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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter,
Calfrac has dropped quite a bit lately, do you know why and would you buy at these levesl? thanks Clare.
Read Answer Asked by clara on July 31, 2014
Q: Hi Peter and Team,

Quick thoughts on Myriad Genetics, MYGN.US
Read Answer Asked by Graham on July 31, 2014
Q: Hi, could you please comment on TGZ earnings. They look to me like they will dissapoint quite a bit, but don't understand the one-time writedown. Is this a broken growth story, or just patiently wait for Oromin transaction to provide advantage still? Thanks!
Read Answer Asked by Kel on July 31, 2014
Q: AT&T (T.US)

Hi Team, I know you don't specialize in US stocks, but I was hoping you could give me an opinion on AT&T. It appears to have a very low P/E of 10.7 TTM and pays a dividend of 5.06%. The payout ratio is 39.7%. The main negative I can see a potential forecast for lower earnings per share. Do you think this stock is worth owning for income long term?

Thanks. Michael
Read Answer Asked by Michael on July 31, 2014
Q: I'm looking at small caps that have the potential to become 5 or 10 baggers. Bruce Campbell on BNN recommended PHM and ELW as 2 top picks today. What's your thoughts on these two? or others you might favor in stead[2-3 yr hold]
Henry
Read Answer Asked by Henry on July 31, 2014
Q: Brookfield Global Infrastructure Securities Income Fund (BGI.UN)I am trying to look into this and am having trouble finding much on it. It has hit new highs the past 2 days and has a 5+ dividend. You haven't commented on it since just after its IPO just over a year ago. What does it do; why is it hot now.
Bryon in Elmira
Read Answer Asked by Bryon on July 31, 2014
Q: Hello Peter,

Quick follow-up to your answer regarding BDI. Given the recent pull back, do you consider it a buying opportunity on the dip? Do you usually add to a position if you have a gain? I am up 50% on BDI with a 5% weighting so I am a bit indecisive.

Thanks for the fabulous service! My portfolio has really turned the corner since I have applied your teachings and focused on the companies covered by 5i!

Regards,
Angelo
Read Answer Asked by Angelo on July 31, 2014
Q: Re: Model Portfolios
I'm interested in establishing a portfolio based on your models but as I did not buy the stocks on day 1 when they were created, I'm wondering if there is an optimum time to begin buying in an attempt to recreate and track the existing model portfolios in the current time frame. If I were to simply buy the listed stocks in the models today, I would be faced with the following concerns:
1) in the case of stocks that are rising and have appreciated significantly - have I missed the best part of any gains on these stocks already?
2) in the case of stocks that have not fared as well as expected in the model portfolio - have things changed to the point where you may be considering dropping a particular stock and replacing it with something else?
As the selections for the model portfolios were made some number of months ago, would you recommend establishing a complete new portfolio based on your models immediately and completely on any given start date, or is there some other criteria that you would use for building a portfolio from start?
Thank you.
Read Answer Asked by Alan on July 31, 2014
Q: Balanced Portfolio?
You currently have a model Equity Portfolio and a model Income Portfolio. From subscriber's questions, it appears that at some point you will be adding a Growth Portfolio.
Would it be in the realm of possibility to add a "Balanced Portfolio" as well. This would not necessarily need to be a brand new researched portfolio started from scratch but rather a portfolio constructed from stocks selected by you from your existing Equity/Income/Growth Portfolios and just maintained in a separate listing.
With 20 stocks in your Equity Portfolio and another 19 in your Income Portfolio and potentially another approximately 20 more in a future Growth Portfolio, I would find it difficult to manage a portfolio with this many holdings. I would find it extremely helpful as I'm sure other subscribers would who seek diversification not only in different sectors but also between equity, income & growth, and be able to maintain them in one all-encompassed portfolio.
Thank you.
Read Answer Asked by Alan on July 31, 2014
Q: can you tell me if there has been any insider buying of TBE in advance of their reporting scheduled for med August? Thanks
Read Answer Asked by john on July 30, 2014
Q: Hi Peter, you articulate well your reasons why 5I does not issue target prices, and I agree with same and it makes perfect sense. I note brokers are normally "behind the curve" when setting or revising target prices. Usually it occurs right after earnings. If there is a big earnings beat, miraculously the target price is revised down, and conversely if it is an earnings miss then they revise down often. When target prices are set without reference to recent quarterly earnings, aren't they set using some valuations method, ie. price/forward earnings, price/book, price/affo etc. I don't buy or sell based on target prices, however is there not some limited value in them in that at least it allows one to examine the price based on a valuation method, and at least pay attention to the stock. And as to a potential purchase, if a stock is at its target price(s) should I not at least confirm there is no obvious reason why the stock cannot go up from there? I do keep in mind your advice that generally if nothing has changed fundamentally there is usually no reason to sell. Thanks for the great advice 5i provides. Bill Y.
Read Answer Asked by Bill on July 30, 2014
Q: If you follow FNHC in the US, it just reported excellent results and yet the stock is dropping like a rock - what is it the market doesn't like?
THanks,
Murray
Read Answer Asked by Murray on July 30, 2014
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