Investment Q&A

Q: Peter,

You have commented in the past that you like companies to show some momentum in terms of sales and earnings. When we have skittish (down?) markets like we have now, with talk of declining sales and profits, how do you determine if that momentum still exists - wait for a few weeks of upticks?
Appreciate your insight.

Paul F.

Q: Hi Team, can you give your opinion of BOZ, Banks Island Gold Ltd? Thank you

Q: Argonaut Gold (AR) recently released its preliminary study for its Magino Project in Wawa. How would you characterize the results? How do its costs and projected returns compare to others' newly contemplated gold mining projects?

Q: Hi Peter & Team,
I would like to add a Large Cap Energy Company to my portfolio and I'm considering SU, HSE, CNQ. They are all trading at similar prices. Can you recommend one of these? Open to any other suggestions.
Thanks,Brenda

Q: AVO took a 7% hit today. I am looking at adding to my position or adding to one of the other stocks in your model portfolio. (We already own all of the stocks in your model pfolio.)
Or should I wait and see if there is more downside before buying anything?

Is there anything that you can think of that is a screaming buy at today's prices?

Q: I am looking at entering either Avigilon (AVO) or Descartes (DSG) during this pullback for a bit of 2-3 year growth allocation. How would you compare the two for growth in this time period and also for the valuation right now compared to their future predicted growth? Thanks a lot!

Q: Can you please suggest a few safe stocks that pay a monthly dividend for my TFSA thanks Roland.

Q: Hi 5I team
I am overweight in the energy sector - which stock would you recommend keeping Husky or Whitecap.
As always thanks for your great advice.
Regards
Stephen

Q: Your reallocation to BNS & G confuses me. There are other higher rated (quality) ones in the model portfolio with less than 5% current allocation. Timing???

Q: Hi Peter and team, could you recommend a good technology ETF. Thanks in advance
Phil

Q: IPL.UN is it still a good time to buy?

From Reuters:
'However the company warned that while it will spend less on the expansion this year, costs for the projects are rising. It estimates it will spend a total C$2.9 billion on the lines, 12 percent above earlier estimates, because of higher labor expenses and changes to the scope of the projects.
The higher costs will be recouped from the shippers on the lines.'

Q: Hi Guys, as you said in your market update this downturn is a sharp correction. Would you be buying at this point or do you expect it to continue for a while yet and if so when do you think it would be wise to start buying, I'm going to start a TFSA investment account. Thanks, Nick

Q: Hi Peter - any thoughts on Carl Ichan's push to have Apple (AAPL) accelerate the buyback of stock?

Q: AVO has taken quite a hit the last week. Someone get shot over there. Any insigh would be helpful.

Q: What catalyst do you see to reverse the trend of the Canadian Banks freefall Bns broke trough the $60.30 support leval today .All this with indications of riseing interest rates .The risk reward ratio in Banks have not been there .
Stan

Q: Based purely on it's beaten up share price, do you like the risk/reward on ATP going forward?

Q: 2:58 PM 2/3/2014
Hi Peter:
Today both Liquor Stores LIQ [down over 11% today ] and Rogers Sugar RSI [down over 6% today] have had big declines over the last months. I know that the BC Government have just approved the sale of wines and spirits in corner stores and this extra competition will hit Liquor Stores in BC. As far as Rogers Sugar goes all I can see as a cause is possible higher natural gas costs. Do you know of any other news?
Both companies have had considerable net insider buying as prices fell over the last year which surely is encouraging.
I hold these stocks purely for the dividends and expect little if any capital gain over the years.
Can we reasonably expect both companies to just jog along and continue to pay their dividends and recover over time, and should I just continue to hold them?
Regards........ Paul

Q: Hi Peter & 5i. Questions upon reading your updated Report on Carfinco (CFN): (1) What are "charge-offs"? (2) I couldn't tell from the Report what the substantive concern is behind the headline bullet "Some governance concerns." I have held CFN for some years now and I have found the Grafs and co to have shown good leadership in surviving the financial crisis and managing their growth opportunities and the risks along the way, including the recent decision not to overpay for the distressed assets that were being bid up in an auction format in the US. So I would have pegged governance as an organizational strength rather than a basis for particular concern. (3) Of their recent growth initiatives, I thought the Quebec expansion was reasonably significant; any insight into how that aspect of the buisiness is going? Thanks!

Q: Good Morning All, this is not really a question, just an observation. Your January report is showing a monthly return of -63% on BAD. Must be a typo or something??

Q: Would you please comment on what is going on in the markets today; is this a buying opportunity or should we wait. What do you do with your portfolio on days like this?