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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: 1. In your Model Portfolio, several companies have a NR (no rating). I wonder if you can explain that. I imagine that there may be several reasons, some more important than others.
2. I have followed Brookfield for a long time as I used to know an executive at Brascan many years ago. I would appreciate it if you could comment on the different stocks under that name.
Gary
Read Answer Asked by Gary on June 19, 2013
Q: Good morning Peter and the 5i team, In the preamble to your model portfolio, you state: "Each individual investor needs to decide what exposure they should have to bonds, preferred shares, cash and other investments based on his or her own unique circumstances." My target is 60% stocks (chosen mainly from your recommendations), 20% bonds, 10% preferred shares, and 10% cash. If you had to choose among several ETFs for the bond, preferred share, and cash portion of such a portfolio, what ETFs would you recommend? Thanks for your excellent service and advice.
Read Answer Asked by Jerry on June 19, 2013
Q: Hi, Peter
Do you think that the Glencore offtake agreement reinforces my views form March 26 on the potential sale of Orbit. I also thought that Veolia or Rio might be potential candidates for purchasing the company, the offtake may scare them away or, better force them to outbib.This is positive.
Also, does an offtake may include a clause of first refusal?
Your comments as always will be most appreciated.
CDJ
Read Answer Asked by claude on June 19, 2013
Q: Hello 5I,
I would like your opinion on a small Canadian Company, Lassonde Industries (LAS). It was brought to my attention by a good friend whose children use their juices etc. No analysts cover the company but Thomson Reuters stock reports rates it a 10 (I have never seen such a high rating). Its 3yr chart is excellent and it actually pays a 1.8% dividend.

One of its problems is that it is vvvery thinly traded. Do you have an opinion on the company and if it is positive how would you approach stepping into such a thinly traded stock?

Thanks,
Bob Ahearn
Read Answer Asked by Robert on June 19, 2013
Q: I own some MRG, and disappointed that it is down so much. I thought a new reit with US purchases and excellent parent would do well. Not so? Your comment please. The Div is good but no growth? Thanks Phyl in BC
Read Answer Asked by Phyllis on June 19, 2013
Q: I heard an anylist say that Uranium Participation is trading at a 35% discount to the price of uranium. Do you concur?
Read Answer Asked by Darryl on June 18, 2013
Q: Hello All,

Currently my Technology holdings are AYA, ESL, RKN, SW, SYZ. I would like to add 2 more. Since all my holdings are Canadian, I think that perhaps the US would be better. Could you please suggest a few high growth tech companies that you like?

Also, I really like the way the questions are answered according to date, current news is reported first, which I find better for decisions. Thank you for all the great advice.
Read Answer Asked by Sunita on June 18, 2013
Q: Telus and BCE vrs Verizon ?

Peter. I own both T and BCE and feel a bit nervous about the giant in the room, ie Verizon. If VZ with a market cap of 147B enters the Canadian market they will do so with a bang ( not a wimper like target),I am thinking of selling both as I feel the stocks will take a bit of a pounding if VZ does come to town.
Appreciate you time and knowledge
Cheers
Read Answer Asked by Leon on June 18, 2013
Q: Athabasca Minerals (ABM)has tanked in the last year. I understand that there have been cost overruns in getting new sand/gravel pits up and running and some weather issues. I would appreciate your evaluation of the longer term prospects for this company.
Best regards.
Read Answer Asked by Ed on June 18, 2013
Q: Calfrac had a couple of upgrades today, is it one of your preferred oil service stocks? TIA Smokey
Read Answer Asked by smokey on June 18, 2013
Q: Hi Peter/team,please get updated thoughts on 5NPlus, vnp/t,reported profitable Q and today settled dispute,stock has taken quite a run,is this company going from doghouse to penthouse,thx as always
Read Answer Asked by John on June 18, 2013
Q: thanks for the great service. Do you like the HOT.un, Canadian Hotel income fund. 8.2% dividend which apparently is safe because of location of hotels near rail lines. What do you think?
Read Answer Asked by Helen on June 18, 2013
Q: Recently, Brookfield Infrastructure sold its B.C. and U.S. timber assets in 2 separate transactions. A few weeks ago Brookfield Asset Management sold it's controlling interest Twin Rivers Paper. What do you think this means for Brookfield's large ownership stake Acadian Timber and what is the implication for the Stock price?
Thanks. Mike
Read Answer Asked by Michael on June 18, 2013
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