Q: Just a follow up to my recent question:
I was particularly interested in FNDE, but, as you noted, it is very small. In fact its assets are only 18.5 million and it traded only 11,011 shares today. Is it too risky? Thanks for your help.
Q: Hi 5I,
quite a while back i purchased (GS) Gluskin Sheff and have done very good in term of it being a great investment in that sector. I'm thinking now i should sell GS and buy (CF) Cannacord Financial. what are your thoughts ?
Q: Hi Peter and Team, in addition to my previous question on Pinecrest, PRY, in December can you please tell me if insiders have continued buying (or any selling) during late December to date? Any further thoughts on PRY considering its at .16 cents now?
Can you please provide any technical insight on the shares, support at current price, further down side, etc? Any further help on this one would be greatly appreciated.
Is this a dead company now or is there some value still, can management and board save this company? Thanks!
Q: hi Peter and team
I bought some Russell Metals RUS in early January and it has dropped almost 9%. Has the story changed on this one or is it the January general malaise in the market.
Thanks
Kathy
Q: Hello Peter and all at 5i: I hold DCI in a TSFA and it is currently down considerably from my purchase. If this was you would you sell, take your loss and put the proceeds into something with a better risk/return. I have read your comments in your site and listened to you on BNN and know it has a good dividend but it takes a long time for a dividend to make up for the loss in stock price. Thank you Barb
Q: Hi team:
I am thinking of adding NA to my dividend portfolio, I owned some already, would it be an advantage to wait until the stock has split ? (coming up in mid-Feb)
thank ?
In 3-5 years horizon, would SlF and MFC be comparable to NA (held outside RRSP) ? thanks
Q: I would be interested to know your thoughts on a very small company called Photon Control Inc. symbol PHO. They have had some nice appreciation over the last year. Any thoughts would be appreciated. Thanks. Rob
Q: AMBA
Do you see AMBA's technology in video imaging similar to AVO, even though they are not in surveillance business but the technology can be employed there. Who are their primary clients?
Q: ZEN.V
Hi 5i, Notice Peter commented on this company in April last year. With the news out today from IBM R&D on a graphene chip 10,000 faster then a silicon one, and realizing this is still very, very early and a PEA due out from the company in the near future, if you guys had any thoughts on what might be a catalyst for an investment decision, specifically for this company and also more generally for smaller / start up type corporations.
Read Answer
Asked by Richard T. on February 06, 2014
Q: What is your view on REIT's for 2014?
How do I search 'questions and answers' to find stocks or sectors I am interested in that have already been discussed?
Q: Siemens (SI)has announced its intention to delist the ADRs "immediately". What impact would you expect on the stock price? Roughly how long would you expect the delisting process to take? SI states that the ADRs will become subject to a "sponsored level 1 program". What is this and does it offer any advantages to North American holders? Absent the proposed delisting would you hold or sell SI?
Q: I own CUS & CFN in my TFSA: my costs are $5.07 & $8.17 respectively. CUS is getting killed due to huge dilution of share base & problems with their expansion in AB; CFN also increased share base recently and the stock does not seem to go anywhere. I am thinking of selling these dogs and moving on-comments please.
Q: Hi team: I really appreciate the posts related to sector weightings and have been trying to take a more macro look at my holdings and see where I am over/under weight.
Based on an older post or two from you, I've created the following categories with weights, and I'm trying to determine where my holdings fall.
Materials - Gold/Silver
Materials - Other
Energy
Utilities
Cons. Discret.
Cons. Staples
Telecom
Info. Tech.
Int/Software
Industrial
Industrials - Transportation
Health Care - US
Health Care - Canada
Financials
Retail
Real Estate
We don't need to get into my specific weightings as everyone's targets will be different based on their situation. However,
I'm a little unsure where to categorise certain stocks, which isn't helping my analysis.
Can you confirm the list in general makes sense, and I'm not overlapping? If so, can you please help with the following?
AVO- you had referred to it before as an Industrial, wouldn't it fit in the Information Technology space?
MDA, GIB.A - do you consider these Info Tech, Software, or Industrial?
BAM.A - Financial or Industrial?
WIN - Financial or Info Tech, or Telecom?
Thanks!
(You have catergory groups on the right hand side for financials, metals, oil, real estate, technology already. One helpful thing, at least for me, would be to have categories for each of the areas above, so people could reference stocks in those areas when looking at their weightings. It may help reduce amount of questions like this and be a great resource for subscribers).