Investment Q&A

Q: Hello Peter and 5i Team,

I really enjoyed Peter's appearance on BNN yesterday, and was pleased that some 5i members called in. DSG was one of the "Top Picks", and I'm wondering how "close" KXS came to be chosen as an alternative top pick in the Technology space.

Also, according to the TMX website,KXS has a beta of 1.845, while DSG has a beta of -.025. Is this perhaps why DSG made the "Top Pick" grade, or is beta a less important metric in this case? Or was DSG chosen because KXS is in the more volatile Growth Portfolio,whereas DSG is in the more stable Balanced Portfolio?

Thanks for the tremendous service, recommendations, and advice.

Q: I completely understand Inspira is early stages and risky. There are three potential hurdles that I don't completely understand:
1) Do they attach some sort of lien on the payments due to the lending Doctors from the US Government?
2) If not, and they have defaults, would that influence their bankers with regard to amounts loaned and would they have to borrow at higher rates or would the banks eventually cut them off?
3) What are the odds of a policy change by the Government to pay quicker and eliminate the need for Doctors' borrowing?
Finally, how would you value this company proportionate to their loan book?
May I add my vote of confidence for your service which is prompted by some negative comments. Members get 24 questions directly to two seasoned portfolio managers with no conflict with the companies they discuss. That's about $5 per question! No one is perfect but if members listen to the message, which is diversify, remember why you bought the company (hopefully, not because "Peter said so"), don't panic and stick (mostly) to quality, growing companies, you will make money over time. I still can't believe I can ask these questions for $5!! I have paid as much as $900 per year for some sites and they won't even talk to you. 5i is worth multiples of what they charge.
Thanks for letting me say this.
Steven

Q: Can I get your updated opinion.

Q: During your BNN appearance you mentioned tech, industrials and consumer discretionary as the most promising US sectors.
Would you please name your preferred nonhedged ETFS for exposure to each of them?
Thanks.

Q: What do you think of ET's results on Dec.2(EPS & Revenue} & its future.It has been trading in quite a narrow range for some time.Appreciate your normal views & services AVO--Horray! Avo's price went up as Alex was interviewed on BNN today

Q: Hi Peter,

This stock was suggested in the Financial Post prior to the health care correction. Would you consider it a hold? I could tax loss sell?

Thanks for the great service. I too recently renewed for two years.

Q: Enbrodge is in your balanced and income portfolios. I would appreciate your explanation why you feel this is the best stock in the pipeline space.

Thank

Q: Hi,
I will ad to my yield portolio and now watching the following :
TZZ, EIT.un, DFN, CUF.UN, D.UN, EIF.
What will be your favorites, 1 to 6 ?
Thanks in advance.
Francois

Q: Hi guys. How do you view the fact that HCG announced in the Q3 earnings call that it is planning on continuing a normal course issuer bid going forward, yet the CEO Solloway has sold 40,000 shares in the past week? Realize that he still owns approx. 3.5 M shares. Do you guys view this as cause for concern or just bad optics?
Thank you

Q: Hello,
My first question.
Why are these healthcare related stocks, mostly doing business in the U.S., with home offices in California, listed on the Vancouver venture exchange?
thanks, Len

Q: In a response to Paul today, you described CSU as a template on how to run a company. Can you list a few other companies, perhaps in other sectors that you view as extraordinarily well run, whether their share prices reflect this or not?

Thanks for your wonderful service.

Q: Could you give an opinion of the fmv of the shares? Is applying a 15 p/e based on earnings growth of 15-20% too conservative or simplistic or should one focus on other metrics like roe etc? I own these shares and they have been on a nice run the past 3 weeks. I am leaning towards just holding for now. Thanks.

Q: With the Caisse (Quebec)taking a .30% interest in Bombardier's rail unit, I feel the Quebec government is taking control of Bombardier with also the interest in the C series Airplane. Thus, how does this affect the shareholders, and is it a dilution of shareholders interest (shares)?

Q: Been awhile since last comment on this,could you provide any further update or opinion.

Q: S&P Capital IQ Top Ten Portfolio
Investorline publish this list , among their Investment tools for US market.Having a big amount of my capital in USD
How practical/advisable is it to use this source as basis for sell/buy of US stocks. There are in-frequent deletions/additions to the list by the S&P advisers.
Pls. give your constructive comments about this source. Art

Q: Hello Peter & 51 team,
Have you ever suggested a typical portfolio split between the balanced equity, the growth and the income portfolios? My $ split is turning out to be roughly 75%, 15% and 10%.
Enjoyed your appearance on BNN today
Antoine

Q: Hi Guys. With all the hype of 5 Star Wars releases in the next 5 years plus the merchandising to go with it. Is Disney priced to perfection at this point or does it have room to move to the upside if it starts smashing worldwide box office records? This is of course in addition to all its other upcoming high profile film releases. Not to mention media properties, parks, cruise ships etc.

Q: Just a comment: Peter Hodson's opinions on Market Call Today are nice;y summarized at http://www.stockchase.com/expert/view/119

Q: Given the comparable valuations would it make sense to sell my position in Enghouse and buy an equal weighting in Descartes so as to remain in the tech sector? That is to say does Descartes have a larger gain ahead of it over the next 1-2 years?

Thanks
Robert

Q: Can you please explain what is happening with slyce? It looks like it stopped trading today due to a potential takeover. What is your recommendation for those of us still hanging on?
Thanks!