Investment Q&A

Q: Here is how the Globe Portfolio analyzer breaks down my wife's LIF. Is this a good balance or should the %'s be more equal? Are there important missing sectors that should be covered. The energy sector is lower than it was due to the fall in that sector.
Financials 32.87%
Information Technology 17.65%
Industrials 16.10%
Health Care 10.26%
Consumer Discretionary 8.33%
Energy 7.70%
Materials 5.31%
Telecommunication 1.79%

Q: What are your views on GPRO? It has a 38% short interest. Do they still have a competitive edge?

Thanks.

Grant

Q: I hold 500 shares of TA in aRRIF with a capital loss. Would you recommend selling TA and purchasing RNW? Or hold neither.
Thanks to all.

Q: Hi! When it comes to allocation in the new growth portfolio. If I only have $20 thousand available is it better to concentrate the funds in a few companies or buy what would be a pretty small position in each of the companies? And from what I have read from the questions I would guess the stocks to concentrate on, if that is the way to go, would be the ones were you have taken a 5% position.

Q: The current share price is being dragged down because of the Nasdaq listing and the Canada-US dollar exchange rate. Aren't the profits made in this company in american dollars and shouldn't that be supporting the stock? Do you think Wi-lan management should drop US listing?

Q: Hi 5i Team,

DHX.B was downgraded by Scotiabank to an “underperform” rating and cut its price target from $10 to $7. RBC Capital, CIBC have both cut DHX Media’s price target as well. What is your outlook on DHX.B and is it still worth holding? Thanks as always. Jerry

Q: My questions is concerning the debentures of companies such as Partners Real Estate and Temple REIT . I own debentures of these companies (1 yr debenture for PAR.db and 2 year debenture for TPH). My thinking is that the risk of default is very low despite the poor performance of the shares. The yields are high and the companies before defaulting they will need to cut the dividend/distribution of the common shares and reduce debt by selling assets. The other risk is being paid the principal in shares (in which case one needs to hedge that possibility).
I would appreciate your thoughts on this with regards to the difficulties these companies are facing. (In fact .. I don't see why investors own the common shares and not the debenture).
Thanks in advance for your comments

Q: Hi Team,
just looked up the value of the warrants at $0.35. Since the stock is highly speculative, as are the warrants, wouldn't it make sense to buy warrants instead of the stock? Expiry of warrants is in thee years which can be shortened if certain conditions are met based on incremental stock price.

Q: I have owned these two equities for several years. Both are down 80+%. I know, I know, I should have bailed a long time ago. Your advise please, should I sell and move on or continue holding. Thanks so much.

Q: Sierra Wireless trades on the American exchange as SWIR and on the Canadian exachange as SW. On some days there is more than a 1% difference in the change between the two exchanges. Most often there is a differenct. Can you explain?
Thank you.

Q: ComDev announced a share buyback plan for one-year starting in March 2015. I am a novice invstor just getting started with this company. What are possible implications of this buyback plan for my position?

Q: Hello,

Instead of holding ishares russell from the growth portfolio would switching it out for vce make sense? Or will there be too much correlation? The reason why i'm asking is that I already own a us etf VTI(which is my largest allocation) and don't want to add more to my US allocation.

Thanks.

Q: Good Evening Peter and 5i Staff

I want to do a little portfolio cleanup and am down substantially in PRW,QST and DEE. Do you see any catalysts in the near term? I hold several names in your Models and I'm am inclined to add CDV from you growth Portfolio as a replacement.

Thank you

Q: What are your current thoughts about Calloway given the bought deal that they just announced?

Q: Can IWO be held inside a TFSA since it consists of american stocks. Is there a 15% claw back on the dividend. Would it really be considered a growth name since it consists of many companies. Thank You for the great service.

Q: Reported recently & missed by .01. Based on TTM: ROE 76%, EGrowth 59% -reports Q1 15 mid May, I believe? I was thinking of waiting for these results before buying for longer hold as oil prices start increasing later in the year as long as the dividend is sustainable-pay me to wait??

Q: Hi Team, with the recent rise of Surge, I am down (only!) 16% and thinking of bailing to buy a few more stocks in your new growth portfolio. So far I own PLI, PHM, IT, XTC and DRT. Do you suggest this move, and if so, what would be the next 3 stocks you would suggest. Thank-you so much for your service.

Q: There's been insider buying as well, from at least two insiders, since March.

Q: This seems to be a recurring question, but do you see any news that's continuously pushing down the price of Amaya? With solid earnings and 2015 guidance, I'm concerned by the continuous downward trend of the stock with no apparent news.

Q: Peter: I would like to replace Peyto with a similar quality dividend paying stock in a different sector with strong growth potential. I am overweight in energy and underweight in everything else. Thanx Robbie