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: Hi Team. Just a general question. What is the relationship between share price and net asset value of companies? Is book value and net asset value the same? Some companies trade at multiples of book value. Thanks for the help. Joe
Read Answer Asked by Joseph on October 27, 2014
Q: I have a sum of new money to invest and would like to invest 20% of it into the 'bond side' for balance. Ignoring what I may already hold in bonds, could you suggest an ETF or ETF's that would be an appropriate purchase? Would the ETF's in your income portfolio be appropriate?
thanks
Read Answer Asked by Joe on October 27, 2014
Q: I'm considering investing in sm cap energy cos. that are focused on the Monteney and Duverney and Horn River Basins. Which of the following would you prefer: Donnycreek (DCK-V), Yoho (YO-V), Artek (RTK-T) or Storm (SRX-V)?

Thanks for your insights and analysis. Appreciate your efforts.
Read Answer Asked by Owen on October 27, 2014
Q: Hi Peter,
Do you expect gold and silver stocks to get hit with tax loss selling by year end again as was the case last December, and if so, would you expect a rebound in the new year? THANKS!
Read Answer Asked by Terry on October 27, 2014
Q: Hi team: any insight into how the IPO is going. I understand they are still proceeding and are trying to get it done. any sense as to final price? thanks
Read Answer Asked by Scott on October 27, 2014
Q: What caused stagflation in the 1970's? Do you think we are at risk of stagflation again?

Thanks,
Hans
Read Answer Asked by Hans on October 27, 2014
Q: I want to buy above US index in Canadian $.Please advise how(mutual fund,ETF etc) Thanks a lot. Looking forward to seeing You on BNN"s Market Call on monday morning
Read Answer Asked by Peter on October 27, 2014
Q: Which one would be your preferred choice in the restaurant casual dining space, Boston Pizza or A&W? It looks like the cash flow is not covering the A&W dividend.
Read Answer Asked by Andrew on October 26, 2014
Q: I'm fairly well diversified with your model portfolio stocks but I do take on some fliers for some spice. I see you occasionally sell down on stocks that go up and buy up on stocks that are down. I think you do this for companies that you rate as good investments only. My question is does this strategy apply to more speculative stocks as well. I guess in my mind I view these speculative ventures as a partitioned subset of my portfolio. For example I'm well up with Concordia CXR but I'm down with Questor QST, Enterprise ESI and C-Com CMI. Should I sell some CXR and buy some of the others? Or should I just leave these all alone as speculative ventures that were one time good ideas and sell when I think I've had enough keeping in mind reasonable weighting.
Read Answer Asked by Brian on October 26, 2014
Q: Will the injunction the judge issued in new jersey to stop legalized betting that was supposed to start this weekend affect amaya shares this coming week. Dave
Read Answer Asked by david on October 26, 2014
Q: Good Morning Peter and Team,
We own the portfolios + a some complimentary companies. With all the volatility of late what 3 or 4 companies from the portfolios would you add to at this time ?
Thank you.
Read Answer Asked by Paul on October 26, 2014
Q: we hold tou and are down 20% would you consider this a good time to trade some or all of tou and buy either fm or wcp or possibly both ... tou is a small holding is less than 1% portfolio holding thank you for your continued help in these matters
Read Answer Asked by gene on October 26, 2014
Q: To what degree do you expect tax loss selling to impact these stocks in the next 6 weeks: Enterprise Group, Surge and Auto Canada.
Also, I noticed a few stocks (EH and ACQ to name two) that had a great year in 2013 and had a significant selloff in January 2014. Is there such a phenomenon as tax gain selling, where investors hang on until a new year to defer capital gains for a year. If so, do you recommend waiting on some of the years big gainers as late January may represent a better entry point.
Read Answer Asked by Robert on October 26, 2014
Q: This is a 2 part portfolio editing question:
1. I hold BDT as well as STN and WSP. Should I hold all 3 or sell BDT and split the funds between STN and WSP?
2. I hold CHW and have a paper loss on it as I do with AVO and ACQ. Thinking several years up the road, would I be better off selling CHW and re-investing in AVO and ACQ, both of which you appear to like; or simply hang on to CHW?

Thanks for your help and guidance.
Read Answer Asked by Donald on October 25, 2014
Q: Just sold position in Facebook because I thought earnings might be weak. Now after analizing further I think I was wrong. May I please have your response.
Thanks HG
Read Answer Asked by Helen on October 25, 2014
Q: Hi Peter and team,

What is your opinion on Veolia Environnement (VE.US)? I am thinking about a two to three years investment.

Thanks in advance for your answer.

Michel
Read Answer Asked by Michel L on October 25, 2014
Q: Hi Peter & team,
According to your answer to Dennis today Oct.24, you have e-mailed on Oct. 1 and Oct. 15 regarding your Model Portfolio, but I have not received those e-mails, am I still on your list? I asked your advice only a few times in the past year so I maybe missed but many answers you provided to other subscribers every day are very accommodating. Thank you. M.N
Read Answer Asked by Motoi on October 25, 2014
Q: Additional question

It has been brought to attention on a personal level that a Beverly Hills based private investor representing a larger group as the mAin shareholder is attempting to buy this bank. Have you heard anytHing on this and/or do you have any means by which we could Find out more about any truth about this rumor?

As always, Thanks for all you do for all of us

Gord
Read Answer Asked by Gord on October 25, 2014
Q: I would like to share my personal experience with Raintree financial solutions to add more info to Shirley's question. I have been an investor for 3 years and it has been a disaster. If you want to sell an investment it may take up to 1 year and they will charge you up to 20% to sell. Also one of my investments has a "cease trade order" placed on it, by the Alberta Regulators and for over 1.5 years I have not been able to do anything with it. I agree with the 5i comment that the risk/reward is very poor, and the liquidity when you want to sell is horrible. I am a high net worth investor, and consider myself to be a sophisticated investor, and I will never invest in this type of investment again. My strong advise is to stay away. If you go to the info sections they will only give you all the positives and dismiss the short comings of these investments. If you are looking for some Alternative type of investment I suggest you look at some of the good hedge fund companies. I have invested with Barometer Capital, DKAM, Agilith Capital or Picton Mahoney and these are high quality companies that have much better liquidity and long term track records.

Darcy
Read Answer Asked by Darcy on October 25, 2014
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!