Investment Q&A

Q: In Joel Greenblatts book "You can be a stock market genius" he mentions that spin-offs historically have been great investments. Obviously not all of them but a high number of them. Specifically they were most successful when key executives from the original company would be moving to the spin off company and leading it, and most specifically when those key executives had large incentives (options, shares, etc) if the spin off company was successful. Also there was a large amount of insider buying from these execs, specifically the CEO, CFO, etc. One example was one of John Malone's spin offs which to this day is seen as one of the most profitable in history. Anyway, what are your thoughts on this theory. Does the theory rain true in some of the spin offs we have seen like (ECN/EFN), (Bombardier/DOO). Thanks!

Q: Where can I find a list of stocks that their distributions are mainly R.O.C. ?
Thanks,
Peter

Q: Good Morning, my question is regarding the reclassification of the telecommunication sector and technology sector. What is your opinion on how reclassification will effect the stocks mentioned above. I have read that these stocks will be negatively effected due to repositioning of holdings within funds. Thank you.

Q: May I have a suggestion regarding the displays of portfolios for the month, is to add names of companies that are added and deleted at the end of the month,

Thanks

Q: If you want to purchase an infrastructure stock today, which would you choose, or do you have a better idea? Many thanks

Q: GE has been going down for years but does a lot of business. Is it a turn around at these levels?

Q: Any info to account for the move today. Up 18%.
Thanks
John

Q: Could you please comment on their results.

Thanks,
Milan

Q: HI 5i,
With Dol split is this now an opportunity to buy if not owned, already ? Do you see more growth here?

Thanks

Q: Hi Peter and Team - After the recent deal, what is your opinion of management. You have clearly stated your thoughts on this deal (and thank you for that) but are there any positives left on the state of the management of this company. My feeling is that if management has deteriorated to such a low level in its ability to make smart decisions then the stock is no longer worth holding. Having said that are there any fundamentals that might make this a stock to hold on to in spite of the turmoil. Thanks.

Also are any fundamentals

Q: http://business.financialpost.com/news/economy/beware-the-mother-of-all-credit-bubbles

Hi - curious if Peter and team have read the linked article in the financial post on the Mother of all Bubbles and what your thoughts are especially in relation to our holdings in the Balanced Equity Portfolio.

Q: Hi,
Is this a good opportunity to add to GC? Currently have a half position at 2%.
Thanks,
Kerri

Q: What is the history and record of Aletheia Analytics?

I cant seem to find anything about them on the web.

Q: What's happening with Transcanada? Down 4.39% on a good day on no news? (and just two days after I bought it).

Q: What do you think of the short report on Great Canadian Gaming? Is there much truth to it? Would you sell after reading?

Q: I look after my daughter’s TFSA and Investment accts. Her weight in technology is 10% with one stock (KXS 5% weight) plus QQQ with tec portion about 5% of her portfolio. Looking for one more CDN tec stock plus preferably a non hedged ETF for additional US Tec exposure. Her holding period should be about 10 years. Help.

Q: I was about to buy ENGH this morning but got stopped in my tracks after reviewing the insider report which showed multiple insider sales. Would you buy it anyhow and disregard this information. All other reports were positive and the stock hit a 52 week high today. With thanks, Bill

Q: Is there a short report just out at 1:30PM about GC?
The way the stock is trading for the past 20 minutes, it seems
as there is one.

Q: Any news on the fast & very sharp decline on GC(now 11%) & TCL.A(3.6%) today.Thanks forexplaining equoty financing in the USA.Thanks for u usual great services & opinions

Q: Greetings 5i,

Can you help me understand the recent news from Aurora regarding Australis and shares or warrents that will be offered to shareholders or Aurora and residency etc.

I have 450 shares of Aurora, I reside in Canada, and I hold shares in both RRSP as well as TFSA. Will I need to declare residency?

What is your recomended course of action or actions?

Cheers and thanks for the advice!