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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: Hello 5i Team,
HPR, HYI, XSB
All are down (slightly). These are the only bond and preferred share funds that I hold, for a total of $80k. My question is, should I replace them with something else or should they be part of a diversified portfolio? Many thanks in advance.
Read Answer Asked by Kathy on January 30, 2014
Q: TAKING ADVANTAGE VOLATILITY SAFELY
I am a senior and devote some time to the market each day. with volatility high could recommend some solid companies that have good fundamentals,a stock you would own anyway, a reasonable pay out and dividend, are reasonably safe and can be traded or accumulated taking advantage of volatility. Some that come to mind may be Peyto Exploration & Development Corp PEY:TSX , Whitecap Resources Inc WCP:TSX, Davis + Henderson Corp DH:TSX.
Read Answer Asked by JOSEPH on January 30, 2014
Q: I currently have a half position in BIR and also PPY.
Which do you prefer ? should I go all in on one of these or
would you suggest something else for nat gas exposure ?
Thank you,
Ian
Read Answer Asked by ian on January 30, 2014
Q: re:DHX Media

Hi Team... Do you consider the recent sell-off in DHX shares to represent a good entry point for a 2-3 year hold or would I be better to wait a while longer?
Read Answer Asked by Richard on January 30, 2014
Q: Could I please have your team's opinion on two REIT Exchange Traded Funds for the fixed income side of my portfolio, in addition to bonds and GIC's. I'm considering XRE and/or ZRE. XRE is the Blackrock iShares ETF weighted more heavily in the larger REITS, whereas ZRE is the Bank of Montreal ETF more equally weighted across the sector. Which approach would you prefer? And if you don't consider REITS "fixed income", how would you add real estate to the fixed income mix? Would our home (fully paid) be considered "fixed income" real estate and, therefore, should it's value be added to our "holdings" as a percentage of the fixed income component? Thank you.
Read Answer Asked by Paul W on January 30, 2014
Q: I have followed Ross Healy for many years and have a lot of respect for him despite getting into some of his loosing recommendations that cost me dearly. I have come to conclude that he is a master at identifying overvalued companies, but on the opposite end many of his picks turn out to be value traps. Mr. Healy constantly harps on the “price to book” ratio of a company and I have heard him state that every other metric is just fluff. My question relates to how you believe “price to book” factors as a metric for evaluating stock picks. How (if at all) does the price to book ratio factor into 5i’s recommendations, and how important do you feel this metric is when evaluating a company’s stock price?
Read Answer Asked by Steven on January 30, 2014
Q: Hi
It looks like tapering will continue through this year, and the emerging markets don`t look so hot. Besides this the Canadian dollar is weak.
That means a so-so year in the markets is at hand if we are lucky.
Do you agree?
Which 3-4 stocks do you like in the current environment for an 18-24 month time frame?

Thanks
Hersh

Thanks
Hersh
Read Answer Asked by Hersh on January 30, 2014
Q: Peter:

What are your thought about Q1 results and outlook for RDM Corp. (TSX: RC). The results look great with good growth, acquisition talk and a new dividend too!. Seems a very undervalued small cap investment. What do you think?
Read Answer Asked by Charles on January 30, 2014
Q: Hi there, TD WebBroker just initiated coverage of FAM Reit (F.UN) with a Buy recommendation. Although it is small still, its share price has fallen since its IPO, and is externally managed by Huntingdon, it yields over 8% and seems to have a decent payout ratio of around 80%. What do you think of this one now and would you consider it a Buy at this level? How would FAM compare to say, AAR.UN?
Read Answer Asked by Gail on January 30, 2014
Q: further to my question about HEO, how does AQE compare?
Read Answer Asked by don on January 30, 2014
Q: Hi Peter and Team,

thoughts on Galena Biopharma, Inc, GALE
Read Answer Asked by Graham on January 30, 2014
Q: How do you feel about trading out of gold and silver now and then picking it back up in the summer's usual downturn? Is this short term pop in gold and silver over?I hold Goldcorp (G) and First Majestic (FR).
Read Answer Asked by Randy on January 30, 2014
Q: What is your view of the Wi-LAN (WIN) year end results? Thank you.
Read Answer Asked by Paul C. on January 30, 2014
Q: MSI & AQN
Hi Peter and Team,
I'm building an income portfolio of Canadian dividend payers. I'm considering adding either AQN or MSI with my available cash. These companies are in different industries, completely different structures, etc. However, from a long-term income perspective, which do you think is the better choice? I own some utilities already, and am thinking MSI might add some diversity given the concenttation of Cansdian stocks in few sectors.
Thanks for your comments.
Read Answer Asked by Brian on January 30, 2014
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