Investment Q&A

Q: Hi 5i Team,

If you were to bet on a stabilization of oil prices and a slight increase later in 2015, which of the following stocks would you buy: Chevron (CVX), British Petroleum (BP) or Royal Dutch Shell (RDS.B).

Many thanks!

Michel

Q: Peter and Staff
Positions in stocks below are not large,wondering if you would sell any one of them in favour of splitting proceeds with two of the others ,if so which and in which order to replace it with

AIM,CHE.UN,CJR.B,DIV,DII.B,KBL,MTL,PZA,TCK.B,TMA,WSP

Q: Could you give an update on your outlook for Aviglon? Is downward movement more likely than upward for the next year?
Thanks for great service BobH

Q: Would you consider Suncor presently a good buy and if not have you an alternative stock in the oil sector that has growth and pays a dividend, thank you for your response.

Q: With the high rate of growth in revenue, is there some threshold for growth in EPS that the street needs to see to re-accelerate this stock?
Can you tell me what the street expects for EPS in the 4th quarter? Thanks.

Q: I am looking for stocks in drone production or drone related technology. Canadian is preferable but would be interested in any suggestions. Any size company is of interest.
Thanks
Elliott

Q: My impression is that Bellatrix is a quality company with good management, but it has really been beaten up in this oil price crash. Orange Capital has indicated that they want to control the company and make changes to improve shareholder value, and Orange now own something like 20% of the shares I think. I'm holding on to my shares, in the expectation that something good will happen. What do you think?

Q: I am helping a friend with his university course on sports finance. It is the old game of pick stocks and invest $100k in play money. We are doing much of the decision making based on the data on the G & M watchlists. Here is the current lineup. Any other names you can think of to study that may ( or may not) be a good investment. Game is to end of March only, and only NYSE or NASDAQ stocks.
- Artic Cat
- Callaway Golf
- Collectors Universe ( thanks to 5-I)
- Columbia Sportswear
- Dick's Sporting Goods
- Electronic Arts (EA Sports)
- Escalade (bit of a stretch but the yield looks good)
- Life Time Fitness
- Madison Square Garden
- Nautilus
- Nike
- UnderArmour
- Vail Resorts
- Walt Disney
Thanks for your help.

Paul C

Q: Good morning,
Would you please give me your assessment of NTG Clarity Networks.
Thanks
Doug

Q: An interesting article in the Globe suggesting Indonesia could be rising now like China was in the 80s. Do you have an opinion on this? Can you recommend an ETF for Indonesia? Can you suggest any direct investment ideas? Thank you!

Q: Any recent news on the slide of Rifco shares? Is this fall simply a symptom of low oil prices and the effect it may have on commerce in Alberta? I am currently down about 20% on my position and am thinking of doubling down once oil stabilizes for a 5-10 year hold.....any comments on this strategy? Thanks for your wonderful service.

Q: Hi Team,

I need your valued opinion on an upcoming IPO.
Prem Watsa of Fairfax Finl Hldgs fame along with some big institutional heavy wieghts is coming to market to raise money for an Indian Fund, i believe its a US funds IPO. I think its already been priced ( $10.00 per share) and could be coming to market as soon as this week. On a sde note, would you know if TD Financial is part of the selling group?

Thanks for you all you do!

Stephen

Q: Peter et al,
I have a 100 shares of Fiera which is down right now to $11.97 bought at $12.50. FSZ does not seem to be going anywhere so I am considering selling these and putting the money into Gluskin Sheff. I already have 100 shrs that I bought at $20.44 so I might consider buying more of GS. I am already over weight in financials (23.5% of my whole portfolio), partly because of the drop in the market. Could I have your thoughts on this, pls. Thanks in advance.
Gary

Q: Can't seem to find out what happened at WEF. Dropped nearly 25% in the last 10 days. One director resigned & another officer - Cairo sold out his position. Am I missing something else?
Thank you.

Q: Can you give your outlook on "Bomber" after it has suffered the recent downdraft?

Q: Finning is (almost) at a 5 year low. Would appreciate your view on buying now for a capital appreciation in a 2-3 year time frame. Also is the dividend reasonably safe? Thanks.

Q: The Bombardier common shares have taken a big hit in the last few days but why does that affect the bombardier preferred series bbd.pr.c

Q: I have owned KEY, IPL & PPL for several years & enjoy a substantial capital gain in a cash Acct. They are currently down between 25-30%. QUESTION - sell, reduce or hold based on an oil recovery in 8 mos. to a year approximately. Thank you.

Q: This stock has been on fire lately but after taking a look at their 2015 guidance it still seems reasonably cheap to me especially relative to the sector (I am assuming the company executes accordingly and meets guidance next year). I also like that it's going to be listed on the NYSE soon and may get more attention. I am thinking about buying some. What are your thoughts? Thank you!

Q: I would like to know if PSEC could be a good investment?.Eddie.