Investment Q&A

Q: Hi Peter and team, I was sent a link to a radio interview with the CEO of Dynacert, the interviewer was Jay Taylor who has a weekly radio show on the Voice America business channel.
What is your view on DYA? The story sounded compelling and market has been pushing this stock up. Also, is Jay Taylor a credible journalist or is he more of a stock promoter?

Q: Hi Peter....all the very best in the New Year.
Do you think this stock will ever trade again? ha. I have not seen a stock halted this long before, usually it is a matter of hours. What do you think could be the problem and if the deal does go thru do you think it will be beneficial to bkd?
Thanks and cheers,
Bruce.

Q: I bought these stocks during tax loss season. What is your outlook for each? Hope for a January bounce and get out? Or hold for a bit?

Q: I own tnc, pli,itc,czo and looking for a couple more of your fav's for growth. it will amount to ~5% of my portfolio tkx pat

Q: nhc. is this an ok entry point? is management just ok or very poor. Would the new board members be better than the old ones? the lumpy earnings are not convenient to investors ,with nhc making acquisitions and having their best quarters at certain times of the year. in your opinion do the shorts and or Craig Hellum ($2 target) correct in their (dislike) of the company .thank you!2

Q: I am looking to make an investment in a company that produces rare earth metals. What would you consider the best TSX listed companies in this sector. Do you think any potential trade conflict between Trump and China could have an effect on the rare earth metals market. Thanks

Q: Hi team, I've owned 1000 shares of PDN from 2007, my break even cost is 1.95 if I buy 4000 more today it would drop to .44 cents. I would do this only with the hope of a takeover, firstly, would this be possible considering its debt. I know you are not big fans of this, but what are your thoughts it's .04% of my portfolio. Thanks, and all the best for the New Year, Nick

Q: Good day Peter, Ryan, and team,

Would you consider CWX a good investment at the current price level for a 1-3 year or longer term hold? Also, how safe is the dividend, which is pretty high at the moment?

Season's Greetings

Q: Please comment on Gatekeepers 2016 results, thier prospects for 2017 and your overall view of the company, sector and management team.
Happy New Year to all!!

Q: What is your opinion on Cannabis in Canada these are a few of them.

Q: I have been researching a small cap start up, Greenspace Brands Inc, following a recommendation on BNN, it looks promising. I estimate that sales have to grow by 50% to generate positive cash flow and double that to become profitable. How realistic is this? Your thoughts?

Q: Torstar has seen some gains lately and is up again today
on heavy volume(according to TD Waterhouse).
Would there be any justification for taking a 1/2 position
(2.5 percent of stock portolio)?

Q: Any thoughts?

Q: I have the listed companies in my TFSA($60k). I haven't been too concerned with portfolio weightings due to the portfolio size and have let the winners run. As a result close to 50% of the portfolio is held in just 2 stocks (CCL.B and CRH) I have nice gains in the others except DBOX and SYLOGIST which are both flat and I have considered switching out. Two questions I have are 1. Do you think it is a prudent strategy to stay this course or would you rebalance keeping in mind these weightings are not that out of whack when you consider my other portfolios? 2. What name(s) would you consider adding to this mix for my 2017 contribution of $5500.

Thank you and Merry Christmas to the entire 5i staff for your outstanding service.

Q: Hello 5i,

I'm considering PLS for my TFSA as I have no materials exposure. Currently holding Boyd, Enghouse, Spin Master, Premium Brands. I know this is speculative, but in light of potential infrastructure spend in the U.S., possible lower CAD and a stock that seems oversold, in your opinion is it worth the investment or would you have a better recommendation.

Thanks

Q: Peter and team

I am looking to add some growth potential (along with acknowledged risk) to an otherwise fairly balanced portfolio.
Sector allocation aside, could you please comment on CRH, ITC, and PHO with regard to current valuation, potential growth, risk, and order of preference in the current market.

Thank you for a great service.

Phil

Q: Merry Xmas everybody
We are starting our 2017 stock pool ---Need 3 tenbaggers
Got any good ones? Wont be upset if it doesnt work out.
Thanks
Peter

Q: Hello Team,
For US mid cap exposure, do you prefer IJH or XMC. The Canadian ETF appears to be have a market cap of only 38 Million. Is that a liquidity concern? Any other thoughts you have would be appreciated.
Thank You,
Barry

Q: Many years ago I bought 2000 shares of Artic Glacier income fund.
This is the name showing on my statement from Disnat:
AG.UN.CQ-U FD ARCTIC GLACIER IN PART
It is worth almost nothing now. I am not sure if the company is still running and traded.
Is there a way to take a capital loss on this asset?
Thank you

Q: Wilan is taking me on a wild ride. Do you think they are gearing themselves to be bought? And would 4.00 be a fair price for someone to buy their patent portfolio? Stock is moving up everyday!!!