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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: GIB.A - In September you indicated you were completing a report on CGI and about a month ago you indicated you have held off on the report for a long time. What is the reason for holding off on issuing a report for so long? Would it indicate you are concerned about the future/direction of the company or is that part of your normal process?

Also, you mentioned yesterday that:
"Inter Pipe and Pembina Pipeline hold similar valuations with IPL looking a bit cheaper. Earnings in 2014 are expected to decline for PPL but remain stable for IPL so we would lean toward IPL due to the stability."
Are those GAAP earnings or cash earnings? Would that warrant a switch from PPL to IPL given that decreasing earnings usually isn't a good thing?

Thank you in advance for your reply.

Read Answer Asked by Christopher on February 25, 2014
Q: Hello Gentlemen,

I have 10K for my TSFA and I am torn between investing in gold or just let my other investment in gold recover. I have 100 shares of G and of course I am still 20% under (it used to be 40% until recently.)

Now here is my question: would you buy CCL.B at this stage or would you buy a junior gold instead, trying to take advantage of its recent rally. I hear that those who ignored gold in the past only learned a lesson that gold did return to its glory and demanded twice as much as its previous peak.

Is this rally going to be any different? Would gold go more than it used to be just two years ago? Would gold teach the same lesson to those who disrespected it?

If the answer is a likely yes, then which junior gold would you recommend? I have been looking at:
CTG, MND, TMM, AR-T, and BTO, unless you have something with even more promise of growth.

Or should I just go buy 100 shares of the CCL.B?

Thank you, thank you, thank you!
Read Answer Asked by Saeed on February 25, 2014
Q: Will you please update your thought on NDN ? Thanks.
Read Answer Asked by victor on February 24, 2014
Q: Hi team,
Can you update your view on PTS in light of the recent MasterCard deal please?
Thanks
Read Answer Asked by karl on February 24, 2014
Q: I have been a holder of CargoJet (CJT) for a number of years, happy with the dividend and, particularly in the last year, the growth. However, yesterday's contract announcement caused huge volume and a large gap up. I'm trying to determine if this is warranted or if it is just "irrational exuberance" ... your assessment would be appreciated .
Read Answer Asked by Alexandra on February 20, 2014
Q: Hi Peter and team,

Is there any reason for the continual drop of rifco? It seems overdone, but it also seems like there's no end to the selling. The decline looks more than your typical profit taking selling. I don't see any news on the stock and their recent quarters have been solid. Other than the fear of higher interests rates, what else could be causing the drop? I still have a 20% gain in the stock, but would you advise selling to realize some gains before this stock loses anymore value?
Read Answer Asked by Jonathan on February 20, 2014
Q: Hi, Boralex (BLX) finally initiated the long awaited dividend. Based on your thesis about companies declaring 1st dividend, is Boralex worth investing at current levels ($13)or we need to wait and see higher revenues and profits/cash flow? Thanks for your valued advice, as always.
Read Answer Asked by rajeev on February 20, 2014
Q: Hello 5i Team,
Is Tekmira Pharma (TKM) still a BUY? It has gone up quite a bite for the last several trading days, but PE is still low.
Thanks for your great insight.
Regards,
Henry
Read Answer Asked by Henry on February 19, 2014
Q: DHX is a stock I have held since January 2014. It is going down as fast as the rest of the market is going up. 5i seems to like it. What do you see in it?

Also, on my online account they issue buy alerts. I acted on one on Feb 18 after the alert. It was CS. It dropped 4.5% that day while the market was going up. I would be afraid to add to either one of them. Should I just stick to mutual funds because that seems to be the only way that I can make money in the market?

Thanks,
Dennis
Read Answer Asked by Dennis on February 19, 2014
Q: Hello Team 5i,
I have a colleague who is just starting to put some money back into an RRSP account that he had emptied out to buy his house. For now, he has 1000 dollars in it and I promised him I would ask your advice for how he should invest it. He does not expect to touch this money and whatever else he puts in there in the future for at least 25 to 30 years. He would like to take a growth strategy. What do you suggest for him? Thank you in advance for your help.
Bashir
Read Answer Asked by Bashir on February 19, 2014
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