Investment Q&A

Q: You have mentioned in the past that it is best to wait at least an hour from the market opening before you start trading in order to get an more accurate read on the market. I was wondering, in the same vein, if the overseas markets give any indication as to the direction the North American markets will take. Do the overseas ones "follow" North America, lead North America or not have any connection at all. For all the reliance analysts put on what happens in China, it seems to me there is almost no connection to what their markets do and the North American ones do.

Thanks.

Paul F.

Q: Hi 5i,
Can you provide any comments and insight on the offer to Enercare (ECI)? What are the chances of it going through and if it doesnt would it be bad for the share price for a while? It doesnt seem like enercare management is cooperative.

Thanks!

Q: do you know anything about hyduke hyd. dave

Q: Hi Peter, as asked by Gordon today I use an app on my iPad called Real Time stock tracker downloaded from the App Store for $9.99. It has many good features to follow your portfolio, the market, has a stock screener and many other good features to give an overview of the market. The main news portion is slanted towards the USA but news for each Canadian stock you enter is specific to that stock. I use it daily to follow the market as an adjunct to my bank investment info and 5i research info. Please note that I do not know how it works or if it is available for other tablets. Stay healthy and keep the cadence high!

Q: Hi Peter and 5I what are your thoughts IShares ETF XEI and would you buy at this time
Thanks Murray

Q: I'm the type of investor who looks for stocks of good companies that have hit a rough patch and that everybody avoids as a result. I'm inclined to think that Whole Foods Market (WFM) is just such a company. It continues to generate higher and higher revenues and profits. Yet, its share price has fallen considerably and its P/E ratio is now around 27 (compared to the high thirties last year). Have your thoughts about the company changed since your comment last November?

Q: Your comments on the latest financing from RMM.un thanks

Q: Any comments for Canadian Mining Company? v.cng It's engaged in mining high quality zeolites in BC. There may be a growing market for zeolites.

Q: Hello, I hold smaller positions in GUD and E as a portion of an overall well balanced portfoio. Do you see any problems with either, they seem to be going down or sideways for some time.
Reasons, or just overall summer doldrums? Thanks, Lavern
p.s. Hope you are fully recovered for your quickly approaching ride. Best of Luck!

Q: I own CXS-T counsel corp and have aquired shares of HGP Heritage Global Inc. These were transfered over at .725 per share in April. The price is now .43 per share. Should I sell these?
Thank you

Q: Hi,

Do you like any of Difference Capital, RB Energy or New Millenium Iron, and if you had to choose one would you have a pereference?

Also you you look at purchases by insiders under a plan the same as purchases in the open market?

Thanks,

R

Q: Hi 5i team,

I am working on getting a more diversified portfolio in my non-registered accounts when I add new money. According to RBC Direct Investing I have 0% utilities, 0% industrials, and 45.1% in energy.

It seems that you consider ENB, IPL, and PPL as utilities. Is that correct? If that is the case then utilities make up 22.9% of my portfolio, and energy is 22.2%. Still too high I suppose.

I would like to add some dividend paying industrial stocks that would make up around 5% of my portfolio. What industrial stocks do you recommend at this time? [I guess STN and BAD] Is there a seasonally good time to buy industrial stocks? I can wait if there is.

Note: If I recall you classify BAD as an industrial stock, yet TMX lists it in the energy sector. Sometimes it's difficult to figure out sector allocation when some stocks get classified differently depending on the site you use.

Paul

Q: Can you explain the cause for the sharp drop in the stock down 15% July 16 for. First Republic Bank
FRC New York exchange . This followed what seem to be pretty good quarterly results .
I bought this bank on a recommendation recently by someone who was on BNN .
Thanks. Rick

Q: Hi,
Would you please give me your opinion of Cascade CAS.TO at this time, as it has been a while since the last time.

Many Thanks

Q: Hi Peter and team
Would appreciate your views on AAR.un-T.

Thanks

Q: Hi 5i team,

What is your opinion on PCLN (Priceline)?

Thanks.

Q: What is the advantage of in kind transfers from a non registered account to a TFSA if one is charged capital gains anyway, and can't claim capital loss--which presumably you COULD claim if you sold the stock and transferred the $? Is it that the transfer is done without a transaction fee?

Q: re: FUNC First United Corp

this is a small bank that was recommended on Market Call. Pre 2008 it was as high as $23.41. It is now @ $8.75.

I realize it is U$ based... keeping that in mind do you have any observations you could share?

Thanks for all you do

Gord

Q: Hi Team, What are your thoughts on Neptune's (NTB) results.
IS IT A HOLD, BUY OR A SELL.
Thank you for a wonderful service

Q: From Accesswire (June 19): "Isis Lab (LAB-TSX.V) has created a gamblification engine that turns on-line games into real money, while creating a sticky user social experience. For clients operating within fully regulated markets the company offers a turnkey solution including a full commerce application and back office suite."

Turning fantasy gaming into real money sounds quite promising (I'm not sure how that's possible!) but I can't imagine what a sticky user experience would entail. Any idea?
Two of the execs at LAB honed their skills at Poker Stars and Full Tilt Poker and the report at Accesswire links LAB with Amaya. It seems LAB moved up in sympathy with developments at Amaya in mid June from the 35 cent area but has since fallen back.
Has 5i altered the opinion on LAB since last look in Feb. and is there possibly an undiscovered gem of a stock here? Thanks, J.