Q: Would you please provide commentary on the effect of the recent sale of assets on the strength of the balance sheet and the viability of the remaining business going forward.
What would be your risk assessment of the Conv. Debentures?
Q: I reviewed your comments with interest as well as some dudilgence which show heavy insider selling.
Represents 3.5% of my RRSP and have some decent profits.
I have seriously considering selling a portion, what are your thoughts
Thanks
Q: It would be helpful if you could give a relative ranking of risk for each stock in the new growth portfolio. Do you consider them all high risk? Are certain ones not as risk as others? What do you consider to assess risk?
Q: Can i please get your thoughts on Stuart Olson. Is the dividend safe ? If not, has the price decline already discounted a possible dividend cut. I often see stocks rally after a dividend cut id announced. Thank you
Q: The new Growth Portfolio was up approximately 2.28% yesterday while the TSX was up only .27% and the Venture was up .18%. Is the reason for this that 5i members are piling in, or are there other factors at work here?
Q: For people who own or are considering Alimentation ATD.B, this is an informative and interesting website: http://www.cspnet.com/. Enter "Alimentation" into the search box to see news and insights. The site covers every aspect of the convenience store business. It adds new dimensions of understanding to the world in which ATD.B operates and expands. How can you not like a website that devotes a major section to Snacks & Candy?
Q: Re adjusting my portfolio and startec is of some concern. Is this a hold for the next 3 / 6 months or should I move on to another stock? Any suggestions?
Q: I owned shares in Brookfield Infrastructure for part of 2014. I just received a letter from them enclosing information for filing a 2014 U.S. tax return. The shares were bought and sold on the TSX.
I have held shares in quite a few companies over the years and have never received a similar request so am not sure what to do with this one.
Is this something that you folks know about or do I need to consult a tax adviser?
Thanks for all the great info and help you provide.
Q: Good Day fine team. Thank you for your new Growth PF. Happily I already own 5 of the equities. My question - I only own (due to the large drop in energy) a total of 5.4% within my 4 PFs. Black Diamond has dropped from last May or Apr from $34.31 to $12.79 for me. I also own WCP, BAD, and RRX. BDI loss translates into almost $2000.00. I have sold SGY and FRC already. Any thoughts on BDI? I'm hoping to hold on as all the research through 5i is complimentary to BDI. I am still having a blast with the world of investing... thanks to you.
First of all, thanks for putting out the Growth Portfolio. Looks awesome. I was happy to see that I already hold 5 of the names in the portfolio. My question is about Solium Capital. I currently have it in my TFSA and think it might be a good call to switch it out for 1-2 names (2 since SUM is an 8% weighting) in the growth portfolio. Can you recomment a good replacement from the portfolio? I already own CXI, DHX.B, AVO, GUD, XTC, and I plan on buying OTC with cash I already have set aside.
Q: Hello 5I,would appreciate your opinion on the potential growth of this small company and if it has larger competitors. want to thank you for all your hard work....Marlene
Q: Peter and his Wonder Team
Macro just reported its 4th quarter declining revenues which was widely expected and I think not too bad considering the sector and commodity prices as a whole. Please give me your overview of this company and its prospects going forward! Would you still consider it a cheap stock with the strength to survive the sector storm? Thanks for your continued knowledge!
Dr.Ernest Rivait
Q: As a guest on BNN, Patrick Horan has been given the opportunity to discuss his short position on Enbridge for a number of months now.
It occurs to me to ask: Is this merely Mr. Horan being permitted to 'talk his book' regardless of any perceived conflict, or is there a genuine concern with Enbridge's valuation and its financial structure as Mr. Horan suggests. Thanks.