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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: AYA has been dropping day after day up to their disappointing earnings. In fact, it's been down 1.5% to over 2% almost every day for the past ten days. Now we get a huge drop on earnings. Since you didn't know anything, this tells me their earnings disappointment wasn't known on the street. That in turn suggests a lot of insider trading by those who were given this information. Personally, I want nothing to do with such companies, and I'm wondering if you're reconsidering its inclusion in your portfolio.
Read Answer Asked by John on April 01, 2014
Q: Hello,

Would you ever consider doing a US Equity Model Portfolio?
Many of the questions I have asked have been about US companies, and the advice I received has been amazing, my returns have been incredible.
Read Answer Asked by Sunita on April 01, 2014
Q: re: XEG
I bought this a few years ago for growth
I found out that the energy sector is very cyclical
I am finally very near to breaking even (the 2% dividend helps)
The trend has been upward in the last few months
what is your outlook for XEG ?
I also owns Suncor, CNQ, HSE (all have gained 20%)
As for gas, I have ALA which has also gained 30%
The COS is the weak link in my portfolio, it has lost
over 20% though the trend has been up recently

could you kindly comment on the seasonal trend for XEG ?
much appreciated !
I might sell it and put it in something else, looking for
a decent timing to do it
Thanks
Read Answer Asked by Michael on April 01, 2014
Q: Do you have any further info on CHW since March 18 - it continues to fall
Read Answer Asked by Brenda on April 01, 2014
Q: Dear Peter and Team: What do you think of Kelso's (KLS) results and prospects?
Read Answer Asked by Roland on April 01, 2014
Q: Hello,
Which stocks out of the new Model Portfolio would you consider high growth?
Thanks
Read Answer Asked by Sunita on April 01, 2014
Q: Your take on the SGY deal. .. And still a good or better investment now... Thx
Read Answer Asked by Bob on April 01, 2014
Q: Hi folks,could we please get a more detailed answer to Q results for Amaya besides "little disappointing" and your future thoughts on company. Q was huge miss imo and to see stock go from $9+ just couple weeks ago to $6.11 today is very concerning, especially when we had two days recently when stock had big 10+ dip in stock price,albeit to recover but stock has been in steady decline lately. Stock has been analyst darling but to me, is now a "show me" stock and likely to languish from here. Sorry longwinded but am I reading to much into results and recent trading, almost seemed like somebody knew Q results were going to be bad and bailed while "the going was good". Thanks as always jb
Read Answer Asked by John on April 01, 2014
Q: Please recommend the strategy to transition old portfolio to new. Do I sell the removed companies today and replace today or do I sell 1/2 positions and buy 1/2 positions over the next 4 weeks?
Read Answer Asked by William on April 01, 2014
Q: I have reviewed the income portfolio with great interest. My question has to do with three of the picks that have a relatively low dividend - ENB, L, SLW. From my previous questions on this subject, I know that these are quality companies with generally growing dividends and therefore increasing share prices. But if you are trying to generate income, it seems that you would have to sell some of these stocks from time to time to generate that income. Why not find other companies that generate larger dividend returns and still provide some growth potential?

Thanks for the learning opportunity.

Paul F.
Read Answer Asked by Paul on April 01, 2014
Q: My question is on Bally BYI. I know US stks are not your preference but I know you have that Bloomberg terminal, so I hope you can help me decide if I should hold on to BYI. Do you think the high debt is a major detriment their success. If you could help me with your analysis of their cash flo to cover this debit I would very much appreciate it. Thank you, your help is most appreciated.
Read Answer Asked by Maureen on April 01, 2014
Q: GVC - you were mildly bullish on GVC some months ago but the stock went down some more. This morning RBC issuedThanks!
Read Answer Asked by Kurt W on April 01, 2014
Q: Just an observation: I have never seen more excitement or anticipation for a new product ( rivalling apple phones etc) than for your model portfolio update and the new dividend portfolio.
I hope the team recognizes this and is proud of what has been achieved in such a short period of time.
Clearly you have many enthusiastic and happy customers and raving fans.
Congratulations. And thank you for your superb service.
Hope you can make time to smell the roses - even if it is chasing Peter up the back roads of K-W on a bike.
Read Answer Asked by Donald on April 01, 2014
Q: Like others I am finding your service very informative. I bought DHX Media a couple of months ago based on what I read here and am now down a dollar a share despite several media releases that appeared to be good news. Any new thoughts on this company?
Read Answer Asked by Denise on April 01, 2014
Q: Hi Peter & Fantastic 5i Team,

I would also like to add my support to David's request for the same reasons he has mentioned.

I am waiting in anticipation for your GROWTH portfolio! PLEASE, PLEASE, PLEASE!

Immense thanks and gratitude for all you do for us.
Kind regards.
Francis
Read Answer Asked by Francis on April 01, 2014
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