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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: These are two US companies. It seems to me that the US market is doing better so I seem to buy more of their securities. ARWR is a stock I hold and dropped 13% on Friday. Please give me an opinion. AKS is another one. Looks like it is doing good. Please give me an opinion. I am thinking of buying it. On the Canadian side, I noticed on Mar. 20th BYD.B dropped to 32.5. The next day, it was up over 37. What created that drastic swing? Thank you. Your opinion is greatly appreciated.
Read Answer Asked by Dennis on March 24, 2014
Q: I like Ryan Modesto's recommendation to invest in tobacco companies as a play on medical marijuana. Any in particular? Spread it out over PM, RAI, MO, LO? Others? Maybe the individual investor can build a small "etf" by adding one or two risky companies? Recent inheritances put $100k U.S. in the bank, and I could reasonably dedicate it to this sector, even though I don't need the income from the tobacco dividends. Thank you.
Read Answer Asked by Jerry on March 24, 2014
Q: Hello,

This is a general question for new account regarding the Model Portfolio (MP).
When starting, considering that the stocks in the MP have already appreciated what's the best way to start?
Will the same strategy apply for 100K up to 500K accounts?

Thanks
Read Answer Asked by Marios on March 24, 2014
Q: peter - A few months ago I took a small position in Neulion(nln) and recently noted that their results for the last quarter were very good. My investment small as it was is up 63% What do you think of this company. Would they be a likely company to partner with Rogers when they make a decison in this area ie enablement of on-line content for internet connected devices? If so, I might consider adding some more shares. thanks for this great service.
Read Answer Asked by Jim on March 24, 2014
Q: Hi team. I'm looking for long term growth stories. Particularly ones that will continue to benefit from an aging boomer population. I'm thinking of things like retirement homes, health care services, funeral services, etc… Do you have any recommendations for these types of investments? Thanks for your continued efforts.
Read Answer Asked by Brian on March 24, 2014
Q: Hi Peter and Team, a small portion of my portfolio (5%) is made of CGL (Gold Bullion ETF) and Goldcorp. Because of CGL fees and lack of dividends, I am thinking of selling CGL and use the money to buy more shares of Goldcorp. Does this make sense? Regards, Gervais
Read Answer Asked by Gervais on March 24, 2014
Q: Hello Peter, I would like your comments on yangara. Thanks
Read Answer Asked by Kevin on March 24, 2014
Q: tph temple hotel What do you think of this company for income and some growth and were their last earnings report okay. thanks
Read Answer Asked by don on March 24, 2014
Q: Hi 5i,
Would you still give CFN (Carfinco) the same rating if you were to review it today. I am invested in it but wondering if other stocks in the same sector would be better choices right now since it might take some time for it (cfn) to recover? Thanks a lot,
Keith
Read Answer Asked by Keith on March 24, 2014
Q: Hi Guys,

I have some cash I want to invest in the “high risk” area of my fixed income portfolio.

I currently own units of Innvest REIT (INN.un). My plan is to sell the INN.un units and buy Dundee Industrial REIT (DIR.un) to upgrade my REIT portfolio while maintain my cash flow. With the cash I already have, I will purchase one of Innvest’s debentures.

What do you think of the idea? Will my portfolio and cash flow be in a superior position (read safer) after the transactions?

Thanks for the input.

Regards
John
Read Answer Asked by John on March 23, 2014
Q: Can you please provide an update on LTS - Light Stream? Do you feel the dividend is safe?
Thanks - Lois
Read Answer Asked by Lois on March 23, 2014
Q: My daily routine 7days a week.is to read your site,which improve my knowledge.Appreciate your explanation on the voliatility & volume on certain stocks due to index revision.It is very discenting to novice investors like me to see stock like CGX dropped some $1 on 250k volume @ the close. Please provide your expert opinion of the impact to additions(KEL & IFP.A were added) & substractions to the S&P/TSX index Please give us your opinion on CQE & PNE(think results recently released),which were tipped by Rob Lauzon on BNN on mar 13.Thinking of purchasing these few days Txs a lot. Peter
Read Answer Asked by Peter on March 23, 2014
Q: I have two questions:

1. your outlook on US-based PFF

2. why do you thing PFF is close to an all-time high while canadian preferred ETFs like CPD and ZPR are ways below their prior highs

Many thanks
Read Answer Asked by Behrouz on March 23, 2014
Q: 5i has become invaluable to myself and many others but another tool that I use each and every day is globeinvestor.com's Watchlist. Recently I was ranking my portfolio by various headings in their Build Your Own dropdown box. One heading was Forward PE, in which I noticed that BEP.UN is 83.46. Knowing that different services have different numbers I thought I would run this past 5i - it doesn't seem right. Views?

Also is it possible that even after their huge runs upward, CSU could have a forward PE of 12.98 and HLF similar at 11.07 i.e they're both still cheap?

Thank you!
Read Answer Asked by Kim on March 23, 2014
Q: Hi 5i Team,

On March 22 you answered a few questions about unusual last minute trading in BYD.UN, CRT.UN, NAL and ESL. There was significant increase in volume and price spike downwards in the last few minutes of trading on Friday. I was going to ask you the same question about CGX, THI, TD, and HCG. They all have the same pattern: huge volume in the last few minutes of trading, and large price drop at closing. You attributed this to the “TSX quarterly rebalancing” that occurred on Friday. I have a few questions about that.

Why were they all negative? If it is rebalancing why weren’t any price changes on the positive side? Is it normal that on quarterly rebalancing day they all fall?

In one comment you stated: “Several stocks were added to the index, such as Brookfield Renewable and Chemtrade, and others such as Atlantic Power were removed. Index funds and other funds following the index needed to make significant adjustments to their positions, resulting in a volume/block spike.” If they were added to the index I would have expected the price to increase. CHE.UN had over 2 million shares traded in the last few minutes, and was down about 0.5% for the day. BEP.UN also had a few million shares traded in the last few minutes, but was up about 0.5% on the day. ATP was down 2.3% on large volume at the end of the day.

If this is the normal phenomenon on quarterly rebalancing day I would like to take advantage of it if I was planning to buy around that time. When are the remaining TSX quarterly rebalancing days in 2014? I made some purchases on Friday, and had I known I could have waited until the last few minutes of trading.

Paul
Read Answer Asked by Paul on March 23, 2014
Q: Hi 5i Team,

Will the webinar held on March 27 be available for download for members who cannot attend?
Read Answer Asked by Dominic on March 23, 2014
Q: Would you rank Fiera Capital(fsz), and Black Diamond group(bdi), as good steady dividend growers for the foreseeable future, thanks?
Read Answer Asked by Pat on March 22, 2014
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