Investment Q&A

Q: TY for Amaya gaming ... have a small position in Richards Packaging (RPI). Are you still comfortable with this stock going long?

Q: good morning team,
now that combination of lnv/sgy has been completed;what happens to my shares of lnv?
thanks in advance,sergio
p.s. great services,best $$ invested!!

Q: There seems to be increasing negativity concerning d.un, because office space in both Toronto and Calgary is being overbuilt. Is it time to hit the exit. Thanks/Mark

Q: 11:01 AM 6/16/2014
Hi Peter

I sold my PrairieSky this morning at a huge 40% gain from the IPO price as it was like getting 10 years of dividends all at once as a capital gain - too good to resist - so now I am looking for a good long life higher dividend paying oil company.

I have narrowed down my choice to these growing light oil companies, one or more of which I would expect to hold for many many years.
Safety and growth of dividends, and decent share price growth are most important to me.

Whitecap [WCP]
Surge [SGY]
Bonterra [BNE]
Crescent Point [CPG]
Canadian Oil Sands [COS]

Could you please put these in order as to which you prefer and maybe explain why you make the choices you do.

Thank you very much............ Paul

Q: What do you think of British Petroleum as a buy. We heard this morning that it is undervalued and hasn't come back from the gulf spills. Supposedly it is about to rise significantly. Thks

Q: Dear 5i team. I have a question about transferring funds from my Margin account into my TFSA. Every year we are allowed to add $5500 to the TFSA. I did this in January of this year, but instead of depositing cash I transferred stocks. I transferred $2131 dollars of STN at a 28% profit as well as $2664 of WEF at a 40% profit for a total of $4795 transferred into my TFSA (the rest in cash). In the transfer process from my Margin to TFSA do I pay tax on the profits for these stocks? When I got my questrade trading summary last year it stated CONTRIB for the type/ price when I did this transfer. To me it seems that the stocks were "sold" at the market price that day and then they were transferred into the TFSA. Is my thinking correct? Or can you explain to me better the tax responsibilities when doing this type of transfer to maximize returns? Thanks so much.

Q: What are your thoughts on mmt right now. Seems like there is something going on right now the stock only goes from around 1.47 to 1.50 give or take a few cents here, it's been like this for a while now. One would think with the run up in o/g stocks it would at least move around more than this. What do they say "a rising tide raises all boats".

Q: Peter & Co, I currently hold Macro Enterprises (MCR) and I am considering replacing it with Enterprise Group (E). Do you see this as a positive exchange?
With appreciation. Ed

Q: re: BLX Boralex

Morning Team

you last discussed BLX May 7 after they reported. all financial metrics appeared to be up and the outlook was good.

since then, very little has happened. took a bit of an upturn earlier this month then sunk back down to it's May 7 position.

any news or concerns worth noting since the may 7 post?

Thanks for all you do

Gord

Q: I am toiling with the idea of selling WCP while it is trading at such a high. Once we see stabilization in the middle east WCP will most likely come back down. Correct?

Is it best to sell now, and buy back when it goes back down to the ~$15.00 mark?

Q: Hello,

I am looking at buying either MAcro (MCR), enterprise (E ) or petrowest corp ( PRW ).
Which one would you consider the best value today?
Thank you

Q: Aya- Stock down 6-7% today. Would you be a buyer now or wait until it finds a floor?

Q: AYA
Today Amaya is trading down from its Friday's close. I believe the purchase agreement with Poker Stars and Full Tilt Poker includes shares of AYA priced at $20.00. Do you see the price of AYA rising to that level in the near term? Thanks for your answer!

Q: Is amaya the gift that keeps giving, i assume it is retail investors doing all this selling since the deal does not close until sept. 30,so i sold half my position at 20.05 on friday and bought back the same half at 15.70 this morning. Whats your call. I think you would like that trade. Dave

Q: Are you aware of any reason why ET(Evertz Tech) is under some selling pressure today.Their latest quarter seemed quite solid to me.

Q: Do you classify REITS based on their underlying business or are all REITS classified in the same sector in the TSX?

Q: Good morning ...in looking at ZEM you said there are better options available...could you please tell me what those are as I want some emerging market exposure...thank you

Q: We have AX.UN and REI.UN in our portfolio. Would you think it wise to drop one of these in favour of AAE.UN? If so, which?

Q: Good Morning Peter, what are your current thoughts on Alexco (AXR.to) ? Thank you, Paul

Q: Hi Peter and Team,
What are your thoughts on Cimatron, CIMT?