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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: Peter,
Catching up on my 5i questions and answers, I noticed that both Bill & Gord commented favourably on your dislike of target prices. It reminded me that Ross Healey was a guest on BNN last week. When asked by a caller about Badger(Bad) dropping in price, he stated it was over-priced and predicted it would drop to $18 to $20. Would you care to comment on that or is it a good example of being beware of target prices?
Gary
Gary
Read Answer Asked by Gary on August 06, 2014
Q: Many of the large US banks are trading substantially below NAV. What do you think of their prospects for significant capital appreciation? Would ZBK be a good way play this prospect, or are there other ways you would prefer?

Thanks,

Glen
Read Answer Asked by Glen on August 06, 2014
Q: Could you please give your opinion on Second Cup (SCU). Today they cut their dividend and announced that they will invest in re-inventing their stores. Given the large sell-off this morning, do you think it's a good entry point for this stock, or would you stay away?

Thanks
Read Answer Asked by Daniel on August 06, 2014
Q: Peter; There is a very interesting article in todays Globe , pge.B8, by John Reese , on market
corrections. It really paraphrases 5i's mantra very well.
Rod
Read Answer Asked by Rodney on August 06, 2014
Q: CXS

Hello, I bought Counsel corp a few months ago and it has not done much. What do you think of the company and do you have any comments on what their next quarter might be like?
Thanks

Greg
Read Answer Asked by Greg on August 06, 2014
Q: Hello 5i Research team !
I have Chevron (CVX.US), 30% up so far, and been collecting dividends. Looking at last question on October 2013 "CVX is a good, cheap growing company with a nice (and growing)dividend". What is your opinion today ?
Thank you !
Read Answer Asked by Etienne on August 06, 2014
Q: Good morning! I am about to have 350K proceeds from the sale of a house, and wish to “park” it for probably 1 to 2 years. I would hope to be able to comfortably invest it into one or more equities paying a 4% dividend or more, and would appreciate the “ safest” names you might recommend (i.e low beta, not much downside risk). I am also looking at preferreds and would ask for a couple or more of names you might suggest, again with the payout of a minimum of 4%. My goal here is twofold – sustainable income and security. Growth is not a key element. Your comments and any alternative thoughts are appreciated!
Read Answer Asked by Paul on August 05, 2014
Q: Hi, I would like to ask your opinion about the recent sell off of Cathedral Energy (CET). It seems like it is due to management changes announced on July 7th. Do you have any comment about the new CFO, Michael Hill? He was the COO of Mosaic Capital Corporation, and I made a quick glance at the stock (M). It seems to be doing very well.
Read Answer Asked by Roy on August 05, 2014
Q: You commented on SEV last January. To date, the stock has done nothing. Is there any hope for this company? Thanks.
Read Answer Asked by Grant on August 05, 2014
Q: Could you please give your assessment of Catamaran (CCT) and how you think the future is shaping up for them.
Do you anticipate that at some point they may consider a dividend?
Many thanks.
Read Answer Asked by Alexandra on August 05, 2014
Q: Some discount brokers (e.g. IB) do not make currency conversion at the time of purchase of US$ denominated stocks or funds, and return money when you sell in any denomination (USD or C$)you choose. Since there has to be conversion some where. My question is; Is there possibility of being ripped off? Where is the best place to convert currency; Bank or brokerage? My TD banker advised me that I will get better rate at TD Brokerage.
Read Answer Asked by Shah on August 05, 2014
Q: Hi Peter,
I purchased Stella Jones last November, thinking it was a solid performer. Nine months later it's hovering around the same price I purchased it at. I know it's having supply issues as of late, but what was going on before? And how confident are you in the future of this company? How much risk do you see?
Thanks!!!
Read Answer Asked by Brenda on August 05, 2014
Q: I want to have more of my portfolio in US $. Some Canadian stocks trade on both the NY and Toronto exchanges (e.g. Magna). Can I avoid all the hassle of US holdbacks and other tax issues that apply to a non registered US$ account by simply buying a good quality Cdn stock on a US exchange? If so what stocks would fall into this category that you would recommend with a bent towards growth?
Read Answer Asked by John on August 05, 2014
Q: I am retired and have a good retirement benefit from my employer. I currently have a portfolio composed of 70% fixed income and 30% equities. 50% of the equity component is XIU for diversification. I want to buy a basket of stocks for the other half of my equity holdings. I'm not sure how many stocks to buy ie double down with 4 names or 10 names at 5% weightings. The purpose of the individual stocks is to boost my return from XIU. I am somewhat conservative and I think I would lose sleep with 4 high octane names, but at the same time I would like the individual names to beat XIU ie I'm looking for growth. Would you please suggest an appropriate basket of names. Thank you so much for your suggestions.
Read Answer Asked by Richard on August 05, 2014
Q: Hi 5i Team,
In your response to Monika, you mention that National Bank (NA) is usually discounted because of its size and Quebec base. Is there something they could do to unlock value and get a higher multiple? In other words, what could management do to get them priced more like the other major Canadian banks?
Read Answer Asked by Mike on August 05, 2014
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