skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I purchased this at $1.00 last year in US funds based on a recovery in the US housing market and the stock has been declining since.

I receive positive news releases and 5i provided the following previous comments which more or less gave me some positive to hold on to the stock, however I am doubting whether I should continue.
Can you please provide some assurance here to hang on or sell.
Thanks in advance
Delavaco management look OK, although we do not have familiarity with them. It is fairly new, but has 844 homes in its portfolio, and recently announced some sales, with gains in the 50% range on purchase price. Its last quarter showed very little in revenue, but we would expect more concrete numbers going forward. It is interesting: management owns 25% of the company, and as a call in US housing it may work well. It is small and speculative, though, and mostly a management bet. It also will need more time to grow and monetize its portfolio
Read Answer Asked by Rick on January 27, 2015
Q: Why was this stock halted this morning? Wasn,t quite expecting us drop? Thanks I advance, Cliff
Read Answer Asked by cliff on January 27, 2015
Q: According to this news, Intertain Group is in the process of selling off a significant portion of their assets for 1B. If their market cap is >500M and this goes through would this not cause their per share price to spike 100% or am I dreaming in a haze of confusion?

http://www.newswire.ca/en/story/1477923/the-intertain-group-in-negotiations-to-potentially-acquire-assets
Read Answer Asked by Mark on January 27, 2015
Q: Hi team:
this stock has taken off since early Jan
I am aware from a previous question that it does carry alot of debt
Is there any fundamental reason for the stock to get close to $ 200 ?
any chance it could split ? thanks!
Read Answer Asked by Michael on January 27, 2015
Q: Hi Peter and 5i team, Can you please provide your outlook on the US defense sector and RTN as a way to play that sector. Thank you.
Read Answer Asked by RAJITH on January 27, 2015
Q: For my US account, i am thinking of buying a large energy company. CEO is down 32% from sept 14, BP down 34%, CVX down 22
I think they will all recover, and i believe CEO has the most upside to return to $200.00 Would you agree or recommend some better name.
Thanks, LC
Read Answer Asked by Luc on January 27, 2015
Q: With Zambia hiking the mining royalties, how much will this weigh on FM next earnings release?

As always, I appreciate your insight.
Read Answer Asked by ron on January 27, 2015
Q: Hi Peter and Ryan,

Sorry to ask another Sylogist question.

Based on your analysis, what would you expect in terms of the FY '15 top line, earnings and cash flow? Secondly, based on these #'s and taking into account their top line growth, $1.50+ in cash, dividend, and No debt - would you find value in the share price at $8.00? Where would a good point be to increase a moderate position?

Because of the lack of analysts, and cheer leading from the company, I suspect there is a significant opportunity with the latest "bad" news report.

Thanks,

J.


Read Answer Asked by JAIME on January 27, 2015
Q: Hello, I plan to complete my portfolio with the following efts. Right now I am 100% canadian equity spread somewhat evenly over the 10 sectors using your income/model portfolios as a guide. I plan to add 2% of each bond ..xhy, cvd, cod, cob, ebb, flot, for 12% bond exposure, and 18% us equity etfs split evenly between vig, spy, iwo. This would leave 70% canadian equity with a mix of growth/dividend stocks 30/70 ratio. We have a 20 year time frame before retirement, very stable income. My portfolio is broken down to 22%rrsp, 28%tfsa, 50% non registered. I am thinking I should place my us etfs in the rrsp to avoid us taxes. Are XHY and FLOT considered US income as well?(main question) If so, I am assuming I should place these within a rrsp account as well and the rest of the bond etfs in my TFSAs. Would like your thoughts on this strategy. Also, do I have enough international/US exposure, or should I increase my US ETFs 5-10% or add an emerging market etf like VWO. Thanks again for your assistance, may have to dock me a few credits for this one:)
Read Answer Asked by Sheldon on January 27, 2015
Q: Hello,

I have owned a small position in Zargon since 2007. ZAR managed to survive the 2008 Financial Recession but I wonder about its future considering possible extended low oil prices.

I see it has relatively high debt to equity (71%), has some oil price hedging for the beginning of 2015 and payout ratio of FFO at or near 50%.


I am wondering what you think about its debt level?

I am wondering what you think about its dividend?

And lastly I am wondering what you think about their assets and their operations?

Thank you very much.

Regards
Stephane



Read Answer Asked by Stephane on January 27, 2015
Q: What would be your top 5-10 defensive names from the model portfolios or coverage universe.
Thanks.
Read Answer Asked by Albert on January 27, 2015
Q: Hi Peter and 5i team, Can you recommend an ETF (preferably USD denominated) that will benefit from the $1.2 trillion European stimulus/QE program? Can we expect a stock market rally in Europe similar to what we've seen in the U.S. thanks to FED's QE program?
Read Answer Asked by RAJITH on January 27, 2015
Q: I own a package of O+G service companies that have been crushed......PRW, MCR, E, ENT, WEQ and GKX. My logic was related to the eventual go ahead of LNG on the West Coast, new pipelines to the West Coast and expansion of oil sands activities in Alberta.
They all would appear to be vulnerable to project cancellations and high debt levels.
How would you rank these from safest and most likely to eventually prosper, to those in jeopardy of failing.

Many thanks.
Read Answer Asked by Barry on January 27, 2015
Q: Peter and team,
This is a question that i am hoping either you or one of the other members of the site might be able to help me with. I have US holdings in my RRSP but to sell and keep the dollars in US currency, my self directed brokerage requires me to put the proceeds in another us holding same day. In canada, there are many high interest savings accounts to do this with but i have been unable to identify the same type of account in US dollars. Any suggestions? I have used FLOT but would prefer a high interest savings account if possible.

Thanks
Read Answer Asked by kelly on January 27, 2015
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!