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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 5i,
My current portfolio consists of:
BX:US, COP:US, PXT, HWO, TLA, SYZ, VCM, PHM, DND, XTC, and RDX.
I like to keep a fairly concentrated portfolio and generally stick to smaller cap stocks. Assuming I am fairly equal weight between all of the above names, which would you (if any) recommend adding too today? And is there another small cap name that you think may fit nicely in this list to provide good growth/value and maybe a little diversification at the same time?
Thanks!
Read Answer Asked by Scott on August 15, 2014
Q: Hello Peter & Co,
In my TFSA account, I have allocated $20k in tranches of $5k to invest and the rest is in an easily accessible account Premium savings PSA ETF. I have already invested in FRU (Royalties) and DHX (Media) and thinking of investing in ET (Technology) and Morneau Sheppell MSI (Human Resources). I'm not trying to hit the ball out of the park in terms of returns and, by the same token, have a good diversification.
Thanks as always,
Tony
Read Answer Asked by Antoine on August 15, 2014
Q: Peter: In your experience, has it ever happened that a company does a bought deal financing and instead of buying something with the money, they instead receive a takeover offer? My intuition tells me something is going on at Heroux Devtek HRX. I am probably wrong but the last time I saw this kind of activity was with a company I owned called Dalsa (though I don't think they had just done a financing)and within a few months it was taken over at a huge premium. Just wondering.
Read Answer Asked by Helen on August 15, 2014
Q: I am an investor in my mid seventies. In the past I have been able to purchase new issue convertible debentures for 5 yr, paying on average 5.5%. Unfortunately this market has dried up. Several of my debentures have come due and as a result I now hold a large amount of cash. Can you suggest 5 or 6 blue chip stocks that pay dividends in the 5% range? Should I hold my cash and wait for a correction or begin buying now? Thank you for your opinion.
Read Answer Asked by wayne on August 14, 2014
Q: Could you please provide me with an update on the prospects for Laramide(LAM), Loyalist (LOY) and Petra Nova (PNA)..any future for these three....many thanks
Read Answer Asked by Michael on August 14, 2014
Q: Hi,

What do you think of WesternOne (WEQ TSX).
Is 7.7 dividend sustainable?

Suitable as a bond replacement in a RRSP account? Any other high yield safe(er) stocks?

Thanks
Read Answer Asked by Marios on August 14, 2014
Q: Greetings and my best wishes for all, your families and friends.
I hold Chorus Aviation (CHR.B) for income and I am ok with the volatility. However, the last time the stock reached new highs a large block of shares was dumped on the market. There was a large gain today and the stock seems strong. I would be interested in your thoughts on the reasons for the move and if there are any large blocks that may be dumped by fund managers.
Thank you
Bill
Read Answer Asked by william on August 14, 2014
Q: hi I bought agt. at $13 With their earnings report do you think I should sell some or all now or wait for the dividend to be paid out
Thanks Ken
Read Answer Asked by Ken on August 13, 2014
Q: Hello,

I was wondering for a TFSA (40K) for maximum growth what stocks would you propose. I don't envision needing the funds in the next few years (I have the model portfolio in a non taxable account).

I know that you specialize in Canadian equities, but if you would have to select a few US growth stocks (30k taxable account) what would you select.

Thank you so much.
Read Answer Asked by Marios on August 13, 2014
Q: Regarding Concordia Healthcare (CXR): do you suspect there could be headwinds against companies that employ "inversion" as a means of growing their earnings per share, as this strategy may appear "gimmicky".

If public sentiment turns against inversion stories, do think companies like Concordia could be affected?

Lastly, could you provide us with CXR's earnings per share estimates for this quarter?

Thanks again.

John
Read Answer Asked by john on August 13, 2014
Q: I was disappointed when mfi maple leaf foods reported and did not announce a special dividend from the sale of Canada bread. I sold my stock at a decent profit. I had been holding it for three years.
Now on weakness I am thinking of buying it back wondering what they will do with all that cash.
Thanks. Helen M.
Read Answer Asked by Helen on August 13, 2014
Q: Hi 5i team -
Are you able to recommend your top 3 lithium companies with the best outlook, management, financials, etc.
Which method used but the companies is best for producing lithium?
Thanks.
Jim
Read Answer Asked by James on August 12, 2014
Q: Hi Peter and 5iResearch Team,
Can you please provide your advice regarding Stuart Olsen, SOX, a construction and consulting business with a dividend of 4.9%. In April 2011 it closed above $20. Today its trading at $9.75. Do you like this industry at all, and if so, is this a good quality value investment today. It was recommended on BNN this am. Thank you. Linda
Read Answer Asked by Linda on August 12, 2014
Q: All of the stocks that I own are your recomendations. As per you suggestion I want the highest growth stocks in TFSA's. From your A and B rated stocks in the summary, which would you consider for the highest growth for TFSA's.
Thanks for your outstanding service.
PB
Read Answer Asked by Peter on August 11, 2014
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