Q: Would you generally agree with the gist of the following comment made by Genevieve Roch-Decter,Portfolio Manager LDIC Inc on BNN this week. If so, would most of the Cdn infrastructure/service/pipe cos highly benefit from this trend, specifically ALA, BAD, BDI,GEI, MCB, HNL, KEY, IPl, PPL? Thank-you. "We are in the early innings of an energy investment super cycle that will see nearly $1 trillion in spending by 2025 and over 1 million jobs created. These are numbers published by the American Petroleum Institute on a study they did in December. Last year there was about $90 billion spent in North America on energy infrastructure and we are only a few years into this super growth phase".
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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: Hi Peter. I hold LIQ in an RRSP,down over 20%.Up with PKI. Should I sell the profits from PKI and buy more LIQ. I like the income on LIQ, but wondering if I should sell and move on. I like to buy and hold , 3 to 5 Years. Thanks for you wonderful service.
Q: I am considering selling my BPF.UN shares and purchasing HSE,BP gives better dividends and it has bounced back and with summer and softball season it will do better, but when it dropped these last few months I got nervous, any recommendations.
Q: Mr. Hodson, anything new on Wilan (WIN)? Very frustating stock, on which I lost 42% ? Surprisingly, First Call Earnings Valuation Report has 1 hold, 0 buy and 6 strong buy. Thomson Reuters provides a consensus recommendation of 1.57 (which is a strong rating). I believe you advised a hold on the stock. Any future there ?
Q: Hi 5i! EQI or Equity Financial Holdings Inc. is off about 7% today so far...any comment(s) would be greatly appreciated. Many thanks...Dave
Q: Hello All!
Thank you again for the splendid service! My question is related to Patient Home Monitoring. This penny stock recently signed a letter of intent to purchase another company with 14 million in yearly revenue. This purchase is expected to be immediately accretive. Sill, the stock price continues to be weak. Can you please comment on this companies financials and it's prospects over the next two years.
Is this a good company to take a substantial position in? Are there any other micro caps in the healthcare industry that you feel would be a better risk?
Thanks again!
DON
Thank you again for the splendid service! My question is related to Patient Home Monitoring. This penny stock recently signed a letter of intent to purchase another company with 14 million in yearly revenue. This purchase is expected to be immediately accretive. Sill, the stock price continues to be weak. Can you please comment on this companies financials and it's prospects over the next two years.
Is this a good company to take a substantial position in? Are there any other micro caps in the healthcare industry that you feel would be a better risk?
Thanks again!
DON
Q: My first question! I am thinking that with the publicity about the GM recall which appears to be leading to decreased sales, the recent spike is ACQ which followed the acq of GM dealerships may be reversed if these dealership will experience sales losses and increased repair demand. How do you take this into account in assessing ACQ?
Q: Hi Peter and team
I thought this may be of interest to you could you comment on the following article and any repercussions it may have on MDA MacDonald Dettwiller if any.
http://trajectorymagazine.com/business-and-technology/item/1677-the-maturation-of-smallsats.html
Thank you
I thought this may be of interest to you could you comment on the following article and any repercussions it may have on MDA MacDonald Dettwiller if any.
http://trajectorymagazine.com/business-and-technology/item/1677-the-maturation-of-smallsats.html
Thank you
Q: Hi Peter & team, I must be missing something regarding Chris' question and answer. Bep.un has been transferred from the equity portfolio to the income portfolio. So, as Chris wants his portfolio to be income orientated, why should he sell it? Disclosure; I hold the stock for income already. Thanks. Henry
Q: Hello 5i,
What is your opinion on selling LIQ and buying VNR for the longer term?
Thanks!
What is your opinion on selling LIQ and buying VNR for the longer term?
Thanks!
Q: Hi Peter and Team,
I have IPL in my RSP and PPL in my wife's RSP would you recommend switching both for ENB as per the new portflio?
Thanks, Irshad.
I have IPL in my RSP and PPL in my wife's RSP would you recommend switching both for ENB as per the new portflio?
Thanks, Irshad.
Q: I own AVO - successfully! Was looking to increase & decided to update my research. RBC research issued 2 reports on 3/5 & 3/10/14 - mostly upbeat & positive. However on April 1 (yesterday), they prepared a Foundation Report & then suddenly deleted all info. as restricted as at 2000hrs. This withholding of ALL info usually indicates a financial change - ie: new issue, sale, refinancing, etc. What's your take. Thanks
Q: Dear 5i
What's your view on LGT and CF over the next 2-3 years . Are there good earnings growth forecasted for these two company's ? Are they worth hanging on to or should I be adding to existing positions of Linamar or Magna for example .
Thanks
Bill C.
What's your view on LGT and CF over the next 2-3 years . Are there good earnings growth forecasted for these two company's ? Are they worth hanging on to or should I be adding to existing positions of Linamar or Magna for example .
Thanks
Bill C.
Q: 5i Guys Considering the spike in acq yesterday . Is it a buy yet? TKS
Q: Hello Peter! I have 30K in my TFSA and I want to invest them in one or two of Canadian Banks or in bank ETFs.Please provide me with 2 good banks and 2 good ETFs names. In your opinion what is better choice for long time, single bank or bank ETF? Thanks.
Q: Hello,
I guess CF did not make it to your model portfolio, I was wondering if I should hold it or switch it for some other growth stock in your model portfolio. Also are there any US mortgage finance or housing related stocks you would recommend seems like the US housing starts look good this year. Thanks. Regards,
Shyam
I guess CF did not make it to your model portfolio, I was wondering if I should hold it or switch it for some other growth stock in your model portfolio. Also are there any US mortgage finance or housing related stocks you would recommend seems like the US housing starts look good this year. Thanks. Regards,
Shyam
Q: Good afternoon,
For income and little bit of growth which of the two would choose, BEP.un or it's preferred share BRF.Pr.F?
Thanks
For income and little bit of growth which of the two would choose, BEP.un or it's preferred share BRF.Pr.F?
Thanks
Q: re: CVL Cervus Equip
I am down 8% thus far this year which is no big deal. Long term investor rather than short term. But reviewing CVL Volume shows only 175 shares. Is this something I should be concerned about?
Thank Peter & Family
Gord
I am down 8% thus far this year which is no big deal. Long term investor rather than short term. But reviewing CVL Volume shows only 175 shares. Is this something I should be concerned about?
Thank Peter & Family
Gord
Q: What is your opinion about Magna's plans to raise up to 2 billion in debt when in 2013 it returned about 1.3 billion to shareholders in the form of dividends and share buybacks?
Q: Can you advise why you removed K-Bro from your model portfolio? Thank you. Bill Y.