Investment Q&A

Q: Hi Peter and Team!
As a new member, I have a couple of general questions. Often your members comment on how well they've done thanks to your recommendations. I'm not sure if your actual recommendations are limited to the A and B rated stocks in the model portfolio and the 5i reports. Or, when you comment favourably upon stocks that members have asked about, can these also be considered recommendations?
Also, people refer to "full positions", or "half positions". Could you explain?
And lastly, for sector classification, would you say TRP and IPL are energy or utilities?
Thanks so much!

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Read Answer Asked by chris on January 21, 2014

Q: Regarding the question about Fiera Capital's recent share price weakness, the 4-month hold came off yesterday from September's private placement financing which was done at $10.75. Possibly some investors taking gains off the table.

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Read Answer Asked by Zach on January 20, 2014

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: Peter and team:
Some have suggested that the best way to particpate in real estate is to buy stocks such as : MEQ, LW and Chartwell. What do you think and how would you rank these stocks? Would you consider them to be safe?

Sirish

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Read Answer Asked by Sirish on January 20, 2014

• Veresen Inc. (VSN $18.51)
  • $18.51 P/E (TTM): 35.6X
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Q: Veresen - buy, sell or hold? Tx

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Read Answer Asked by hugh on January 20, 2014

Q: Trimel Pharmaceuticals Corporation (TRL) Do you have an opinion on this stock.

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Read Answer Asked by Darryl on January 20, 2014

• Pason Systems Inc. (PSI $11.90)
  • $11.90 P/E (TTM): 12.84X Cap: $914M
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Q: Peter, Is it time to consider Pason again, symbol PSI, with their very unique energy service. Did great on it about 8 years ago and it seems they are now restructured and ready to roll again. Please advise your thoughts. Thanks
Dave

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Read Answer Asked by David on January 20, 2014

Q: Hi 5i Team. I will be opening a family RESP account for my 3 small children and am looking for 5 or so companies with a good dividend that is likely secure with a bit of a market downturn. The yield is important because we are a 1 income household. We currently do not have any other equity investments.
All the best,
Tom

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Read Answer Asked by Tom on January 20, 2014

Q: Can you recommend a CAD hedged ETF that invests in high yield floating bank loans? Thank you, Rick

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Read Answer Asked by Richard on January 20, 2014

• Philip Morris International Inc (PM $168.60)
  • $168.60 P/E (TTM): 32.29X Cap: $265.11B
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Q: I own shares of Altria(mo) and Phillip Morris Intl ; I'm looking at adding to either one or both at this time. What is your advice as I have US$ to deploy? I am a conservative long term investor seeking yield and growth.
Kudos to your team
Mike G.

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Read Answer Asked by Mike on January 20, 2014

Q: Hi Peter and crew
I am interested in your opinion on Energy XXI Ltd.EXXI
Thanks for your good advice.
Cheers
Vic

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Read Answer Asked by victor on January 20, 2014

• Open Text Corporation (OTEX $40.63)
  • $40.63 P/E (TTM): 12.67X Cap: $11.08B
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Q: How do you view OTC -Open Text. As a mid - long term investment considering their latest acquisition Could you also comment on tech stocks in general for investment in 2014

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Read Answer Asked by Terry on January 20, 2014

• Vermilion Energy Inc. (VET $10.04)
  • $10.04 Cap: $1.55B
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Q: Peter and team:

I would like to own some Oil and gas stocks and would like your suggestions: Any thoughts on Altagas, Paramount, Peyto, TOU and the likes?

SLS

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Read Answer Asked by Sirish on January 20, 2014

Q: i am looking at MST.un for income and some growth … your opinion appreciated, also are these going to be hit by future rate increases …. thx

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Read Answer Asked by Bob on January 20, 2014

Q: CSE
Can you please provide an update on this company

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Read Answer Asked by Sharad on January 20, 2014

• Brookfield Renewable Partners L.P. (BEP.UN $34.05)
  • $34.05 Cap: $22.41B
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Q: Hello Peter and team
I'am thinking about adding bep.un + mrg.un to my tfsa for a long time hold ,agree or disagree?

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Read Answer Asked by Walter on January 20, 2014

Q: Hi Peter/Team what is your opinion about uranium stocks . thanks Jim.

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Read Answer Asked by Dimitrios on January 20, 2014

Q: Hi Peter,
Would B2gold (BTO) be the right "gold" stock (I don't own any)
I am a long term investor.
Thanks

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Read Answer Asked by Morris on January 20, 2014

• Kelt Exploration Ltd. (KEL $6.82)
  • $6.82 P/E (TTM): 26.68X Cap: $1.34B
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Q: Hi Peter,
Would you recommend Kelt Exploration (keltf)
Thanks

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Read Answer Asked by Morris on January 20, 2014

Q: what is you view of CXS on today's weakness? Time to buy more, hold, or ?

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Read Answer Asked by Douglas on January 20, 2014

Q: Hi Peter. Just curious on your thoughts on First Asset Tech Giants ETF(TXF) as a way to get exposure to tech? It holds 25 names which seem to rotate based on momentum, and it has a current yield of close to 7% based on a call writing program. Given the higher implied volatility levels in tech names it only needs to surrender 25% of the upside though. Seems lightly owned given the low trading volumes, but a good way to play US tech without picking a winner?

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Read Answer Asked by Shane on January 20, 2014