Q: Hi 5i. I am interested in your thoughts and investment potential on TPH. Temple Hotels
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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: I have been holding Alliance Grain Traders (AGT) for over a year and have been waiting patiently for it to bounce back. It pays a 5.05% dividend. I am currently down approx. $2 per share. In your opinion does Ag Growth have better long term growth potential? Thanks very much.
Q: Where do I find a list of stock Ratings by 5i ?
Q: Hi 5iresearch I own Second Cup Stocks (SCU), and I see that you guys don't cover it and pizza pizza, I would like suggest these two companies
Q: Hi 5i I'm looking at rounding out part of my portfolio with REIT's. Currently own HR.UN and looking at adding AAR.UN , D.UN
DI.UN . All together they will comprise 12.5% of my portfolio.
Any thoughts would be appreciated. Especially which might be most vulnerable to interest rate hikes,as I am a long term investor. Thx Gerry
DI.UN . All together they will comprise 12.5% of my portfolio.
Any thoughts would be appreciated. Especially which might be most vulnerable to interest rate hikes,as I am a long term investor. Thx Gerry
Q: Hi, Peter & Crew.
If I am willing to accept the sector risk, what is your opinion of Scorpio Mining (SPM.TO) at $0.48 for a 2-4 year hold ?
Thank you.
Ed
If I am willing to accept the sector risk, what is your opinion of Scorpio Mining (SPM.TO) at $0.48 for a 2-4 year hold ?
Thank you.
Ed
Q: Please give me your assessment on Davis Henderson. Growth? Dividend safe?
Q: hi peter, I am having difficulty making these decisions, please advise me if these ETF'S are long term holds....1. dow hedged to can$...ZDJ....2.Japan Index hedged to Can$...CJP....3. I-shares China... XCH....thank you... linda
Q: Hey guys was wondering your thoughts on cirrus logic (crus) I'm down about 25%on it and was alson wondering if you think it's a buy hold or sell thanks
Q: Dear 5IResearch,
Having experienced some unprofitable results for the past few summers, I am now going to re-balance my portfolio, away from its total reliance on US equities, to include some Canadian names and then to weld it shut until October.
Currently my portfolio is 42% Berkeley Hathaway (BRK.B), 15% Wall Street bank (GS), 15% High-end US housing (PHM & DHI), 7% US Railroad (CSX), 7% Technology (GOOG or MSFT, but not AAPL) and 8-10% Cdn hedged index on SP500 (XSP)
I propose to reduce investment in GS, CSX, Technology and SP500, in favour of some good Canadian names.
My short list for these is:
Northland Power (NPI),
Agrium (AGU) or Potash (POT),
Pembina Pipelined (PPL) or Inter pipeline (IPL.UN),
Gold bullion (CEF.A),
and a western Canadian Reit (to be selected)
In the Fall, I expect to go back to a broad perspective of the entire North American economy, at large, hoping that Obama stops stalling the pipeline, by then. The asset allocation will likely be adjusted, to cope with the October 2013 - A.pril 2014 period.
Can you please comment on my proposed purchases of Canadian stocks? Danger signs would be appreciated.
Have a good summer.
Having experienced some unprofitable results for the past few summers, I am now going to re-balance my portfolio, away from its total reliance on US equities, to include some Canadian names and then to weld it shut until October.
Currently my portfolio is 42% Berkeley Hathaway (BRK.B), 15% Wall Street bank (GS), 15% High-end US housing (PHM & DHI), 7% US Railroad (CSX), 7% Technology (GOOG or MSFT, but not AAPL) and 8-10% Cdn hedged index on SP500 (XSP)
I propose to reduce investment in GS, CSX, Technology and SP500, in favour of some good Canadian names.
My short list for these is:
Northland Power (NPI),
Agrium (AGU) or Potash (POT),
Pembina Pipelined (PPL) or Inter pipeline (IPL.UN),
Gold bullion (CEF.A),
and a western Canadian Reit (to be selected)
In the Fall, I expect to go back to a broad perspective of the entire North American economy, at large, hoping that Obama stops stalling the pipeline, by then. The asset allocation will likely be adjusted, to cope with the October 2013 - A.pril 2014 period.
Can you please comment on my proposed purchases of Canadian stocks? Danger signs would be appreciated.
Have a good summer.
Q: Hi 5i,
I've got a 4% holding in HUZ (Horizon's silver ETF) and 2% in SLW (Silver Wheaton). As sliver slipped, they're down 20%. Would you suggest holding or selling one/both? Thanks,
I've got a 4% holding in HUZ (Horizon's silver ETF) and 2% in SLW (Silver Wheaton). As sliver slipped, they're down 20%. Would you suggest holding or selling one/both? Thanks,
Q: Hi Peter & 5i: I see that RBC Capital upgraded National Bank (NA) a few days ago, from "sector perform" to "outperform" and raised its target price to $84. Is there any special significance to one of the big six banks issuing a favourable report and upgrade on one of its main peers/competitors? Or do you see it as on a par with pretty much any analyst's upgrade of any kind of company.
Q: Can you tell me about ETC as compared to HCG. Do you like both, one, or neither at current prices? Thanks.
Q: Hammond (HPS.A) has dropped considerably since lightly decresed earnings a couple of days ago. Is this a market reaction to the weak quarter (seems a tad muchof a reaction) or is the higher volume just somebody of size pulling out? Also, what is your opinion of future prospects given these results.
Thanks!
Thanks!
Q: Would you consider Citadel Income Fund (CTF.UN) as a reasonably safe place to park money with a 9.21 % dividend yield rather than bonds or money market funds. Thanks, Bill
Q: An analyst on BNN said that CNL and RMX follow a similar strategy to Yamana with small tuck-in acquisitions and do not bet the bank on large projects. He was very high on both stocks. Do you have a view on either of these names? Many thanks, Nancy
Q: Peter,
I would like to diversify from all my Canadian oil because of the discount to WTI. I have very small positions in CNE & PMG now, both of which have corrected quite severely. Your thoughts on adding to them please?
I would like to diversify from all my Canadian oil because of the discount to WTI. I have very small positions in CNE & PMG now, both of which have corrected quite severely. Your thoughts on adding to them please?
Q: CSS - Contrans - why was it downgraded by so many banks?
Tks.
Tks.
Q: I have insufficient exposure to the US market and was looking at a few ETFs. Thoughts on VCR & VXF?
Q: Hi Peter and 5i: Can you please explain the difference between "Floating Shares" and "Shares Outstanding" and the potential significance of it for an investor looking at a stock. I've noticed the difference is sometimes quite large. For example with Enghouse (ESL), FS is 17.5 million but SO is nearly 26 million, according to my discount broker's site. Maybe not a lot of shares in absolute numbers relative to some companies but proportionally it seems like a lot. Thanks, as always.