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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: There is an interesting and cautionary article on Auto Canada by David Milstead (writer for the Globe & Mail) regarding the current structure of the company. The article was in the G&M on Jan 26/15, and may be of interest to members that either own shares of AutoCan or are looking to buy shares.

It can be found by googling "Why I am still cautious on AutoCanada" by David Milstead.

Publish this at your discretion.
Read Answer Asked by Ed on January 27, 2015
Q: what is your opinion on the guggenhiem equal weighted rtfs. thanks
Read Answer Asked by andre on January 26, 2015
Q: Hi Peter, I rode the wave and cashed out on Concordia. Thanks to you I did all right! I am looking for another healthcare company,suggestions?
Read Answer Asked by ron on January 26, 2015
Q: Are you aware of any news that would drive this stock down 20% today??
Read Answer Asked by peter on January 26, 2015
Q: Dear Gentlemen,
Your answer to Jim today : US based ETFs will get captured under the US tax reporting rules, where Canadians need to declare assets in the US above $100,000.
You had about same question, last year, I remember that you corrected your answer, I understood 10000$ by holding not in total
I am wrong ?
Thanks
Best Regards
Read Answer Asked by Djamel on January 26, 2015
Q: The last time you commented on CSIQ you were cautious. Would your views change now and would you buy it. I am thinking of selling CLCT and buying either CSIQ or HACK. Please advise. Thanks
Read Answer Asked by Imtiaz on January 26, 2015
Q: Could you please provide an update on Orvana. Do you see it as a buy?
Read Answer Asked by Lloyd on January 26, 2015
Q: Hi Team,

Just wondering if you could provide an update on crt.un (valuation metrics) and your opinion. With the withdrawal of target and the Cdn tire stock doing well, does this affect the upside potential of the REIT?
Thanks
Read Answer Asked by bradley on January 26, 2015
Q: STX was down almost 12% today. Should I be worried and sell or keep holding. I am breaking even.
Thanks
Read Answer Asked by satish on January 26, 2015
Q: With the continuing decline in can dollar which companies will benefit the most?
Read Answer Asked by terrance on January 26, 2015
Q: I believe I am past the minimum holding periods and am trying to salvage what I can from the venture fund disaster (originally was a Vengrowth fund). I can't see holding this but would appreciate your insights. Publish if you wish. Thanks.
Read Answer Asked by gordon on January 26, 2015
Q: I noticed in an earlier Answer you like AD, however it has come off about $3.oo.I noticed a reference to AD being involved with oil service firms. Do we know how much exposure AD has to OIL and is it going to be continuing downward drag on the price . Is it time sell into non oil position?
Westernone is in the oils gas service is it time to sell or hang in there. Assume a Dividend cut is a sure thing soon?
Read Answer Asked by Austin on January 26, 2015
Q: Hello,

I'm currently reviewing some 5i reports to inform new purchases.

In your recent report on MDA you mention Russia as one of three significant customers for MDA. In light of the current meltdown of the Russian economy, how may this effect MDA? Not to mention expected belt tightening of the Cdn federal budget.

Thx.

Cam.
Read Answer Asked by Cameron on January 26, 2015
Q: Comment to David's question this morning:
Assuming that the 5-yr BoC rate (used to determine the reset rate of the preferred shares) at the reset date of March 2016 remains at today's (historically-very-low) value of 0.82%, a discounted cash flow analysis indicates, that at the current bid price of $14.10,the long-term yield of FN.PR.A is 5.3%. This is OK but perhaps a bit on the low side for a sub-investment grade preferred ("Pfd-3").

On the other hand, if you believe that the 5yr-GoC will rise to 1.10% (still low by historical standards) by March 2016, the yield-to-perpetuity increases to 5.8%.
Read Answer Asked by Gregory on January 26, 2015
Q: Yahoo has about $37B in Alibaba. An Activist Investor who owns about 7.7M Yahoo shares is pushing Yahoo CEO/Marissa to release some of that value to her shareholders and she has committed to outline her Alibaba plans by Wednesday. I'm thinking of Buying some of the stock. what do you think.
Thanks Austin
Read Answer Asked by Austin on January 26, 2015
Q: Hello 5i.
We would like to increase our Healthcare sector alloc.
We purchased JNJ Aug2014 @ $100. We are currently up ~ 2%. It represents only 1% of Pfolio. Have read your reply to Satesh today re etfs XLV and PSCH, and we are considering selling our JNJ, and purchasing 2-3% position in XLV (it holds 10% in JNJ), and 1-1.5% position in PSCH.
What are your thoughts on this idea. Thanks
Read Answer Asked by Terrance on January 26, 2015
Q: last up date was April 2014. could you give an update . lots has happened in the year. thinking of adding to my position, so you agree?
Read Answer Asked by brian on January 26, 2015
Q: KMB & P&G are about to bump heads. 2015 R&D /Marketing US $5B.P&G 3.5B.How do you see the outcome,short & long ?
Read Answer Asked by john on January 26, 2015
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