Investment Q&A

Q: I have a question about Auto Canada, can you comment on their chrysler exposure. What portion of sales does it represent? I understand Chrysler is the weakest of the big north american companies, how does is fare in Canada compared to its peers.

Thanks,
Rob

Q: Hi Peter,

What's your take on ITP, it's had a pretty good run. Is it time to sell?

Q: Hi 5i Team and Peter, I am about half in cash, and considering new investments, but when i look at the steep charts of most of the companies in the A to B categories and in the the model portfolio, I feel like I've definitely missed the boat. Will you be reporting on new companies or turnaround stories so new investors can capture some similar growth?
I feel pretty good about AYA, which I own (thanks for that one), and, I'm looking for similar stories. I don't need a dividend, and I have a very high tolerance for risk. Would EQI be one that I should consider. I like the fact that 5i knows management and expects rapid growth in 2013, but as a poker player, I feel I understand the gaming business better than the "mortgage" business. If not EQI, can you recommend a couple of other stories that are just "beginning to unfold"?

Q: hi,
any thoughts on HNL?
thx chris

Q: hi,
any thoughts on RPL-X
earnings next week, it is down a lot. is it out, or a buy here?
thx chris

Q: Can I get your evaluation of Gibson Energy.

Thanks

Q: Bell Aliant(BA-TSX) is trading at higher than normal volumes which has led to a very nice increase in stock price. Any idea why? Would you hold, sell or buy.

Thanks.

Q: RE: EXE -EXTENDICARE INC
"We alluded to an upcoming dividend cut more than a year ago in our first report on the company"
Q1) Is this information only available with your professional source? and if you don't read it that day you miss it?
Q2) Is it possible to have a section on your website for potential warnings?
Thanks.

Q: your opinion on MFC please. Is their house in order now? any buy recommendation?

Q: Thanks for your insights and concise replies.Do you have an opinion on Westernone(WEQ). Thanks.

Q: Your opinion on Altagas please? Buy? Dividend safe? Growth prospects?

Q: Hi Peter and Team

I am still holding Zargon (ZAR)with a pretty big loss. But every time I go over their material on their web site, it looks so attractive. I am usually pretty disciplined selling losers in December in order to lower my capital gains taxes but I may not do that this year. This is the big year for capex on their ASP flood technology but if that works it looks like gravy from 2014 on. I guess that is the big risk. It looks like a good risk to me. I am also considering buying some more. I have lots of capital gains to more than balance off my loss position so I am not hurting from a portfolio point of view. So what do you think of it at its current price and my thinking. Thanks

Ross

Q: Hi, I am breaking even on SVL. Would you recommend me selling them now or hold on till the sector improves hopefully later in summer?
Thanks.

Q: Hi Peter,

What is your opinion on WLT? It has dropped almost 50% more since your last comment. Thanks

Q: In the last 2 days Colabor (gcl) has taken a nose-dive losing approximately 40-45%. Can you tell me what is happening here and what action I should consider?

Q: Thanks for the portfolio update. I am not sure whether any of these companies offer DRIP options but what is a fella (or gal)to do with the Div payments??

Q: Hi Peter and team,

I am curious to hear your thoughts on MRD's spin-out of MR.UN. If you were to buy one of the two, which would you prefer? In theory, this gives MRD the cash they need to grow quickly in the cash-intensive development business... do you agree with this strategy?

Mike

Q: I love buying low and selling high (who doesn't ;-) I'm wondering when our oil sector will be the time to buy again and if I should be buying the good companies at these depressed prices on the worst down market days, or, if the fundamentals have changed so drastically with the explosion of fracking and bad oil sands press, that the sector will stay bearish for some time yet? Certainly Keystone will (if approved) provide some lift to the whole group, but what is your view for the oil sector as a whole? thanks.

Q: Hi Peter,was wondering your opinion on Q results for horizon north log hnl/t,seemed pretty good and nice bounce for stock to $6+,thx jb

Q: Hello 5i Team. Will the new June 1 rule by the dairy marketing board on cheese, effectively allowing Canadian businesses to buy mozzarella at market prices, mean that either Boston Pizza of Saputo now get strong buy recommendations. I believe that the new rule will lower cheese cost by approximately 30% and mozzarella is a significant portion of each pizza. Thanks for your thoughts on this question.