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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: Could you please comment on $HLF. What is the short, long term benefits, risks in buying a 1.5% position.


Thanks Walter
Read Answer Asked by Valter on December 23, 2015
Q: I'm down 34% on game Host and I wonder if I should sell, hold on. or should I buy more.
Is the dividend safe?
Read Answer Asked by Anthony on December 23, 2015
Q: I'm confused by the latest report. CXI has had pending approval for a Schedule 1 Bank since before your first report Dec.1, 2014. If OSFI is doing the approving and now with a new Federal Govt. the process could take longer are you saying that this is somehow a political decision and not a bureaucratic one? What is the normal length of time for approval and if it has stretched on this long does that increase prospects for denial? It seems to me the takeover of CFF Bank by HCG in Oct. has been a huge ho-hum with stock down 20% since, so just how much upside has CXI vs. the potential further downside? Thanks, J.
Read Answer Asked by Jeff on December 23, 2015
Q: Hi,I have a position in Dh at $42 but could add some more for a 7% weight.
Would you add to bring down my average cost?This stock looks like it could have a good bounce.Also I have not heard much more on the short seller last month,is that finished?
Thanks,have a good holiday
Read Answer Asked by Brad on December 22, 2015
Q: I am thinking of buying ( what i hope) are a few bargain stocks before the end of the year. Was wondering whether you thought home capital would qualify. I notice that it didn't come up on your blog post on tax loss buys. Would you still see the companies in the blog as the most compelling today? How about possibilities for large cap stable compaies, like CP? I am sure there is at least more than one question here, so please deduct as required. Thanks and have a great holiday 5i team
Read Answer Asked by joseph on December 22, 2015
Q: bep.un is down 2.5% which is a fair size drop a company of its size and type. The only news I see is: Brookfield Renewable Announces Extension of Exchange Offer for Outstanding Class A Preference Shares, Series 5 of Brookfield Renewable Power Preferred Equity Inc.

Do you think this accounts fore the drop? would you be a buyer at this price?

Read Answer Asked by Douglas on December 21, 2015
Q: BPF.Un is per forming very poorly especially compared to A&W in more or less the same business. Their reported Q3 loss was related to "fair value adjustments" - which I do not understand. Is there more to this than just the pizza business?? I am showing a significant loss. Your suggestions, please.
Read Answer Asked by jim on December 21, 2015
Q: Hello Peter and 5i team members,

I have CGI group in my portfolio representing about 4% of my RRSP account.Now I would like to add 1 or 2 names in IT sector to bring up my sector weighting to about 10 to 15%. Could you please provide some recommendations for a long time holding (say 5 to 10 years)? Thanks.

Wish you and every one of your team a very merry Christmas and a happy new year!

Lin
Read Answer Asked by Lin on December 21, 2015
Q: Hi 5i Team
I note your last comment was on 11/03 for this stock. I bought it in 03/14 and am down 46% [av 1.71].It just bounced off a .90 low.

On 09/29/15 it entered into a MoU with China Communications for Auto deploying satellite systems.
1] will anything develop from this in the near future

On 12/20/15 they issued 550,000 grant options to D/O exercisable @$1.14. Earlier in the year Oak Financial was granted 400,000 exercisable @$1.25 & 1.75 over the next 2 yrs.
2] your comments on these grants.

3] is it worth waiting for any potential or significant growth in the next 2-4 years

4] any other observations or comments.

All the best of the season to all!
Cheers
Hank
Read Answer Asked by Henry on December 21, 2015
Q: Hi, after watching for almost a year, I started a position @43.05 in WSP global, this week. The move was based on the fact that there was no apparent reason for recent pullback. Several months ago WSP did a secondary offering @42.50 (I think). During recent past, stock price touched a high of $49.18. The stock has a dividend yield of 3.50% and will perhaps benefit from infrastructure spending plans of new federal Govt. Incidentally, WSP was also a Top Pick on Friday Dec 18, 2015 Market Call tonight by Keith Richards, a Technical Analyst and BNN guest. As per his comments, this stock sees occasional pull backs and a purchase along its trend line ($42.50-$43)should be a great opportunity. Would appreciate your comments, please. Thanks
Read Answer Asked by rajeev on December 21, 2015
Q: Hi Peter I held this stock since I was first a member of 5 I I have never once been above water on this stock and it seems it is going from bad to worse .
Does 5 I still see merit in this bank or should one cut his losses and move on .?
Kind regards Stan
Read Answer Asked by Stan on December 21, 2015
Q: I'm thinking of selling BNS (4.5% of total portfolio) while I'm still up 8% and redeploy the cash.
I currently have PWF (1% Holding and down 10%), TD Bank (3.5% holding up 34%), MFC (1% holding and down 5%),
DH (1% holding and down 10%). Would you recommend holding on to BNS or sell and add to one or all of these other financials. Open to other suggestions as well. Merry Christmas
Read Answer Asked by Luca on December 21, 2015
Q: Just a note I recall reading approx. 1.5 years ago about SJ that came from SJ themselves.

SJ who makes hydro/telephone poles & railway ties out of wood said that the ~25 year life span of these items (my bad memory, but I think it was 25 years or it could have been a little longer) would need replacing starting in the next year or so, N.A. wide in general. This represented millions of pieces.

Since SJ is a major player in this industry SJ predicted , as could almost anyone who was aware of this scenario, that SJ would have increased volume and profits as a result for the next few years, which typically grows their stock price as we have started to see.

Ya, SJ.

Have a great day.

Also Loving the volatility of many stocks these last few days. Easy to make 5% to 15% in a few days with some extra cash based on technicals, for now rather safely.
Read Answer Asked by Stan (1) on December 20, 2015