Investment Q&A

Q: Hi,
Any thoughts on STP today? They have announced a strategic review and operational update and the shares are getting hammered.
Thank-you.

Q: With the CPPIB having recently invested in Cequence Energy (CQE), what is your opinion of CQE?

Q: HI…as investors should we be overly concern with, “Deflation” in the market place.??

Q: merry christmas to all. i have read somewhere,do not remember where, a statement that buying more expensive stocks $200.00 a share and upwards is a better investment due to stability and strength. is there any merit to this statement.

Q: On "Headline" Dec.10, Howard Wetston of the OSC stated, in the context of regulating markets and HFT, that "Technology is moving so fast...it seems like magic."

Which technology companies do you think are moving the fastest? Could Google be one of them? Thanks, J.

Q: Given the fact that "defensive" stocks seem to be out of favour at the moment and that "growth" stocks are the flavour of the month would it be possible for you to look at each sector and list your top five stocks or more in each of the sectors.
I realize that your primary focus is on the Canadian markets but you if could include some US stocks that would be a bonus.
Thank you so much for this wonderful service.

Q: Hi,

The gold sector is a volatile one but may be in for a bounce here. I prefer Goldcorp as you do for a major. For small/mid producers I like RIO, NGD, YRI, BTO, and MND for low cash costs, management, production history and other financial aspects. If you were to buy 2 or 3 what would be your preference and why?

Thanks!

Q: Magna has had a great run but now starting to level off and turn down.Still a good company with lots of good news but now rated a Hold..Do you think there is more upside in the near term
I think you last reported on them July 21st

Q: Hi Peter and group what is your opinion of e-t, enterprise group. Thanks

Q: what is your opinion on EXCO resourses XCO ?
Is it worth holding on the US side.
thank you
margit

Q: Below are companies I'd be interested in seeing 5i reports on:
ACQ.to
BYD-un.to

Thank you

Q: Hello Peter, are there plans to write a Company Report about Element Financial (EFN)?

Thanks,
Deb

Q: i am starting to look at silver stocks - slw or sso - can i have your thoughts on these two or perhaps you have a better idea ?
always value your opinion
thanks
ed

Q: What do you think of MasterCard (MA) as a global financial play?

Q: In your December 10, 2013 response to Robert on Orbite Aluminae (ORT), are you not a bit harsh on the company ? True, there was a terrible fall of 85% this year, but up to February 2013, the company built its HPA plant in a record time, and was on the verge of success, but had a breakdown with its calcinator, and had to replace this very expensive part of its equipment. This was major, as the company is a start up with no revenue. Yet ORT has now a total financing of 16 million $ to prove its technology in scale, and a further 40 million $ committed, a stronger management and board of directors, binding agreements with Veolia and Glencore, and received an Aluminium Excellence Award 2013 in Geneva on September 20, 2013 from a panel of experts gathered by the Metal Bulletin Group, which referred in glowing terms to its technology for metallurgical-grade alumina independently proven in the SINTEF laboratory (Norway)in June 2011, and to its first commercial samples of high-purity alumina in June 2012. In addition, the Quebec government did recognize recently the value of ORT's technology and has publicly committed itself to help the company financially. Is not this 56 million $ or more financing for a start up with no revenue, the binding agreements with Veolia and Glencore, and this 2013 Geneva Award indicative of a company with much recognized merit and significant potential ?

Q: Hello Peter and the 5I team
Have I missed the party on GIL or is there still growth potential there? What are your thoughts on the company?

Q: Hi Peter, does one know the date that Shoppers (SC) will be fully integrated into Loblaws? Regards, Gervais

Q: I read a comment that your team may be setting up a "portfolio analysis" for your members. I would gladly pay a fee for the team at 5i research to look at my portfolio and make suggestions and improvements on my retirement goals. People are looking for a trusted resource such as this. It is difficult to find a qualified AND trusted group to monitor and help in stock selection. Sign me up!!!!

Q: For tax loss selling I am thinking of selling Trans Ocean (RIG) and buying Ensco PLC (ESV). Do you think this is a sensible switch?

Also in terms of the backdrop to this choice do you think its generally better to favour the UK market as opposed to the US. Bearing in mind the Cyclic Shiller PE is 50% over its long term average for the S&P 500 but under long term average for the FTSE and last week it was reported the UK has the fastest growth in the G8.

Q: Good morning,
Do you see any sign of a recovery for CKE? Should I just take my loss?
Terrific service!