Investment Q&A

Q: Hello Peter & Co:
There was talk of you offering a portfolio analysis service. Is that still in the works? Great job on BNN yesterday. cheers

Q: dear 5i team: i am currently down 12.87% on slw that was at a 5% weight in my portfolio would you consider taking a loss now and taking a position in xgd under the 10 dollar level? would this be very prudent? thank you. larry

Q: Hi 5i Team
I am sitting at 14% Energy with BDI, PEY,VET and QST and 13% Basic Materials with G, SJ,and RUS.. I have approx 5 to 10K to invest and would like your advice as to whether I should take advantage of lower energy and Materials stock prices i.e. Whitecap WCP and First Quantum FM or into recent top picks Trimac TMA and EXco XTC. I do not have any Transportation nor Auto related stocks currently.
Regards
Kathy

Q: Why is there such a negative 'pall' hanging over this company? The Bal. Sheet is good (re. $24M in cash), the co. is profitable and the 'story' about railroad technology is rather compelling from my perspective. Do you think this is the bottom for the price of the stock? What investment grade do you give this company?

Thanks, again, for your insight and analysis.

Q: I understand and accept the importance of a properly constructed portfolio. However, I have a lot of trouble deciding on how to set up the energy portion of my holdings - mainly because there are so many different yet excellent choices.

If assuming you want a 15% portion of the portfolio to go into energy, how does one decide to split this among light oil, heavy oil, tar sands, natural gas, service companies, drillers, explorers juniors, seniors, dividend payers etc.? All the while, keeping your total portfolio down to 20 - 25 names?

Is it just a matter of picking 3 or 4 from any of those in the sector and going with them or is there not as much correlation among the types of companies listed above as I think?

Thanks for helping to shed light on this area.

Paul F.

Q: Could you please comment on Acadian Timber Corp (TSE:ADN) quarterly earnings ?

Q: Hi Peter & team,
What do you think of "CLR" - The last review was in June '14.
It went up 307% in the last 3 years.
Should I get in or wait?
Thanks,
Morris

Q: "Alimentation Couche-Tard - ATD.B - is one of the biggest convenience-store companies in the world," says Wikipedia. I own Alimentation. Here in Halifax they have a minimal presence, mainly as Circle K stores associated with gas stations. I just don't see how this company falls under Consumer Staples rather than Consumer Discretionary. I'm sure there was a time in all our lives when slushies, Vachon cakes, and one-dollar hot dogs were staples that we lived on. But is it really a "consumer staple"? The other part of the question is to invite comment on my perception that with lower oil prices people should have more money to spend in convenience stores, assuming gasoline profits/margins/etc. don't deteriorate. Thanks!

Q: What are your thoughts on the Swiss gold vote? The "Streets" opinion is it won't be a yes vote. Is it a non issue either way or do you think it is a catalyst for the gold market?

Q: Do you think largo will do much in the next little while

Q: Hi Peter
Can you comment on this knew company please, and if you would have confidence in the management team. I believe they are purchasing parking lots in the U.S. and pay out the revenue stream as a royalties company.

Thanks Gord

Thanks

Q: looking to buy back into this company,it has done well this year. Question: Earnings will be released Nov 17 and they estimate 6 cents a share-your thoughts on this happening?

Q: I have Canadian oil and gas stock, pipeline, and power company representation. But I can't help thinking solar is an increasing part of the future, and fear I may be holding too much "old technology" investments, even given some of them have a small part of their income in windpower.

What do you think of Solarcity as a way of rounding out my power investments? Would there be an ETF that would capture solar that would be more appropriate?
John

Q: Re: Peter's appearance on BNN's Market Call:
This can be viewed on WWW.BNN.CA as with ALL their shows. The following is a link to a 4min/13sec video excerpt:

http://www.bnn.ca/News/2014/10/27/Top-Picks-from-Peter-Hodson-Great-Canadian-Gaming-Exco-Technologies-and-Trimac.aspx.

Also on the same site you can sign-up for a daily e-mail that
provides you with the "Top Picks" for both Market Call & Market Call Tonight (sent out around 21:00 daily). Whet accessing the link embedded in the e-mail you also get Past Picks as well. I find it very handy.
(Complete shows can also be viewed as well)

Q: Hello, can you indicate which three sectors you feel will benefit the most from lower oil prices and why? I am thinking of placing my free capital in the ones you are recommending as I don't see oil prices rising anytime soon. Thank you.

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Q: C-Com is slowly drifting lower since earnings were reported a couple of weeks ago. Profit was flat but revenue declined. Your thoughts on the company and it's prospects. Thank you.

Q: I own some and am down. I could sell and lick my wounds but it seems to be a good buy at this price. The PE is 8.4, there is no debt and the div is 5.2%. Is there more downside? Should I just sit and consider it an income stock?
Thanks

Q: Hi, how do you feel about IWG. I have held it for a long time but it hasn't done much lately. Greetings Peter.

Q: Hi, I have owned NWC for about 5 years. It has come down this year as a result of several poorer quarters. I am considering selling it as I am concerned that another weaker quarter will send it even lower. Firstly, do you think this is a good idea. I also own a half position in ATD.b., bought in January, 2014, and am considering adding to this position if I sell NWC. If you feel this transaction is a good move should I wait for a pullback in ATD.b as it is near the top of its range or would you consider another consumer company instead. I am looking for a long term position in the consumer staples area. Thank you for your assistance. I do appreciate your site and the work you do. Lynda

Q: Hi

I am relatively new to investing and have just come into some money. I am looking to properly diversify my investments, do you think that if i were to only keep the stocks listed in the model portfolio, would that be a good place to start? (Assuming the rest of my investments were in fixed incomes) and if so, do you think that right now would be a good entry point into those stocks? Thanks in advance