Investment Q&A

Q: Hi Peter and Team,
I hold full positions in the model portfolio except AYA, DSG, FSV, G, MG, SYZ and T. I hold full positions in BEP.UN, SLF, and SGY. I hold what started as full positions in AVO, DHX, TOU, BAD and QST. Thanks to your guidance my portfolio is up. I’ve trimmed some winnings down to full positions and would like to re-invest.
My question is more specifically on AVO (down 35%) and BDI (down 30%). I’m very concerned about AVO.
I am somewhat considering topping up on AVO and/or BDI back to full positions. I was also considering selling one or both ......or keep holding them and invest in 1-2 names in the model portfolio that I don’t already own?
Are you comfortable with AVO and BDI at this point in time? What 2-3 names would you recommend from the model portfolio (or outside the portfolio) if I were to buy new positions? I am a long term medium risk investor. Your guidance as always is much appreciated.
Thank you for the service you provide. It is very well worth it and you’ve helped me with my investing.
Best Regards,
Marco

Q: peter I hope your trip was successful.
Why the huge volume today on bce over 7million traded
Kind regards Stan

Q: With the pull back in the oil & gas sector, do you have a couple of junior names that seem like compelling values at current levels, or would you stay with bigger players until we get through October (seasonal weakness and a month when strange/unhappy events can happen in the market)? Thanks, Dave

Q: What are your thoughts on Encana for a long time hold after the Athlone takeover which was announced today?

Q: Peter and team: What is your view on the current correction that the market is going through? Will it test the 50, 100 or 200 day moving average? Is there support at any of these levels? Would you suggest liquidating some of the portfolio now or just ride this turmoil out?
SS

Q: Hi team:
there was a statement on the Globe and Mail on Sat that one of the Malaysian companies that has interest in the LNG in BC is threatening to pull out of the deal as there were too many red tapes to cut through
What would you think of ALA (altagas) and Pey (gas) as a long term hold, I am thinking of 3 years or more ? it is risky to buy or to add to an existing position ? they generate good dividends and I am looking for abit of capital growth as well, thanks

Q: Hello,
Is there any significance in the fact that some stocks that I own are added to S&P TSX Small Cap Index (BLX, CXR, HWO) and some others are deleted (FSV, PKI, WSP).
Thanks,
Tony

Q: This is just a comment -- which I should have added to my previous question this morning.

I remain absolutely astounded at the service that I garner from being a member of 5 I. Never -- ever -- and I mean "never" and "ever" -- have I been able to pose a question within an investment forum where my question was answered within 24 hours -- and usually in less than that. Today for instance, the ink was barely dry on my question when I received a reply that it had been answered!

I have been a member of a few newsletters and investment clubs wherein I was guaranteed a response to my investment questions. They were indeed answered but usually two or three weeks would elapse before the answer came, and they were so general in their responses that I would have acquired more knowledge by simply reading the Globe and Mail. In fact, articles in the Globe were more in depth, and on-point.

I have acquired a great deal of investment knowledge by reading your responses to all members and this membership is worth its weight in gold to me. (That is, it's worth it's weight in gold, when the market is treating gold more favourably than it is now!)

This is an amazing forum and 5I is a stellar representative of what all investment advisors should provide, but never come close to achieving.

Thank you for starting this service.

Q: 2.5 total investments . In view of. Current problems get out? Better monthly income funds? 80 yrs old.

Q: Peter is your shop expected to provide research on Transforce (TFI) in the near future ? Thank you kindly for your reply.

Q: So is the sell off overdone? I vowed never again to let a position drop more than 25 per cent before I bailed and I am getting close to that mark. Move on to a better opportunity while there is still some capital left?

Q: BDI is taking a big hit today, along with HNL. Is the threat that Petronas will not go ahead with its BC investment being blown out of proportion here as to its affect on BDI (HNL was the actual subject of an analyst's comments re: Petronas) or is it a case of a similar company falling due to "sympathetic sentiment"?

Thanks so much for your invaluable advice.

Paul F.

Q: I would like to add some healthcare exposure to my portfolio -- which at present holds only Leisureworld at about 1.5%. I was wondering about ZUH. Is it liquid enough? Is it large enough? There doesn't seem to be a Canadian equivalent, unless you are aware of one. I'm looking for growth in a sector to which I feel I am under-exposed in a not very "creative" way. The ETF has performed very well (in my opinion) since its inception and the sector bodes well for the future. What would you recommend. Thanks, as always, for your insightful views.

Q: Telus has a health care division (who knew?) that is generating 5% of its revenue, employing 1600, and according to the CEO, "...we've got the tools to be a major player in that business and it's one of our fastest growing business areas now as a result." The Telus investment seems to be in the area of Electronic Medical Records where I recall the Ontario Govt. here misspent $1billion not long ago under eHealth, before pulling the plug on the whole mess, and going back to the medical IT ways of 40 years ago. (My Family Dr., in his 40s, still writes prescriptions by hand, but keeps all my records on his laptop showing he's computer savvy, and I can't contact him electronically.)

Do you see Telus Health as having the knowledge and patience to succeed here in what seems to be a high risk area? I know 5i must be working on a Telus report since the stock's been in the model P/F for 2+ years but I can't find any earnings or EBITDA numbers for this division in their financials. Do you know? I've happily owned this stock for several years and it's in my Top 5 weightings; do you see risk or reward on the horizon with the health care part? Thanks, J.

Q: What are your thoughts on RCKY : NASDAQ

Q: i have 2 sets of four 1)dtx,cr,ppy,rmp.2)gxe,bnk,bxe,bnp. looking for best growth and value (arn't we all lol)your pick of the litter in each catagory is a great help. if you have a better puppy feel free! also a service company in the oil and gas sector,i already have some hwo. maybe im to early to the party? tkx pat

Q: 1.Is INTERTAIN GROUP (IT) the next AMAYA?
2. Why doesn't anyone talk about WARRANTS here or on BNN. I've made a lot of quick $$$ on them, and lost a lot on Gold Warrants. e.g. I bought AYA.wt.A @ $2 and sold them @ $13. I was an idiot....and should have sold half and waited to sell the rest at double that.
I recently bought IT.wt @ $0.89 and it is now trading @ $4.70, so I ask again, is this the next AMAYA???

Thank you! Austin

Q: hello 5i
my question pertains to rebalancing ones portfolio. I have done this usually once a year in Jan./Mar. Would there be a preferential time to do this?
thank you

Q: Can you please provide an update on FNMA.US and FMCC.US Thanx

Q: Regarding Cash Flow and oil and gas stocks....as a general rule of thumb and assuming reasonable growth prospects, at what multiple to cash flow is a company fairly valued? Obviously other factors play a part but for example TOU is trading at 13 time C/F and SGY at 7 times C/F.
Perhaps TOU has greater growth prospects but relatively speaking SGY seems quite a bit less expensive by this metric.
I am just trying to get a handle on using cash flows as a reference to determine value....