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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: Hi Peter and the 5i team,

Do you know of any public disaster recovery/restoration companies that are similar in operations to Belfor (http://www.belfor.com/) that would allow one to get exposure to that industry?

The company does not have to be located in Canada.

Thanks,
Arneh
Read Answer Asked by Arneh on July 24, 2014
Q: Greetings:
I own both atrium and timbercreek,TMC and AI. They are in the same business, and although one always stands to be corrected, I believe Atrium is maybe managed a little better. In the most recent week ai has held firm and maybe a little up while tmc is hurting. Any ideas?, because interest rate movements and discussions should affect them equally.
Thanks, BEN
Read Answer Asked by BEN on July 24, 2014
Q: MPH
Hi Guys
You were asked a question re:Medicure back in April. Since then the stock has continued to do very well (up another 12% today). I've looked for news but haven't found anything much. Just wondering if you could possibly add anything to your April reply at this point.
Thanks for all you do and the way you treat your subscribers.
Read Answer Asked by Neil on July 24, 2014
Q: Is there an unhedged etf similar to xhy that you would recommend?Thanks.
Read Answer Asked by Maurice on July 24, 2014
Q: I would like to hear your comments on CWX. It has been upgraded by some analysts today, and took a pretty big jump. Do you think it is still at a decent entry point, and what are your thoughts on the security of the dividend considering their last reporting. Thanks!
Read Answer Asked by Kim on July 24, 2014
Q: PANW Palo Alto Networks What do you think of this network security stock. hasn't been trading long but stock performance has been good.

TIA
Read Answer Asked by Gerald on July 24, 2014
Q: Hi folks. Good luck on your bike ride. May I have your thoughts on CGNX=Nas, IDXX-Nas, XEC- NY
Read Answer Asked by Ernest on July 24, 2014
Q: We're getting restless with Lightstream Reosurces. Is it a hold? Tx
Read Answer Asked by hugh on July 24, 2014
Q: What do you think of all the changes going on at loblaw L? It hit a new high today. I really like loblaw finally and am thinking of adding to my position. I know they need to integrate shoppers but with all the joe fresh stores opening up and the dividend money they keep getting from their choice REIT I see nothing but upside on loblaw. Agree?
Read Answer Asked by Helen on July 24, 2014
Q: I own DFS(Discover Financial)on the American side.I thought it had great earnings announced and it has dropped.Any thoughts?Thanks Don
Read Answer Asked by Don on July 24, 2014
Q: RBI. RB Energy. I have read all your Q/A's pertaining to this security. I am just wondering if this company might be acquired, by a bigger international co. ie as Talison, based in Australia. RBI is the only co. trying to produce Lithium from hard rocks.The other one being Talison, which meets 35% of world demand. There are no other co's producing Lithium from hard rocks.This the only reason I am reluctant to sell the stock, when it has lost 90% of its value.I value your opinion very much.

Read Answer Asked by Vinod on July 24, 2014
Q: I am of the belief that interest rates are set to rise in the near term (although I have held this belief for the last Year). To play this thesis, I am looking at PROSHARES SHORT 20+ YEAR TREASURY ETF (TBF;NY). At today's price, this ETF is at a 52-week low so I feel that there will be greater upside potential than downside risk. I am looking at a 5% position as a hedge to my positions in interest rate sensitive stocks in the telecomm and enegy infrastructure space that will decline if interest rates do rise. Does this thesis make sense?

Also, in the event that the 10 Year Yield moves higher (say 3.0%), what impact will there be on Canadian and US Financials?

Thank You.
Read Answer Asked by Luigi on July 24, 2014
Q: Good evening Peter,

Looking for your opinion on the below ETF's

1) USA small cap Tech

2) USA large cap Tech

3) Also, what Agriculture ETF would you recommend Canadian, USA or Global ?

If possible, please provide a short reason for the recommendations you suggest.

Thank you Peter.

Gordon...

Read Answer Asked by Gordon on July 24, 2014
Q: re: TWX Time Warner

After the nice rise, TWX is down over 4% since the close of last session. It was reported that 21st Century Fox isn't likely to face any competing bidders to buy the movie studio and cable channel owner.

Do you think this is reason enough for the slightly lower closing or is there something else we should be aware of? And would suggest taking a portion of the profits recently realized when the takeover bid news was originally aired, or sit tight?

Thanks for all you do

Gord
Read Answer Asked by Gord on July 24, 2014
Q: Have things changed with DR since your last report on May 15, appears to be going down. Thanks you jack
Read Answer Asked by Jack on July 24, 2014
Q: Hello Team,

Could you please provide your thoughts on Arsenal Energy, debt level and outlook over the next couple of years?
Would you also comment on GTE and CNE? Should I swap them for small cap natural gas stocks? if yes, can you suggest two or three companies. I am looking for growth and am reasonably comfortable with risk/volatility. Thanks for the great service
Read Answer Asked by Bekaye on July 24, 2014
Q: Dear 5i
LGT recently had a 2 for 1 stock split . Can you tell me approximately what price was the stock pre split and what was the starting price of the stock after the split . Other than the stock split which would acct for the large price drop was there any other reason for the large drop in price ?
Thanks
Bill
Read Answer Asked by Bill on July 24, 2014
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