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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: FSZ - Hi guys, first question - Fiera is down, probably because they have said that there were errors in their annual reporting for all funds for 2013 - then do not adequately explain the impact of the errors - amateur mistake and poor communication. May be a buying opportunity but could you investigate and reassure me please? Here is the post: announces that it has filed revised version of each of the Funds' annual management report of fund performance (together, the "MRFPs") for the year ended December 31, 2013. The MRFPs have been revised to correct errors contained in the graphs presented under the heading entitled Year-by-Year Returns.

Copies of the MRFPs as well as copies of the cover letters detailing the revised information are available through SEDAR at www.sedar.com or through Fiera's website at www.fieracapital.com
Read Answer Asked by Valerie on July 31, 2014
Q: Hello Peter,

Quick follow-up to your answer regarding BDI. Given the recent pull back, do you consider it a buying opportunity on the dip? Do you usually add to a position if you have a gain? I am up 50% on BDI with a 5% weighting so I am a bit indecisive.

Thanks for the fabulous service! My portfolio has really turned the corner since I have applied your teachings and focused on the companies covered by 5i!

Regards,
Angelo
Read Answer Asked by Angelo on July 31, 2014
Q: BDI - should we be concerned with the press release and decline?
Read Answer Asked by Greg on July 30, 2014
Q: WIN Wi-lan of course! Numbers are in. Market likes. Whaddya think? Skip Q if already asked.

TIA
Read Answer Asked by Gerald on July 30, 2014
Q: hnl, With the release of 2nd quarter 2014 results (released yesterday) below analyst expectations, what would you suggest, keep the stocks or sell it off now and wait for a turnaround in two quarters.
Read Answer Asked by Vinod on July 30, 2014
Q: I was looking for some more detail on your double down approach. My position in AYA has increased from 7%, to now 14% of my portfolio. I am ok with the risk of having a very concreated position as i regularly have positions over 10%. My question is what would you use as a trigger to purchase more AYA, or would you just let the market price increase and increase the position. Would you wait for a 25% gain and then by more or some other approach. As always great service.

Darcy
Read Answer Asked by Darcy on July 30, 2014
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