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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: Hello great team. Amaya is in a strong bullish trend in all time frames according to BMO. I am holding 6.9% within my Portfolios along with most of your other PF choices (both PFs). My question is; should I ride this a bit longer? AYA was a bit stuck for a while but is rising nicely again as I am sure you know. Any news? Thank you for all you do. I am doing well with your Q and A's and best of all "makin moola"!
Read Answer Asked by El-ann on February 18, 2015
Q: I have done surprisingly well with my two pizza holdings... both are decent for income too . You recommended bpf.un .
Do I really need 2 pizza shops ? ... Would you advise that I drop one ?
If so , which should I keep ?
Or should I keep both ? ... or should I cash out completely ?
Is there a seasonal aspect to Discretionary-Restaurant ? I own A&W as well.
Read Answer Asked by Thomas on February 18, 2015
Q: Please give information on Rdm thank you jack
Read Answer Asked by Jack on February 18, 2015
Q: Hi Peter & team

Have learned to take most of the guests comments on Market Call/Tonight with a grain of salt often thinking conflicts and ulterior motives may be in play which, by the way is what makes 5i so valuable to all of us.

Having said that, Colin Stewart who I have grown to appreciate has provided some very accurate commentary in the past had some very positive comments re RPI today.

So I took a look at some of the metrics in play... Debt/Equity ratio 0.59, Price/Cash Flow 9.38, Price/Book 1.92 and Book Value/share is at 6.81.

There doesn't appear to be a ton of debt, the dividend is excellent, and as Colin said, this is a fairly recessionary proof business that generates good cash flow.

I am surprised there are not many questions on this company in the 5i forum... especially looking at it's recent performance - up almost 10% today.

What is you opinion? Why no interest from the membership? And would you consider RPI a sell/hold/or buy at this time?

Thanks for all you do

Gord



Read Answer Asked by Gord on February 18, 2015
Q: Peter

Could you give an opinion on RPI_U

Thanks, Peter
Read Answer Asked by Peter on February 18, 2015
Q: Peter What would make this stock jump 10% with out any news or results.
Kind Regards
Stan
Read Answer Asked by Stan on February 18, 2015
Q: Hello Peter, your take on DHX.B earnings this am.

keep up the good work.
Read Answer Asked by ron on February 17, 2015
Q: Hi Peter,
Dhx.b great earnings!
Are we going higher, or have we just caught up
to the stock price.
Thanks as always.
Read Answer Asked by Debbie on February 17, 2015
Q: was thinking of putting some money in Syz but I am reading about this lawsuit started.
What could you tell me about this,is it very material?
Read Answer Asked by Josh on February 17, 2015
Q: I own CMI at much higher levels but to date I am fine continuing to hold with the comfort of their cash position until you report on the company again. It has been almost a year since your last report on this company. Can I assume a report will be out soon. Thank you for your reply.
As a side note I was hoping you would comment on TARO.US earnings in my last question as I thought they looked good but the stock continues to decline since they came out on the 10th.
Read Answer Asked by Cheryl on February 17, 2015
Q: I am currently working on ensuring that my portfolio is balanced in terms of asset allocation. This exercise is revealing to me that I have no coverage in healthcare and seniors' services. When I look at the companies you've rated I don't see any in this sector that have a 5i rating of B- or better. Are there any?
Read Answer Asked by Neil on February 17, 2015
Q: My only REIT - AP.UN - seems to have gone into hibernation, from being the top performing REIT for the past few years (highest combined return) to seemingly losing all momentum.

I am looking at flipping it for HR.UN that has a larger market cap $6.7 billion vs. $3.0 billion, higher yield 5.6% vs. 3.8% and more positive overall TA numbers for the short and long term prospects.

Do you endorse this switch?

Thanks.
Read Answer Asked by Victor on February 17, 2015
Q: Could you tell me when QST issues their next quarterly report, and what are the expectations. What do you think of the risk-reward on this stock at this point. Thanks.
Read Answer Asked by Noel on February 17, 2015
Q: Hello Peter & Co,
In one of my previous questions, I had asked which of BIN or MAL to replace CHE.UN in the Industrials sector (6.0% of portfolio); your answer was to add BIN because the exposure to the sector could be increased. Fine!
My portfolio also holds CNR, BIP.UN and STN; they fall on the larger "industrials" umbrella. With these holdings, my exposure is at 12.4% (vs 9% in the TSX).
Would this clarification change your answer?
Thanks,
Antoine
Read Answer Asked by Antoine on February 17, 2015
Q: At these levels,would you consider gamehost ok for a smallish position in an RIF?Thanks!
Read Answer Asked by Maurice on February 16, 2015
Q: HCG is down over 20% since i bought it in July. It's in my TFSA, so I can't do a tax loss sell. The questions is, should I just wait it out and hope for the best? I understand the question is basically not how much I've lost, or even whether or not i can recover it, but whether the ( seriously reduced) money would be better off somewhere else. Thoughts?
Read Answer Asked by M.S. on February 16, 2015
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