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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: I am considering adding either VCE or VCN to our TSFA account for 2014. Which would you recommend and would you invest now or wait for a further pull back?
Thanks Guys.

Read Answer Asked by Warren on January 07, 2014
Q: I would appreciate your take on Pinetree Capital (PNP)

I think they used to be (perhaps still are) into financing junior resource
Read Answer Asked by Behrouz on January 07, 2014
Q: Could I please have your opinion on Com Dev. It was down sharply today.
Read Answer Asked by Susan on January 07, 2014
Q: Hi Peter and 5i Team,I know that you like companies that start a dividend policy. AXX (Axia Net Media) is starting a dividend at the end of January. Can you please give me your additional comments wrt AXX

Darcy
Read Answer Asked by Darcy on January 07, 2014
Q: Axia was expected to initiate a special dividend due to the excess cash on the balance sheet associated with the sale of some non-core assets, instead the company has initiated a "small" quarterly dividend and they have renewed their share buy back in December. You've previously said you view the initiation of a dividend as very positive. I believe they are trying to signal their long term intentions to the market and based on their cash position and their projected income levels they have ample room to grow the dividend over time. What are you thoughts about this move by Axia? Do you think this is the right move as opposed to initiating a special dividend? Are they being too conservative with returning capital?

Thanks,
Rob
Read Answer Asked by Rob on January 07, 2014
Q: Happy New Year, 5 I Team. I am thinking of investing in two of the following three stocks in my TFSA account this year. Would you please give me your opinion on which two would be the best choice: CHR,B Chorus Aviation, DHX, DHX Media and HWO, High Arctic Energy Service. Thanks, Lesley
Read Answer Asked by Lesley on January 07, 2014
Q: RMCF: Rocky Mountain Chocolate Factory looks interesting. Any comments please?
Read Answer Asked by David on January 06, 2014
Q: Happy New Year to all.
I am down about 25% on Forent Energy. I bot in for
a speculative play, but it hasn't provided much excitement.
Can you provide any insight into management and their plans?

Read Answer Asked by gordon on January 06, 2014
Q: Hi Peter and Co, and a very prosperous New Year to all,

Would you give me your opinion on XTR, the ishares Diversified Income ETF? I've held this for a while in RRSPs and wonder if it is a good choice for the income part. If not, please make some alternative suggestions.
Many thanks
Read Answer Asked by Gail on January 06, 2014
Q: Happy New Year to all at 5I. I have been watching DHX for a good buying opportunity (it is down 3.6% today). Would this be it, or is it a reason to wait and see what may be behind the drop?

Read Answer Asked by Harry on January 06, 2014
Q: BX(NYSE) - I have been selling cash covered (at the money) puts on this stock over 2013 which has been very profitable. Do you see this stock continuing it's fantastic run-up in 2014? Thank You Ron
Read Answer Asked by Ronald on January 06, 2014
Q: My daughter is 20 years old and is just starting to invest over the next 45 years .I have convinced her to open up a TFSA She is starting with $ 4,000 .I would love some advice on getting her started

She is still a university student and has very limited income

Thank you for this great service

Paul
Read Answer Asked by Paul on January 06, 2014
Q: Team

In a recent response, you mentioned that you felt Tech, Industrials and Energy will be the sectors that lead the way in 2014. A couple of months ago you responded to my question relating to ideal sector weights (using 5i sectors) as:

Capital Goods / Industrials 15%
Consumer Cyclical 10%
Consumer Staples 5%
Energy 5%
Financials 10%
Health Care (CDN) 3%
Health Care (US) 5%
Information Technology 10%
Internet / Software 10%
Materials (Gold) 5%
Materials 3%
Real Estate 3%
Retail 4%
Telecommunication Services 5%
Transportation 5%
Utilities 2%
TOTAL 100%

Is this still your ideal breakdown for investors (profile = young + risk on), if not, what would your ideal current weights be given a blank slate today (ie. higher in energy weight)? I know there is fluidity in all of this, but I am about to deploy more capital and am trying to determine what sector to put it in so I can be as close to the 5i recommended weights as possible, thank you.
Read Answer Asked by Ray on January 06, 2014
Q: Victoria Gold Corp (VIT) is currently trading around 11 cents a share and is rated as being undervalued. Do you believe this is a good time to buy for the long term?
Read Answer Asked by Lee on January 06, 2014
Q: could I have your opinion on dynamic alpha performance fund
FT(2198) wilf.
Read Answer Asked by wilfred on January 06, 2014
Q: We are all aware of the impact the increased bond interest rates have had on the reit sector.In your replys to questions on this subject you repeatly say we should not expect too much capital gains in this area.Do you feel that the future increase in interest rates will impact the current stock price or is most of the reduction in stock prices now mostly built in?
Thank You
Read Answer Asked by Allen on January 06, 2014
Q: Hi! If you were looking at your 5i Model Portfolio for the first time, which 4 stocks would pick to take a position in today? Thank you!!!
Read Answer Asked by Bruce on January 06, 2014
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