Investment Q&A

Q: I am looking at the strength in the US dollar and adding a USD ETF such as SDY Dividend ETF - is this a good ETF to play the USD dollar and strength in the US Economy?

Thank you for for help

Q: Have held LIF for sometime for the dividend and eventual appreciation when raw material prices increase. The share price has dropped significantly in the past few weeks and I am thinking of buying some more at these low prices. Is the price drop due to something negative about the company or just market reaction to low Iron Ore prices. When do u see a turnaround in the Ore prices

Q: CXI Currency Exchange International. Would like your thoughts on the quarterly release.

Please consider covering this company. It is growing at a significant pace, has a banking license on the horizon and seems to trade at a very reasonable valuation.

Q: Hi,

The 3rd Quarter results Com Dev shows the declined revenue affected by US gov budget. The good messages from the report are the improved commercial revenue as well as the increased revenue stream from extracEarth.

Do you think the current price dip offers a buying opportunity?

Thank you

Q: Hi 5i team, if Contran (CSS) shareholders reject the offer by Transforce should we be concerned with holding this company moving forward? Does the action of management and the board (recommending we accept the Transforce offer) not demonstrate incompetence or at the very least very poor judgement? Are you still comfortable recommending this company knowing the board does not appear to place it's shareholders interest first? Thank you.

Q: ESL
Hi Team, Can yo share your insight on Enghouse's most recent quarter? How does it measure up to expectations.
Regards and thanks for everything.
Philip

Q: Do you think an aggressive portfolio of dhx,esl,syz,and aya, totally about $20,000 would be too aggressive for about a 3yr. Period, I have quite a high risk tolerance, thanks

Q: Hi.

I was wondering your thoughts on using a DRIP strategy with Canadian stocks/ETF's?

Thanks,
Dan

Q: I just happily renewed my subscription to 5i. Thanks for the reminder.

Question regarding BYD.UN (Boyd Income Group): Can you provide this year and next year's expected earnings per share estimates? My Investor's Edge and iTrade don't seem to provide this info for this stock. My best estimate is $2.10 for this year and $2.35 for next year which would give Boyd an 18ish p/e for 2015 with still lots of predictable, repeatable growth in the subsequent years. Am I in the ballpark or out to lunch?

Thanks.

Q: Great riding Peter ...Ryan I have to park 30k until next April (Income Tax ) I have both portfolios covered ... PKI and CSH.un both have wonderful drip programs , would these two be a good choice or would you be more comfortable with something from either portfolio? TY for your help.

Q: Peter and Team,

What are your thoughts on new purchases of Apple today following their product presentations. It seems like they are adding a whole new revenue stream to their business with the electronic wallet on the new devices. It makes me wonder if now is a good time to buy for the long term (i.e. 5 years+).

Marc

Q: Hello and thanks for all of the great responses and reports.

I bought MG in the $35 range and have enjoyed the run up but think it is pretty much fully valued. I have trimmed some earlier this year and would like to move out of it into a lifeco which most folks seem to think have more room to run. Which big boy do you think has better upside SLF or MFC?

Thanks
Jerry

Q: Your good work Peter is driving me crazier.
I am basically the 1.2% man…lots of savings accounts.
So,your suggestions at this time for my 23 year old daughters $36,000 TFSA account would be appreciated…it is presently,of course,in cash!
She has no reason to need these funds for the next 10 years at least.Thanks
john

Q: Do you think owning insurance equities is a good "portfolio hedge" against rising interest rates?
I know you like Sun Life (SLF) but I am wondering if it is also the best choice relative to other Canadian insurers in terms of it's potential upside due strictly to an orderly rise in rates?

Q: Good Morning,
Could you give me your thoughts on CNQ Canadian Natural Resources. Back in June you answered some questions thinking it may start looking good but I have only seen it continue to drop and it looks like it is going to be a very bad day today for it.
Thanks for your advice.

Q: Hi 5 I Team -- Might there be any further insight into Linamar's (LNR) performance, of late? After its 52-week high in June, it's been on a very slow, but steady decline, despite a very good last Quarter. There is much rumbling among analysts that the automotive industry is "nearing its peak" and that investors in the auto sector should be thinking of taking their profits. I am up 24.9% at this point, and would prefer not to see my profits erode anymore, especially as I don't have an exceptionally long time frame for this portfolio -- less than 2 years. Do you feel the auto sector has had its day, or is it just September Doldrums? I notice that Magna, AutoCanada also have been grinding to a slow halt. Is this just a resting period for the sector, or is there something flying under the radar that most ordinary investors are missing?

Q: Peter and group could you give me your views on DGC .

Jim.

Q: Hi: BAD: is it a buy, sell or hold at present. What do you think of its future say 6 months down the road.
Bill

Q: Peter and team can you tell me about CFF is this a good buy .

Thanks
Jim .

Q: weq, what is your take on fund raise and purchase of new company, buy sell or hold. dave