Investment Q&A

Q: As a comment regarding becoming a portfolio analyzing service for subscribers in the future I fear that if/when that happens you will not have the time to address the multitude of questions on this site. And as a result the great service and value here will diminish some.

I often wish people would simply read the questions and answers here and then manage their own ports but human nature for most people is to want someone else to do it for them.

Q: Cramer: I am sure the first "Cramer" comment was well intended and sincere.

But clearly a number of other folks disagree with the need for a Canadian Cramer. I am in the latter camp having tracked many of Cramer's favorites over the years using Globe Investor Gold. Since he has recommended hundreds of stocks I have tended to focus on the ones where he has been over the top - provided the most compelling reasons inlcuding detailed charts - and of course rung the bell, blown the horn, uttered the words "Booyah" many many times, etc. etc. etc.

The performance of my Cramer "paper - portfolio" has been terrible - especially compared to the 5i portfolios and highly rated stocks. Recently Cramer's audience size has cratered dramatically - to the point where the numbers are embarrasing for him and the network.

It would seem that his "customers" have realized that they too are wasting their time and money.

Bottom line here: Beware of Cramer suggestions; and 5i - you are great as is and please don't become Cramer-like. I enjoy making money thanks to you and not losing it as I would have if I had actually bought into his hype.

Cramer reminds me of a mutual fund guy I met years ago whose focus was on getting customers to "like him" as opposed to impressing them with his record of success in helping other clients grow their money. Quite the showman, probably a nice guy and a great person to have a beer with - but not manage my family's money!

Q: Hi Peter and staff,
Thanks for all the sensible advice. Shortly after 2 PM today ET took a plunge. I see no news.
Thanks for any input you may have.

John

Q: CNR - results and future look good but is it becoming overvalued?

Q: I look forward to the day when you can offer individual portfolio reviews. Do you have a time horizon ?
I'm sure many of your subscribers would echo my comment.

Q: Peter & Staff: Please don't go like Cramer or Motley fool as some people suggested.Your service is great and no conflict.I also have been a Canadian Moneysaver subscriber for a long time.Finally I feel that your service as helped me and my wife to be more prudent with investing our hard earned money.Tks

Q: A subscriber claimes we need a Jim Cramer in Canada in my opinion he is a promoter at best .just ask the investors of deep he recommend it the nite before the ipo the next day on the ipo the owners absconded the the cash and ran off .i settled two years later with five percent of my investment.never watched the show again . Nobody said school was cheap but Cramer as a investment advisor should instead sell hotdogs in new york.
Stan

Q: I have talisman at a loss. Can you suggest 1-2 good names which I can switch this investment to and be ahead on next 3-5 years instead of holding talismas?

Q: re: TOU + doubling down/repurchase

I originally bought a 2% weighting in TOU @ $50.65. My portfolio Oil & gas weighting as a whole is 20%.

July 8 I sold 50% of my TOU position at $55.72.

Since then the share price (as we all know) has returned to $51.20. I am seriously considering repurchasing my 50% at these prices.

Would you consider this wise or should I wait for a few weeks before executing this strategy?

Thanks for all you do

Gord

Q: Hi Peter

The Russian stock market is only trading at 5 times forward earnings What in your opinion would be the best way to invest in the Russian market or is it to risky. I have a long term time frame 5 to 10 years
Thanks for your great service Paul

Q: If I was the risk a relatively small portion of my capital and not be too concerned about losing it, what stocks over about a three year period would you recommend? about 3 to 5 companies iam talking about.

Q: AYA
Are the Subscription Receipts forming a part of the new financing available to the public. I believe they were offered at 20.00 with no specific conversion guarantee or privilege.
Thank you.

Q: re: BLX Boralex

I hold a 1.5% position in Boralex. I realized when I took this position there was some debt on the books for BLX but didn't realize it was as high as it is. I have tried my best (but for the couple of small high risk positions) to ensure debt ratios were low for the majority of my positions.

How concerned should I be with the BLX debt level?

Thanks for all you do

Gord

Q: Peter
I think we need a Canadian version of Mad Money and you are it! If Jim Cramer can do it, so can you.
I sure hope you and your team will decide to review portfolios of your clients in a separate section for a fee.
I think I am way too diversified and would prefer a much more concentrated portfolio. I need help and you guys are the people I trust. As the cliche goes: : a broker is someone who invests your money until you are broke. But in 7 months subscribing to your newsletter I have made more money than I have ever made in 5 years, This belongs in the testimonial section but being a techno-peasant not sure how to put in there,hence why I am posting in the question and answer section. Thanks and keep safe on your bike trip.

Q: MSL / PLI - earlier comment suggested PLI one of your "favorite" higher-risk biotechs - please evaluate comparables now and why - thanks for your best-in-class info.

Q: Hello 5i,
I have 2 stocks that are near 52 week highs, but have concerns about.

1) Chr.b Chorus Aviation, I am concerned that they rely on Air Canada for business and should AC decide to go with another carrier or fly these routes themselves it would ruin Chorus.

2) Win.US, Windstream Holdings, there is always concern that they will not be able to maintain the current dividend ($ 1.00 per year)because they have too much debt and declining revenues.

Are my concerns warranted? Would you hold or sell these stocks?

Thanks.

Q: Hi Peter and team. I trust you are getting better and better Peter. I own XTC, LNR and MG all around 2.6% to 3+% of a very well diversified PF thanks to you. Taxes are not a problem as I am in a low bracket for 2014. My XTC and LNR are down for me a bit. MG is up. I want to sell one of them and then buy more of AYA which I bought at $6.48 thanks to you - or SYZ which I own as well. Or I may buy new - QST, or CXR or PLI. I am doing this as an aggressive move for the next year or 2. Which should I sell? and then buy? I hope you are all having a very good summer and thanks for all you do!

Q: Valeant continues to struggle and its on going battle with Allergen doesn't seem to be going anywhere. You have mentioned previously that even if the Allergen deal goes through, the new company will be risky given the debt load. As I already down on this stock, would now be a good time to sell and purchase Concordia or Knight since the risk profiles may not end up being that different?

Thanks for the superb service.

Paul F.

Q: Hi Team, I am interested in diversifying out of Canada and was looking at ZWH BMO covered call ETF to take a small position (1000 shares in my RRSP). I noticed in your February comments you were concerned about its small size of only 5 million, the latest numbers from BMO website sets the value of the funds at 65 million. Does this size difference make the fund more worth attention as it seems to have grown considerably over the last few months or is there another fund you would consider instead? Would there be a withholding tax on proceeds from this fund? Thanks for your time.

Q: Hi Team, could I please have your thoughts on RBI as it is down drastically this past few days. any news would be appreciated. I would also like your thoughts on Largo, LGO is it a buy at the moment. thank you for the great service. Bob.