Investment Q&A

Q: Hello,

Please give me your opinion or a resource on how do you research the management of a company. They say superior management is the key to superior market performance. Sabina Gold and Silver has just hired a new CEO effective February 15th name Bruce McLeod. Can you please advise on the company and new management.

Q: Given that the markets (except for Canada) are near all time highs and appear to be quite stretched, do you feel that it is wise to enter any long positions, even 5i's picks? My instinct tells me that I should be hedging my portfolio and search for short opportunities rather than go long? Any thoughts on this? Thanks so much.

Q: Hi 5i Team,

It's my view that the guys who run this company are pretty darn smart. As you recall the history of Tahoe Silver was that it was started by the former CEO of Goldcorp and purchased its main property from them. Tahoe is at it again recently getting into Gold, with a recent mine purchase. Do you see this as a subtle and shrewd move as buying at a bottom? I was lucky enough to get into Tahoe several years ago at $6/sh based on this same sort of hunch. What do you guys think? Many Thanks again.

Q: Has this Company now become a buying opportunity?

Q: Your thoughts please on how this might pan out. News today that some 300 investors made a ton of money on amaya ahead of the deal. How can this be proven and if so what are the implications for amaya?

Q: Do you feel the news release today will have an effect on the performance going forward. The stock has been lagging for the past few weeks. Can I please have your opinion going forward.
Thanks for your great advice.

Q: Can you advise on Avigilon's next earnings report? Thank you.

Q: Do you think Whole Foods has a strong moat, enough for a long term hold? What do you think about their growth prospects?

Q: I would like to have your opinion about this pharmaceutical company that has just launched an inhaled form of insulin.

Thanks

Q: Which stock out of those you cover do you think has the highest reward to risk ratio right now? I am looking at something to spend my TFSA allowance on for this year.

Q: Your views on the recent sell-off...is Rx a buy, sell or hold at this time?...Thanks, Barrie

Q: Hi- ENB and ALA are doing well but Pembina has been lagging for the last few days. Is it considered higher risk? I am thinking of adding to my position. Thanks

Q: Hi - your thoughts on the financing today - does this make sense at these prices - pretty big chunk for a $700m cap company. Reducing debt, but also cash for acquisitions? thanks

Q: 10:32 AM 2/9/2015

Hello Peter

I was shocked the other day to see your answer to a question on Currency Exchange International CXI in which you say is is an American Company and thus deemed to be a Foreign Investment from CRA's perspective requiring a Form 1135 report. To me it seemed to be just another TSX listed company!

Is there any reliable way to find which TSX listed companies are actually Foreign or do I just have to search for the company corporate head office address and assume a foreign address is the key?

Are all US [and foreign] companies with a TSX listing considered foreign? And are Canadian companies interlisted in New York considered not foreign?

I wish to avoid the tax and dividend complications of foreign ownership.

Thank you.... Paul K

Q: Hi,
Could you please provide an update on your outlook for Aviglon? The stock had a good run lately, do you see more upside potential in short term (long term) or it is time to take profits and switch to another name? I am currently looking for growth, but will have to re-balance portfolio for income when I retire in 3-5 years.
Thanks.

Q: Hi Peter,

Could I have your opinion on Bombardier Pref B ? I have about a 50 % loss if I sold today, don't mind the income but concerned about future down side. Would you sell and move on ?

Thx
Dave

Q: Hi there! Could you please comment on AlarmForce Industries Inc. or AF - T? It appears to be attractively priced trading near its Annual Low.

Respectfully,

Dave (Nicholson)

Q: I bought Regal life style at a much higher price, I am thinking of averaging down, Previous posting indicated that you have positive views of the company. Doing my research I noticed that there is a high insider selling by ELAD Canada at current price, so I am reluctant to add to it. What is your opinion on the high insider selling for this company.

Thanks

Q: 11:04 AM 2/9/2015

Hello Peter

I bought Northwest Healthcare Real Estate Investment Trust nearly 2 years ago at $11.42 a share and I hold only a 1% position. The dividend is very good at 8.5% and I would assume quite reliable given the nature of the business. Do you agree?

However I am concerned that ever since I bought it the shares slowly have slid steadily lower over the last 2 years with lower highs and lower lows pretty much wiping out the income from the dividends. At present it is near a lower high [I am "only" down 18%] and wonder if I should just sell out and take my loss? My only two holdings in this sector are the 1% in NWH.UN and a 1% position in Chartwell CSH.UN.

Do you consider Chartwell to be in the health sector or in the REIT sector?

Should I just hold on to Northwest for income or should I sell it and add the proceeds to Chartwell which I think you believe to be a "better" company.

Thank you.... Paul K

Q: Good Morning
Your thoughts on the upward SP in earnings? Thank you.