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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: Hello, I am a new client and need some assistance.

% of Holdings % of Gains
ATD.B 2.3% 18.96%
ALA 0.9% 9.06%
ACQ 0.9% 7.25%
AVO 1.5% -1.91%
BAD 7.0% 173.88%
CIX 1.1% -1.63%
CNR 2.6% 10.14%
CTC.A 1.7% 8.93%
CSU 7.5% 34.71%
DII.B 1.2% -7.94%
EFN 0.7% 4.63%
ESL 1.1% 76.50%
GIL 1.2% 4.52%
HLF 1.5% 22.96%
HCG 2.7% 18.17%
IFP.A 1.5% 94.23%
IPL 3.0% 18.54%
KLS 0.2% 6.06%
KEL 1.0% 4.58%
LNR 1.7% 80.08%
MG 3.0% 14.5%
MDA 1.7% 3.78%
MX 2.3% 4.61%
OTC 7.0% 14.64%
PVG 0.3% -40.21%
PSD 0.4% -27.27%
RRX 0.8% -0.69%
STN 1.4% 0.06%
SJ 1.7% 2.52%
TD 2.1% 5.61%
TOU 4.1% 11.82%
VRX 4.9% 30.77%
VET 1.3% --new--
WFT 2.3% 16.92%
WCP 1.7% 14.28%
VDU 0.6% --new--
VUN 0.6% --new--
VCN 0.6% --new--


What should I sell, if any? And what should I purchase to diversify my portfolio?

I think I would like to have no more than 30 stocks to make it easier for myself to look after. What are your thoughts?

I appreciate your time and assistance.

Thanks you very much.

Karen.
Read Answer Asked by Karen on February 27, 2014
Q: As a long sufferer holder of Canadian Lithium, now RB Energy (RBI), I wonder if today's jump was just short covering or there was some new development? Thanks, Peter
Read Answer Asked by Peter on February 27, 2014
Q: hi,

I have debentures of Argent energy - aet.db.- expiry June 2018 - Do you think I should hold them or just sell.

Thank you.
Read Answer Asked by cecile on February 27, 2014
Q: Hi 5i,

WLC has really shot up I am still down about 40% on my investment.
Can you give me your opinion on this company and is it worth holding on to it or averaging down?

Thanks, Irshad.
Read Answer Asked by Irshad on February 27, 2014
Q: Hello Peter & 5i team, what does an investor do with a situation like KSU, where there may be a material change? Along with CNR, I wanted a US rail name. Despite the highest multiple in rails at the time, I was persuaded by growth potential from the US crop turn around, a comparatively fairly small coal exposure at 10% of volume coupled with a small but growing crude shipment opportunity, the Mexico advantage to come from 4 auto plants coming on stream and the KSU pipeline from Mexico into the US. I had been doing very well, but the stock is now down 27% from November highs. KSU missed earnings (but still grew earnings by 15%)last report due to a coal customer switching to natural gas (turns out coal customers are fewer but larger), warned the Mexico auto business would take longer to fruition, but reiterated the railway as a growth company. But then Mexico breaches its duopoly multi year remaining rail agreement by proposing to open up to competition, subject only to Mexico senate endorsement (which may or may not happen). Turns out rail network is government owned and not the competitive moat we are looking for. Do you sell and move on at a loss or wait for this to play out? I have a 6.5% US weighting; 2.5% weighting combined portfolio. Thank you for your consideration. Keith
Read Answer Asked by Keith on February 27, 2014
Q: How would you adjust Cipher's (DND) just reported quarterly EPS for proper comparison with the conscensus adjusted earnings of 0.225 (from your Feb 21st response). Thanks.
Read Answer Asked by John on February 27, 2014
Q: Hello. I have read comments regarding stop loss selling but I would appreciate your insight and suggested reading on when to sell a stock. I have heard many say it is a difficult part of investing but have not offered any strategies. And, as you have commented, you don't offer target prices. Thanks as always.
Read Answer Asked by Catherine on February 27, 2014
Q: Good evening gentlemen. EIF (Exchange Income) reported today and had 47% increased revenue from Westower but 52% reduction in EBITDA due to higher costs. Their outlook appears to be positive. What do you think of their prospects? I also note there was a minor price rally beginning a couple of hours before the earnings were released which is reminiscent of the selling that occurred for days before last quarter's disappointing report. Maybe that means insiders are feeling better about this quarter?
Read Answer Asked by richard on February 27, 2014
Q: Hi Peter. Do you consider Cipher Pharm as a good growth opportunity? Its revenues have risen dramatically. I have some uninvested capital and am looking to get into this sector. Any other suggestions? Thanks.
Read Answer Asked by Cam on February 27, 2014
Q: Hi

I own Cipher ( DND) and wonder if you see much upside from here based on recent earnings. Do you think the external challenge to one of their drugs will continue to hold the stock back?

Thanks
Read Answer Asked by Greg on February 27, 2014
Q: Contrans seems to have had a decent quarter, but the market does not seem to agree. Your comments would be helpful.
Read Answer Asked by gordon on February 27, 2014
Q: Hi Peter: This is a follow-up to Claudette's question regarding Mr. Hodgins' shorting of Home capital Group. As I recall, his argument was that the average house price should be equal to the net present value of a steam of 25 years (I think) of rental payments, and that current house prices are 40% over this level. Hence we have a bubble that will either burst or get deflated by a slow decay in house prices hence less mortgage income for HCG. What do you think of his argument?
Read Answer Asked by Roland on February 27, 2014
Q: Please your insight into:
Intelgenx Technologies Corp IGX
I just took small potions in MSI and PLY and was wondering about IGX? Comments please.
Read Answer Asked by Joel on February 27, 2014
Q: Dci direct cash

Hello
Was the drop today only because a guest on BNN suggested to short it or is there more ?
Thx
Read Answer Asked by Francois on February 27, 2014
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