Investment Q&A

Q: Why does BDI remind you a little bit of Badger? I thought one of Badger's strengths was its propritary technology which I don't believe BDI has. If memory serves me correctly once you said that Badger's clients were utilities who weren't so much concerned about costs as reliability and response time. Does this hold true for BDI and are they as good as Badger? (Are their clients utilities too?)
Thanks

Q: Hello Peter and team,

I am overweight in JNJ and was thinking of selling half and buying PG with the cash. Do you think this is a good move or just a sideways trade. Thank you

Q: hi 5i, my question has to do with CZN - Canadian Zinc but at the same time insider trading. according to INK, on Mar 24 the CEO J F Kearney did some fairly sizeable insider trading. can you explain what transpired yesterday. and also how should a current shareholder view this type of action as it pertains to investing in general. also maybe in the future devote a section of your services on how to read insider trading. thanx norm

Q: Your model portfolio in small print, for example, auto Canada p&l for 2014 -4.1. I was surprised to see that it was in a minus category since it was the best stock in the TSX. Is there a difference between a March 1st list February PDF and a March 1st 2014 Excel with no list? It has nice big print, and is easier to read. Maybe I am missing something. Please advise.

Q: further question on Solium (SUM)

I have been watching SUM closely and recall back in mid Feb that the 5i team felt a good entry point for SUM would be around $6.75. Yesterday it closed @ $6.81 after the recent news regarding the CEO selling a chunk of his shares. Today it is almost back up to $7.

Should we consider this as an opportunity to buy?

Or would you recommend sitting tight for a bit to see what happens next?

Thank You

Q: Hello Peter, thank you kindly for your great advice to date. I would like your input on my TFSA portfolio. I am holding 6 issues, roughly 16 to 17% weight for each as follows:
ZHY, ZDV, OXF.A, LXF, IPL, and XRE. My goal was to create income but with a preference for long term growth. Am I on the right track? Please suggest any alternatives. Thanks very much!

Q: Good Afternoon Team,

Could you please comment on two equities in the Financial Sector.... Premium Income Corp (PIC.A) and Horizons Enhanced Income Financials ETF (HEF). The former pays a dividend of 11.92% and the latter pays a dividend of 5.86% Are the dividends sustainable? Many Thanks!

Q: Hi team,

Any views when we can get MNW earnings?
Also my portfolio has become risky with too many small caps including HEO, WAN, GUD, CXR, MNW, CMI, MXG, PLI, MSL, CHW, PSD, PTS and some positions being bigger than usual like 15%. Should I cut on some of these and shift them to large caps or other safer picks.

Q: Hello Peter...I'm interested in learning/improving about entering and exiting holds of stocks. And came across books by Alexander Elder....showing up on Amazon and at the local library. At first glance, the basics are easy to understand, and provide good building blocks. For me, I'll need to show more patience.

Thought I'd mention this resource reference for others.....Tom

Q: AthenaHealth (ATHN) has been sliding slowly downwards since it's high early March. Any cause for concern?

Q: Dear Peter and fellow 5I team members, I, for one, appreciate your gentle and courteous responses to members who in the opinion of some ask too simple questions too often. We are the very people who need your conflict free investor oriented advice; I would be unhappy if you felt the need to separate out the beginners you are currently educating to a "forum" with its own agenda.
Thank you, again for your unique and valuable service.

Q: Sell CFN to buy ACQ or other options.

Thanks

PB

Q: K-Bro (KBL) reports about May 5th and I have $0.33 in earnings estimates from 3 analysts, down from $0.39 last year, revenue flat. However TD Securities seems to think Free Cash Flow is a more important indicator and has it going from $2.61 in 2013 to $3.51 in 2015 with potential for a dividend increase. Their analysts toured the new facility in Edmonton and were most impressed so raised their target on the stock at the same time calling it a "Breakout Milestone". I see it is a small cap and wonder who the major stockholders are, should there be a takeover, and do you agree with the numbers? I am a content holder from a lot lower and have averaged up since. Also is there an updated 5i report coming? I see the last one was Dec. 2012. Thanks, J.

Q: Hi 5I team,
Is there any news on KBL? I'm surprised to see the jump in price today.

Q: Hi Peter and Team, regarding Amaya, AYA, see below (wondr if they'll fool us or surprise us on April 1);

Amaya Gaming Group Inc. (TSX: AYA), an entertainment solutions provider for the regulated gaming industry, today announced that it will host a conference call on Tuesday, April 1, 2014 at 9:00 a.m. ET to discuss its 2013 fourth quarter and year-end financial results. David Baazov, CEO of Amaya Gaming Group Inc., will chair the call. The Company plans to release its financial results after the market closes on Monday, March 31, 2014.

Conference Call Details To participate in the call, please dial 647-427-7450 or 1-888-231-8191 ten minutes prior to the scheduled start of the call. A replay of the conference call will be available until Tuesday, April 8, 2014 by calling 1-416-849-0833 or 1-855-859-2056, reference number 19707175. The conference call will be webcast live at http://bit.ly/1ivgqJD.

Note: the CEO of Intertain was on BNN yesterday and had kind words for Amaya based on their relationship!
Thanks!

Q: Hi Peter and team,
Thank you for your invaluable advice. I am considering to add either CSH.UN or ACC at current prices. Pl advise which is better and why as regards to valuations and dividends?
Regards,

Q: Why is my CBO 5 year laddered corporate bond ETF giving me a present yield of about 4%. The best 5 year corporate bond I can find available to me as a DYI investor on TDWH yields only about 2.5% at. Why the difference. Should I be worried. I am 57 years old and approaching retirement and feel the need for some fixed and CBO seems the option. What to do about the fixed income portion. Sometimes I think for the fixed income component it would be best just to stay in an investment savings account which pays 1.25% and eliminates the risk of loss of capital.

Q: SYD. Synodon has had a significant move recently. It represents a small (< 1%) position in my portfolio. Can you explain the recent rise on high volumes. Should I cash in my 100%+ gain and run, or wait because something is developing here.
Zen

Q: Good Day!

St. Andrew's Goldfields (SAS) is dropping like a stone despite what appears to be encouraging drill results. My understanding is that this is a producing gold mine. IS there a reason for the drop? Is this a good opportunity to double down?

Thanks,

DON

Q: Hi Peter and team,

I have been doing quite well in the markets for the last two years or so, thanks in large part to your outstanding service. I have been an active member from the beginning.

My question is, as of today, if there was one or two sectors you would take profits in, which ones would they be?

Thanks

Stephen