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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: I'm frustrated with my holdings in emerging markets (XCH and XID). They aren't big positions for me,but is there upside potential from here given the risk/reward. Why invest in emerging markets in the first place? Am I not getting indirect emerging market exposure by investing in the US and Canadian market? Why take the additional risk with what I see as terrible returns?
Read Answer Asked by Albert on July 23, 2013
Q: Hi 5i,

On July 22 you mentioned the following about gold:

"Gold is a tough call. We think gold equities may be weak for a bit longer, but the commodity is starting to attract physical buying. Watch $1338, it is a key moving average price. Above that, gold may break out. The equities are cheap, and have staged a very good July recovery. Bottoms are tough to call, but we are likely close to a longer recovery."

What are your thoughts about the price of silver and silver plays like Silver Wheaton (SLW)?

Thanks for the great service!
Read Answer Asked by Michael on July 23, 2013
Q: hello 5i:
What is your opinion of XDC? And is a company like this less affected by the price of WTI than, say drillers or integrated companies? Are they in the position of a Shaw Pipe Cor. but have not yet been noticed, or have they just not made the right moves? I am more interested in an intermediate hold (2-3 yrs)
thanks
Paul
Read Answer Asked by Paul on July 23, 2013
Q: More for Ted on GlobeInvestorGold: GIG in principle tracks unrealized gains and losses, but a major bug got into their software a few months ago that results in nonsensical numbers for $ gains and losses for periods in which you realize gains or losses, particularly for the specific stock sold. You might note in that situation there is no correspondence between $ gains and losses and % returns and it could be that the % return figures remain accurate, taking account of unrealized gains. I emailed them about it last month and got back a form letter response to the effect that for the low fees they charge (which happen to be far higher than 5i's), they can't be bothered to look into calculation problems. I'm still trying to pursue it with them.
Read Answer Asked by Ralph on July 23, 2013
Q: Good afternoon. I have been holding CUS for some time now, and while it offers a good yield, I have been quite disappointed with the lack of growth. Perhaps more time is needed in order to get the Bruderheim project fully operational, but I am wondering if a shift over to FRC which also has a decent yield would provide more growth potential. Your thoughts please.
Brian
Read Answer Asked by Brian on July 23, 2013
Q: hi peter&team could you please give me the top two robotic manufactures. do you not feel they should do very well due to the pickup of the auto sector.there was a good article in the post tue. thanks ed.
Read Answer Asked by Ed on July 23, 2013
Q: Good Afternoon Peter and Team,
I just purchased a part position in Fiera Capital (FSZ- TSX). I noticed that both JC Clark and Goodman and Company own big stakes. More importantly 5i's B+ rating and National Bank's 35 % stake gives me great comfort. My question is- What would National Bank have to pay today in order to purchase the 65% of FSZ shares that it does not already own ??? Because Fiera is growing so quickly I find it difficult to value the company. (probably pretty easy for you) I just hate paying too much for a stock.
Thank you, DL
Read Answer Asked by Dennis on July 23, 2013
Q: Good Afternoon Peter and Team,
Immediately when I heard that Loblaws had bid for Shoppers I purchased Jean Coutu (PJC.A- TSX). It is not a cheap stock and I probably overpaid but it does generate considerable free cash flow and may have about $500 million of cash on the balance sheet after selling their entire stake in Rite Aid. Do you think that Metro might have interest in purchasing PJC.A and, if so, do you think they could convince the Coutu family to sell ???
Thank you, DL
Read Answer Asked by Dennis on July 23, 2013
Q: Good Afternoon Peter and Team,
I have been comparing Agrium (AGU-TSX) to Potash (POT-TSX) with a view of taking a position in the fertilizer sector. When I looked at the numbers associated with each business I noticed the net profit margin for POT is considerably higher than that for AGU. As well, growth CAP-EX spending at POT will be coming down which means free cash flow will be rising allowing for share buy-backs and / or dividend increases. POT looks like the better business and better investment. Which company would you prefer and why ???
Thank you very much for your help.
DL
Read Answer Asked by Dennis on July 23, 2013
Q: Since your last look in September at CBY, Canada Bread, the shares have moved from $42 to $60, mirroring the rise of its parent, MFI. Do you see any more upside for the stock price with its seemingly rich PE of 20X (TTM)? Thanks, J.
Read Answer Asked by Jeff on July 23, 2013
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