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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello Peter & Co.
I'm 70 years old and manage my RRIF portfolio. I need to withdraw 10% of its value annually; yield provides 3% and the remaining 7% is raised by selling stocks where "the story" has changed and by selling stocks that I have identified (with your input) as "not as good as the rest". Is this OK?
This exercise is hard enough that; it gets to be quite exasperating when people suggest to raise some cash in view of an "eventual" pull-back.
Would it make sense to raise 10% for income and another 5-10% for redeployment?
Keep up the good work,
Tony
Read Answer Asked by Antoine on March 28, 2014
Q: where are you in regard to that dividend portfolio??
Read Answer Asked by Scott on March 28, 2014
Q: Peter,

Any new thoughts on GWR's Q4 results? They initiated a dividend this week with a 5.8% yield, partially supported by a legal settlement.

Thanks,
Zach
Read Answer Asked by Zach on March 28, 2014
Q: hi
your thoughts on Altius Minerals Corp

God Bless
Read Answer Asked by peter on March 28, 2014
Q: Does your favourable opinion of MRG.UN still hold?
Read Answer Asked by Bruce on March 28, 2014
Q: Hi Peter, Could you please review CCT as it compares to ESRX. Are they direct competitors? Do they both have good upside? With regard to Obamacare is it better to buy American?
Thanks/Mark
Read Answer Asked by Mark on March 28, 2014
Q: On March 26 @ 9:00 a.m. I had asked a question. It did not get answered. Perhaps it didn't go through. With my online account, my paid financial subscription and Globe Investor, I do not find out near the information I receive from you. I have a small US dollar account so could you supply me your take of which of these companies would be the best for growth or if you have a better one to suggest. ORAN, LEE, HCLP, ATVI and NCR. Thank you very much. Dennis
Read Answer Asked by Dennis on March 28, 2014
Q: Am I missing some thing on WEQ. I see that the earnings est. have gone down in the last 30 days. I am down 10% this always makes me look at the investment. I still see up side but ? I am at 60% of what I intended. What do you think about the stock over all and do you think it is a buy, sell or hold.
Thank you for your help
Garry
Read Answer Asked by Garry on March 28, 2014
Q: In your answer to Michael's question on DSG you wrote -It is hard to pre-guess a momentum shift. Many biotechs and techs have been hit hard the past few weeks. Descartes earnings have been solid, and it is not nearly as expensive as some other names caught up in the rotation.

Are you referring to a rotation into cash and fixed income, or a rotation among equity sectors? If the latter, what sectors are attracting the investments?

Thank you.
Read Answer Asked by Curtis on March 28, 2014
Q: In response to a question about stopping-out of AVO you stated..."At this time, there may be something fundamental that has changed about the stock." Do you believe something has changed with the company and if so what in particular has changed? Possibly you believe nothing has changed with the company but rather market sentiment has changed. Anyways I am confused - can you clarify your thoughts on the company. (In regards to market sentiment I believe it was Keynes who said that the market could stay irrational longer than one could stay solvent - which is why I don't borrow to buy stocks).
Jim
Read Answer Asked by James on March 28, 2014
Q: I have held intrinsic ics.to for many years. It had large volume yesterday and a pop in the stock price. Just wondered if you ever followed this stock and any reason for the action? Thanks Clare
Read Answer Asked by clara on March 28, 2014
Q: Hi 5i Team;

I cannot resist asking you this question, even though it may be controversial to request a comment on another expert's opinion.

Brian Acker, a regular participant on the BNN Market Call shows, has commented on a speech made by Bank of Canada governor Stephen S. Poloz. The speech was made to the Halifax Chamber of Commerce, and reasons a dim future for the Canadian economy.

My strategy to date, has not included US investments.

With the fall of the CDN $ have I missed the boat for US investments, considering the speech by Governor Poloz?

Your opinion on the described future is greatly appreciated.

Please publish at your discretion.
Read Answer Asked by Conrad L on March 27, 2014
Q: Hedge Fund
Dear Gentlemen,
I am interested to 30% of my assets to Hedge Fund. I know only Donville Kent on in Canada. Can You please recommend 2 others.
Is it possible to add Hedge Fund on View by Category on the right side
Thank You and Best Regards
Read Answer Asked by Djamel on March 27, 2014
Q: I notice that the US theatre operators are seeing slower growth in ticket sales and are starting to discount same, albeit in only one state. "American movie-theater owners have been super hardcore about one thing, it’s ticket prices. No matter what the Europeans and Canadians do, no matter how many startups try to hack into ticket pricing, exhibitors for years have refused to budge.

Until now.

The National Association of Theatre Owners (NATO) announced Tuesday that it’s launching an off-night ticket-discount experiment sometime this year. But rather than dive in, they’re carefully dipping a toe: Only one state, which hasn't yet been revealed, will host the program, and it will run only for a limited time."

I know CGX has 70% market share but do you think it is fully valued here?
Read Answer Asked by Tim on March 27, 2014
Q: 5i Team,

I own a half position in Wanted Technologies (WAN-X). Curious for your opinion on today's news about switching from a sales intermediary to more direct sales. They state this will be a drag on earnings in the short term, and clearly the market is reacting, down over 12% today. Personally, I am more concerned about management’s comments relating to competitors mimicking their service, and their competitive position moving forward:

“Historically, the majority of WANTED's revenues has been derived from its direct sales channel. Since 2010, however, the Company has licensed portions of its proprietary big data asset to resale partners, some of which have incorporated WANTED's data into their own products. As the market for human capital analytics has heated up, features in some of the products incorporating WANTED's data have begun to conflict with WANTED's own products.”

What are your thoughts of the company moving forward? I purchased a half position with the intent of adding the other half at some point, would this make a good entry point to do so? Should I wait? Or should I sell my current half position? (Portfolio is balanced on sectors and market caps with 5i names, generally a risk on investor) Thank you for your input.

Ray
Read Answer Asked by Ray on March 27, 2014
Q: Hi Peter:
DND is trading below its 50 day moving average,
still just above the 200 day average,
the last e-mails in Feb at this site indicates that the
earnings are decent, I am breaking even at this point
would it be hold or buy or sell ?
thanks!
Read Answer Asked by Michael on March 27, 2014
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