Investment Q&A

Q: DCI

I would like to thank everyone who panicked and sold DCI in the last couple of days because Mr Hodgins enticed them to do so. I bought several shares at 15.55 yesterday and I think at that price Mr H is covering his self-serving call. I will hold through earnings and see. Isn't DCI trading at 4x CF well below it's historical average of 6-7x???

Q: What are your thoughts on Cameco??

Q: Why CATAMARAN dropped 6% in spite of good report?Thank you.ebrahi

Q: Greetings, Peter and Co. I have held Melcor (MRD) long enough to enjoy the sgrowing semi-annual dividend, now at $0.50 or 2.46%. There were special dividends of $0.50 in 2013 and $0.10 in 2005. While the yield is adequate, would there be an alternate company in the sector that you would consider a better investment?
With appreciation.

Q: I own 3 stocks that are down year to date: CGX, BYD>UN and AVO. You stated in previous responses that you would rather buy on strength vs weakness. Is this a buying opportunity for the above stocks? I am a long term investor vs a trader.

Q: hello 5i:
two questions, if I may:
#1: is a report on SJ still "in the works", and if so when do you expect to release. I have a small position and would like to add to it, but am waiting for the report.
#2. its been about 3 months since the last question on Canadian Western Bank. Can you update this, and give me a "back of the napkin" rating on it.
One comment: congrats on the Ryan Modesto acquisition lol. 5i not only picks good management of companies, they obviously try to lure the strongest to their team. PH and N is (or was, before the acquisition by RBC) a tremendously respected company that has delivered very good, stable, results to investors for many years. Ryan's experience and acumen should do nothing but add value to 5i. Good job Peter; in hockey talk, you got a first liner!

Q: Hello Peter and company, my complimednts to your highly infomative site!
My question is: should I hold on to my shares of NWH.Un?
what is your opinion on this company?
Thank you, cheers Heidi

Q: What is u view on E with the latest news release

Q: Hi
I have held TA for about 10 years and note that it is now at or near a 10-year low. Is it time to sell or time to buy?
Thank you, Peter

Q: Could you please comment on Park Lawn Corporation or PLC-V? It seems as though Aston Hill Financial is a large shareholder?

Many thanks...

Q: Hello Peter and team,
My portfolio's info tech sector (18% weight) comprises AVO, CSU, DSG, ESL, CGI, MDA, and SUM. I'm watching to buy either DH or OTC; which would be a better fit?
Thanks,
Tony

Q: Hello Peter and co.,
In the broad energy infra sector and in the context of expected LNG related activity, I bought a partial position in Enterprise Group; is there a point also buying into Petrowest or Macro Enterprises?
Thanks,
Tony

Q: Hi Peter and gang
What are your current thoughts on Dundee Precious Metals, DPM.
Is this a good time for this stock. Any other ideas for precious metals would be helpful.

Q: Do you have suggestions for safe places to park excess cash sitting in a discount brokerage RRSP, perhaps for a few months, while waiting to invest it in the market? I've used HFR (Horizons Floating Rate Bond ETF) previously.

Q: Hve been rec'd to Rock Energy. RE-T any opinions?

Q: PLZ.UN

Recently converted to a REIT and also purchased KEY REIT into their holdings. What are your thoughts going forward about this new REIT.

Thanks

Q: Hi Peter and Team, boy-oh-boy, a lot of Q&A's on Surge, SGY, lately and I'll yet add another of my own again, sorry but I have to ask, at current price and yield (5.70/9.5%), and considering what has already been stated by the team, is this a really good (table pounding) buy situation? Good solid volume as well, are we missing something here considering they just raised cash recently at 6.20? Thanks!

Q: Do you know when badger will be reporting and will the bad weather be good or bad for them.

Q: Hi Peter & 5i: Just a comment. I haven’t asked a question for a couple of months but I have continued to read the 5i members’ Q&A daily. I have gained lots of information from others’ questions and your responses. It may seem frustrating sometimes when someone asks a question you really can’t answer or includes a lot of extraneous information that won’t be relevant to your response. I very much appreciate your approach to answering these questions anyway; to try to give people something for their effort, at times despite the way they have asked their question. You are usually able to offer them something useful and sometimes that is useful for me too. If somebody asks for too much or provides too much info, it may just be that they don’t yet understand the turf well enough to ask for exactly what you can give them. But they still need some help and that is the point of their membership; to gain some assistance in an area they have not mastered and to be educated a little bit along the way. Thank you for your patience.

Q: re: BBRY... Just read an article as I have been watching BBRY and Mr. Chen' actions very closely. Things appear to be starting to change and BlackBerry announced some very prestigious customers upgrading to BES10 and to BB10 devices. BlackBerry also announced that BBM will be made available for Nokia's (NOK) X platform and Microsoft's (MSFT) WP8. So now BBM will be available for every smartphone platform. And Ford (F) has officially decided to drop Microsoft and use BlackBerry's QXN solution, to power its Sync mobile-phone multimedia software beginning in 2016. Now that BBRY bankruptcy seems to be in the past and with new management starting to get rolling, the writer posted a target of $18 - $20 for this year.

Can you comment on this and what you think BlackBerry' future looks like in your opinion?

Thank 5i