Investment Q&A

Q: Hello. In current market conditions, From A or B rated stocks, which would you suggest to start with for new money. One is for Resp and has over 7 years till withdrawal. Other portfolio is non registered with 1-2 yr horizon. Thanks.

Q: Dear 5i
What are your thoughts on CSTE ? Is it a solid enough company to invest in .
Looks like HLF had a good 2nd quarter . Is it a good time to buy into this one as well ?
Thanks Bill

Q: Is there any life in DGI, Data Group. It has a good dividend but has fallen a lot in the last two years. Thanks

Q: Hi,

I recently sold my position in AVO to avoid earnings volatility and switched my position to KBL which has been hammered recently. What do you think about this switch. Do you think AVO will outperform KBL in the short run.

Q: Hi 5i,

I know I asked you a few months about Easy Home (EH-T), but was hoping to get an update as to your views given the recent pull back. I'm thinking of investing in either EH or NFI. Which do you think has the most upside? NFI's yield appears to be more attractive, but I am looking for an opportunity with the highest capital appreciation upside. Thanks!

Q: Hello;
What is your take on the present stability and future of Gibson Energy?

Q: I bought ENCANA (TSX: ECA) years ago and I've lost my share of money on it. I'm still holding after all these years hoping for a leveraged investment on natural gas prices.

What is your outlook for the stock and for the resource?

Q: BIP.UN repoted earnings yesterday, I thought the metrics looked very good and added more shares to my position, what's your take?

Q: Aberdeen Asia Pacific FAP is near its 52 week low, any reason why it has dropped so much in the past couple of months?
Thanks

Q: Hi Team, can you tell me what you think of SGY results that just came out, the numbers look good, but they have a bit net loss?

Q: Could I get your view on ANV (Allied Nevada), in light of it's big drop today on the negative news. The news may be negative but it seems they are on top of it and being straight forward with the situation.
Thanks

Q: Good afternoon,
I would appreciate any views that you may have upon Costco (COST) and Nike (NKE) based upon their current valuations.
Thank you.

Q: Could I get your opinion on Sierra Metals SMT

Q: Hi Peter and Team,

Any thoughts on Virginia Mines, VGQ? especially the value of their Eleonore project alone when the mine starts up in 2015.

Q: Hi Peter and Team, any insight into recent activity on Novus, NVS would be appreciated? I just heard rumours that there may be a deal in the works ready to be announced soon. By any chance have you heard if NVS was affected by the heavy rains where they are drilling/producing? When do they release their next results? Thanks!

Q: What are your thoughts on C-Com Satellites (CMI)? Why is it going down last two days? Is there any problem coming?

Q: Hello: do you have an opinion on Open Text: OTC?
Thanks very much
Marilyn

Q: Hi Peter:

I have been managing my own portfolio for over 30 years. It is now more than seven figures value. I am reaching a stage where the number of stocks and mutual funds are exceeding my capacity to monitor them. I tried several discretionary managers and to my disappointments none of them made me any decent return. The best of them had a total return of 7% over 4 years period. I am either selecting the wrong ones or had high expectations.

I have two thoughts, one is to migrate half my portfolio to your model portfolio and manage the other half myself. The other thought is to find a manager that can review my portfolio on a periodic basis and suggest changes “for a fee of course” but don’t know how to find them.

Any suggestions,

Thanks

Q: Hi Peter, Can you comment on Whitecap Resource's (WCP) financial results for Q2? Is this still a buy? Thanks

Q: What are your thoughts on element financial (EFN.T)? Thanks