Investment Q&A

Q: Could you please comment on Dtx and if it can survive thru this market downtown
Many thanks for your great service

Q: Good day...I currently have 50% of my portfolio in your model portfolio and it is doing nicely, thank you...I also have 20% in low beta Canadian stocks, but only have 2% in u.s with all the talk on BNN of being more on the u.s. would you recommend xsp or convert to u.s. currency with vit, as I have some new money to add at this time...thanks for all you do...

Q: I'm getting ready to make my 2015 TFSA contribution for myself and my wife and I'm looking at Delphi for a 3+ year hold. I only have a 5% weighting in my portfolio to energy and would like to take a full 5% position in DEE. I'm well diversified across most other industries. Do you feel we've bottomed in energy sector and would Friday Jan 2 be a good time to start my position in DEE? Thoughts?

Q: I was reading your answers with interest on ZWH. Since it is US High Dividend Covered Call ETF, I wonder if it is considered as foreign property or Canadian property in the portfolio. Thank you.

Q:
Can you give me your opinion on this stock and is there any explanation for the recent run up ? Thanks Clare.

Q: Hi Peter & Ryan,
Is there any news about CFN? - was the deal closed?
Thanks for the update & Happy New Year
Morris

Q: Godd afternoon 5i,

Most of the advisors that I see on BNN are suggesting that the US Market is the place to be for 2015 espacially in the Finance area and the technology area. Do you agree with these suggestions? If you do would you recommend that I invest for My RRSP in XLF.US and XLK.US?

Thank you and happy new year.

Paul

Q: some time ago someone suggested that a coy called square

would have a very bright future. do you know of this coy & can you please give me more info & your thoughts.

Thanks Brian Robson

Q: Adding up a comment to Lionel's question on Tucows dec-24. Tucows trade a fair volume on nasdaq TCX. They have initiated several dutch auctions in the last few years. In addition to their internet domaines activities They are the owner of a growing mobile telephony service in USA : TING. I think that it is where the marbles are.
Happy New Year.

Q: Question: I hold TIMBERCREEK SENIOR MORTGAGE INVESTMENT CORP(MTG:TSX, CA) for income within my RRSP. I am down 12%, although the price has been more stable in the last year. Can you please comment on this company and give me your opinion as to whether it is a reasonable income stock for RRSP?

Q: Hi Peter,
Recently you had a link to Jim Richards spiel "The Death of Money", what is your take of what he said?

Q: Hello,

Would you prefer one over the other, and if yes, which one and why? Do you think the pharma sector will do well in 2015.

Q: Hi 5i team,
I would like to have your thoughts on the use of leverage when investing (the use of margin in accounts other than TFSA and RRSP). Clearly I am thinking of someone mostly invested in stocks (no bonds). I understand the danger margin call, and opportunity cost of not having cash available to invest after a market correction. On the other hand, I believe there is some seasonality in companies results and in investing (tax loss selling season and January effect, October to April versus May to October), great investment ideas/opportunities are rarely synchronized with selling an investment, leverage has a good impact on return when return on asset is higher then financing cost, financing cost of margin is low.
Do you see other advantages and disadvantages? What % of available margin would you recommend not crossing?
Thank you for your help, Eric

Q: Hi 5i team,
I would like to have your thoughts on ZCL, and an estimation of what would be your rating. Balance sheet is clean (no leverage, little other items on the asset side). Dividend is growing. Past management problems integrating acquisition seems no longer an issue. Insiders bought shares in late November. On the minus side: revenue growth has been variable, profit margins are close to their historical high, exposure to the oil industry.
Has ZCL stock price been hit too hard recently? What P/E multiple or P/CF should it trade at in the current environment? What could be a future catalyst (developing new geographical markets, acquisition)? Where would you classify ZCL: industrial or energy? Should it be a long term investment or a cyclical investment based on the economy? What is your view on this industry, and the position of ZCL in it?
Thank you for your help, Eric

Q: One of the losers. Bought at 24.50 closed at 17.03 Dec. 26th. Will my capital ever come back or should I sell and move the money elsewhere. What happened to trigger the selloff.

Q: Can I get your views on this company at present stock price. Does not want to seem to pull back any. P/E seems high at 48x and P/B is at 18. Is this considered high for small cap?

thanks

Q: Good morning,

I read an article today on some macro investing themes for the long term.
One of the areas mentionned was the scarcity of Canadian farmland and I suppose global farmland combined with a growing middle class population. Can you provide a few long term investment ideas on how to best play this global macro trend. Any ETFS (farmland or agriculture related),specific companies,any other ideas?

Thanks once again for the invaluable service you have provided in 2014 and I would like to wish the entire 5i research team all the best in 2015!

Tom

Q: What do you think of their business model and what catalysts will affect the stock going forward? Do you see it doubling in 2015? Thank you.

Q: Hi 5i: I plan to buy some US transportation stocks, or ETFs. Re ETFs: which of XTN (spdr) and IYT (Ishares) do you prefer?
Thanks again, and have a great year. Roland

Q: I am seriously considering WSP from your Income Portfolio. Aside from the nice dividend, I like the more than five-fold revenue growth since 2008. But, I am concerned that EPS has actually decreased over the last 5 years. With this lack of accretion from previous aquisitions, how can I have confidence that the most recent acquisition will pay off? I am also concerned about the high P/E multiple of 23 times TTM earnings. The forward P/E of 16.8 is not too bad, if they can actually pull it off. I would appreciate your comments and your recommendation.

Thanks,
Hans