Investment Q&A

Q: I am looking at purchasing 2000 shares of Surge Energy. This will be the one energy company in my portfolio. It will be 7% of the total investible assets. I am looking at holding for 2 years or longer. I like the dividend. I see the company released information about the low oil prices this evening, and their thoughts on this and how it will effect their investments in the future, and the safety of their dividend. What are your thoughts. New member yesterday and I am greatly impressed with your comments on Market Call yesterday. A great website.
Thank you

Q: hey peter,

can you give an update on FEYE. It seems to have found some footing over the past 6 months. Is it worth a look again?

Q: Sorry to bring this up again. I'm just unsure of what to do with this position. In your previous response for a longer term it seems like good value at the time. Since then the stock has just dropped like a stone. I should have stayed away since your "D" rating is pretty clear, but i didn't. What do you recommend to be done now? can this rebound or is this company set to disappear? it's a shame as it's a great technology that they have. Thanks for your great service. My return on DHX has been amazing and I would have never picked it up if it wasn't for you.

Q: Hello Peter and team,
I have a small holding in Contrans. I have not yet tendered to the offer but I want to get out in the near future, whether it is by tender on the 31st or into the market. Do you have any suggestions about whether to sell before the 31st, tender on the 31st (hoping they reach the 2/3 threshold) or sell next week?
This is my first experience with a takeover of a stock and a question has come up for future reference: if I tender does it become a binding agreement or can I subsequently sell my shares on the market if the offer is extended?
Thanks in advance, I love the service you provide.
Rory

Q: VGO has done very well recently. Why? Any upside left? Thank you!

Q: Hello Peter & Co:
There was talk of you offering a portfolio analysis service. Is that still in the works? Great job on BNN yesterday. cheers

Q: dear 5i team: i am currently down 12.87% on slw that was at a 5% weight in my portfolio would you consider taking a loss now and taking a position in xgd under the 10 dollar level? would this be very prudent? thank you. larry

Q: Hi 5i Team
I am sitting at 14% Energy with BDI, PEY,VET and QST and 13% Basic Materials with G, SJ,and RUS.. I have approx 5 to 10K to invest and would like your advice as to whether I should take advantage of lower energy and Materials stock prices i.e. Whitecap WCP and First Quantum FM or into recent top picks Trimac TMA and EXco XTC. I do not have any Transportation nor Auto related stocks currently.
Regards
Kathy

Q: Why is there such a negative 'pall' hanging over this company? The Bal. Sheet is good (re. $24M in cash), the co. is profitable and the 'story' about railroad technology is rather compelling from my perspective. Do you think this is the bottom for the price of the stock? What investment grade do you give this company?

Thanks, again, for your insight and analysis.

Q: I understand and accept the importance of a properly constructed portfolio. However, I have a lot of trouble deciding on how to set up the energy portion of my holdings - mainly because there are so many different yet excellent choices.

If assuming you want a 15% portion of the portfolio to go into energy, how does one decide to split this among light oil, heavy oil, tar sands, natural gas, service companies, drillers, explorers juniors, seniors, dividend payers etc.? All the while, keeping your total portfolio down to 20 - 25 names?

Is it just a matter of picking 3 or 4 from any of those in the sector and going with them or is there not as much correlation among the types of companies listed above as I think?

Thanks for helping to shed light on this area.

Paul F.

Q: Could you please comment on Acadian Timber Corp (TSE:ADN) quarterly earnings ?

Q: Hi Peter & team,
What do you think of "CLR" - The last review was in June '14.
It went up 307% in the last 3 years.
Should I get in or wait?
Thanks,
Morris

Q: "Alimentation Couche-Tard - ATD.B - is one of the biggest convenience-store companies in the world," says Wikipedia. I own Alimentation. Here in Halifax they have a minimal presence, mainly as Circle K stores associated with gas stations. I just don't see how this company falls under Consumer Staples rather than Consumer Discretionary. I'm sure there was a time in all our lives when slushies, Vachon cakes, and one-dollar hot dogs were staples that we lived on. But is it really a "consumer staple"? The other part of the question is to invite comment on my perception that with lower oil prices people should have more money to spend in convenience stores, assuming gasoline profits/margins/etc. don't deteriorate. Thanks!

Q: What are your thoughts on the Swiss gold vote? The "Streets" opinion is it won't be a yes vote. Is it a non issue either way or do you think it is a catalyst for the gold market?

Q: Do you think largo will do much in the next little while

Q: Hi Peter
Can you comment on this knew company please, and if you would have confidence in the management team. I believe they are purchasing parking lots in the U.S. and pay out the revenue stream as a royalties company.

Thanks Gord

Thanks

Q: looking to buy back into this company,it has done well this year. Question: Earnings will be released Nov 17 and they estimate 6 cents a share-your thoughts on this happening?

Q: I have Canadian oil and gas stock, pipeline, and power company representation. But I can't help thinking solar is an increasing part of the future, and fear I may be holding too much "old technology" investments, even given some of them have a small part of their income in windpower.

What do you think of Solarcity as a way of rounding out my power investments? Would there be an ETF that would capture solar that would be more appropriate?
John

Q: Re: Peter's appearance on BNN's Market Call:
This can be viewed on WWW.BNN.CA as with ALL their shows. The following is a link to a 4min/13sec video excerpt:

http://www.bnn.ca/News/2014/10/27/Top-Picks-from-Peter-Hodson-Great-Canadian-Gaming-Exco-Technologies-and-Trimac.aspx.

Also on the same site you can sign-up for a daily e-mail that
provides you with the "Top Picks" for both Market Call & Market Call Tonight (sent out around 21:00 daily). Whet accessing the link embedded in the e-mail you also get Past Picks as well. I find it very handy.
(Complete shows can also be viewed as well)

Q: Hello, can you indicate which three sectors you feel will benefit the most from lower oil prices and why? I am thinking of placing my free capital in the ones you are recommending as I don't see oil prices rising anytime soon. Thank you.

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