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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: Hi Peter, I think I received a communication or notice on your website (can't remember which) about subscription going up in the new year and that we can renew at current rates till a certain date. I can't find that communication. May I have that info again. Please? Thanks, sarah
Read Answer Asked by sarah on October 02, 2015
Q: Hello all at 5i: With the downtown in the markets would you take a loss on Stantec and put the funds to work in another stock with maybe more upside. If so what stock would you choose.

Thank you
Read Answer Asked by Barbara on October 02, 2015
Q: Hi 5i From what I have read Boston Pizza and Mr. Lube are both owned by T&M group of companies. Since DIV now has acquired mr. lube trademark/royalty, is there any reason why div could not also acquire bpf.un. And if so do u think this would be a good fit?
Thx
Gerry
Read Answer Asked by Gerry on October 02, 2015
Q: What do you think about National Bank deal a bank rising capital through common shares for capital requirement are they in any trouble?
Read Answer Asked by OSCAR on October 02, 2015
Q: How much would National Bank have to fall for you to consider it an overreaction to the Oct 1 news?

Knocking off 19 cents for the restructuring charge and taking off a little more for the dilution still has the shares trading below 10x earnings. Also, the Maple Financial Group, as ugly as those headlines are, only represents less than 1% of net income. Is the news as bad as it initially appears?

Your insights would be appreciated.

John
Read Answer Asked by john on October 02, 2015
Q: It was noted in many articles that the DGE in New Jersey conducted a very thorough investigation of the Pokerstars acquisition prior to the approval being made:

http://www.pocketfives.com/articles/new-jersey-dge-doing-comprehensive-review-amaya-s-pokerstars-purchase-591396/

I would think this would alleviate most concerns regarding the AMF investigation. The DGE was also able to complete it on a timely basis; how long do you think AMF can drag this out before reaching their own conclusion?
Read Answer Asked by Arneh on October 01, 2015
Q: My investments are primarily growth stocks. My holdings in the following 7 stocks have declined considerably. Should I sell or worth keeping?
BOS,SEV,SCR,AGGZF,BAMXY -US, FLYLF,IMAX
Thanks for your advice.
Klaus
Read Answer Asked by Klaus on October 01, 2015
Q: What is your opinion of this etf for ex-Canada diversified exposure? I hold in a registered account and plan to add to it periodically. Is there a different etf you would view as better?
I prefer not to get into sector etf's for this account.

Thx
Mike
Read Answer Asked by Michael on October 01, 2015
Q: Greetings: Would the NJ gaming commission's review have included any investigation into the insider trading issue: the New Jersey Division of Gaming Enforcement found Amaya’s PokerStars brand to be under "strong, ethical and trusted ownership and management" ... Do the words trusted and ethical ownership and management only apply to past business practices, apart from any illegal stock trading allegations? Thank you.
Read Answer Asked by Gordon on October 01, 2015
Q: Hi Peter and Team,

I am interesting in building a diversified portfolio and am looking to invest using your balanced equity portfolio as a foundation. I like the idea of owning 20 to 25 good, quality names and am thinking to eventually build up to a point where I have a similar allocation breakdown as your model portfolio (balanced equity), with maybe a bit in growth eventually as well. I noticed that AYA has gone up a lot today on the news release. Is this a good time to take a position in that, or are there a handful or so of other names that you would recommend getting into at this time to start building up my portfolio?

Also, would it be best to purchase a 5% equal stake into each name - as per the portfolio section of your website - or closer to the allocated amount in your pdf report section?

Thanks for your time!
Mike
Read Answer Asked by Michael on October 01, 2015
Q: Follow-up question re. yesterday's 8 cent drop on high volume. I noticed volume picked up around noon yesterday and the price started dropping. Lots of different brokers on the sell side. The really big volume trades occurred much later in the afternoon and at much lower prices. It almost looks like the traders and computer programs detected a large SELL order from say a mutual fund (for quarter-end window dressing??).
If this is true, how do the other brokers/traders "smell" this out and front-run the large sell trade?? I'm assuming that any quarterly reports reflect the mutual fund's trade date position (ie. not settlement date).
Please help me out in understanding what took place yesterday. Thxs, Ralph.
Read Answer Asked by Ralph on October 01, 2015
Q: amaya was trading yesterday in the afternoon below 23 and moved up to close at 24.33 on some volume. looks to me someone knew something before the gap this am.any comments

thx
Read Answer Asked by blake on October 01, 2015
Q: Hello Peter & Co.
9% of my portfolio is in Health/Pharma and the above are my main holdings; I was ready to pull the plug on both of them early this week but I held steady.
If I did not own them and wanted to buy either one; which would you suggest I buy and why and when?
I appreciate the fact that you hold the line despite the treacherous movements of the market.
Thanks,
Antoine
Read Answer Asked by Antoine on October 01, 2015
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