Investment Q&A

Q: September is near and the market is near all time high. I would like to hear your ideas regarding protection for Canadian stock portfolio.

What do you think of ETF HUT. Would you recommend using it and if so, what amount one needs to buy for protection of $100K portfolio. Thanks Peter.

Q: Manulife and Sun Life. Are these good holds seeing that so many weather and other problems are occurring? Thanks James

Q: GUD versus VRX. Which one would you invest in today if given the choice and why? Or is there another health care stock you prefer? I already hold CXR. Thanks as always.

Q: I have recently added Hudbay to my portfolio and am looking for another mining stock to add. What would you suggest?

Q: I am putting 31 000 into my wife's TFSA investment account. Perhaps 5 different stocks from the Model Portfolio which will result in growth and also garner dividends. Which 5 would you recommend and should it be all done at once or over a period of time? Thanks

Q: Recently you replied to a question about tourmaline that you would hold it in a tfsa account or, taxable account because of favourable tax treatment on capital gains. I thought an rrsp would be a better place if you didn't have roon in tfsa. In an rrsp you won't pay any taxes at all. Obviously, you know more than me in this area and so i am wondering if i have overlooked something
Thanks as always for the great , informative and interesting service

Q: Have you ever thought of putting your model portfolios in an ETF?
This would make it alot easier for subscribers to buy into your portfolios as opposed to buying the individual stocks.

Q: re: TD, MFC Interest rates plus Amazon & VISA missing forcast

the market in general after the Amazon/VISA reports became public have fallen yet both financials TD & MFC saw nice gains.

What is your take on this and does this in any way indicate what might happen with interest rates?

Thanks for all you do

Gord

Q: Would you please comment on the performance of Telus. YTD the stock is up about 3%. I am looking for some growth. Should I keep it or move on? Thanks guys.

Q: Hi 5i: Previous governance issues aside, it seems to me that Enercare’s management is looking like a combination of clever and lucky. Presumably they were working on the details of the announced business acquisition from Direct Energy for the past few months, while watching the ECI share price working its way above the $12 level. They get to a deal they like the look of: immediately accretive to earnings and growing the business in a reasonably logical way. While all that is going on they get an overture from TSSP with a low-end valuation of $13.50 and when that news is released their currency for the Direct Energy business purchase (i.e. their share price) jumps up above 13.50 and they immediately sell out a $310mm financing at $13 per share to fund it. Now that Direct Energy deal is looking just that much more affordable and hence that much better; they have a bunch of new shareholders in at $13 and expecting a profit from that level; and they just made ECI into an even more valuable entity to sell to TSSP or whoever else may be interested. Initially they had responded to TSSP by saying we aren’t even interested in talking to you at $15 per share (which appears to have been a number TSSP put into the conversation). So where does it go from here? Would you consider it to be a good idea to add to a partial position (about 3%) at the current market price? To balance out my little sketch, can you please highlight the main risks for investors? Thanks!

Q: re: INP Input Capital

at this moment INP is up 11% since last week. Is this an indication this years Canola season is going to be a success for them? and where do you see them 2 months from now based on info available right now?

Thanks for all you do

Gord

Q: Intel (INTC) has been performing really well recently, and I'm worried it's reached a high and might be worth selling, despite recent good news. It's about 3% of my overall portfolio, which has an already small amount of technology exposure. Specifically, what sort of upside do you think remains with INTC in the next 12 months?

Q: Hi team, would this be a good time to "double up" on OTC Open Text. The stock seems very cheap right now with quarterly numbers soon coming out. I have a full position right now in the stock with a well diversified 20 name portfolio. I'll be adding to the other existing names after in the near future and my risk tolerance is good when being overweight in good quality companies. I did this last year in CSU Constellation and it worked out great.

Q: Your opinion on ATH and what would stock value be if PUT exercised ... Would you expect any stco price appreciation ... Thx

Q: re: CBI Chicago Bridge & Iron

Recently started watching CBI looking for value after it was highlighted on Market Call as a Top Pick and the very significant drop back in 2nd week June.

And since the 5i team last took a look on June 13, the price is down a further 15% with a majority of that being attributed to a 9% drop in today's trading alone.

Do you have any explanation for the falling value and, do you see any value in CBI based on it's current metrics?

Thanks for all you do

Gord

Q: Please comment on the recent offer by Long Run to acquire Crocotta Energy at .415 shares of Long
run ($2.30). There is a further spin-off offer of ExploreCo ($1.70). I have been contacted by Crocotta and need your expert advice if I should vote for this. It appears that ExploreCo may be a very valuable and gas producing property.
Thank You Once Again!

Q: Dhx has received approval from the Crtc. Have they got the cash to buy the family channel or do you foresee another financing?

Q: PPY, BXE, TOG, I would like to consolidate my half position in these stocks into one full position. Do you agree and which one would be your recommendation. I am well represented in energy stocks with 37% weight in my portfolio. Thanks for your expertise , Jerry Gazarek

Q: I awoke this morning to find our CSS was being sold. I jumped on line to see the increase in share price. Wow talk about lunch bag let down 5% premium on the recent share price seems extremely light. Like other 5i members I am concerned. ps who cares about a 52 weeks avg share price. It seems the executive of CSS have sold out and abandoned the shareholders. Listening on line to the Transforce call they seem very happy with the deal of course. The commentators on BNN were positive from a Transforce perspective. Where is the voice of the CSS shareholders? Sorry for the rant, am I off base? Is there a trend for light buy out prices the BA price seemed a little light and CSS's price seems very light. Is this because there is not enough competition in Canada for these companies. mike

Q: I sure appreciate having someone who I can consult about the financial market. People I deal with would not have the answers. I am asking about a few stocks but most of these are on my 5i watch list because they come up on the question and answer list regularly. Since there are a few of them I do not expect you to spend a lot of time on each question. They are:
CEB (Ceiba) - had a big drop today; SVC (Sandvine); CF (Canaccord); TC (Tucows); CXR (Concordia); DHX (DHX Media); and CWL (Cladwell) - If you could rate them in order.
Thanks
Dennis