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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: Good Afternoon Peter and Team,
I have been comparing Agrium (AGU-TSX) to Potash (POT-TSX) with a view of taking a position in the fertilizer sector. When I looked at the numbers associated with each business I noticed the net profit margin for POT is considerably higher than that for AGU. As well, growth CAP-EX spending at POT will be coming down which means free cash flow will be rising allowing for share buy-backs and / or dividend increases. POT looks like the better business and better investment. Which company would you prefer and why ???
Thank you very much for your help.
DL
Read Answer Asked by Dennis on July 23, 2013
Q: Since your last look in September at CBY, Canada Bread, the shares have moved from $42 to $60, mirroring the rise of its parent, MFI. Do you see any more upside for the stock price with its seemingly rich PE of 20X (TTM)? Thanks, J.
Read Answer Asked by Jeff on July 23, 2013
Q: This is for Ted regarding Globe Investor Gold and tracking both share price changes as well as dividend income.

The Gain/Loss option shows $ increase or decrease in the value of a holding and total income(dividends, Interest, roc) to end up with a total gain or loss to date on a stock. This applies to both stocks that were sold and to stocks still in your portfolio.

Hope this helps.
Read Answer Asked by Donald on July 23, 2013
Q: Hi Peter, Alpha Minerals (AMW) had a great run. Could you shed some light on this company and would you consider it a buy? Thanks,
Read Answer Asked by Ilesh on July 23, 2013
Q: A recent question asks "which what would your top 3 stocks to buy and just put aside and forget for 5 or 10 years"

What top 3 stocks would you buy for the next 6-18 months.

Thanks.

PB
Read Answer Asked by Peter on July 23, 2013
Q: Peter,

I purchased E.TO recently based on your question/answer guidance at 59 cents and I am already up about 25%. What I should I do. Should I sell or do you think this company has the legs to go much higher. Thanks
Read Answer Asked by Imtiaz on July 23, 2013
Q: FTS & utility stocks in general? Talking heads on BNN are saying sell because interest rates are going to go up-dah? They have no where to go at some point but up & when they do it will be very slow and gradual-which means the economy is getting better. So, would you be selling utility companies? FTS made another acquisition and has a history of > dividends-30+ yr in a row.
Read Answer Asked by James on July 23, 2013
Q: CUS. I bght @ $6.30 & reinvest dividends so adj cost is $5.30 or so? Recent bad news on chemical prices and trouble getting new project in AB on stream=stock down 3% to-day. This position is held in my TFSA and I have a fair bit of accumulated cash there now-would you buy more if pr. goes down further? I also own CFN in this acct.-bght when took big hit a while back.
Read Answer Asked by James on July 23, 2013
Q: Guardian Capital's stock action seems to be reflecting new 52 week highs for its BMO holdings as well as its wealth management business seems to be hitting on all cylinders.I would appreciate your thoughts on this deep value stock.

Regards
Bob
Read Answer Asked by Robert on July 23, 2013
Q: Good morning 5i team
My question is about Savanna Energy (SVY). It seems to lagging similar companies (i.e Trinidad and Western). Is there something that I'm not seeing. I thought with their Aussie exposure they would be less affected by reduced business in North America? Could you please give me your thoughts. Thanks for your great service.
Read Answer Asked by Rudy on July 23, 2013
Q: Could you please recommend several large Canadian oil producers which are best positioned to profit from improving Western Canadian oil prices? Thank you, Peter
Read Answer Asked by Peter on July 23, 2013
Q: Re: XEG
Hi Peter:

I bought some XEG for my TFSA at around $ 18 about 18 months ago
I am under water
I think the seasonal trade for energy sector to go up is around the summer, so I am hanging on before selling it to move
to some dividend stocks like BCE, IPL.
When does the normal seasonal trend for the oil and gas stock
normally peaks ? Thanks
Read Answer Asked by Michael on July 23, 2013
Q: I'm thinking of selling some fts-t and purchasing either bce-t or ipl.un-t. Income and some growth are my prime considerations. Which of these three stocks is more likely to be affected most by further increases in interest rates?
Read Answer Asked by Joe on July 23, 2013
Q: ZWU - I have it for 1.5 year and it is not doing well. I would like to switch it to another ETF. Could you please recommend a couple ETFs for me.

Currently, I have ZUB and XRE. Thanks again for your great service.
Read Answer Asked by Rita on July 22, 2013
Q: Given the low valuations in Europe and large multinational companies, is there an opportunity to build a position for the long term
Read Answer Asked by Karl on July 22, 2013
Q: Hi team,

Do you see any value in the global energy space? Are valuations and fundamentals attractive
Read Answer Asked by Karl on July 22, 2013
Q: Hi Peter&5i: I have for some time now owned American Tower (AMT), on the thesis that owning the wireless infrastructure that everyone has no choice but to use is apt to be a pretty good gig. Also it gave me exposure to the American dollar through what I considered to be a blue-chip US large-cap. Within the last few days however Carson Block/Muddy Waters (remember Sinoforest?) released an exposé style report on AMT, concluding that it was close to double its defensible valuation. What do you think? I have been using it as a cornerstone holding. Would you trim it back before seeing how things shake out? Thanks!!
Read Answer Asked by Lance on July 22, 2013
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