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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: Could you please give me your advice on Gibson Energy GEI. I bought this stock over 2 years ago at $22. Could you tell me how much is owned by insiders? Should I sell and move on or wait until Aug 6 when they report. I already owe IPL and ENB in this space. If I sell was considering moving into TCN.
Read Answer Asked by Paul on July 23, 2015
Q: I have been investing on my own for about 25 years. I have lived through major down turns and other calamities and am happy with my results over time.
My question is: Considering the Canadian $ discount to the US can last for years but not necessarily so I need to consider a suitable hedging strategy to avoid the potential loss of value in the 40% of my portfolio that is presently in US Stocks.
I prefer not to use ETF's if possible however it may in my opinion be necessary to convert to hedged ETF's at the moment I believe that there is a definite long term trend towards the Canadian $ once again.
Your thoughts please.
Thanks
Read Answer Asked by DAVID on July 23, 2015
Q: Hello,
I slowly buying all the names in the balanced model portfolio. I currently have enough cash to add 3 more names. I don't own the following ones AYA,BNS,CGX,CSU,ENB,CXI,ATD,MDA,MG or WSP. Which three would you purchase today?
Thanks
Luke
Read Answer Asked by luke on July 23, 2015
Q: Does Linamar (lnr) get hurt by the declining Canadian dollar? Are its sales more tied to the Canadian economy than the sales of Magna's or Martinrea's?

Trying to uncover if there is any other reason for Linamar's short-term underperformance other than the regular ups and downs of the market.

Thanks.
Read Answer Asked by john on July 23, 2015
Q: Hi there,

I have read that Slyce may be a few quarters or a few big announcements away from doing anything positive but am still surprised at the huge drop today after holding on for a long time in the mid .40's. Any news here or do you think it was just someone deciding to exit a large position that drove it down?
Read Answer Asked by Tim on July 23, 2015
Q: Can you please comment on FFH series C Pref. The last 2 dividend payments the Pref. paid out was less than the previous 20 dividend payments dating back to Dec. 2009. I did not see any news release stating the Board of Directors voted to reduce the dividend. If their was a news release would management have stated WHY they cut the dividend ? Would we have received something in the mail ? The share price closed at $19.40 today,down significantly from the $25 issue price. I thought the dividends on prefs are pretty much a safe thing.
Read Answer Asked by James on July 23, 2015
Q: Hello, could you please comment on Convalo's recently reported numbers?
Thank you
Dave
Read Answer Asked by Dave on July 23, 2015
Q: Since my buy in May, 2013 ZPR is down 23% and continues to get beaten down as interest rates fall. Assuming the Bank of Canada reverses direction in response to the expected rise in US interest rates, is this a good entry point for ZPR as a long term hold?
Read Answer Asked by Jean on July 23, 2015
Q: Hi Peter and Staff I hold a small position in MIC and have felt stock would go up when rates they charged went up. I have stayed away from fund managers fearing fee disclosure would affect them. Having said all this I assum from comments in the past and today's report on FSZ that you would endorse a switch from MICto FSZ? Am I correct ? Thanks for all you do
Read Answer Asked by Dennis on July 23, 2015
Q: Hi 5i,
Are there any other companies in Canada that fly under the radar you can think of that provide a "boring" or niche product/service such as ccl, gil, sj, mda? Im looking at buying mda or gil but I don't want to pay to high of a valuation.
Great job as usual!!!
Read Answer Asked by Marie on July 23, 2015
Q: With the pullback in the price of WEF today and with an improving US housing market and lower CAD, would you view this as a buying opportunity or should one wait until WEF reports earnings? WEF's last earnings report was quite good.
Thanks again Peter and team for all your valuable info.
Read Answer Asked by Rudy on July 23, 2015
Q: Would you please give me your 3 best ideas for US stocks which would be as consistent and well run as a CSU or ATD.b? Thank you.
Read Answer Asked by John on July 23, 2015
Q: Hi 5i: Your most recent response regarding MAL was on March 30. Does your generally positive opinion still hold? In particular, how would you rate its debt position?
Read Answer Asked by Roland on July 23, 2015
Q: EcoSynthetix has gained about 30% in the past couple of weeks and seen some large blocks of stock passed. Is there any information going around about the progress of the Durabond trials?
Read Answer Asked by richard on July 23, 2015
Q: Hello,

Based on your reply today, to a previous post, it seems that you think CXI has better growth opportunities compared with IGM.
Is this correct?

Thanks
M
Read Answer Asked by Marios on July 23, 2015
Q: Hello looking for some energy exposure considering
XEG
OXF
HEE
ZEO
IF YOU HAD TO PICK ONLY ONE WHICH WOULD BE YOUR CHOICE i AM LEANING TOWARDS XEG
Thnks
Rod
Read Answer Asked by rodney on July 23, 2015
Q: Hi 5i advisory team. I already have WCP and am thinking of adding to the sector as it is pretty beaten up. Which one would you add between CPG and ARX? Taking into consideration the location of the resources (Alberta or elsewhere), relative weight beween gas and oil and, finally management style? Balance sheet? Thanks Henry
Read Answer Asked by Henry on July 23, 2015
Q: Appreciate your commentary on this company as a long term investment.
Read Answer Asked by Brent on July 23, 2015
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