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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: Greetings: My question is concerning 3 stocks: Element EFN, Fiera FSZ, and Tricon TCN. I have owned these stocks for over a year, and they have done almost nothing. I bought them because I understood them to be "growth names." But in retrospect, which I know is always clear, I would have seen more growth in non-growth names: BNS or HCG, or even KBL or WPK!. Also, I note that you say the following about Element: "We think it is a stock that needs to be given five years. We think the company, despite all of its recent activity, is only getting started."
OK, here's my question, I know, finally. My opportunity cost has been huge on these names. Should I just be patient (hopefully not for another 5 years) or exit now, after which I know all three will immediately shoot up, and then enter when they have "matured" a bit. I had expected steady growth. Or should I simply hang on and change my expectations. With new money I am buying names like First Service and Auto Canada and Boyd and seeing way more growth.
Thank you once again for service that I still can't believe exists. Cheers
Read Answer Asked by Gordon on June 09, 2014
Q: Peter and team,
Can you give a update and opinion for IMG, SAS and general gold comment.
Thanks,
Paul
Read Answer Asked by Paul on June 09, 2014
Q: Hi Peter& Team, thanks for all your help to date. I am starting TFSA and RESP account for my kids and looking for some growth stock advice. One of kid has 5 yrs timeframe while my son has 10 yrs timeframe. Thank You.
Read Answer Asked by S on June 09, 2014
Q: I am looking at 5 stocks with the objective of buying 2 or 3 of them in my TFSA (which is doing well thanks to you). The 5 are SPB, SGY, TOU, RRX and IPL. Only SGY and IPL have net buy insider trading. TOU and RRX have large net selling.
How important are these insider trading numbers and can you recommend 2 or 3 of these?
Read Answer Asked by Danny-boy on June 09, 2014
Q: Hi Peter - currently have AYA, CF, DHX, SGY and TCN in my TFSA account and doing pretty good - thanks - looking to add another $2000 - can you recommend a couple of names that would fit in with the mix - more on the growth side as this is for the long run. Excellent service and continue the great work.

John
Read Answer Asked by JOHN on June 09, 2014
Q: with the latest purchase by B2Gold have you any comments. and any latest comments on Merus Labs. tks
Read Answer Asked by Jerome on June 07, 2014
Q: I am selling $40K of mutual funds in my TFSA. I am considering purchasing VCH. DHX, ESL, AYA, GUD. Do you have other suggestions? Thank you
Read Answer Asked by Patricia on June 07, 2014
Q: WEF. Western Forest Products is off its highs close to 30% now. The RSI suggests it is oversold.
Would you agree? And would this be a reasonable time to add to my existing position in this stock?
I am still up nicely over the last year and have been looking for an opportunity to add.

On the other hand do you think some of the "steam" is out of the forestry sector?

Thank you.
Read Answer Asked by Donald on June 06, 2014
Q: Need your detailed analysis with this one. Looking at the latest quarterly earnings from SNC-Lavalin, most of their net income comes from what they call their ICI or Infrastructure Concessions Investments which consist of the recently sold Altalink and 407ETR (to name two.)

The former management took a strategy to diversify SNC income precisely to ensure a more predictable income quarter to quarter rather than the more risky and fickle revenue that comes from the Engineering and Construction side of the business. So, while they have a new strategy and now 3 billion more dollars, my concern is that their dividend from quarter to quarter is in jeopardy.

It's safe to say that the SNC-Lavalin of 2012 is not the same company as SNC of today anymore, so how secure and safe is it's dividend with this massive change in strategy?
Read Answer Asked by Eugene on June 05, 2014
Q: Thank you 5i for being here. Stumbling across your site just under 2 years ago has been the best investment I have ever made.
Speaking of The Best Investment - if you had to buy just 1 name for 5-10 year hold (I am 62 years old) which name would it be.
Thank you as always.
Read Answer Asked by Craig on June 05, 2014
Q: Orange Capital LLC is offering $5 per unit for Partners Reit, and Hudbay Minerals is offering to purchase the shares of of Augusta Resources. The Augusta Board advises rejection.Please give me your reasons and view as to whether or not I should tender to one or both or neither of these offers. Thank you
Read Answer Asked by Harold on June 05, 2014
Q: Hi Gents,

What is the Summary Portfolio that was posted to site 2 Jun (I am new to site, and cannot find an explanation or come up with one myself)? It cannot be the A and B stocks as there are C rated stocks on the list, and it is more than the Income and Model combined.
Thanks.
Bob
Read Answer Asked by Bob on June 05, 2014
Q: I own both LGT.B & ALC. LGT.B has been on a tear for the past 2 weeks but not ALC. Can you suggest a reason for the discrepancy?
I am thinking ALC has had to borrow money to purchase the new ships. Could the borrowing costs be depressing ALC's earnings? Presumably once the loans are paid down and the lower operating costs of the new ships start to make their impact ALC's earnings (and share price) will increase. (Hopefully the loans will be paid down before interest rates start to rise). Does this make sense?

Both ALC and LGT.B seem to be thinly traded however I found it more difficult to purchase LGT.B over ALC. I suppose a thinly traded stock ought to increase more rapidly due to the lack of float. (It should also drop more rapidly too!) I think the main trouble with these 2 companies is lack of float. ALC did a 10 for 1 stock split about 18 months ago which helped. I suppose LGT.B would need to reach about $100 to do a split.

Anyways thanks for listening (actually reading).
Read Answer Asked by James on June 04, 2014
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