Investment Q&A

Q: This stock has had a great move this year. I hold a 3% position and would like your thoughts going forward.
Take profits and redeploy or do you see continued upside for CPH. Also PHM Patient Home Monitoring is at 2.5% position and has done very well. Take profits, or continue to hold.

Q: Will your new app be available for Apple products as well?
Thanks, Lesley

Q: Where can I find good beta data. On the TMX website it shows Avigilon with a beta of .32 and I would think it is way over 1.

Q: hi.could you tell me wheter to buy sgy or raging river for my tfsa. thanks cliff.merry xmas

Q: Season greetings to all.
I would like your outlook and opinion on Kelt for a 1 or 2 year time frame. Thanks

Q: Greetings, again.

Dream Office Reit (d.un) keeps showing up on CanadianInsider.com's daily insiders buying report. Do you see any significance in the number of shares insiders have been accumulating?

Lastly, with the US interest rates, apparently, set to rise in 2015 I've been contemplating reducing my reit exposure by placing a tight stop loss under either Dream Office Reit or H&R Reit (hr.un) and using a portion of those funds purchase Saputo as shareholders are presently fleeing that name for higher beta plays during this market rally.

Without worrying about sector weighting, and with total return as the main goal, would you sell either Dream Office or H&R Reit for Saputo? And if so, which Reit would you sell first?

Thanks again.

John

Q: I have owned BNP in my RRSP acct. for a few years. I am in at about $22.00. Ouch!!! I don't need funds for 5 yrs. Should I continue to hold or sell?

Q: Hi Peter and 5iResearch Team,
Can you please provide your short to medium term outlook for National Bank, NA. It is down significantly from its highs. Do you see this as a buying opportunity. I know they are different company's would you buy National Bank or Stantec at this time.
Thank you. Linda

Q: Hi 5i,

Wishing Peter, Ryan and everyone at 5i the warmest of holiday cheer.
Thanks for all you do and the great service.

Two quick ones for me...First, can you let me know the expected top and bottom line #'s are expected out of ESL today?

Secondly, can we have your quick thoughts on the acquisition Avigilon made today?

Thanks,

J.

Q: Just wondering what you think of the purchase of ObjectVideo's patents. I think your original thought was that AVO would use cash to make an acquisition. ObjectVideo appears to be a private corp and perhaps not available for acquisition although they would seem to have made a good fit.
Does $80m for patent purchases advance your investment thesis as well as an acquisition?
Mike

Q: Hello,
I have 60K that I'm not sure what do with. If I invest the money I will get back 46% from the good old government. That seems like the right choice but I'm considering paying down my mortgage.If you had a choice between paying down your mortgage (no penalty)or investing your money long term what would be your choice be at this time.
Thanks and Merry Christmas!

Q: Good morning Peter and the 5i Team,

I came across a rather reassuring article regarding "oil", as this has been a huge topic and concern of late for so many in the 5i community. Here's the link: http://www.msn.com/en-ca/money/topstories/why-oil-is-being-hurt-by-us-and-why-oil-goes-back-up-in-2015/ar-BBgUQCY

A very Merry Christmas to you, Peter, and all the hard-working staff at 5i, and as well, to all 5i members.

Q: Could I have your opinion on SAU. St Augustine gold and copper.

Thanks

Q: Could you please comment on Teranga vs. Argonaut at the present time, main factors being current valuation, and debt/risk? Thanks!

Q: I'd like to initiate a long position in the oil and gas sector, but am hesitant to do so by picking individual stocks. Are you able to recommend two ETFs with a focus on oil and gas? I'm looking for one with exposure to NA Junior producers, and one with exposure to a mix of oil related companies (producers, explorers, services, etc).

Barring that, perhaps you can think of a mix of 5 stocks I could buy to make my own mini ETF with the above considerations.

Thanks,

Cam.

Q: Hi There
I'm trying to understand this rate reset, of which I hold a modest amount. Current price and yield is $17.6 and 6.7%. Reset date is March 2015. Reset rate is ~4% (2.7+1.3). New dividend will be ~$1 ie 5.7% yield on current price. Is it simply that this is the new yield value the market has put on this perpetual? If so, why the drop in a potential rising interest rate environment? Perhaps the credit risk has reduced.
Thanks as always.
David

Q: Maxim Integrated ( MXIM.us) :
I have a small position in MXIM. Some shares were left over 9 years ago from a sell order that was only filled partially. The holding represents just 0.25% of the portfolio. I suppose I should therefore either sell MXIM , or buy more. I could also leave well enough alone.
I would appreciate your thoughts whenever you have time.
Thank you. Best wishes
Adam

Q: Further to Steve's recent question re: "foreign" allocation, your answer was 15 - 20%. My question is, would this number be "ex-U.S." or do you include the U.S. within the "foreign" category? For myself, I tend to view the markets as Canada, U.S. and Foreign (or World, Global, etc., with Emerging Markets being a sub-sector of that.) If this figure is "ex - U.S., then what would the U.S. % be that you would recommend given Steve's criteria?
Thanks,
Cheers,
Mike
And, Merry Christmas to all those at 5i Research and the whole 5i community!!

Q: Just a general question. Is there an explanation why the price of diesel has not dropped at the pump like the price of gasoline?

Regards
Brian

Q: Hi, I read your last answer on Northern Blizzard. Since then it is much lower similar to many other O&G stocks. In light of this, and ignoring the fact that it is a newer company, can you please compare this company to others with a high dividend commonly talked about here (e.g. WCP, SGY, TBE, PWT) with regards to:

- Quality of Management
- Current valuation
- Safety of dividend
- Level of debt/safety
- Growth potential

Thanks and I hope you and your team have a great holiday season!!