Investment Q&A

Q: Hi Peter and Team, regarding Renegade, RPL, in your opinion at what share price would you see true value, taking the debt into consideration, in order to possibly average down on this one? Frontfour see's value in the company but I'm not sure at what price there is value. Thanks!

Happy New Year to All at 5i and All Members...and Happy Investing in 2014!

Q: Avalon (AVL) entered into an agreement (Nov 27) with Lincoln Park Capital Fund, where AVL could sell $30M shares in the next 3 years and Lincoln is obliged to buy it at the prevailing market price. With AVL having no debt and this long term commitment of presumable knowledgeable people would that represent a good opportunity in an out of favor segment. Thanks for your great service, and Happy New Year to your team.

Q: Happy holidays 5i team, thanks for the great market insight this past year. Curious to hear your thoughts on REIT INDEXPLUS Income Fund (IDR.UN) from Middlefield. Its yield is 7%+ and is a combination of active/passive management with a fairly low fee (0.6). I like it for the income and diversification across the sector, as I have no REIT exposure currently. Good choice, or would you recommend one or two specific REITs above all others? Thanks and happy new year - Brad

Q: Best choice for a combination of Growth and Yield: Surge Energy (SGY), Long Run Exploration (LRE), or Twin Butte Energy (TBE)? Thanks, Brad

Q: hello peter,
we have about 80k RESP for two children (one 11 and one 10). We would like to take some risk. please provide 8 to 10 stocks for us to buy and hold. Happy new year and thanks.
yingzi

Q: Peter, Have done well with DHX Media (DHX-T) with one purchase @ $1.56 and another @ $2.07. It's now $5.59 and I'm thinking of Selling and moving on.
Bought Enterprise (E-T)in Oct/13 and it doesn't do much. What do you think?
If I sell DHX, I am looking at some Stockchase ideas as follows:
Axia NetMedia (AXX-T)
GuestLogix (GXI-T)
Merus Labs (MSL-T)
Neulion (NLN-T)
Symbility Solutions (SY-X)

Your thoughts please.

Q: Your thoughts on Nordex (NXX-X) please.

Q: If you could invest in the ishares of any region outside of N America for 2014 where would it be? It seems Japan might be a good bet with Abenomics and resurgent inflation. However S Korea also seems to be a promising growth story, while Brazil has been a poor performer in 2013, but will it come back?

Q: Good Morning Peter & Team :
I think there are good investment opportunities in businesses involved in financing loans to self-employed people or people with poor or no credit history, euphemistically called "bruised credit". These are companies that provide chattel mortgages [mainly car loans] and/or "Payday" loans. The companies must have rigorous and effective loan loss controls in place. Many of the widely advertised payday loan companies such as Wonga and Cash Stores do not appear to trade on any exchange but there must be others that do.

So far I have identified Easyhome [EH], Carfinco [CFN], and Rifco [RFC] which might fit into this general category of high risk loans.

I would appreciate your advice on what other companies there are that I should consider, and I would value your opinion on the best and safest way to invest in this category, for both strong growth and at least a modest dividend.
Thankyou........... Paul

Q: Hi,

I have just joined and been browsing.

With regards to your model portfoliio, is it possible to add a column to say if it is still a buy or a hold. I mean, at the time of portfolio initiation, maybe a stock was a buy, bur its price appreciation may have made it a hold and not an attractive buy at this time.

As a new member, how can I know if it is still OK to set a portfolio to match your model portfolio?

Thanks

Q: I would like to know which of your model portfolio companies would be considered suitable for an income portfolio.
Thank you.

Q: I would like your opinion on 3 names FTN,DFN,INC.U all pay large dividends, are the dividends secure and do you see any growth. thanks

Q: I suggest the portfolio to be added in the new year should be a dividend portfolio. The current model and a growth model would both be directed principally towards the younger crowd. I think there are a lot of retired/older members and we would be left out of the models. Thanks

Q: Thanks 5I for your amazing site! You've effectively replaced my "full-service broker" and done a much better job.
In my portfolio, I hold 100% Canadian stocks. Does it make sense that I compare it's 2013 performance to that of the TSE, rather than the S&P500?
Also, if you think I should have exposure other than Canadian, what do you suggest, and in what amount?
Thank you very much!!!

Q: Seasons Greetings to all at 5i: I want to slowly get back into equities; I am 67. I have 5 sectors in mind: industry, resources, consumer, finance and utilities. Do I have your blessing on the sectors I chose for diversification and if so please suggest 2 conservative stocks for each sector. Thank you, Rick

Q: goodday,your thoughts on Zinc,and if you like this metal a couple of names in this sector tkx pat

Q: What do you think of the following companies: TAO, TT, CLL, CSF, PMT, VLE, SDX? Do I should sell all of them or is this some hope?

Thanks for your advice and have a good year.

Q: Please provide me with your opinion on Pulse Seismic (PSD TSX). Thanks Gerry

Q: Retirement Planning Software

In response to a member's question about retirement planning I have used andd would recommend

OTAR Retirement Planner
Mr Otar also has a book called unveiling the retirement Myth
which seems to complement the software

The book gets into a lot of retirement planning topics and the software supports what is in the book. Perhaps a person might buy the book an then decide if he wants the software.

RRIFMETIC

This program is similar to the Otar planner , but also adds
a very accurate income tax component which allows accurate estimation of gross income required I started with OTAR and would have been fine with it ut found that I liked the income tax component of RRIFMETIC.

Both I think are designed for financial planning professionals
but are useable by lay people such as myself.

Websites can be found using GOOGLE. (Otar or RRIFMETIC should work)

I think these products are fairly proced and I would recommend either or both. Otar may be more suitable to start.


Please feel free to publish any or all of the above if you do not have reservations about the products.

Thanks on advance

Q: What Canadian stocks do you think will get the most American interest and might get the most upside next year? I'm looking for investment ideas for new TSFA and RRSP money in January.

Thanks Peter for your invaluable advice! Happy Holidays!