Investment Q&A

Q: Hey guys. I've held kmp for a few years. Was thinking of possibly selling a portion or all my killam and replacing that dividend stream with morguard north american reit and building my cash position with whatever money is left over.

Option number 2 would be to keep all my killam and buy mrg.un with some of my existing cash position.

Any thoughts? Thanks.

Q: Please comment on NFI.TO. I own this stock and also held NFI-UN.TO. The trust has closed, my trust holdings became common shares plus a cash pay out. All has gone well so far. What is your vision of the bus manufacturer's future?

Q: General Mills (GIS)-thinking about buying for long-term hold in my US portfolio?

Q: Exelon (EXC) NYSE as a buy for my US portfolio. Good price right now, second largest utility in USA digesting recent acqusition with good dividend. What do you think?

Q: Hi Peter: What is the best source to research low cost MER ETF’s and INDEX FUNDS to develop a diversified portfolio by asset class?

Thank you

Q: athabasca minerals buy sell hold

Q: Hi Peter
I would like your opinion on MEQ-Mainstreet.Do you think lack of a dividend will greatly affect this company in the long run?

Q: Eit.un ... buy,hold or sell ??

Q: I read the JDSU (JDU) 4th quarter earnings results and listened to their conference call last week with great interest. I know they do not distribute a dividend-- :-( -- your thoughts would be highly appreciated. Thank you!

Q: Hi Peter, what is your opinion on CHL.A (canadian Helicopter)?
Thank you

Q: ZED, Zedi Solutions, is a small, unnoticed company that seems to execute well quarter after quarter yet goes nowhere. I suspect that a lot of the stock is owned by insiders especially after the CEO stated that they are 'rewarding shareholders'. He must mean the 0.20 something rise since the Dec lows. I would appreciate your opinion on this company and if you think $0.75 would be an entry point. Thank you.

Q: dear 5i research
what are your opinons on superior plus (SPB) the company ,the dividend?
alp
jacques

Q: Hello Peter,
INTER PIPELINE FUND PTSHP - IPL.UN is now 1.3% of my portfolio. I have done very well in the stock (up 38%)& I am looking to add to my holding. ( I enjoy good dividends & some growth)
It does however look very high at the moment. Do you see it as a buy, hold, or take profit ?
Thanks very much in anticipation.

Q: Hi Peter,
I was fortunate enough earlier this year to buy Africa Oil (AOI)for $1.50/share. It currently sits at $9 as a result of hitting oil in their first well drilled in Kenya. They have a massive land position in East Africa and looks like they may have several billion barrels of oil. Very strong management team and a Lundin Group of Companies. We are awaiting a third party reserve evaluation any day now and they will also be spudding well # 2 soon in Kenya. Any thoughts/opinions would be greatly apprecaited.
Thanks.

Q: SSL SANDSTORM GOLD LTD, have wanted to buy for a long time. Is to expensive and do you see up side ?
thanks
yossi

Q: Peter, I'm interested in Altria Group (MO). I've had a nice run (35%). Do you see any problems on the horizon?
Thanks
Kyle

Q: what is your opinion on am automodular

Q: hi peter, a hypothetical question for you . Alot of dividend yielding stocks have similar looking charts with there valuations going up and up .I am wondering if and when interest rates go up , is there any stocks one should be looking at that could benefit from a down turn in dividend yielding equities ? thanx for your time.

Q: Dear Sirs,
Could you please comment on how, in your opinion, recently announced spin-off of 86 light industrial properties to Dundee Industrial REIT (IPO to follow) will influence the price of Dundee REIT (D-UN.TO).
Thank you,
Mike

Q: Hi Peter,

I have to admit this fact first. What's making 5i research more popular is this QA session which covers your brief opinion on a wide array of companies compared to the actual company analysis. So hats off to that and the amount of knowledge and insight offered by these comments would definitely be helping a lot of people invest in good companies and avoid bad ones.

My question for today is about timing. Generally perceived notion is to stay invested for the long run for many years. But in today's market it might end you up where you started or much lower. Let's take an example. I invested in MMT at $1 at $1.40 and $1.66. If I exit now I would be making a good return after inclusion of dividends. On the other hand I invested in TOL at $3.75 and then at $2.19 and it went down to $1.40 and I am still holding on to my shares where I am now thinking of selling the latter position even though it might go much higher or go back to $1.40. How should one behave in these two different circumstances and when should one draw a line for profits or losses if the future direction is not very clear and the opportunity cost of investing elsewhere or staying invested might be huge. ( Another good example could be AVR which at one point was $2.50 and now languishing at $0.67)

Thanks