Investment Q&A

Q: Feedback on report format enhancement: the new ACQ report has a new 5i report card on the left side of the page. What a terrific addition to provide us folks with a quick snapshot of the company, and your analytical process. All in all a very nice value added piece. Thank you.

If possible, it would still be a big help for sector balancing activity to know exactly which sector you see each company fitting into. Could this be done, for example, in the white bar at the top of the page where you have ACQ all by itself?

I fully expect future MBA programs to be teaching case studies featuring 5i . In your short history thus far, the growth process, the continual fine tuning, new enhancements and high quality customer service are so impressive and should be an inspiration and superb example of "how to grow a new company" to budding entrepreneurs.

Best wishes for your future success.

Q: re: TWX Time Warner

Upcoming movie slate looks good, March Madness had record viewership, expansion is happening in China and the cable side of things seems to be doing ok yet, it is down almost 7% on the year. Netflix is also only showing 1% gain on the year as of today.

Do you still attribute this to profit taking for TWX, the cold over the winter, or is there something we should know about?

Thank You Peter & Family

Gord

Q: I can find very little about ELR which is now trading at $.075. Is it still a viable company? Thanks

Q: Hi Peter:
Re: STN
I have a small position in Stantec intending to increase exposure over time at favorable pricing. I'm puzzled by its daily gyrations. One day up 2-3% the next down by a similar amount. For a steady-eddie kind of stock these movements strike me as being rather bizarre. Thoughts?
Thank you and kind regards,
Geoff

Q: Any new opinion on wi-LAN

Q: 5i Report Card - what a great addition!

Q: Hi Peter & team, I always find difficult to remember the company name associated to a symbol. If possible, when answering a question could you please make sure to use the company name in your answer. This would be easier to read, and would avoid the need to search for the company name associated to the symbol used in the question. On the other hand, it would be great if everybody would do the effort of using both the symbol and the company name when asking a question. Thanks, Gervais

Q: Good morning 5I

Glad someone asked about the model portfolio and if less than 100 thousand is worth it. With 50 thousand in my TFSA, which 10 of the twenty stocks in the model would you suggest?

As always,i value your insight.

Q: Peter et al. With engineering/management companies such as Stantec and WSP Global doing well, what do you think of Aecon (are) as benefiting from proposed infrastructure work? Or would you prefer another infrastructure company?
Gary

Q: Hi Team,

ENDP has taken a huge beating after the finalization of the takeover with PLB. I recently bought at $70 USD and is down a lot. Is it a safe long term play or would be more like a high risk position at this time. Thanks

Q: To follow on the questions asked about Amaya Gaming today. I am not currently a holder of Amaya but have been looking to add to the sector. It appears alot of the down side risk is out of this stock. Would you consider this a good Buy Opportunity or would you wait for things to balance out a bit more?

Thanks Jon

Q: Hi Peter,

How come you do not have any US stocks on your recommended list.

Paul

Q: Hi Peter and team,

I am looking to increase my weighting in technology and am wondering about the trade off between OTC and DSG. I know you have added DSG to the income portfolio but with OTC's recent correction and long term steady performance, would you still prefer DSG. I already own Syz, Eng, MDA, DH, GIB (value play).

Thanks for your continued great advice!

kelly

Q: I am looking at stocks in the healthcare sector, both gud and cxr have had such huge runups; is it best to wait or is there another stock or stocks, in this sector that are better? With thanks, rose

Q: Looking at reallocating some cash in my RRSP to stocks in the Model portfolio. Was wondering if you expect some downward pressure simply due to the "sell in May" phenonema. i know over the long term it probably doesnt matter but short term Would I be better of waiting a month or two for a better entry point.

Q: Hi Peter and team;
Great resource,thanks very much. Catamaran (CCT) is down over 30% in a short time span. What are your thoughts on it now?

Q: re VXS

Took a 17% hit today. Is this an indication of what might be coming in the report on Tuesday?

Thanks Peter & Family

Gord

Q: In regards to my question on amerigo arg I was under the impression that the dividend was eliminated a while back, TD Waterhouse doesn't show a dividend or yield for this security.

Q: Fantastic resource, glad to have found you! I have sat in cash for a long time save for about 30% in bonds. This year finally getting back in so to speak. Have utilized your portfolio targeting growth potential with strong dividends, 11% in so far. Wanting to keep it simple and given valuations today, is an entry point allocating 5% BCE 48.16, 5% bep.un 32.23 and 5% wcp 13.55 a reasonably safe bet for their dividends and still respectable 5 year growth? Thank you!

Q: Could I please have your thoughts on the deal with Crew energy? I have held LRE since the Westfire days and it has never really recovered. It has increased its dividend but the market is still not impressed. Is this still worth holding or if it's time to move on, what to replace it with.

Providing information to help me make these types of decisions is so valuable , thank you