Investment Q&A

Q: Thank you for your top pick suggestion. I need to ask you how you figured this company's price to be a cheap valuation. I am a novice so I just want to understand. Looking at TD Waterhouse they don t even have a p/e ratio due to insufficient data and EPS is actually below industry avg.
Both price to sales and book are also high compared to industry.

Thank you for your patience.

Q: LMP's slide since its last quarterly result is surprising. What is your current view of the company?
Thanks, Peter

Q: Hi Peter,

Could you please give an updated opinion (last November 2014) on POET.

Thanks

Dave

Q: Peter and 5i Team,

Conducted review of my portfolio and I would greatly appreciate your assistance in order to rebalance my portfolio.

Consumer Cyclical presently represents over 15 % of my portfolio and I’m looking to trade one of the following stocks BOYD, DHX, WPK and CGX in order to bring the weighting within approx 10%.

Technologies: Presently owns OTC, CGI, and ESL which represents 10% of my portfolio. I’m looking to add MDA, DH and ET for a mix of growth and income. As well, I took a 20% hair cut with OTC and I would like to know if it is worth holding.

Material: Presently we own SJ. Looking to add either G or AEM to increase my weighting to 5%

Energy (4% weighting): Looking for a dividend stock that would complement WCP, XEG.

Thank you for an excellent service.

Sylvain

Q: Rifco is rising steeply toward the 200 day m.a. Your comments, please and thanks.

Q: What are your thoughts about carmanah, you mentioned in a response to an earlier question it could be suitable for high risk investors, what makes this a higher risk company? It seems to be in the midst of a successful turnaround, great insider ownership, historic metrics are not great but looking forward things look quite rosy. Is it just that its a show me stock but you're paying for some of those results already?

Q: I would be interested in your take on SLC in light of their recently announced results.
Thanks!

Q: I'm trying to decide which one of these two forestry companies is the better choice - in terms of a combined return (dividends + growth). Can you help?

Q: What is your take PNE I have bought some stock a few months ago and I was thinks of adding to it would this be a good move .
Jim.

Q: In answering Rob question about rate of return, I found the easiest way is to use the function XIRR in excel spread sheet, perhaps accurate enough for my purpose.

Q: Could you please tell me your opinion about [SBT] and this take over bid .

Q: Hello 5i , my question is regarding Temex (TME). Can you review the recent news involving Oban and the proposed merger of several junior miners. as a current shareholder of TME is this a good deal ? if the proposed merger goes thru is management capable of creating shareholder value going forward ? should i vote to accept the offer ? why ? i realize overall this is a high risk sector but do you see any other red flags that the ordinary joe might be missing ? thanx Norm

Q: Is this stock a "buy"? I read a description of it's business and I am still not sure what they do, or, whether it has a wide enough mote to protect their business model? The stock has gone up significantly over the last three years: has a high ROE & a high P.E. to go with it -EPS > quicker than top-line revenue - comments please.

Q: Guys; Any opinion on FSI.US

Q: Bought a 5% position about 3 months ago and not happy so far. Would you suggest a hold or sell or replace with another, better etf, thanks

Q: thoughts on the current investment merits/price of JUNO..POST THE CELGENE INVESTMENT INJECTION. THX KIM

Q: Hi there,

Eric Nuttall was recently touting TDG as ripe for opening a position in the $4.30 range. Do you have an opinion on this as a 3-5 year holding? Good entry point? If you don't like TDG is there an energy or energy services company you like more?
Thanks!

Q: Hi. I'm looking at VNR and also CUP.U. They both seem like decent "bond substitutes" with very low growth and stable income. Would you agree with this? Based on prior comments you seem to prefer VNR. Could you compare the two please. Thanks.

Q: I regret there may have been a misunderstanding of my question on BAXALTA (BXLT.us). I asked if BAXALTA was worth keeping. I made reference to BAX only to say that BXLT has just been spun off by BAXTER (BAX.us). I also wondered if BAXALTA represented the bad parts of the former BAX operations and asked if BXLT was worth keeping. Perhaps I should not have made a cross-reference to BAX.us but I did so thinking it relevant to my question on BAXALTA . I would be thankful for your comment on my original question, namely whether BXLT.us is worth keeping.

I apologize if I erred in making reference to BXLT’s former owner BAX. Thank you and my best.

Q: Since joining 5i service I've been tracking my portfolio gains and loses. My question is around cash additions and withdrawls from the portfolio and how to calculate total return including these transactions. Could you help?