Investment Q&A

Q: RE DHX: I'm considering re-entering DHX after this gap pullback finds a bottom. Is there anything of concern at DHX fundamentally - is it still a Strong Buy? Is there anything else you would like more for capital appreciation in the new year? The fiscal cliff chatter will evidently be looming again quite soon - lol - Your thoughts going into 2014 are greatly appreciated. Thanks.

Q: Could you update me on Western Zagros WZR, for an exploration play it doesn't seem to be putting out much news. It seems to be around NAV, is it a takeout play and a buy down here.
Thanks

Q: Most gold stocks move up today. What happened to AR? Thanks in advance.

Q: Please could you elaborate on the Canadian Tire/Shoppers transaction mentioned in your answer to my question (10/Dec/13) on switching out of MRU to something else, eg CTC.

Q: CP has moved up nicely since your last comment January 10. The new management team has done a fabulous job increasing EPS, lowering the operating ratio and changing the culture. They are now talking about possibly increasing the dividend or instituting a share buyback program. Would you continue to hold this stock for further gains? Thanks.

Q: Your opinion on Metro (MRU) and possible substitutes would be appreciated. When I purchased MRU about a year ago I had looked at it as a "park & hold" type of investment. However, after reading your answer to someone else's question in May/13 when you indicated that MRU is not that kind of company, I realised my mistake. Now it seems that MRU, along with other companies in the same business, are experiencing a tough time and maybe it is time for me to move on. Do you think a switch to either Dollarama (DOL) or Gildan (GIL) would be advantageous? If so, what would you favour at this time as a replacemant (in the same general sector) for MRU - DOL or GIL or something else - I already own Couche Tard (ATD.B) in the Consumer Staples sector?

Q: Hi Peter and Team
Bought MCR at $7. Now down to $6.65. Do you think it is a buy, sell or hold at this time.

Represents a very small part of my portfolio.

Many thanks.

Q: Can I get your thoughts on HPQ:US please and the over all impact of 3D printers. I bought DDD:US 9 months ago and have done very well - maybe time to take profit and put it into another 3D printer company.

Thank You As Always

Q: I have a smallish position in Orbite Alumina - ORB -and I would appreciate your opinion on its prospects for the future.

Thanks for this great service,

Bob.

Q: Hello 5i Team,

I would like to get your opinion on GILD (Gilead) as I would like to purchase a 5% holding in my invesent portfolio. I currently do not have pharmaceutical/health care exposure.
With it current price quite high at $75, is it still a buy?

Thanks for your great service

Q: I greatly appreciate your insights and this service.

I have a position in RDI. I would appreciate any opinion you can offer on this stock. It is up from a year ago by roughly 100% in revenues and carats of diamonds found. It still makes a small loss.

Q: What do you think about FSL for a Rif?
Thanks, Ron

Q: Could you please elaborate on an Enterprise Value as a benchmark in establishing a value of a company?
I am usually looking at the Book Value but maybe the Ent.Val is more accurate?
For example : Is it correct to assume that if the Market Cap value is lower than the Enterprise Value
the market is trading at a discount to the true value of the company and it might be
potentially a good buy (considering that other ratios like P/E, Revenue growth etc. are also favourable) ?

Huge thank you for your great market insight.

Aga

Q:
I have a 3/4 position in NPI. From 1 Nov to today it has fallen almost 7%. Buy, hold, sell? Your opinion please.

Q: I currently have a 12% position in consumer discetionary stocks that includes a 6% position in cineplex, and 3% positions in dollarama and tim horton's. I was thinking of adding between a 2% and 3% position in Alimentation Couche Tard (ATD.B).

Do you see anything I am missing in this weghting and basket of consumer discretionary stocks? How much of a weighting would be considered too much for a consumer discretionary sector?

Thanks again. I probably wont be writing in again till after the new year so to all the staff at 5i, and its subscribers, have a terrific and safe Christmas and holiday season.

Q: I have held FTS for 3 years now with little growth, would EMA be better for growth . Thanks so much for your reply. As a recent new member really like the service.

Q: Could you please give an updated opinion on SMF.
Thanks
Martin

Q: 5i team & Peter, Hi,
Opinions on ELY & DDD please.
Thanx,
THE BLAZE

Q: FLY -V Had a good run up today. It is now at .49 cents. Is it a good buy for the long run say 2 - 3 years? Your service is excellent, keep up the good work

Q: At this point from income point and perhaps a hold for 5 years...would you prefer D over REI.un...currently hold 5% Riocan and 5% H&R..thinking of switching out Riocan for Dundee...what are your thoughts?

Thanks!!