Investment Q&A

Q: Hello 5i,

I presently see myself having to leave the country at some point for a year or two to take care of ageing parents. How would I be able to manage a self directed investment portfolio if I have to leave the country at some point? Thanks very much. Cheers, Shyam

Q: Could you please update your opinion of ORV,PRU, and TME Thanx

Q: Peter and Team: I understand and agree with your decision to avoid target prices for stocks, but, having said that, I feel quite frustrated that I am unable to assess the risk-reward profile for a stock. I can only look at the chart and try to extrapolate.

Can you give me a sense of the risk-reward profile for two companies: Evertz Technologies (ET) and Sylogist (SYZ). Yahoo Finance shows 5-6 analysts covering Evertz. The low price target is $28 and the high target is $37. The stock is currently trading around $17. Are those realistic targets? Can you help me make sense of those targets (or provide one)? Yahoo shows no analyst coverage for SYZ. Can you give me a sense of its risk-reward, perhaps by comparing the two stocks? Thank you for continued great service.

Q: Is Surge Energy a suitable investment for a conservative income oriented investor? I currently own BTE, CNQ, SU. Thank you.

Q: Knight Therapeutics (GUD) Could I have your thoughts on GUD as it seems to be in a steady decline recently. Thanks

Q: HI Team I hol a small position of tbe for income down 30 percent is this a buy hold or sellif you don't think they will cut the div I would buy more thanks

Q: Hello, thanks once again for helping me. Pey or peyto. It's been coming down lately . I have lost some money. Is it a sell or a hold, and buy more on weakness. Linda

Q: do you plan to report on QST? what is your current view? thanks

Q: Hello Peter & team,

I have TOU, SGY, QST as energy stocks, down on average 8% (on top of your portfolio which is up, thank you).
Should I buy more at these levels, add others (PNE, KEL,PEY, PPY, CQE) or hold for possible better entry points.

Any other suggestions energy or otherwise worth buying at current levels.

Best Regards
Marios

Q: re: ASG Aurora Spine

I realize this is a small company with a short trading history and volumes that can be very low. I also realize as with any new company it is high risk and especially so when introducing a new product in the healthcare industry.

To their credit, ASG has had numerous surgeries in Europe with great success and have recently completed their first surgery in the US.

I have a small position (1.2%) and with the share price being at it's lowest point am considering adding a couple of hundred dollars to average down my original entry cost.

What are your thoughts on averaging down? And has your outlook for ASG changed at all since last discussed in May?


Thanks for all you do

Gord

Q: Hi Peter and team

My portfolio is large enough so that getting any foreign diversification leads me to exceed the $100K limit the CRA applies for tax reporting of foreign holdings. I don't want to be involved with completion of the T1135 form. Is there any way I can get this diversification by means of ETFs without triggering the requirement to complete the T1135?

Thanks

Ross

Q: AthenaHealth (ATHN-N) released quarterly results the other day, would you continue to hold it in your portfolio? thx!

Q: Hi team,

As they have both been knocked down with this correction in energy stocks. Which do think is the better buy long term, BXE or RMP?
QST is also on my list is that now at a good price to take a full position.

Thanks Peter

Q: Two stocks I came across and bought by reading questions and answers on your 5i site were PTS and CHN. I asked 5i about PTS awhile back and your answer was it was a long term play. I should have asked what entry point you would go with because I paid a lot more money than what it is today. CHN is down more than it is up. Waiting for your reply.

Dennis

Q: Hi,

I wanted to add CCL.B to my portfolio when you added it to yours but didn't have the funds available then. Now I have funds available, but it has gone up so much. Do you still recommend buying it at this price?

Thanks,
Carla

Q: I have no problem finding the earning dates for U.S. stocks however, I am unable in locating a free website that provides earning dates for Canadian stocks, do you know of any? Thank you for your response.

Q: I would like to suggest the following web sites for dividend and performance information.
http://www.canadastockchannel.com/
http://www.dividendchannel.com/ (US stocks)

Q: In your most recent blog, you have an article about leading indicators. In this article, the section on PE10 notes that the long term mean value for PE10 is 26.48. Subsequently, the article notes that the PE10 today is 26.48 and that this suggests that stocks are significantly over-valued. This doesn't seem to make sense. If today's PE10 is equal to the mean then stocks are not over-valued. Is the value quoted for today's PE10 correct as it is curiously identical to the mean value which I find suspicious? Thank you.

Q: Peter and team I have RBI I am down over 60% should I hold or sell and move on .

Q: I was thinking of buying more PNE I have a small holding .
I was going to and sell TOG and RBI to buy PNE .
Is this a good move ?
Thanks Jim.