Investment Q&A

Q: I am two months into my subscription and am sure I will be a lifer. Thank you all very much.
Could you please give me your thoughts on Walgreens Boots aliance for a long term hold. With Europe picking up do you see more room to go up.
Will there be advance notice on your new portfolio so I can get the popcorn ready. Thanks again. Chris

Q: I own MPV , Could you please look into this stock i am not sure what is going on. They say 87 % of the equipment is on site. Start-up is supposed to be 2 nd. quarter 2016. They state a very good yearly dividend. Should I keep this stock?

Q: Is there any news on SYZ to account for it's recent poor performance? Seems that there is absolutely no interest in the stock. Your assessment would be appreciated.

Q: Hello,
Have you any thoughts on Solium's results today? Noticed it gapped down. Is it worth holding or selling at this point?

Q: your comments on the results - looks like a miss on both rev and eps. The company continues to spend on growth, is it worth
holding ? Would you be a buyer on weakness here?

Q: Peter,
What are your thoughts on New Look's Q4 results? Earnings continue to grow, margins holding in around the 20% level. Decent dividend and despite the strong share appreciation, still seems to be 'under the radar' as no one has asked a question about the company in nearly a year. Valuation seems to be the big question mark and whether they can expand in Canada.
Thanks.

Q: Counsel reports mid-next week. There has been a spike in activity recently with over 2 million shares traded since early last week. Despite the volume, the share price remains locked in the $2.00 to $2.05 range. P/E is under 8 and the couple of analysts covering it rate it Buy / Strong Buy. I've held a half position for a while and am still at break-even. What is your view of Counsel in general and for upcoming earnings?

Q: good afternoon, would you happen to have any companies that have graphite or graphene deposits that could be a good investment with in say a 5 year timeline. thanks

Q: Do you know whether these companies have a lot of debt and which one would you consider to be a good investment for the long term (5 years and longer)?
a) ESN.TO (Essential Energy Services)
b) RE.TO (Rock Energy Inc.)
c) SPE.TO (Spartan Energy Corp.)

Q: Can I have your thoughts on Lumenpulse. Thanks

Q: Hi team.
The service companies have been hit quite hard due to the collapse in the oil price.However,canyon has a strong balance sheet,will be looking for acquisitions,stated that they will not cut their dividend.Would this company be vexed as a value play and if one was to purchase it now with a two to three year horizon,would it be to early or a safe bet?
Thank you

Q: Hi Peter & 5i team: After reading many of your answers to members it seems to me more or less the holdings in your model portfolios are for "hold" if no further news from you. Am I right on this? I prefer not to take cap gains and let it grow instead, but when the market comes to a correction my "strength" gradually goes down also and I had times resulted buy high sell low. Or at the end of the year I just rushed to take tax losses. I have a number of holdings from your model portfolios and the rest that your comments to members are positive. Also, my portfolios are well diversified. Any suggestions that I can do better? Or I just sit back and watch out any new comments from you on the 5i site? I am really impressed by your answers to members. Thank you for your wonderful service.

Q: Hey guys,your thoughts on both phillip morris and Google. My time frame is 3 to 5 years in my rrsp.

Thanks
Jim

Q: Would like to have your thoughts on new look eyeware. tks

Q: With the swap in place to stabilize payment, and currency, and the fact Amaya announces largest Sunday Million tournament since 2011 and Asian poker initiatives.

Why in your opinion is the stock down over $2.00 today, and can you please advise if this would be a good entry point.

Thanks Peter for your advice

Q: Rated B- but in your latest note you attach an A- rating to it. Should I assume it is still a B-?

Q: HI Peter and Team,
I am worried about the drop in Dupont stock in the last few days. Should I set up a stop or sell this stock?
Thank you

Q: I hold ALP, NHC and CFL. Would you provide your views on these companies. I bought CFL at 2.65 and it has been falling ever since. Also, your earlier views on NHC were negative due to the management. Have your views changed after the resignation of the chairman. Thanks

Q: This stock has been falling relentlessly for several months, but most dramatically in the past couple of weeks. (It has already lost 2/3 of its value since I purchased it in October.) I understand that there is some oil/gas exposure, but the decline seems overdone. Do you have any explanation as to why this stock keeps tanking?
Thanks!

Q: They have pulled back quite a bit, with lower fuel prices what do you forecast for them?

thanks, Jean