Investment Q&A

Q: Hi 5i team,

I currently own Black Diamond Group and I am looking to switch into First Service Corp. For a 2-3 year time frame, without considering sector diversification, would you see more upside potential with First Service or Black Diamond Group? Both are in very different industries and are both in your model portfolio, with similar ratings, B and B+ respectively. First Service seems to have stock momentum at the moment whereas Black Diamond has been on a downtrend.

Any thoughts would be much appreciated.

Regards,

Q: equity finance EQI. Do you have any opinion on this company. A year ago your rating was a B+. For a mortgage co. it seems to be sliding.

Q: Peter and Team,

I have been looking for a US industrial to add to my portfolio and have been researching UTX for a bit. Would you recommend buying it here even though the technicals are not great. I usually like to but into strength but is there something fundamental that i have missed here?

Thanks again for your great advice.

Q: Hi.Asan vestment which of 2 oil related company is better VET or TOU ? Thank you.ebrahim

Q: The Globe & Mail indicated that there has been significant "insider selling" of BIR. Is this cause for concern and should one think of selling?

Thanks. Ray

Q: Do you have any opinion on the venture oil company Quattro Exploration and Production on the the Venture Exchange (QXP.V)? I look forward to your response.

Regards,

Brendan

Q: I prefer not to invest in gambling stocks and since AYA is in the model portfolio what would be your next best stock for the model portfolio?
Thanks

Q: Hi 5i I currently have a small position in Tourmaline TOU, looking to add to it as the price has dropped, it is the only gas stock I own, would like to add another high quality gas co. but one that also pays a dividend ( doesn't have to be a high dividend ) I'm a very long term investor. Thx for all your work. Gerry

Q: ACQ is down quite a bit lately. Any idea what is going on with it? I know they are reporting next week. Are good results expected?

Q: Team,

Looking for a general updated opinion on WAN.

More specifically, I have a half position in my TFSA as part of my more speculative portion of a balanced portfolio. I am down nearly 30% (not really worried / stressed, I know this is a risk / reward company). I'm thinking of selling my half position in LSI at a small gain and averaging down on WAN. Recognizing that they are in different industries, are you ok with this switch for small cap exposure? I want something with "pop" potential as I already have full positions in other more stable 5i growth names (DHX, AYA, SYZ, FSV, AVO etc).

As always - thank you.

Q: Peter and team:
Re HCG
Many people feel housing market is overvalued (due for correction) and interest rates are likely to rise modestly in the coming year or two. How may these factors effect HCG's business model and subsequently share price?

Thanks as always

Phil

Q: Hi

I have a small position in ELD, and am thinking of adding to it.
The stock reacted very nicely to its`earnings report last week.
How would you rank ELD in the gold sector?

Thanks
Hersh

Q: A company I have been very happy with (WFI.TSX) looks like it will be bought out and I am selling it. I am looking to replace it in my portfolio. Brookfield Rebewable (BEP.UN) looks like a good fit with its dividend but the current portfolio report is dated to September of last year. Is 5i still considering this an 'A' rated company.

Q: Esn
Buy, sell or hold? Many thanks!

Q: Greetings,

I wonder if you have some thoughts on RPT, a very small cap oil and gas firm operating in Argentina. It owns a gas processing plant, has some mothballed close in, off shore wells, and lots of land for exploration. It was down to .005 per share, but after a 25:1 consolidation is up to about .60 a share. It has ongoing stable revenues from its gas plant, and Total just announced a large exploration and drilling program that would likely flow to the RPT gas plant. RPT is very tightly held . I appreciate any thoughts you can offer.

Q: I am wondering if the declining price of Oil is going to take me under water again. I have waited years for SGY, LEG, CNQ and SU to come back to my cost price ... CPG still has not. I have been holding on through this reversal and missed a great SELL window. By your answers , I am feeling that you don't agree with the guys who are saying that Oil is headed for $80 /bbl . With slippage, I am almost back at my cost on SU and SGY . Would you keep positions in these energy companies ?

Q: Cott bcb put up a for sale sign in February. Why would they buy aimia if they want to sell themselves. Does buying aimia make it more attractive to a potential buyer? And who would be interested in buying a declining soft drink company? I own shares and am wondering if I should sell and move on.

Q: Good morning.
Palliser Oil (Pxl) ammagamating with Maha Energy to form a new company. Is this good for Palliser share holders or do I sell Palliser Oil shares now?
Thanks

Q: Hi Peter & Team,
What is the way to calculate an estimate to a target price based on: forward P/E or Price/Cash Flow or Price/Sales or any of "per share data".
Is there any other data I need? or where can I get this info?
Thanks,
Morris

Q: Hello Peter & 5i Team
As a Canadian expat living in Europe, my current equity portfolio includes (in order of magnitude) European, Canadian, US and Australian equities. Given your experience in the industry, I would be interested in your views of international markets. More specifically, would North American markets provide better/worse growth/income etc than European markets or vice versa. I appreciate this is a very broad question that includes currency risk among others but I was wondering whether there is a "common knowledge" within the investment industry of the pros/cons of investing in the various markets with respect to quality of company reporting, dividend issuance, growth potential etc.

Your insight is always appreciated and I am constantly learning from your replies and reports. Thank you.