Investment Q&A

Q: Hi Peter what is your take on the high volumes and price on this stock in the last few days.Who do you feel is buying ?
Kind Regards
Stan

Q: Hi...what are thoughts about POT. It is near a 5 year low. I purchased it mid forties. Is it worth holding? If not, what would you replace it with. Thanks for your time.

Q: I have seen PHM beaten down from $1.50 to approximately $.50 over some recent controversy. It appears that management is good and their results remain very good so no fundamental change in the companyto warrant such a large drop in valuation. I'm I missing something

Q: For investing books, what would you guys recommend for the middle of the road, fairly experienced, investor, thanks?

Q: I have held this company for some time and I'm down significantly on it. I lost money on it back in the day when it really was a tech company. I'm a slow learner. The stock hasn't done anything in the last 5 years except loose value. Over the last month it is down almost 8%, 16% over the last 6 months and 26.5% over the last year. In 5 years it has lost 45% of its value.

I'm not sure about its business model. To me it is bordering on extortion and I'm not sure how much growth there is going forward. The company put itself up for sale and no one would touch it. The only ones making money on this company are the lawyers.

I've lost patience and am going to sell WIN. I guess your metrics make it a 'B' on your report but I don't understand keeping it in the 'Income Portfolio'. The dividend looks very attractive, however, the decline in share value has more than eaten that up.

Q: Hello 5i Team

Seems like the writing is on the wall for some growth in the Fintech industry. I believe the Big Banks will be acquiring the more promising companies. Are there any Canadian companies that are "investible" in this area at present? O you have your eye on any?
Cheers and good luck fellow investors!

Q: Hi Peter/Team what is your opinion about pure energy . Thanks for your great service! Jim.

Q: Thanks for the earlier response regarding a u.s. Dollar denominated bond fund. I was surprised that you offered something trading on the tsx. Don't know why, but i thought it would have been bought on the american exchanges. I also meant to add but didn't that i would be looking for something similar to cbo.
Thanks

Q: My position in BCE has crept up to almost 8% of my portfolio which feels a bit high. Its currently trading within 5% of the 52 week high so I am thinking of reducing the position a bit (to around 6.5%). I would like to replace the yield, div growth and risk profile. I was thinking of adding to my BEP.UN holdings (now at about 3%). My telecom total holding is now at 10.5% and my Utilities/Industrial holdings are about 12%. My Brookfield company (BIP.UN and BEP.UN and BPY.UN)holdings represent 13% now. Your thoughts on this move please. Many thanks

Q: Hi Folks
Doing a bit of house cleaning (a bit late I might add).
I propose selling cus, hnl, tdg, sgy and buying nfi, pbh, eif, and csh.un.
I would appreciate your opinion on these moves .
Thank you Stan

Q: Hello Peter & 5i team,
I gather from the various 5i reports and the Q's & A's that my Equity holdings are quite decent; but I'm not sure about the sector weights and would like to have your opinion on the split.
Consumer (21.3%) ATD,BYD,CCL,CGX,DOL,LNR,MG
Energy (6.1%) TOU,VET,WCP
Energy Infra (5.1%) ENB,KEY
Financials (12.0%) BNS,CXI,EFN,SLF,TD
Health/Pharma (7.7%) CRH,CXR,GUD,PHM,RX,VRX
Ind/Infra/Transp (8.7%)
Material (5.2%) CHE,SJ
Tech (22.0%) CSU,DSG,ESL,GIB,MDA,OTC
RE/Telco/Util (11.8) BCE,BEP,CIG,FSV,TCN
By the way, these holdings' (Oct 16, 2015) ytd total return is 11.8% with a beta of 0.5. Even though I got hammered in the Health sector, I made up for it in the Consumer, Tech and RE
Thanks,
Antoine

Q: I often see you and others mentioning that a stock price went up or down "on high volume". How should we interpret this? Obviously the high volume means there were many buyers. And of course there were equally many sellers. Is this a good sign for the future (lots of buyers) or a bad sign (many sellers)? I am quite puzzled about how high volume should be interpreted.

Q: I have done well on Ebix. Do you think now might be a good time to take profits?

Q: Can I take a tax loss selling a stock at RBC direct and buy the same at CIBC investors edge inside 30-days? Both accounts are margin accounts in joint names?
Thank you, J.J P, Burlington

Q: CRH is taking a real beating today. Do you have any idea why beside the fact of the sector it is in. You previously described this as high risk but also continued to like it. I also remember you saying don't get nervous an a bad Friday afternoon.
thx for any help

Q: BNN reported that they are having a hard time raising the debt is this as bad as it sounds?

Q: I would like your opinion on which of these two, INF in the US or BGI.un in Canada, is the better investment for an infrastructure play. They both have global infrastructure exposure through various assets but there are some of the same companies in each although holdings differ in weighting. I know the associated costs are higher in closed end funds but they offer diversification that I cannot achieve through 1 or 2 individual companies unless you have a better choice. Thank you

Kenn

Q: Peter and team could you give me your opinion on this company.

Jim.

Q: How much worse could this media nightmare get?

Reading everything that I can get my hands on, re: Concordia, the consensus is that "everything is fine" in the accounting department, and once the media flak settles down, this is still a good company, overall. We may all be in for quite a ride, but it will survive. That's what everyone is saying.

Nonetheless, does this not beg the question why they did it at all, and why they did it this way? The more I read, the more it makes me think that this is a case of the cobra swallowing the elephant: everything is digestible, but how long will it take; and while things are being digested, will the cobra survive, or starve on its own cleverness?

Q: Hello 5i,
Could you direct me to a bond fund in the u.s. Denominated in u.s. Dollars? Do they have anything similar to our GIC's?
Thanks