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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: Hi,
I usually do not buy apparel retailers, but I did so at the end of 2013 when a significant new shareholder entered the stock. Is Reitmans a name you would consider? Large cash position, positive same-store sales, new significant shareholder, etc... What could be an exit price in the next 24 months? What other turnaround story could recommand?
Thank you,
Eric
Read Answer Asked by Eric on October 20, 2014
Q: Hello,
Ergoresearch has been consistently profitable over the past few years, but the stock is down 20% to 30% over the few months. Is it only the overhang of an insider selling earlier in 2014? Do you like what you see in the future of this company? Is it a good opportunity to buy?
Thank you,
Eric
Read Answer Asked by Eric on October 20, 2014
Q: Peter,

With the new credit system for questions, where can I find out how many I have left to use?

Thanks
John
Read Answer Asked by John on October 20, 2014
Q: For Growth do you like:

Fiera Capital or Element Financial
Enghouse or Sylogist
First Service or Home Capital
Parkland or Vermillion
Trimac or Algoma

right now for new funds?
Read Answer Asked by Gregory on October 20, 2014
Q: Hi Peter and Team. AI has a nice DRIP program and a low beta. I am considering putting some money behind this stock using their DRIP but I would like to know what could be some of the risks (ie Canadian Housing Market) and should I enter a half position and wait for an interest rate increase to see how much of an affect that will have on the stock price. I enjoyed your topic and presentation at the Money Show...I appreciate you sharing your insights. If there is another DRIP stock that you like I am open to other options also.
Thank You
Jeremy
Read Answer Asked by Jeremy on October 20, 2014
Q: Hi team
When you say you would be comfortable with a 15 to 20 percent weighing in energy in a portfolio is that a percentage of total portfolio? For example with $700,000 portfolio $100,000 allocated to oil and gas stocks is adequately diversifying the portfolio with the rest in all different sectors. Thanks.
Read Answer Asked by Helen on October 20, 2014
Q: Following up on your comment to Gord today: "It is very unlikely that 5i will report on US stocks. One problem is simply finding staff with experience in the US markets that are willing to commit to no trading", would you be open to the idea of creating a US stock research section where the analysts allowed to hold U.S. securities but must fully disclose them?
I'm pretty sure most 5i Research members are astute enough to discern the difference between objective commentary and biased, self-serving opinion. Moreover, you could institute very strict guidelines for making stock recommendations that would address possible biases.
I have made a lot of effort in the past few years to diversify worldwide (U.S. 40%, Europe 20%) but it's awfully hard to find good, objective information on foreign companies.
Robert
Read Answer Asked by Robert on October 20, 2014
Q: Is RIOCAN a better Reit to own than H&R , I read somewhere Riocan is planning to develop some of it's properties and maybe build condos in Toronto. Does that mean more growth. The payout ratio is also quite good, is that true. Thank you.
Read Answer Asked by Francis on October 20, 2014
Q: Peter,

As a follow up to Stephan's question on Oct 19, BMO's report on REITS shows only 8 of 34 Reits have return of capital of less than 50%. 16 of the 34 have a return of capital of more than 70%. As a general rule, would this not indicate that REITs are better invested outside of the RRSP.

Regards
John
Read Answer Asked by John on October 20, 2014
Q: 5I Team,

I would appreciate getting your view on North Atlantic Drilling Ltd (NADL). The share price has really been hammered in the recent correction and I'm wondering if now is a good entry point and whether the yield is too high to be sustainable.

Thanks,
Scott
Read Answer Asked by Scott on October 20, 2014
Q: Coukd you please give yor cureent assessment of PRE: safety, dividend safety, prospects for growth and comparison to your current favorite in energy,
Read Answer Asked by lyle on October 20, 2014
Q: Due to fiduciary resposibilities, I am looking for ETF's that invest exclusively in investment-gade Canadian debt instruments, which could include quasi-debt such as preferred shares. Do you have any suggestions?
Read Answer Asked by Carl on October 20, 2014
Q: Hi: could you comment on latest results from the Score given big jump in users and revenues. Are they still 2 yrs away from break even, any improvement based on these numbers? thanks
Read Answer Asked by Scott on October 20, 2014
Q: I'm a recent member , was backchecking on Sherritt and noticed a response from July 31st that identified S as more of a copper player when I understood it to be primarily a nickel play especially with the Madagascar site hopefully ready to produce when the market improves.
I've owned Sherritt for some time. Is it a keeper for the next 3 -5 years? Thks. Tony.
Read Answer Asked by Anthony on October 20, 2014
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