Investment Q&A

Q: Hi guys I realize that 5iresearch like enterprise group but is it time to get out of this name it's has done nothing over the last while but go down , or should I wit out another quarter if it's time to get out what name do you suggest I look into

Thank you

Q: What would you recommend for a total minimum investment for a portfolio consisting of seven diversified ETF's, for a period of about ten years. I have about $15,000 to invest. I was just wondering if this would be worthwhile, thanks.

Q: A new company called slyce (slc-x) going to start trading on venture soon. There probably isn't much to go on from a numbers perspective and I certainly appreciate the risks involved with such a new unproven company but still curious about your thoughts on its imaging technology app and how you think it might be received by retailer community. Thank you.

Q: What is your opinion about CAB-T (high qualit bond fund)? . Thanks ebrahim

Q: btb.un announced a dividend increase-it is already above 9 percent,not many raise at these levels-secure ? going forward

Q: Peter & Co. Very difficult question. The supreme Court's decision to grant the Tsilhqot'in First Nations title to land including the current reserve and land beyond its borders. I understand that another band initiated similar legal action within hours of the announcement of the ruling. Many more land claims are at various stages of negotiation.
Although I understand that politics and legal matters are beyond the scope of this forum, I am very concerned about the potential impact of this ruling on BC resource companies, Northern Gateway.... It would appear to me that this might be an opportune time to sell the BC resource stocks in my portfolios.
Understanding there some many unknowns, I would highly value your perspective.
With appreciation,
Ed

Q: Peter, with the improved Cdn $ here, would it be a good time to pick up some additional US positions ? In particular could you give an opinion on Berkshire. Thank you for this and all the great guidance you have provided. I look at the value here and my returns with you, and I cringe at the years I spent with the full service investment outfit I was with. Thank you !!

Q: Peter et al, Considering the latest ruling by the supreme court re Native land rites, what is your opinion on investment in "ALL" pipelines in particular IPL thru BC ? Tks

Q: Stella Jones Inc. is a company with a good rating, but is lightly traded and on a downward trend. Should I continue to hold this stock? Can I expect a turn around?

Q: Could you recommend a couple of high quality Canadian companies with US exposure that might substitute for holding US companies? I own Stantec, TD, and CN, all of which I think quality as having at least some exposure. Thank you.

Q: WFI has recently been sold and I have a 40% return what do you see for this company moving forward under new management, or should I sell and move on I'm looking at maybe swithing over to fsz or perhaps bep

Q: Regarding an earlier remark regarding Canadian Shareowner. It does provide easy diversification, at a cost. But,when you want to get out it can be difficult. You cannot, for instance, just transfer your portfolio to an online broker as a whole, as the broker will not take the partial shares that Shareowner holds. So, then, if you do switch to an online broker, you are left with perhaps many positions in Partial shares at Shareowner, each one of which you must sell individually for about thirty dollars a trade, I believe. A good service but something to keep in mind.

Q: In my Income Portfolio I have half positions in AD,ET and WSP , looking to add to one , at todays levels which would you add to?

Many thanks for the education I receive on your site.

Q: Hi,
I am trying to find a way to capitalize on the mobile space as there is a lot of research out there this is a growing area as people start to use more smartphones. I have come across a London based company call Monitise (MONIF on the OTC). Although its on the pink sheets it’s a 1.8 Billion market cap company. Both Visa and Mastercard hold a chunk of shares. I am looking to get your thoughts on this company, or preferably one that is listed in Canada that I might have overlooked?
Thanks!

Q: Hi 5i Team,

Would you consider building US growth and income portfolios?
I'm sure many clients would find this extremely beneficial.

Thanks for all you do.

Dave

Q: 9:30 AM 6/29/2014

Hello Peter

First I want to thank you for the excellent advice you gave me a couple of weeks ago and I purchased both Surge [SGY] and COS and look forward to holding them for a very long time.

Now I am concerned about the sustainability of North West Company's [NWC] dividend, currently paying 4.85% yield. My yield on my purchase price is 5.47%. I have owned the shares since December 2011 and have an unrealized gain of 10.9%. I have offsetting losses so the gain would not be taxed.

I only own a 2% position but the retail business and especially retail food businesses are having a difficult time with no prospect of improvement that I can see due to cut-throat competition and razor thin margins, and even Sobeys just announced they are going to close 50 or more stores --

From the Medicine Hat News : "Sobeys is closing about 50 underperforming grocery stores across the country as it deals with intense competition and tries to squeeze savings from its operations after the acquisition of Safeway in Canada."

From the Globe & Mail : "Sobeys Inc. is focused on shaving costs to win a tough food fight, with plans to consolidate manufacturing and distribution operations, cut jobs in two regional offices and force suppliers to retroactively reduce their prices."

I do like NWC but now I cannot see much prospect for growth or increased profits, so unless you feel the dividend is quite secure I would sell it and add to an existing position in something that I already own and that is likely more secure, has better prospects for growth, and that is paying about a 5.5% or better dividend, such as SGY, NPI, AW.UN, BNE, BDT, PKI, or BCE.

What would you advise and which stock would you pick?

Thank you.... Paul K

Q: I wish to purchase one or two small caps that have growth and can be bought right now have you got any suggestions. Thank you for your response.

Q: What is your take on the interview of Fernandes, ceo of AVO on Market sense,BNN on 6/26?Will it materially affect the stock price.Txs a lot

Q: Re Energy stocks: Now that US investors have reportedly been buying our energy plays again and they have already run up considerably, retail investors seem to still be willing to chase/pay up for them. In your opinion, how much Iraq/Ukraine strife premium should we be factoring into these CDN energy stories and what do you feel we can expect if/when the risk premium settles down? Thanks

Q: I would like to park some cash in CBO.
Would not the CBO ETF value go down when interest rates increase as I believe they will in the first quarter of 2015?
Net return could be minimal or less going forward during this 6 month time frame.