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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: Your answer to Marilyn,Feb 20, regarding a CXI financial issue
raised more questions. Will the stock price pullback to 26 or 27 $ area? Is this not what usually happens when a company makes a "new issue" below current price? If this deal "allows larger investors to get in" as you suggest, could they possibly snap up the new issue price in some kind of dark pool; thus leaving out any possibility of a pullback that retail investors
could participate in? If the stock price for CXI does go down to $26 or 27, I think it would be a great buy opportunity - do you agree? Thankyou. I really enjoy the Q&A......Lionel
Read Answer Asked by Lionel on February 23, 2015
Q: Could you please, define by $Market Cap value:

Canadian: Microcap, Small cap, Mid cap and Large cap
USA: Microcap, Small cap, Midcap and Large cap
Read Answer Asked by Jan on February 23, 2015
Q: It seems to be that this fund is certainly worth a look for sector exposure versus individual stock picking. I can see that its expensive to own but the returns seem to support the cost. That said, do you see this fund a worthwhile investment for sector investors in healthcare? TDB976 is the fund code. Thank you.
Read Answer Asked by Michael on February 22, 2015
Q: Could you please give me up date on these componies thank you jack
Read Answer Asked by Jack on February 22, 2015
Q: Any info on this micro cap.This field interests me.
Read Answer Asked by Don on February 22, 2015
Q: Good afternoon, any thoughts on Tweed's recent q4 results? Any predictions on where this stock price is going? They already hinted that Q1 of 2015 will double the last quarter.
Thanks
Read Answer Asked by Dave on February 22, 2015
Q: Hi Team,
Can you please provide your thoughts on Altius and their recent announcement selling their equity shares in Virginia? I believe they are focusing on debt reduction with a plan to issue a dividend down the road. I have a position in my RRSP and would like to add a bit more with this recent pullback.

Thank you,
Erick
Read Answer Asked by ERICK on February 22, 2015
Q: Hello 5i:

Our total portfolio holdings consist of 66% CDN and 26% US. No international holdings.

I am thinking of selling all or part of our CDN ETFs, XIU and XIC to increase our US allocation. We hold 82% of our CDN portfolio in 24 individual stocks, mostly covered by 5i. XIU and XIC are 7%; and the balance is held in bond and preferred ETFs.

I would like to increase our allocation in XSP and ZSP, by selling part or all of XIU and XIC. ($60K)

Not sure if our short time horizon is a factor in this change, but I am 66 and my husband will be 71 this year. He is still working but would like to retire in a year.

Your opinion would be greatly appreciated.

Looking forward to meeting you next Saturday.

Read Answer Asked by Kathy on February 22, 2015
Q: Are you aware of any Cdn preferred securities (not preferred stock). Had no luck w google - maybe they are a thing of the past?
Read Answer Asked by Bill on February 22, 2015
Q: Hi,

I have a lot of stable lower risk stocks like insurance, banks, BAM, BEP, ZLU, ZUH, and am looking for your recommendation for a growth stock in either tech, gaming, entertainment, or whatever you recommend, for a 5% position for a long term hold. I'm wondering about AYA, AVO, CSU, OTC, CGX or what your recommendation would be.?
Read Answer Asked by Graeme on February 22, 2015
Q: Hi team:
AGU is at 135, a nice return of 20% for me
according to the seasonal investors, AGU does better in the summer months, do you think that the fundamentals of this stock is still solid to hold or should I take some money off the table ?
thanks! (I lost some money on POT)
Read Answer Asked by Michael on February 22, 2015
Q: Exceptional company with a visionary CEO. Latest quarter: Top line looks impressive enough with inroads to profitability and is free cash flow. Comment and how does balance sheet look?
Read Answer Asked by Norman on February 22, 2015
Q: update on the progress. Is this company/stock worthy of being purchased yet?
Read Answer Asked by john on February 22, 2015
Q: Good day. My question is with regards to LSG. In the past this company had struggled given the cash demands of the massive infrastructure costs they encountered developing the Timmins West complex. This resulted in poor operating results and a share price that declined from $4.00 to 1.10 today. In fact it was down as far as .32. They have turned the corner and moving forward they are guiding 180,000 of production annually at an all in cost of $900.00 Canadian giving them a profit of say $500.00 per ounce so everything being equal 90M bottom line which would translate into a 5 to 7 forward PE. A cash machine so to speak. That said they are currently doing a significant amount of work on the exploration side which they had lacked given the financial situation in the past. They have defined very interesting areas and it would not be surprising for them to add 1M OZ. to reserves in the next 3 to 6 months. In the event that this would happen my question is how would this effect the NPV and the share price given the aforementioned operating metrics?

Thank You
Read Answer Asked by roland on February 22, 2015
Q: 5i Team
Seasonality for forest products. Is it not from Oct till the end of Apr? Purchased WEF in mid Nov and has gone nowhere, except down since. Could I please have your views on WEF

Much appreciated.

Burt
Read Answer Asked by Burt on February 22, 2015
Q: Hi Peter & Team:
Thank you for your excellent service.
My TFSA account has $16K cash now.
I am holding: DHX, HCG,MG,PRW,QST, BDI,SJ
which section should I enter at this moment? My goal is growth with dividend. Not too risky.
I am 49 and long term holding investor.
Thank you
Adriana
Read Answer Asked by hong on February 22, 2015
Q: Assuming the same risk profile as your model portfolio and a 100% equity weighting, what allocation would you recommend for the model portfolio and other broad market categories such as US equities and emerging markets to complete the portfolio. Can you suggests some ETF's to round out the portfolio as well?
Read Answer Asked by Scott on February 22, 2015
Q: I sold my Barrick yesterday after owning it for almost 20 years. Not because I thought the price would drop, but because I just couldn't stand the pain (and mismanagement) any longer! I'd like to replace it with another gold stock (just for diversification). I know you like Goldcorp but I find AEM interesting and like the idea of it seemingly having much lower geo risk than G given the locations of its mines. Does your preference for G already factor in such risks? Or do you think the risks are overblown? Your comments appreciated!
Read Answer Asked by James on February 22, 2015
Q: Please provide your assessment of DELAVACO RESIDENTIAL PROPERTIES (DVO-U.V). Delavaco specializes in the acquisition and subsequent renovation and leasing of distressed single-family homes in the United States

This stock has dropped about 50 % since Sept 2014 and now appears to be trading well below book value.
It this stock a reasonable way to get exposure to the recovering housing market in the US?

Thanks
Dave
Read Answer Asked by Dave on February 22, 2015
Q: Which vehicle do you prefer, CPD or ZPR, and why? Thanks!
Read Answer Asked by Paul W on February 22, 2015
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