Investment Q&A

Q: I have some money I'd like to add to one or both of Photon Controls (tech) and/or Terra Firma Corp. (Specialty finance).

If you had to choose one over the other with respect to risk/reward, growth and value, which would you choose?

Thanks

Q: I have watching BIN go down for the last six days.I realize that the cause is a downgrade from RBC to 31.00.Do you recommend we ride the stock all the way down to 31.00,sell the stock now or hang on and prove RBC wrong.

Q: I bought some additional QST stocks on its way down so I hold about 5% in my portfolio. Given the recent year-end report and the prospect for 2015, should I sell some or all of the stock or wait until the next quarterly report to make a decision?

Q: Please provide your opinion of zaio corp.(zao).thanks.

Q: Why the drop in Ccl? Is this a buying opportunity?

Q: Would you say that it is too early to start accumulating uranium stocks,DML or URE?
Peter

Q: For a long-term horizon, 20 years, what would be an appropriate percentage allocation to U.S. Equity for a pure equity portfolio? Is International equity also recommended? Thanks for the excellent service!

Q: Hi, Can you please comment on the earning announced after market, today. Looks like a nice beat on Adjusted EPS as well as Adjusted EBITDA numbers, despite revenue slightly below consensus? Also how is weak euro and strong US$ impacting the company, in your view? Thanks

Q: With the many downgrades today, and the stock down sharply after earnings, is it a good time to pick some or should I wait ? I guess the stock will not do much until the next quarter results and while the valuation is cheap and you are positive, there still might be a considerable downside to the stock price in the near term. I would like to avoid buying after the stock price has rebounded. Never too easy but what would you suggest? The fluctuations are in the range of 4-5% which is significant if I can get a feel for the trend over the next two weeks or so.
Regards

Q: I am a bit perplexed with CRH's share price performance post what seemed like a very strong quarter. The Company reported in line with consensus estimates yet the share price has lagged its peers? What are your updated views of CRH? Have you met management? Thoughts on the business and stock would be greatly appreciated. Is this a name you would consider picking up coverage of?

Q: I'd appreciate your thoughts on this ETF. I've owned for a while now, and take comfort in the fact that many of its holdings are positively commented upon by 5i. That and the fact that it may offer downside protection in a market correction.

I thought other members may appreciate knowing this exists, and that some of its holdings include:
BCE; ATD.B; Fairfax; Constellation Software, Metro, Loblaw, Metro, CI Financial, etc, etc.

In fact it might be hard to find a holding within that 5i does not like?

Best,

Cam.

Q: Hi team:
I am aware that this is no longer in the portfolio as recommended
I bought it in the low 30s
It has taken a small rise recently in the last month, is it related to the oil price ? is the dividend still safe ? It would take alot of courage to add more at this point as I have lost some capital, thanks

Q: What is going on with this stock to-day? It is going down a fair bit-insider selling maybe?

Q: I am looking at buying all of the stocks in your Growth Portfolio. We will use all of our funds in our TFSA accounts (around $100K) as well as around $200K in one registered account. Overall we will target your suggested allocation %'s. If we buy all of the stocks pro-rata across the 3 accounts it will result in some pretty small holdings in the TFSA accounts. I was thinking that if we were to hold the IWO allocation entirely in the registered account - and none in the TFSA accounts it would free up funds to allocate to the individual stocks in the TFSA's (and would mean lower holdings of the individual stocks in the registered account). Is this a reasonable approach - I think it means risk and reward potential is higher in the TFSA accounts without the IWO allocation. Any other suggestions or should I just stick with a pro-rata allocation (including IWO) across all of the accounts. Many thanks

Q: PHM ANNOUNCES EXECUTION OF LETTER OF INTENT TO ACQUIRE A NATIONAL BUSINESS HEADQUARTERED IN THE SOUTHEAST WITH $40 MILLION IN ANNUALIZED REVENUE AND $13 MILLION IN ANNUALIZED ADJUSTED EBITDA

Q: IS THIS GOOD ? ARE THEY GETTING AHEAD OF THEMSELVES ? CHEWING OFF MORE THEN THEY CAN EAT?
OR HAVE THEY THE CAPACITY TO INTEGRATE SO MUCH SO FAST
THANKS

Q: Would you please give your analysis and opinion on WIN and its Q1 results.
With appeciation.
Ed

Q: Could you please comment on Stella-Jones earnings released, this morning and is it good buy at current levels ($40-41)? Thanks

Q: Hi 5i team,

Can you please provide some insights about Tucows which is one of the companies included in the 5i Growth Portfolio. I find very little coverage about the company even though it has been listed for quite many years. Do you consider this a value or growth play? What aspects of the business do you find attractive? What is your expected returns over the next 12 months? Thank you.

Q: Could I have your opinion on investing in FNM.UN as opposed to buying a REIT ETF or a few, individual REITs. The fund has a good yield, has been around for just over 2 years and is presently at a 6% discount to NAV. How would it compare to something like CAR.UN or Boardwalk?

Q: What would be your thoughts on Thomson-Reuters as they have fallen back some recently. Good dividend source. Do you feel the dividend has room to increase?