Investment Q&A

Q: Good morn.
Since the energy sector is rebounding nicely, I would appreciate
your pic on 2 or 3 additional stocks that you feel have legs for the next 12-18 months. I currently hold IPL,PPL,KEY,PKI,
BXE,TOU & SGY in this sector however, I classify IPL,PPL,PKI & KEY as support so I really only hold 3 pure oil& gas plays. Would appreciate you expertise as ever.

Q: I am currently over weight with Oil and gas producers. I am considering reducing my position in Husky and using the proceeds to purchase either Stantec (STN) or Aecon(ARE) . Could I please have your position on these companies?Thanks for your help.

Q: Hello..I am underwater about 40% with tlm..Was thinking about averageing down.. .Down about 6 grand .Has your thoughts changed since March's last comments? Thanx for your advice in advance..Cliff

Q: For those of us who are time challenged I very much like your bullet response to Paul's question on the Utility Sector, where 9 companies were covered (8 requested). Just wondering: in the new/future question limit would such a question count as 4, 8 or 1 question or perhaps a blending of 2 (best/worst)? Perhaps you could clarify the limits for questioners who ask for opinions on multiple stocks in one email, too. Thanks, J.

Q: Hi, Peter
Is CI Financial Corp. a good buy now? Is it worth a "B" rating?

Thanks in advance

Q: HellO,
I read in the May Canadian MoneySaver (pg 30) about Fixed Invstment Certificates. A little research tells me they are basically 2nd or 3rd mortgages. The return of 12% is appealing. Your comments on safety of the investment? What would be a maximum portion of a portfolio to invest in FICs
I do like the new cover designs.

Q: Would you please comment on the recent earnings of BRP and NBD. Thanks. Value the service.

Q: Which would you prefer for a non-registered account for the next 3 to 5 years?

Q: Hi Peter and Team,
What are your thoughts on Falcon Oil and Gas, with regards to the farm out deal that just occurred? Would this be a good long term play? and with this deal, has this company been substantially de risked?

Q: I would like your take on VET is it going places?

Q: Will current Eca shareholders automatically get stock in the prairie fyre ipo spinoff.

Q: David Maris of BMO is quoted as saying:
"As of now, we think the Valeant bid stands at a less than 50% probability of being successful, and we base this on our belief that the cost cuts announced are not credible.” There's also discussion about an Allergan golf course in California that may or may not exist (how could such a thing be hidden from public view?). This is the same guy who exposed Biovail's contorted explanation as to why they missed earnings, so he would seem to have some credibility. Also Bill Acker's past record on acquisitions is far from perfect.

I still hold VRX from the 2012-13 model portfolio. Would it be better to stand aside with this latest revelation? Thanks, J.

Q: Is this a good entry point for Bell Aliant? Tx

Q: hi guys can not find any news on why Torstar ts.b is up 22%
plz. tell if you can & advise if its a sell @ 25% up or hold
thanks shaun

Q: What do you think of SUM?

Q: I would appreciate your assessment of the controversy concerning Partners' Reit (PAR.UN) and your opinion as to whether there is value in the stock at the current price.

Q: Hello, what do you make of the Orange Capital allegations on PAR.UN? I could not find out how many shares they owned, would you know?
Do they have ulterior motives in mind for bashing this stock down?

Q: Hello 5i Team,
LNR: This is a question about trading Linamar. Looking at Level II, most trades are always for 100 shares, and maybe the odd 200 lot, or 50. How is it that the share price rises so much (3% at this writing) on such small lot sizes? What don't I understand?
Many thanks.

Q: Peter:

What is your opinion on the DDS Wireless (TSX: DD)take private offer of $2.25 per share?

Q: This is in response to Dave's earlier question re: Stop Losses/Limits

A very simplified way of thinking of the orders is like this:

Stop Loss orders generally guarantee that your order will be filled - however, there is NO guarantee that it will be at the price you specified. (In the case of a rapidly falling stock price, there's a very good chance that your fill price will be BELOW your specified stop loss price. This usually happens when there is bad news: earnings misses, Sino Forest type situations etc.)

Stop Limits generally guarantee the PRICE of your order - but NOT that the order itself will even be filled. (Again, when there is a rush to exit a stock, there's a good chance that the limit order will be by-passed altogether and one is then exposed to whatever market risk is at hand at that time.)