Investment Q&A

Q: Hi Peter and Team:
I would like to start my own equity portfolio and emulate your impressive 5I equity portfolio. Most of the issues in your portfolio have run up nicely, so how do I start entering positions to build a portfolio? Portfolio size would be the same as yours with about 20 positions. Thanks in advance, Henry

Q: Hi 5I,
You have an excellent concept and service. Love it!!!
I'd like to know how you define a blue chip company and which Canadian companies do you see as meeting this criteria.
As always, MANY thanks!!!

Q: Hi, could you speculate as to what happened to "BAD"... was surpirsed to see it drop 3%....

T>hanks

Q: Hi Peter,

I'm looking for some mortgage funds similar to Timbercreek's offerings (MTG and TMC). I'm more interested in the higher risk (higher yield) opportunities such as TMC. Could you point out a couple of other names that I could take a look at?

Q: What are your thoughts on DFE as a way to play the European market? This small cap etf has been enjoying a good run since 2012 & pays a reasonable dividend. Would you suggest pairing it with FEZ, or buying on its own. Thx for such a great service.

Q: Hi Peter,

Would you 5-6 names of company which recently declares its first-ever dividend? what's your thought of those names?
Love your service and just renewed membership.
Thank you

Santos

Q: Hi
I just read that CIBC raised its target price on Avigilon from $32 to $50 saying the introduction of a partner loyalty program will lead to 2014 sales beating consensus.
What is your view to their seemingly large increase in price target and their reasoning behind it?
Thanks
Have a nice weekend
Hersh

Q: In a report dated January 14, 2014, TD Securities noted WIND Mobile withdrawing from the 700 MHx auction. The following is a precis of their 5 anticipated results.
1. A buyer sells the 700 to WIND
2. 700 buyer acquires WIND from Vimpelcom
3. Large new (foreign?)player acquires WIND
4. Industry Canada and the CRTC bump up the regulatory requirements and encourage WIND to buy the 700
5. Buyer just sits on WIND as investment.

Here's the quote that prompts the question.

" In all but the fifth scenario above, we believe that investors in RCI.B,T and BCE shares could face as much risk, or even more, over the next 12-24 months as they would have faced if WIND had participated in the auction directly. However, it would take several months for these scenarios to play out, and we expect a bullish tone in the interim..." They then raised the target price by $4 on RCI, $2 on BCE and $3 on T.

The price of BCE dropped by 12% on the Verizon news ($47-$41)
and the suggestion is that this could happen in the next year or so.

I had planned on buying BCE and T on a pullback, but I don't relish the idea of holding them under TD's warning. What do you think. I won't ask you to comment on their raising the target price after issuing a warning on what amounts to a 12% drop in the stocks! Thanks Tim...


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Q: Kelly and Scot, re: CIBC fees for trading. Much appreciated. I called and did get the lower rate + a refund back to July for trades done w/higher rate. Thank you ! Paul

Q: Hello5i, Could you comment on the Osisko offer from Goldcorp.I would also like to know if you think Goldcorp is the main buyer of the millions of shares that have been traded since Goldcorp made it's take over offer. Thanks Michael

Q: I'm looking for 6 good dividend stocks non-interest sensitive but have some growth.
Have found several on your list rating B or better.(ex CPX and RPI.UN) Are these good and can you recommend 4 more.

Q: Hi Peter and 5iResearch Team,
What is your opinion re: Starbucks SBUX, given the recent pullback and growth in China and India. Do you think this presents a buying opportunity for a 3-5 year hold?
Thank you.
Linda

Q: As much as I appreciate the importance of diversification and investing outside of Canada, the low Canadian dollar is making it very expensive to buy into the US. Is it still wise to invest in the US or would it be best to wait for the dollar to rebound to maybe the mid 90 cent range?

Thanks and as always, appreciate the great advice.

Paul

Q: Hi Peter and Team,

What are your thoughts on New Mountain Finance, NMFC.

Q: Hi Peter and 5iResearch Team,
Can you please provide an update for Tim Hortons, THI. A BNN guest suggested 2014 outlook is very positive for this company with the share price increasing into the $90 range.
Wouldn't that be great!!
Thank you.
Linda

Q: Hi-
Just wondered if the present political push due to railcar oil spills will negatively impact CNR, CP and the US rail companies? I guess they will have to either replace or retrofit railcars...sounds expensive.
Thanks for your thoughts.

Q: Hi again,

I just asked for the 8 to 10 lowest cost Canadian oil and gas companies. Obviously, I intended to ask which 8 to 10 you would recommend! Thanks.

Q: Peter thank you for your service.I am a higher risk investor,that has learned(painfully)to adapt my investment style to a more barbell approach.I expect the market to have a correction in 2014,what are your thoughts on REITS with U.S. exposure?
My thoughts are that they have limited downside,offer dividend,favourable currency exposure!
Would this not offer downside protection,but upside if correction does not occur this year.
Do you have any better ideas?

Q: Hello, What do you think about US stock PEP (Pepsico). the price seems reasonable, are there any good buys in the food or helath food sector? Thanks for your advice and great service. cheers,
Shyam

Q: Peter-with the recent landslide in the Cdn $ -what wouls say your top five equity ideas be in Canada that perhaps have not moved as much as this should reflect -I can see some Reits with big US exposure -but others?........