Investment Q&A

Q: What do you think about Major corporation (v.MCC)?
Do you think Amaya Gaming and Sodium Capital are still Buy or are they too expensive? What should be their buy prices?

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Read Answer Asked by Kalyani on August 01, 2013

• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
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Q: Good morning Peter and the 5i team, Another question about FCR. Would it be advisable to switch a 5% holding in Riocan (REI.UN) to FCR? The price of FCR appears to be at a good entry point. (I've held Riocan for several years, and am up about 12% with reinvested dividends). Thanks.

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Read Answer Asked by Jerry on August 01, 2013

• Constellation Software Inc. (CSU $4,790.56)
  • $4,790.56 P/E (TTM): 98.53X Cap: $101.51B
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Q: peter, constellation(been in since 71.00) and sylogist(been in since 3.80), i am sitting on huge profits, would you sell into this strength or still hold. dave

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Read Answer Asked by david on August 01, 2013

• Potash Corporation of Saskatchewan Inc. (POT $25.78)
  • $25.78 P/E (TTM): 37.6X
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Q: With Potash shares falling. Is this a good time to acquire POT

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Read Answer Asked by John on August 01, 2013

Q: I bought DND 4.25 it's trading today at 7.65 up.61 this morning.I'm thinking about buying more. This stock just keeps going up. But maybe it's reaching it's peek. Not sure what to do..

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Read Answer Asked by Andy on August 01, 2013

• Hudbay Minerals Inc. (HBM $12.70)
  • $12.70 P/E (TTM): 24.04X Cap: $5.01B
  • View HBM Profile
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Q: Hi Peter and Team:

Could you please comment on Hudbay's (HBM) results/comments in their 2nd quarter report. With the reduction in dividend and other issues,do you expect the share price to be pretty stagnant for the foreseeable future & therefore wise to sell and move the money into something else ?
Thank you again for this great service.

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Read Answer Asked by Alexandra on August 01, 2013

Q: T:LIQ - LIQUOR STORES NA LTD
bought a little 2 months ago and am disappointed for it lost about 15%. I feel like selling but will consider your comments. I am prepared to wait if there is hope for some up side. your comments please
Thanks
Yossi

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Read Answer Asked by JOSEPH on August 01, 2013

Q: Hi, TGO( Terrago)- posted numbers this morning can you comment ? what do you like/dislike about his company going forward? TD has a 1 yr target of $14. thanx norm

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Read Answer Asked by NORM on August 01, 2013

Q: hi folks,took 1/2 position in karnalyte krn/t @ $3 as stock cut in 1/2 on potash news. Pls get your opinion on company/stock,then will decide on other half pos,thx JB

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Read Answer Asked by John on August 01, 2013

Q: I would like to take a small position in 1 or 2 of these Hot.un,BTB.UN,TN.UN which would you prefer ?

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Read Answer Asked by terrance on August 01, 2013

Q: Hi Team, lots of numbers came out, what do you thinks of these CSU, MDA & MB. Thanks for your help figuring some out of these...great job team!
Alain

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Read Answer Asked by Alain on August 01, 2013

Q: Peter; Could you comment on the EPP ETF as a way to cover the MSCI Pacific ex Japan ? Thanks. Rod

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Read Answer Asked by Rodney on July 31, 2013

• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
  • View FCR Profile
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Q: FCR was recently recommended with a B plus rating.

The earnings per share seem to have dropped significantly.
The share price is also dropping.

Please explain if this is still so highly recommended.
What stake do the officers and directors own in this company?
What is their compensation? Do they also receive options?
If it is, do you consider this to be a buying opportunity ?

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Read Answer Asked by Martin on July 31, 2013

Q: What are your thought on INA, looks like they released an investor presentation that pushes on of their wells till 2015. Not sure if today was an over reaction but it seems like this stock is incredibly cheap right now. Would this be a red flag to stay away? I've been watching this one for a while and I am thinking of taking a position but not really sure right now.

Thanks for your insight,
Richard

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Read Answer Asked by Richard on July 31, 2013

• AutoCanada Inc. (ACQ $26.16)
  • $26.16 Cap: $605M
  • View ACQ Profile
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Q: Dear 5i Team
How do you view ACQ s latest acquisition ?
Also are 12 stocks a good number of stocks to have in a $25,000 portfolio . Can I add more or just add to existing stocks assuming they are all doing well ?
Thanks
Bill

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Read Answer Asked by Bill on July 31, 2013

• Procter & Gamble Company (The) (PG $150.51)
  • $150.51 P/E (TTM): 23.93X Cap: $352.55B
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Q: Do you cover stock like Proctor & Gamble which is traded on NYSE. If so could you please give me your opinion on it. Ernie

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Read Answer Asked by Ernie on July 31, 2013

Q: hi,
is there any risk of UUU deal not closing at this point?
thx, chris

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Read Answer Asked by chris on July 31, 2013

Q: hi team,

Which sectors and asset classes perform the best when rates rise

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Read Answer Asked by Karl on July 31, 2013

Q: Any thoughts regarding today's drop in price and high volume on DHX media?
Thanks

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Read Answer Asked by Dave on July 31, 2013

Q: hello, do you mind adding in " sector " information for holdings in model portfolio. thanks

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Read Answer Asked by RUPINDER on July 31, 2013