Investment Q&A

Q: Your views on the newly formed Spyglass Resources Corp (SGL) would be much appreciated. I'm well under water on this one through previous holding in Avenex. Is the hefty dividend sustainable? Is it likely to recover along with CDN energy sector? Your view of management?

This is a great service you're providing the retail investor. Thank you!

Q: Hi Peter,

I am baffled by the 30% additional fall in NPK since the last time I posted a question about it. After a lot of reading I am personally of the opinion that this is definitely a 2 or 3 bagger stock. It has an excellent project with great economies of scale especially for Brazil's requirements of potash if it gets the needed financing. Potash is a commodity the demand of which is tied to population increase. What is the possibility that this company will be just like all the penny stock precious metal failures that fail to obtain cash infusion.

Q: Hello Peter & team,
I am thinking of adding to MSI-t. (about 2.8% of the portfolio at present).
It seems to have been in a downward trend since reporting in March, but has just popped its head above the 20 day moving average. MSI seems to peak seasonally in about March of each year.
What do you think ?
Paul.

Q: Hello Peter and all at 5i: Now that the gold stocks are out of favour would you sell Eldorado and put the proceeds into Goldcorp or continue to hold ELD. Thank you Barb

Q: Hi Peter. Really pleased with my subscription. What's your opinion on Sherritt (S)? I hear they are startring production in Madagascar.

Q: Hi Peter, my question is about BEP.UN which is rated "A". When one looks at BEP.UN stock quote on the Web (see link below),one sees: EPS -0.38; Forward P/E 105.90. Is there something I do not understand? May be these numbers are wrong? Thanks, Gervais

http://www.theglobeandmail.com/globe-investor/markets/stocks/summary/?q=BEP.UN-T

Q: Hi 5i. I am interested in your thoughts and investment potential on TPH. Temple Hotels

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

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

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.

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,

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!