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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: Peter and team, what is a good strategy for an RESP ? Child is 12. Account is $30k in a mix of individual stocks. Due to size of account and institution, trades are $25 per. Is there a few ETFs that make sense to replace individual equities, or would you mirror your model portfolio ? My apologies if this question has been answered before. I looked but could not find it. Thank you.
Read Answer Asked by Paul on November 29, 2013
Q: what impact will the Dividend Reinvestment Plan have for dhx thanks
Read Answer Asked by dave on November 29, 2013
Q: I have a question re ETF's of U.S. stocks hedged to the C$. If the U.S.dollar appreciates significantly in relation to the C$ would the hedged ETF increase because of that with all other things being equal? Thank you.
Read Answer Asked by Donald on November 29, 2013
Q: Hi Peter and Team: Do you think it is an appropriate time to buy a materials ETF, or should I wait?
On the subject of the number of questions: I think each question should pose essentially one focussed issue for your analysis. To ask for details on more than one stock is being greedy, but asking for a comparison of two similar stocks would be OK (in my opinion). Infrequent questioners who have multiple queries should pose multiple but separate questions.
Read Answer Asked by Roland on November 29, 2013
Q: I just received a letter from lonestar about a special meeting to vote on changing the year end Which is okay. l noticed they are also proposing a stock option plan up to 10% of the floats. I like the idea of employees owning shares but is 10% a reasonable percentage. I would have thought 5% would be more reasonable. What is normal, reasonable while balancing incentives for employees while not watering down the # of shares.
I want to echo another reader concern. I write in very in frequently but may have multiple questions at that time.
Mike
Read Answer Asked by Mike on November 28, 2013
Q: Peter; When I go to Investment and Company Questions I only see one (1) Question on DHX? Is this right? I can't believe you have had only one question today. Thanks.Rod
Read Answer Asked by Rodney on November 28, 2013
Q: I keep getting the message " there are no questions in this category" when trying to view investment and company questions. Is there something I am doing wrong?
Thank you
Read Answer Asked by Mike on November 28, 2013
Q: As a new member I would like to know more about the rating system.(B+,B,C+). Are differences significant and predictive of future corporate growth/stock price?
Read Answer Asked by Richard on November 28, 2013
Q: Peter, some of the equities rated highly by you have very high price/earnings ratios. Is this not an indication that a stock may be overpriced?
Read Answer Asked by Lloyd on November 28, 2013
Q: I see that you’re interested in receiving comments, tips and suggestions regarding your Q&A section. I’m wondering if it might be easier for your subscribers (and staff) to divide up the questions into sections. One section for questions pertaining to 5i Report Companies, another section for General Questions and one for answers to BUY/SELL/HOLD (Fear/Greed) Questions. Or whatever works. These sections would make it easier to browse any answers related to the area of interest. I note that the View By Category section is good, however it does not include all 5i Report questions (those that you have issued reports on). Excellent service.
Read Answer Asked by Dean on November 27, 2013
Q: If I hold an ETF on U.S. stocks that's hedged to the C$,e.g.ZUB ,in a non-registered account in your opinion would the dividends be subject to U.S.withholding tax? Thank you.
Read Answer Asked by Donald on November 27, 2013
Q: I prospered when you answered my multi stock / multi point questions, you gave instant clarity which I ran with, additionally I breeze over every question, reading answers when I want, its been an amazing education, Thank You. I agree with Orion "find the balance you need to continue to offer this great service, but **please** don't choke this great learning resource down anymore than you really need :-)",
Read Answer Asked by William on November 27, 2013
Q: Hi, after firing my wife's financial advisor, I transferred all of her securities to a brokerage account (BMO). I have trimmed the weeds (there were a lot) and am left with one flower - PMT.DB.D which was bought at $72 and now fluctuates around $96. I'm not familiar with this security and am attempted to sell it and reinvest in a growth stock in her TFSA. Can you share your thoughts on this security, whether to hold or sell, and what I could replace it with in her TFSA?
Thank you.
Read Answer Asked by Robert on November 27, 2013
Q: I think one question, one topic is a reasonable suggestion. We do not want this site to become a free for all forum, else Peter & crew would have no time to search and create report on new names. I believe we all signed up to find a new multi bagger. So please allow these folks to do their thing.
PS: I plead guilty for taking advantage of numerous questions in the past.
Read Answer Asked by Shah on November 27, 2013
Q: Hello 5i and Members:
wading into the "questions" comments: one question per person should be enough, imho. But members, c'mon, please use the feature to search by symbol: if the company you're asking about has been asked about 3 times yesterday (this has happened), then surely you shouldn't have to ask again. Go back over all the questions and you should get a precise position of 5i's views. Peter, possibly when this type of thing occurs, you could direct the person more often than you do. Being a nice guy has to stop somewhere (parents will understand this!).
Great service, great price and some very good (great) questions. There are also the other kind lol.
Read Answer Asked by Paul on November 27, 2013
Q: I could not resist commenting... I thank-you for your UNIQUE service Peter and Team, and trust you will align the service to match YOUR values and those of the bulk of your members. I have learned much and yet still have much to learn. Based on my ROI of your services over the past few months alone I would subscribe to a lifetime membership at an instant. - Cheers.
Read Answer Asked by Philip on November 27, 2013
Q: TCF
CBM Asia Development Corp

I would very much appreciate if you could share your knowledge and experiences as to what a "memorandum of understanding" is. Particularly internationally among different countries, ie Indonesia.
Is it generally a binding contract, or more often than not do we see MOU's fizzle and disappear?

As an aside. Thanks for your service. You guys have helped me learn a lot about companies I initially wouldn't have looked at.
High risk High reward penny stocks aren't the only thing out there!!! But honestly, they're kind of addictive. Stupid or not, it's kind of seductive for a young guy (I'm not leaving them quite yet because I need another fix/hit). Actually that might make for an interesting article.
Read Answer Asked by Frederick on November 27, 2013