Investment Q&A

Q: Peter and Team,

With tapering beginning and possibly progressing, what are your thoughts on buying an ETF that is the reverse of the Thirty Year Bond in the US... something like HTD? It seems like interest rates are basically as low as they can go and will rise - its just a question of when.

Thoughts?

Q: Merry Christmas. Regarding John's question re percentage of stocks trading above their 200 day moving averages, Stockcharts.com has the charts for the TSX and S&P 500 indices. The Stockcharts symbols are $TSXA200R and $SPXA200R.
Best wishes for the new year to everyone at 5i.
Tim.

Q: I realize this company is out of scope for the website, but I would appreciate any thoughts on Mitsui(mitsf). I like the valuation, dividend, and diversification.

Q: Peter - I would like to take this opportunity to wish you and your family as well as the rest of the 5I team a very Merry Christmas. The launch of 5I research was certainly a bellweather change in the investing dynamic of this country. You have truly changed the investing landscape for the better. We have all benefitted from your work and for once the little guy has been given a significant leg up on the money-sucking industry as a whole. We are all grateful to you for how you have in fact changed lives for the better and I know that everyone visiting this site expresses deep gratitude for your efforts. The word is spreading and you will continue to grow dramatically. Thank you again from a grateful team of happy clients.Jim D

Q: Not a question, but a sincere compliment. Although only being a new member for a few months I have already taken advantage of renewing a 2 yr. membership at present costs. Am steadily adjusting my holdings to follow many of your suggestions to clients and your model portfolio. Am retired now and only wish I could have had 5i to follow in past years.
Again, many, many thanks and a Merry Christmas and the best New Year possible to you and your staff.
Hal

Q: Hi team:
great work and thanks for your advice
I have some REITs and are holding them for income for a yield of about 4-5%
From what I understand, switching some of those to FSV and TCN
both are involved in real estates especially in US could offer a better potential of
capital gains (though lower yield) than the current REITs in Canada, would that be
a correct assumption ? Merry Christams!

Q: Hi there
Wondering for an income side of a portfolio what you think of OCS.un? I like the 7% yield and the integrity and track record of Onex backing it.

Much thanks
Stuart

Q: Hi Peter, I am finally picking up the courage to invest in the stocks in your model and summary portfolio in January 2014. What is the outlook for the next 3 years. I have more than $31500 to invest and am thinking of about 15 stocks at about 5% in each.
Thanks for all the great advice.

Q: Merry Christmas, Just sitting at home enjoying this Christmas morning and feeling grateful for my family, good health, and grateful for the financial advise 5i has provided over the last 2 years. 5i has changed my investing approach and made me a significantly better investor. I now have a systematic approach which I did not have in the past. Lastly when I get nervous about the markets I just reread your articles and this gives me the confidence to stay in the markets.

Have a happy and prosperous 2014.

Darcy

Q: Hi! A general question of the origins of how the name "5i" came about? Was it just having a 5th eye besides wearing glasses? Wishing you happy holidays.

Q: Hello. I wanted to get your take on the Altius Minerals transaction from today. It appears to be a solid use of the cash on hand and sets the company up for a long life as a prospect generator and dividend paying royalty machine (dividends at some point in the near future I'm assuming). Is all well from your vantage point with this deal and the transformation of Altius? Happy Holidays. Thanks.

Q: Peter...Congratulations on creating 5i. It is such a needed and valuable educational-consulting type service. We are all delighted with you and your team. I am sure your membership will continue to grow substantially!
My question...
In recent past Benj Gallander has recommended APT and AJX as good contrarian plays. However I notice they are very close to there 52 week highs! It is my understanding that contrarians are suppose to buy low and sell high. In any event how would you rate these companies?
Thanks for your expertise and insight!
Dr. Ernest Rivait

Q: re: MET

the last time someone enquired about MET (US) was in August
I have in my portfolio PWF and SLF
they have a good run
How does MET (US) compared to the Canadian Life co in terms of
dividends and more important some upside potential for capital gains ?
Merry X'Mas

Q: ATA on TSX
Do you believe that ATS Automation's business model will be threatened by the 3D printer industry. Thanks

Q: I have been considering taking a position in First Service Corp. (FSV)and one of the things that I like to look at is insider buys and sells. Over the last 6 or so weeks there has been substantial insider selling. I realize that insiders sell for a variety of reasons, some of which may be for their own reasons rather than Corporate developments, but the selling recently has been quite significant, which makes me hesitant about adding this company to my portfolio. It would appear that insiders are not confident about further share appreciation from current levels. Your comments would be appreciated.

Q: Hi Peter and 5iResearch Team,
Can you please provide an update on Melcor, MRD, for 2014. Is this a solid long term 3-5 year hold. Thank you.

Q: TPH
They recently did a share offering at $5.80 plus the 3Q results. What`s your latest views on this REIT. Thanks Harold

Q: First of All Merry Christmas to everyone there...hope you have great holiday season.
My question is just a general one. You mentioned that a few companies have been added to the index, AVO being one of them. At the same time some companies are taken off. How do they determine which ones are added and taken off? Is it all done to manipulate or protect the level of the TSX? It seems that companies that are hurting are taken off and companies that are doing well are added. Is that my imagination or is designed that way?

Q: Hi, Can I get your opinion on XFN for 2014.
Best of the season to you and your staff.
Thanks
Carl

Q: I was told many years ago that the best time to buy a good stock is last year.Do you think if I buy TORQ O&G (TOG)now that I will be very pleased with the purchase this time next year?A merry Xmas and a great 2014 to all the 5i staff!