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: In the last Canadian MoneySaver Peter Lantos wrote an article on the benefits of investing in mortgages and points out that "big money" is heavily invested in real estate. Would REITs mimic the real estate and how does one invest in mortgages? Do companies such as FC qualify as mortgage investments? Thanks
Read Answer Asked by Ronald on September 11, 2015
Q: There was a trading halt on AG Growth International late Wednesday afternoon due to "pending news" which was lifted at 9 a.m. on Thursday morning before the opening bell. I have searched the company website and can't find any reason for such a halt. Do you guys have any idea what's going on? Thanks!
Read Answer Asked by Paul W on September 10, 2015
Q: I hold a small position in Gruma SAB de C.V.(GMK:US), the Mexican food supplier. It appears trading has been halted and I can't get any information from Yahoo or Bloomberg or any of my usual sources. Do you have any idea what is happening?
Read Answer Asked by ROB on September 10, 2015
Q: I have 425 shares of GH and underwater about 11.5% Not a huge loss and I am happy to keep holding since its only a 1.94 % weighting in my portfolio. My comments or questions is in relations to the following announcement.

http://www.stockhouse.com/news/press-releases/2015/09/09/great-canadian-gaming-awarded-first-bundle-in-ontario-gaming-modernization

Great Canadian gaming has been awarded the first phase or bundle of casinos or slots from OLG. From my understanding there is more to come. Do you think Gamehost would try to move in Ontario with some assets OLG is giving up? Also how do the deal fair for Great Canadian Gaming? Is it safe to assume they get the rest of OLG's assets or does another company come in? Looks like a positive in my opinion long term for GC. Your thoughts please. Thanks Jimmy
Read Answer Asked by Jimmy on September 10, 2015
Q: Hello Peter & Co,
My exposure to the US Housing market is through Tricon Capital (TCN) and Interfor (IFP) and I'm up on both; however, the latter one is lagging significantly lately and I wonder if I should sell and move on to another Canadian company participating in this sector.
Could you name a couple? What do you think of Hardwoods Distribution (HWD)?
Thanks,
Antoine
Read Answer Asked by Antoine on September 10, 2015
Q: HI Peter,
Apologies. This relates to your answer to my previous question. If Bombardier decides to IPO part of the rail business, is it worth buying BBD now to potentially get some shares in the Bombardier rail IPO or is it possible that existing BBD shares holders may not get any shares from the IPO? Any idea. Thanks again.
Read Answer Asked by umedali on September 10, 2015
Q: Could I have your view on vqs , a small cap but most interesting
technology as well as management changes.
Thanks.
Read Answer Asked by howard on September 10, 2015
Q: Hi peter,
Do you have a view as to why Fairfax taking a big dip on a daily basis? Also, do you feel the surge in Bombardier stock is simply speculation (i.e. selling of the rail business for higher price). thanks
Read Answer Asked by umedali on September 10, 2015
Q: Hi, 5i

Do you recommend we pick up another half or quarter position in CXI with the drop, or should we wait until we hear the call and then assess at that time?

Thanks,
Robert
Read Answer Asked by Robert on September 10, 2015
Q: I own some Suncor (about 1% of my total investment portfolio). I also have ENB, TRP, and WCP in the sector at about the same level. After reading the SU CEO's comments of yesterday about putting some of the company's pile of cash into play, either by giving some back to the shareholders, or making acquisitions, I am thinking that now might be a good time to double my holding in SU. What do you think?
Thanks.
Read Answer Asked by Bryan on September 10, 2015
Q: Hi team:
the above took a big hit today, was there any news that are accountable for the dive ? for a long term investor, is it prudent to put in a 1/3 buy position for yield and growth ? thanks
Read Answer Asked by Michael on September 10, 2015
Q: could you comment on the drop in the share price of cxi today.
thanks
Read Answer Asked by deirdre on September 10, 2015
Q: Good Morning
Which would you consider "safer" for income over 5+ years : A Canadian Bank [likely CM] or the new Ag Growth Int's Convertible Debenture. Yields about the same, but how do company debts compare?
Thank you..... Paul K
Read Answer Asked by Paul on September 10, 2015
Q: Can you please take a close look at this company and provide your thoughts on the Balance sheet, recent outside stake taken and management overall. I have followed this company for a while and watched it ink nice deals in the N.Gas space. The data from the newer wells also looks good. To me it looks like it is changing into a utility going forward with locked in N.Gas prices and contracts being extended in duration. One side note: I heard a analyst comment on the credibility of management and companies promoting it. Your thoughts and analysis would be greatly appreciated.

Thanks Jason N
Read Answer Asked by JASON on September 10, 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!