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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: Would you rate CPD a buy, sell or hold? I am concerned about the recent volatility. Thank you.
Read Answer Asked by Richard on September 08, 2013
Q: I hold five stocks in the income portion of my portfolio; AltaGas (ALA), Brookfield Infrastructure (BIP.UN), Chemtrade (CHE.UN), Dundee REIT (D.UN) and Inter Pipeline (IPL). I would like to consolidate this position into three holdings by selling two and investing the proceeds into the top three. How would you rank these stocks for total return over the next two years? Do I have to much concentration in oil and gas with AltaGas and Inter Pipeline?
Thank you for your advice and the great service.
Read Answer Asked by Paul C. on September 07, 2013
Q: Please comment on investments in shipping companies ( in particular DSX) and where you see the Baltic Index going short and medium term.

Thank You!
Read Answer Asked by Terry on September 07, 2013
Q: If you had to buy 5 stocks today that you couldn't sell for 5 years, what would those stocks be?

If a similar question has already been asked, feel free to reference that question/answer to me as opposed to creating a new response.

Thanks for the great service!
Read Answer Asked by Christopher on September 07, 2013
Q: Hello 5i Group
I am a new member to 5i and to investing although watching and reading for the last year and a half. I see your Model portfolio. Is this " model portfolio" updated annually? then tracked for 12 months? If I am looking at this list now as an " investment start date" how do I determine which ones on the list you are still recommending as " buy" positions?
I am looking for a combination of income and growth. Based on your reports that I have read I have recently bought small positions in AW.Un, BEP.UN and HR.Un
Thanks for your comment.
Read Answer Asked by Kathy on September 07, 2013
Q: I purchased Peabody BTU 2 years ago on favourable outlook for coal prior to the natural gas fracking bonanza.
What is your opinion on coal stock prices in the short and medium term?
Read Answer Asked by Terry on September 07, 2013
Q: Would you please give an updated view on CDV at these prices.
Read Answer Asked by Kathy on September 07, 2013
Q: Peter I own some UUU stock I know the company is being taken over I did not vote to sell my stock I felt that $2.86 was to low , I don't know the process what will happen to my shares .

Jim.
Read Answer Asked by James on September 07, 2013
Q: Peter ,could you give your opinion CLQ is it a buy any back ground info . ???
Read Answer Asked by James on September 07, 2013
Q: Spyglass (SGL)
George Armoyan has acquired abt. 5.2% of the float and is having himself installed on the BOD.
His MO is to acquire enough shares in a company to get control of the BOD and whip it into shape. Given his mixed track record of both successes and failures and limited (to my knowledge) experience in the Oil and NG industry do you view this as a positive or negative development?
Read Answer Asked by Richard on September 07, 2013
Q: Hi Peter and the 5I team
I have finished the CSC (Canadian securities Course) and I suggest the course to every Canadian that wants to run their own portfolio as it gives a good base of knowledge to work from. My question is, what other courses/books would you suggest to a retail investor to expand a persons knowledge base even more?

Thanks
Read Answer Asked by Darren on September 06, 2013
Q: EEP - You might mention to the members that EEP and all other MLP's are subject to a withholding tax for non-US citizens "to the maximum prescribed tax rate..." which currently is 35%. It is theoretically possible to claim it back by filing a W8-B tax form, but good luck with that and do you really want to start filing US taxes.
Read Answer Asked by David on September 06, 2013
Q: Hi,
Would you please give me your opinion on Carfinco vs Rifco.
Carfinco announced a new aquisition in the U.S., which means they are expanding but in the U.S., and we all know the hazards of that, ie: Tim Hortens ect. Is this a game changer for CFN.TO or a wait and see while I hold on to my Rifco.
Many thanks for the great service, it sure beats standing at the window taliking to myself!
Read Answer Asked by Greg on September 06, 2013
Q: Hi Peter and Team,
Yours service is superb!

I realize your are getting busy with many more questions but I would appreciate if the month end statements retain some of the information that your older statements contained e.g. dividend rate, industry and previous ratings. I found these fields to be very useful when looking to make a purchase and/or ensure I am reasonably diversified.

mike
Read Answer Asked by Mike on September 06, 2013
Q: Hi Peter,
Could I have your opinion on Imvescor Rest. IRG. Is it a buy now? Do you prefer it to MTY Foods?
Thanks
Read Answer Asked by Raoul on September 06, 2013