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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: Now that Premium Brand Holdings has fallen from its highs, what do you think are it's longer prospects. It's debt concerns me but the dividend is great. Would you say buy this dip is buy more, hold or sell?
Read Answer Asked by Graeme on September 10, 2013
Q: with the possible positive seasonal trade for nat gas coming, are there a few CDN non-large cap companies you would recommend?

thanks for your service, Mike
Read Answer Asked by Michael on September 10, 2013
Q: I am considering adding the following to my portfolio eci, hnl, and cdi and would appreciate your comments on their potential.
Thanks for great service.
Stan
Read Answer Asked by stan on September 10, 2013
Q: Peter & Co.,

I'm curious to hear your opinion on today's G&M article entitled "Time to book profits in Magna, other auto parts makers: analyst"

http://www.theglobeandmail.com/globe-investor/inside-the-market/hjkh/article14213639/#dashboard/follows/

Basically, Martin Roberge of Canaccord Genuity argues that the rise in oil prices and interest rates has reduced the affordability of autos, and at 12X forward earnings these companies will have a hard time maintaining momentum. He also referances the technical breakdown in US homebuilders as cause for concern in the sector.

I own both Magna and Martinrea as part of a relatively balanced portfolio... should one listen to Martin and "book profits and cut positions"?

Thanks!
Read Answer Asked by Ray on September 10, 2013
Q: PRW. After a couple of good quarters, PRW stumbled in the most recent quarter. However, given the prospect of a pick up in spending in the oil and gas sector and the positive effects from their Highway building contract, do you think this company will be able to get back into a growth phase? Debt still seems high even though they have been able to refinance at lower rates. Your thoughts would be appreciated..
Read Answer Asked by Sue on September 10, 2013
Q: Hi Peter and Team,

REITs have come under pressure in recent months due to interest rate concerns but one name has never really gotten off its feet since their IPO late last year is Regal Lifestyle Communities Inc (RLC). With all of their properties in Sask, Ont and Nfld and with the demographics playing in favor of assisted living/independent services living would this be worth considering alongside the likes of Chartwell, Extendicare and Amica?

Thank you,
Read Answer Asked by Anthony on September 10, 2013
Q: I have $33,000 to invest for 2 years. At that time I may need some income and/or capital from it. I would appreciate any advice you can give on deployment of the cash. Thanks again for the great service and the education.
Read Answer Asked by Martin on September 10, 2013
Q: Hi Peter and team

Fabrice Taylor gave a couple of recommendations on BNN that intrigued me.These were Enterprise group Inc., E, and Symbility Systems, SY. These are tiny companies, apparently growing very quickly. Do, you have an opinion on them. I am thinking of a small position recognizing the risk.

Thanks.

Ross
Read Answer Asked by Ross on September 09, 2013
Q: Question: I bought this Brookfield Infrastructure {BIP.UN} a while back on the recommendation of Scotia McLeod. It appears to pay a fair yield but has shown no indication of growth so far.
It dropped in value shortly after I purchased the shares and has shown no growth to speak of since. How does this stock compare to the other Brookfield stocks?
D. Campbell
Read Answer Asked by Duane on September 09, 2013
Q: Hi Team: IRG just out with latest report - top line and bottom improving, and debt down nicely- what are your thoughts ?
Read Answer Asked by Scott on September 09, 2013
Q: I am thinking of starting a position in CCT,what is your opinion?
Read Answer Asked by Calvin on September 09, 2013
Q: Hi,

New member here but have a question as to your thoughts with regards to total portfolio diversification. Obviously the stock picks and model portfolio on 5i is limited to CDN securities. What would you generally advise in terms of percentage weightings of CDN, USD, and international equities? I am quite "overweight" in the CDN security area and try to purchase USD & international security ETFs to offset this.. Curious what your thoughts here are. Thanks!
Read Answer Asked by cary on September 09, 2013
Q: HI Team, I have built a small position in ZAR (Zargos Oil & Gas). I am thinking of increasing that position. Could you comment on whether this company is generating good cash flow and is the 6c a month Dividend sustainable? Thanks,
Read Answer Asked by Ilesh on September 09, 2013
Q: I would appreciate your revised view of Nordion (NDN) now that their most recent quarterly report has been released. You last commented on it July 15th with a 'wait and see'. Perhaps, the dividend will be re-instated. Thanks.
Read Answer Asked by richard on September 09, 2013