Investment Q&A

Q: Hi Guys, I have just taken over my corporate account from my financial advisor, my thoughts would be replacing Pathfinder convertible debenture, Dream Industrial and Artis real estate and adding to my Home Capital, Magna, Stantec and CCL positions.
thanks
Jim

Q: You announced your portfolio review service, I can hardly wait and I have signed for the service. The announcement stated that I don't have to pay until you are ready to start the analysis. I have the following questions:

- How I am going to be charged, is it based on the number of securities, on hourly basis, the size of portfolio, ...etc?

- since market conditions change continuously, the portfolio requires constant monitoring, how this is going to be done?

- Investors' situations may also change, so will be a requirement for a follow-up how this will be done?

Others will have many more questions and it looks to me that it will be a huge undertaken unless a specific structure to the service is established.

Thanks

Q: This is a suggestion:

I suggest that you structure your new portfolio review service so that it conforms to CCRA's definitions of "investment counsel", thus making the fees an allowable tax deduction. Here is the definition from the CCRA web site.

"1. Paragraph 20(1)(bb) allows a taxpayer to deduct fees, other than commissions, paid for advice on buying or selling a specific share or security by the taxpayer or for the administration or the management of the shares or
securities of the taxpayer. The fees must be paid to a person whose principal business is advising others whether to buy or sell specific shares or whose principal business includes the administration or management of shares or securities. A person is defined in subsection 248(1) to include any body
corporate and politic.

Q: current thoughts on gold please

Q: I am thinking of selling my PWF and buying BPY.UN. It would increase by real estate weighting to 7%. (5% BPY.UN & 2% AX.UN). I know the stock has positive momentum but how do you think the stock will react if interest rates go up? I have held PWF for years and except for the dividend it hasn't done much.

Q: Peter; Re James on DHX - National Bank downgraded it this AM. Rod

Q: The stock has been trading in a range for close to two years. Is there reason to believe that the adage "the longer the base, the greater the case" applies to CDV? Further, is ExactEarth a "game-changer" as it is being touted by some analysts? Finally, who is the activist investor who purchased an interest in the co. and what are his stated plans?

Thanks for your analysis and insights. Your service is invaluable.

Q: Hi, What do you think of RWO, or do you think something like TCN would give a better return? I'm looking to gain from US housing as it rebounds.

Q: What are your current thoughts on IBN (ICICI) in a fully topped up TFSA? It seems to me that India is showing significant potential with the new government and new CEO at the bank.

Q: As you know Resolute is the former Abitibi paper. I purchased at 9 and sold at 17 thinking that the upside was limited. It keeps pushing higher. Book value is 29 but no profits and future prospects not clear. Your opinion appreciated.

Q: What is your current opinion of MTY Good Group considering lower oil prices should benefit the consumer. What other consumer type companies will benefit from lower oil prices?

Q: Hi 5i team,

Please comment on TMM, is the poor stock price company or sector related?

Q: Please compare this stock with UPS.US and UAL.US. Is this sector worth investing? Thanks!

Q: WETF jumped 26%on Friday after the company's third quarterly report. Please give your opinion on the future prospect of the stock, Buy, Sell or Hold. Thank you. Bill

Q: Hi 5I Team,
I was wondering which company you liked better: SJR.B OR CJR.B? I would like to buy and hold for a longer term.

Thank you for your hard work.

Best wishes,
Terri

Q: A Scotiabank analyst said today on BNN that "the replacement cycle will be so strong that it will last several years". Video here: http://www.bnn.ca/Video/player.aspx?vid=481891. If that's the case, would you say that AutoCanada is the canadian company that should profit the most from this trend? Financials and auto-parts makers possibly would also profiting I speculate.

Q: Hello,
I would like your opinion on IMF. They made two interesting announcements recently following good work from their R&D. I understand that: management owns a sizable position in the company, the balance sheet is a little too much levered, they are growing revenues after a few years of problems with new equipement, the stock is thinly traded.
Thank you,
Eric

Q: Would you consider these two stocks as 'strong buy' for the long-term (5 years)?
Are they at at good entry point now?
Also, what stocks would you recommend in the infrastructure sector?

Q: What is your take on CLR's 3rd quarter earnings? Apparently the market didn't like them.

Q: Peter: Could you recommend a Canadian company that will benefit from doing a lot of business with the U.S. for the next two years ? Thanks.