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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: re: SPY Sprylogics International Corp


took a small position in March after a Market Call guest with a history of finding small cap winners recommended it.

It's down over 50% since. I fully realized it was risky which is the reason for the small position.

What would you recommend moving forward? Any chance this company shuts it's doors?

Thanks for all you do

Gord
Read Answer Asked by Gord on August 07, 2014
Q: BIOA.us, opinion please on this one. i looked at the fundamentals and they looked not so good but then again im not the sharpest tool in the shed tkx pat
Read Answer Asked by patrick on August 07, 2014
Q: Hello 5i team,
In the energy services sector, I have a half position in HWO (High Arctic); should I add to it or take a half position in CEU (Canadian Energy Services Technology)?
Thanks,
Tony
Read Answer Asked by Antoine on August 07, 2014
Q: Hi Peter and team,
Alimentation Couche-Tard (ATD) has grown to become my largest holding at just over 6.5%. I am just wondering what your opinion is for the company/stock. I am happy to continue holding but I am also considering selling roughly 1.5% to bring it down to a 5% holding. If I were to do that what stock (growth with a small dividend) would you recommend putting it in?

My other Canadian holdings (which are between 2 and 4% of my portfolio) are AVO, BAD, BEP, CNR, DH, EFN, ESL, EH, MG, OTC, RY, RX,and TD.

Also, just wondering if you are considering covering ATD any time soon?

Thanks very much.
Read Answer Asked by Brian on August 07, 2014
Q: Hi Peter - Presently I have around $160,000 in cash. Should I wait for the correction (who know when that coming)or invest in the model portfolio with some changes to take into account that I am 65 and semi retired. So if I do invest in the model portfolio what changes would you make taking into account my personal situation?...thanks for your insight
Read Answer Asked by Terence on August 07, 2014
Q: re: TWX Time Warner

as per your advice I sold 50% (% was my decision) of my position @$84 as we all know the takeover game has it challenges. Today the price is down 12.5% to $74.52.

In reading a number of reports some are saying TWX isn't open to any further discussions at this time. Others are saying TWX isn't doing it's shareholders any favors but not having any talks with Fox. And then I find two other articles saying the deal isn't dead and that $93 is where they are looking.

What have you heard and what do you feel is the likelihood of the Fox takeover happening based on recent news? And what would be your advice re TWX moving forward?

Thanks for all you do

Gord
Read Answer Asked by Gord on August 07, 2014
Q: Hello again,

I'd like to have your opinion on E-L Financial Corp Ltd (ELF.TO). They offer life insurance and wealth management products, employee benefit plans, and financial services.

It's a 2B cap company with absolutly no coverage. Its very illiquid and trade at less than 4 times TTM earnings! It has a very low debt and is trading at 0.73 x book value. The stock has more than double in two years, yet nobody seems to be interested by that company. They also seem to like special dividend. What are your thoughts ? It looks like a very good value play on the long term to get some exposure to insurances ? Have you ever have contacts with management?

Thank you very much
Read Answer Asked by Olivier on August 07, 2014
Q: RE: Bellatrix (BXE)

I bought this at $8, watched it climb to over $11, and now it's back below $8. I'm still holding.

Is there anything to be concerned about or is this just market fluctuations?

Thank you,
Read Answer Asked by Robert on August 07, 2014
Q: Good morning,

My question is about People Corp on the venture(PEO.V). They are 'engaged in the delivery of employee group benefit consulting, pension consulting and third-party benefits administration services, as well as, recruiting services, strategic human resources consulting and career management services.'
Market cap is over 100 millions. Revenue and earnings seem to been growing. They are doing some aquisitions. Debt to equity is at a 0.5 ratio. Also, the CEO just bought 100 000 shares on the public market @ 2.40 $.
The bigger player in that area is , from what I understand, Morneau Shepell. ( what do you think of MS ? seems like a great and steady growing company ? ).
I would like to have your opinion on People corp on the long term. Do you know management ? Thats one of the info I'm missing to make a decision. I really feel this could grow in a great company like MS and I aiming for long term results. I know there is risk, but from what I see it's already a profitable, well run company .

Also, 4,815,050 shares bought in a financing at $2.15 become free trading on August,24,. Given the current price, would you wait to start a position ?

Thank you very much and sorry for my english
Read Answer Asked by Olivier on August 07, 2014
Q: Peter or Ryan.... The markets have fallen dramatically over the past week and, with oil approaching $95 a barrel, do you think we are slowly moving into correction territory? August traditionally has been one of the worst months for the stock market, if not THE worst. And, if the markets do correct 10%, how easily could 10% become 20% or 30% with stop-loss orders kicking in on the way down? Your comments please.
Read Answer Asked by Paul W on August 06, 2014
Q: re: BA.US Boeing

I am still looking at taking a position. Price continues to fall down another 2% today on extremely high volume. Your last comment mentioned falling price makes valuation that much more attractive.

Would you recommend a "wait and see" attitude or buy at this time?

Thanks for all you do

Gord
Read Answer Asked by Gord on August 06, 2014
Q: CUS

The market seems to like the latest earnings!? Are they back on track (no pun intended)?
Read Answer Asked by Eric on August 06, 2014
Q: re: SUM ... Solium

7% increase today. Is there specific news responsible? And what are your thoughts moving forward?

Thanks for all you do

Gord
Read Answer Asked by Gord on August 06, 2014
Q: I am trying to time the exit on HND. I was waiting for $3.60 nat gas. Is this too low and I should sell at a higher price?

Thanks.

Grant
Read Answer Asked by Grant on August 06, 2014
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