Investment Q&A

Q: Hi Peter,

It has been close to a year since your last comments on PLS. I was wondering if their latest business update indicating strong deliveries of late and the development of the port of long beach facilities moving ahead have given you reason to change your outlook for Polaris at all? This news seams to have moved the stock up significantly over the last two days.

Thanks
John

Q: I am running out if gas with sylogist, i have owned it since the 3.35 range ,made a ton of money, but the last 3 months have been a big zero with syz. There are so many great companies out there, so my question where do you rate sylogist today on a scale of 1 to 10 for agressive growth. I am not looking for stability.dave

Q: The last time you commented on Leon’s Furniture (LNF) was over 7 months ago. I bought this stock a while back because I wanted exposure to the Consumer sector from within your coverage list. I’m up slightly but the stock hasn’t really moved much. I keep hearing accusations in the news about their questionable consumer lending practices and advertising claims, and while it doesn’t seem to have impacted the stock price, I am feeling less enthusiastic about this holding. How do you feel about the company today and if I wanted to switch to something else staying in the consumer space what would you recommend?

Q: I am baffled at your response to a question on TFSA investments where you suggested some higher risk stocks from your model portfolio . My approach has been to minimize risk in my TFSA and RSP because I can't claim the loss . Please discuss your strategy .

Q: Was CHW getting ahead of itself the reason for the downturn or something else ?

Q: I have no exposure to any health care stock. Can you recommend one or two to me?

Q: element financial symbol

Q: Peter; With the Desmarais family doing some tax planning re POW sale would this be a good time to buy either POW or PWF? Thanks. Rod

Q: VRX is up quite a bit today on its 2014 guidance I suppose. What is the significance of quoting a "CASH EPS" number and not a regular EPS number and how does one evaluate a co. that has a CASH EPS but negative regular (GAAP) EPS? Also would you buy it at this price?
Thankyou.

Q: Peter and staff,happy new year to you all.
Thanks for all the great work and hopefully we can make some money this year.
What are your thoughts on DVYE as a diversification into the emerging markets?
It pays a dividend of almost 5%
Looks attractive right now?

Q: Hi 5i,

Your view on Dirtt Environmental Solutions please. many thanks.

Q: Veresen VSN seems like the perfect stock. It has momentum and a 7% dividend. Too good to be true?

Q: Hi,

If you select your top 10 stocks for the year, would MNW fall anywhere. What do you see with respect to MNW during 2014. Also it is been slipping recently maybe because it went up so much. Do you think there would be any issues to holding this for long term. Thanks

Q: Hi and Happy New Year to all
My question concerns Chorus CHR.B. They announced a partial redemption of 9.5% debentures, $60 million or 75%. Would you see this as having a positive impact on the stock. The dividend was raised to 0.45, which is a high yield on a $4.00 stock.

Q: Hi Peter,

I am thinking of purchasing LIQ but noticed it has rallied significantly in the past few days. What do you think of this company? Should I be aggressive to purchase it at current levels or can I be patient and accumulate it on dips?

Q: Hi Peter and Team: Over time I've been trying to make my portfolio as similar as possible to your model. Since I own two of the big Canadian telcos in a separate portfiolio, I've been looking for something else to fill the missing 5%. I recently looked at tower companies. These are interesting, in particular because the three biggest US tower companies are rated "buys" by Morningstar, with fair values larger that their market value. However, based on their fundamentals (via Morningstar) I'm not sure what their growth prospects are (dividents are small to zero). I've heard some hype to the effect that 4G network proliferation will push their prices up. Can you shed any light on this family of stocks, in particular, American Tower (AMT, US)? Also, it and some others are now REITs. Does this cause any complications for a Canadian resident?

Q: Hello 5i Team,

My children's RESP contain the following:
ALPS Alerian MLP ETF NYSE: AMLP, First Trust Dow Jones Global Select Dividend Index Fund NYSE:FGD
and a Canadian bank RBC, for a total value of $17,000. Its about five years till the kids will use the money. My question is, what should I invest in to make this better, I’m thinking some growth stocks.

As always your opinion is valued.

Q: Pembina Pipeline Corp. 5.00% Rate Reset Preferred Shares Class A , Series 5

Hi Peter
I have been offered this reset preferred . Is this a good investment in an income section of my portfolio ?
Will the rising rates affect this preferred and will I be vulnerable ?

Q: CHW cheswood has been dropping on heavy volume for two days

Do you think it's still a good buy or have you heard anything negative on the company?

Thanks

Q: Zix Corp ZIXI I noticed some Q's on internet security stocks. I own a bit of ZIXI. I thought it might be unfamiliar to your members. What do you think of it?