). He stated that they are not looking to issue stock and buy other companies this year: i.e., "reload" as you have put it. What are your thoughts of the interview and the stock at this price, given the CEO's comments? Thank you for the great service!
Q: Hi Peter,
I'm down 14% with HNL. This is my first significant negative holding of 5i recommendations and I don't know what to do (HNL is 10% of my portfolio). Should I sell or hold?
Debbie
I'm down 14% with HNL. This is my first significant negative holding of 5i recommendations and I don't know what to do (HNL is 10% of my portfolio). Should I sell or hold?
Debbie
Q: Mr. Hodson,kindly consider the following. Any long time investor usually receives all kinds of offers by email. One I just received comes from Paul Tracy, Chief Strategist,StreetAuthority's Top 10 Stocks, Co-Founder, StreetAuthority. After listening, patiently, to a lengthy voice presentation, the offer is available (but only when on the verge of quitting) as a 22-page document. It looks pretty convincing and boasts its Top 10 Stocks annual list trounced the overall market 7 out of 9 years up to 2011 (2012 results haven't been finalized yet). The offer is for a subscription at 99$ per year to a bunch of publications, with a special introductory price of 39.95$ per year, with the possibility of cancelling the subscription before the 30 days is up (and keeping the reports sent, free of charge). Is this, in your view, analogous to a scam or at least all glitter and no substance ? I just read your article this morning in the Financial Post (Old lessons still ring true), and while this is not comparable, your message about being cautious is not lost on me.
Q: I am a new subscriber and I find the information extremely useful. What are your thoughts on AG GROWTH INTERNATIONAL INCORPORATED (AFN-T)?
Thanks
Sylvain
Thanks
Sylvain
Q: Would you recommend Encana at this time, with the chief executive leaving ? With the uncertainty ahead, is it better to look elsewhere or await a possible lower price ?
Q: Hi Peter What is your thought on Nau Northland Resources Iron ore project.Thanks wib
Q: Hi Gang, I have $20,000 available for equity investments. My current portforio is split 60/40 equity to cash. Of the current 5i selections how would you sugguest I deploy the Funds?
Thanks
Thanks
Q: Peter,
What do you think will happen in the WND takeover story? BEP.UN has asked investors to vote for their 2.50 bid and the share price is hovering at 2.80. I have quite a lot of shares at the current market price. Is is safe to bet their would at least be a bid of 3 or more or should I trim down my holdings and buy something else.
Also, I got some good takeovers in June and July but as always I lost a lot my money on some gold and similar stocks in the Aug-Dec period and I am wondering what should I do going forward with a much smaller cash balance currently invested in PKI, BTE and CPG Options. Thanks for the advise.
What do you think will happen in the WND takeover story? BEP.UN has asked investors to vote for their 2.50 bid and the share price is hovering at 2.80. I have quite a lot of shares at the current market price. Is is safe to bet their would at least be a bid of 3 or more or should I trim down my holdings and buy something else.
Also, I got some good takeovers in June and July but as always I lost a lot my money on some gold and similar stocks in the Aug-Dec period and I am wondering what should I do going forward with a much smaller cash balance currently invested in PKI, BTE and CPG Options. Thanks for the advise.
Q: what is your opinion on LPR? Thanks!
Q: The following question was posted on Jan 10th.
"I am not sure if you got this question and maybe I am posting again but I want to know your opinion on CGI Groups after the recent contract win. Thanks"
5i Research Answer:
This was e-mailed and posted today
Should we have received something or was something posted on the site re CGI? If yes, I could not find it. Thanks again.
"I am not sure if you got this question and maybe I am posting again but I want to know your opinion on CGI Groups after the recent contract win. Thanks"
5i Research Answer:
This was e-mailed and posted today
Should we have received something or was something posted on the site re CGI? If yes, I could not find it. Thanks again.
Q: I have a question about McCoy Corporation. Your current outlook, please.
Lloyd
Lloyd
Q: In your recent report on Descartes it stated "We think the
technology sector is poised for a breakout in 2013".
Why do you think this?
Thank you.
technology sector is poised for a breakout in 2013".
Why do you think this?
Thank you.