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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: Good Morning Peter and Team,
Could you please comment on the Q2 results of Glentel (GLN-TSX). It seems that their Australian acquisition has not gone well at all. Other divisions are doing OK. Do you think that there is any hope for this company going forward or should I just drive on ??? Also what would you replace it with ??? Thank you very much, DL
Read Answer Asked by Dennis on August 06, 2014
Q: Hello Peter and Staff
I own some BADger, and it is disconcerting to see it drop on a daily basis, with heavy selling volume. I am concerned that my purchase was made when growth mode changed to a Stop mode. One does wonder about underlying rumours etc. If I were to sell, it would not be pretty, if I hold, would it be reasonable to expect recovery in the short to medium term or is one looking way down the road. Thanks as always for your learned advice.
Read Answer Asked by Phyllis on August 06, 2014
Q: Peter,
Catching up on my 5i questions and answers, I noticed that both Bill & Gord commented favourably on your dislike of target prices. It reminded me that Ross Healey was a guest on BNN last week. When asked by a caller about Badger(Bad) dropping in price, he stated it was over-priced and predicted it would drop to $18 to $20. Would you care to comment on that or is it a good example of being beware of target prices?
Gary
Gary
Read Answer Asked by Gary on August 06, 2014
Q: Hi Peter,
I purchased Stella Jones last November, thinking it was a solid performer. Nine months later it's hovering around the same price I purchased it at. I know it's having supply issues as of late, but what was going on before? And how confident are you in the future of this company? How much risk do you see?
Thanks!!!
Read Answer Asked by Brenda on August 05, 2014
Q: Hi Guys, can I get an update on Canexus (CUS)?
Are these guys gonna survive and will their NATO operation pay off? Thanks.
Read Answer Asked by Christopher on August 05, 2014
Q: Hi 5i team,

I currently own Black Diamond Group and I am looking to switch into First Service Corp. For a 2-3 year time frame, without considering sector diversification, would you see more upside potential with First Service or Black Diamond Group? Both are in very different industries and are both in your model portfolio, with similar ratings, B and B+ respectively. First Service seems to have stock momentum at the moment whereas Black Diamond has been on a downtrend.

Any thoughts would be much appreciated.

Regards,
Read Answer Asked by Jonathan on August 05, 2014
Q: equity finance EQI. Do you have any opinion on this company. A year ago your rating was a B+. For a mortgage co. it seems to be sliding.
Read Answer Asked by Charles on August 05, 2014
Q: A company I have been very happy with (WFI.TSX) looks like it will be bought out and I am selling it. I am looking to replace it in my portfolio. Brookfield Rebewable (BEP.UN) looks like a good fit with its dividend but the current portfolio report is dated to September of last year. Is 5i still considering this an 'A' rated company.
Read Answer Asked by Bill on August 05, 2014
Q: I was reading some information about Avigilon (AVO) a few days ago. Apparently, Veritas suggests some issues that could affect AVO are channel stuffing (something to do with collaboration between AVO and its channel intermediaries) and early revenue recognition. Veritas also was concerned about uncommon auditor review practices. As a consequence to its review they are suggesting caution. It seems to me that these are probably consequences of a fast growing company rather than something I should be particularly concerned about; however, the frequency I get burnt by trusting my instincts is too high so wished to get your valued opinion. Thank you
Read Answer Asked by ED on August 05, 2014
Q: With the big drop in HNL (Horizon North) and relatively smaller drop in BDI (Black Diamond), which stock would you pick for the the most capital gain potential (in the next 1-2 years) and why.
Would you buy at todays prices or wait until the dust settles on these stocks. Thanks!
Read Answer Asked by Sandy on August 05, 2014