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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: I am considering buying Kinder Morgan KMI-N. Seeking Alpha has some interesting & controversial information about the Barron's article & insider buying following the publication. In doing some stock chart overlays KMI-N against WMB-N,SE-N,PAA-N,ENB-N,TRP-N,I find the yield & price discrepancy rather compelling. Your comments greatly appreciated. Ken
Read Answer Asked by Sue on March 12, 2014
Q: Hi - my university attending son has been telling me about the legalization of marijuana, particularly in the US, and asks me how to invest in it. I read in the G&M today that even the Tories are softening on the issue. Any thoughts on how to invest in this sector?
Read Answer Asked by Kirk on March 11, 2014
Q: Thank you very much for recommending Athenahealth ATHN; sold half position. I want to buy Workday WDAY with the gains, would greatly appreciate your insights.
Read Answer Asked by Charles on March 10, 2014
Q: Could you please provide a brief analysis from your Bloomberg sources on a NYSE-listed stock titled Cabelas Inc [ticker CAB].

Thanks
Read Answer Asked by Michael on March 10, 2014
Q: I have a well balanced 5I style portfolio, Thanks. Regarding my US holdings I have SPY, EFA, IBB, IWO, VIG, TAL, YUM, XLY, AAPL and a little US cash. Apple is flat, the rest have been fantastic. What do you think about selling Apple and buying something tech like such as QQQ with about 4% of my US portfolio? If you think this is a good idea is QQQ the choice or something else in any sector?
Read Answer Asked by William on March 10, 2014
Q: HCLP
Note that HiCrush is a US LP so it's payout is not an actual dividend and one has to review the many tax treatments - google it. Gayle
Read Answer Asked by Gayle on March 10, 2014
Q: Hi peter do you think its a bit late to buy Trinity (TRN-N) or are we just getting started with replacing railcars in North America...what are the latest targets for this stock +can you recommend another supplier of railcars?...do you think this is a better stragety for a growth than AVO?...Thanks for all the great work
Read Answer Asked by Terence on March 10, 2014
Q: Hi Peter

I noticed that one of the members was asking about Cal-Frac sand companies.

Back in early Dec, Gordon Reid, on BNN, mentioned Hi-Crush (HCLP).

At that time it was trading at 31.66. It is now at 39.42 and has a 5.175 yield.

It still shows a lot of upside and could be a good investment.

Perhaps you could comment of this company.

Thanks,
Mike
Read Answer Asked by micheal on March 09, 2014
Q: Hello, I know you concentrate on Canada but because 5i often is willing to provide some comment on US stocks I am wondering if you have a couple of names of US growth stocks you may feel have good potential and are a bit under the radar. Thanks for the great service to investors. Bill Y.
Read Answer Asked by Bill on March 09, 2014
Q: FRAC SAND question previously asked:

A Investors Business Daily Mar 10/14 related article discusses these companies:

Emerg Energy Services (EMES)
U.S. Silica Holdings (SLCA)
High-Crush Partners (HCLP)
Carbo Ceramics (CRR)

Publish at your discretion.
Read Answer Asked by Russ on March 09, 2014
Q: Hi Peter & Team... re US Auto Industry - GM & F

Back in late Jan I inquired about GM & F and you mentioned 5I was not at this time earnestly following US Equities per say BUT, that you would be doing more so in the coming months.

Spring is just around the corner, the fleet is very aged, incentives are in place, emerging markets are showing some positive signs (especially for GM), there appears to be some confidence in the economy and both F & GM (again especially GM) are very cheap right now. A recent article I read suggested GM could see $45-$47 by years end with continued growth expected in 2015 plus GM is up 6% since early Feb. Is there any way you could take a moment and give us any thoughts you may have on this sector?

Appreciate all you do... gm
Read Answer Asked by Gord on March 09, 2014
Q: BPT. I was wondering if this is a good way to play the oils for the large dividend it offers and it's seemingly stable environment in Alaska. Your opinion on this royalty trust please. Thanks.
Read Answer Asked by Morgan on March 08, 2014
Q: Would appreciate your view on both FF and RFIL on Nasdaq. Hard to find info on these two small caps and would appreciate your view. many thanks,
nancy
Read Answer Asked by Nancy on March 07, 2014
Q: HI

Would you be a buyer of PLUG now and how would you value such a company?
With its large order from Walmart recently I think the future should be be bright.

Thanks
Hersh
Read Answer Asked by Hersh on March 06, 2014
Q: Please comment on APL (US) Why has it dropped 25%?
Read Answer Asked by rand on March 06, 2014
Q: I've done a little screening for good dividend stocks that aren't in the mainstream media. One of these is Mind CTI (NASDAQ: MNDO).

My research has shown me that it has about half it's market cap in cash. The dividend is high, and in most years, it can cover it through all of it's net income. In the most recent year, it's only able to cover half of it, yet they still paid out 24 cent versus their 12 cents in profits.

My question is: what do you think of this company and is the dividend policy sustainable in your view?
Read Answer Asked by Eugene on March 05, 2014
Q: Good afternoon,
I would appreciate your views upon Stillwater (SWC) as a PGM play.
Read Answer Asked by Peter on March 05, 2014
Q: In reponse to the Frac Sand question, another name is Hi-Crush, HCLP.N in the U.S. a very successful company with a fat dividend.
Read Answer Asked by Greg on March 05, 2014
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