Investment Q&A

Q: Hi Peter and 5iResearch Team,
Can you please provide your expert opinion on the valuation and long-term growth prospects of ABB Ltd, ABB, based on market operations in areas such as Asia, Middle East, Americas, etc.
Thank you.
Linda

Q: About a year ago I asked about Trans Alta. You said they had enough cash to maintain their dividend for at least another year. What is your recommendation now. I am wondering if I should continue to hold or redeem my shares.
Thanks so much.
Ron Beaton

Q: Thanks for the great service you provide!

I am impressed with the simplicity of your rating system -- the A, B, Cs of investing, as it were, is a pleasure to adopt in choosing companies for investing.

I am interested in what criteria you use in order to give your ratings -- what distinguishes an A stock, for instance from a B+ or B-? I'm assuming it's a combination of P/E and debt loads and all sorts of wonderful fundamental things, but do you have a set criteria that breaks the companies into different categories?

(If that information is posted elsewhere on the site, I haven't found it, and would appreciate being pointed in that direction.)

I am very pleased I joined 5I research as it provides me with a wonderful opportunity to consider companies I never would have given a second look at, thanks to your system ratings.

Q: I am getting nervous with regards to the next reporting from EIF...I am at a loss now willing to sell...what are your thoughts? represents 5% of portfolio...thanks

Q: Even if we should not attempt to time the market, it is useful to know about a reasonable price entry point.
Will it be possible to add this information in your reports?

Q: Could I get your opinion on Alpha and Fission (ANW, FCU) they continue to put out fantastic drill results but are both going lower. Which of the 2 do you prefer.
Thanks

Q: Do you have any information with regards to Brightpath (BPE)..it was highly recommend in the past by well known real estate advisor on (BNN) and is now currently involved with running the company...have a small holding with large loss...recommendation?

Q: I am interested in two start ups in Vancouver, ENW and VRS. Do you have any comment on these?

Q: Win has announced it is now exploring strategic options.
Do you see a sale happening and what affect do you see on the share price?
Thanks
John

Q: Good Morning Peter
Wilan win... must have heard you on Friday, What do you think of the news....do you think they could sell the company. Thanks

Q: good afternoon Peter and TEam,

I own Simon Property Group which released reasonable financial results for the past 1/4. The stock has seen some sell off since reporting. Is there something I missed or is this profit taking in a interest rate sensitive group? Thx

Q: Peter, I bought Dundee Real Estate several months ago at $33 before the US Feds talked of easing tapering and it nose-dived. Today it was close to $29.00. Is it worth considering buying more shares to average down, assuming that it is a reasonably safe stock or would I be better off in another reit such as H&R which appeals to me. Thanks in advance for your good advice.
Gary

Q: Peter, Lana & Co,

I am looking to rebalance approximately $25K in the energy sector (a 10% sector weighting for me). It is currently 3% Suncor, 7% Cash. You have made a couple comments recently that SU was NOT your favorite to keep / outright sell it. I have shortlisted the following companies to purchase based on your previous comments: Tourmaline, Bellatrix, Vermillion, Peyto, White Cap and Suncor.

I would like to own 3 or 4 companies moving forward and feel that Tourmaline and Bellatrix are must buys for me, but not sure where to go from there, what weights to buy the companies at or if I should be including a US name for balance? Given a fresh canvas, what 3-4 companies would you chose and how would you split a 10% weighting across those names? I would like exposure to both oil and nat gas.

Investment Profile = 30 years old, dont need to withdraw from my portfolio anytime soon, risk on.

As always - thank you for your input and this service!

Q: Hi Peter & 5i: I am looking at adding to my very small position in Painted Pony. It closed at a new 52-week low today and basically has been doing its best inpression of a gold stock for the past year. Has it had poor operational results that I may not be aware of? My impression of it is great assets, good management, solid balance sheet and potentially very significant long term upside. All that said though, it looks like the proverbial falling knife. Your thoughts please?
Thanks!

Q: Hey team, can you tell me what kind of indicators you look for in a market top? This market for me has become pretty scary so I decided to cash out on some companies such as AYA that could be caught big time in a downward movement.

Q: What s&p etf would you currently recommend for a long term hold

Q: with regards to div paying stocks in a RRSP is it advisable to DRIP if available...what about non-RRSP?Thanks

Q: Hi
Is Mart Resources - MMT - worth the gamble at $1.12?

Q: Good morning..currently rebalancing RRSP portfolio...currently own ARX,BTE,WCP and E representing 18%...was thinking of reducing ARX and adding TOU...is 18% to high in current market conditons?
Utility pipeline...BEP.UN,IPL,NPI..representing 15%...thinking of selling NPI to reduce allocation to 11.5%..is this allocation okay whith the current market...

sorry one more question...I have no exposure to healh..if wanted a 5% holding what would you recommend?

Thanks again!!

Q: I was wondering what your opinion is on using short term real return bond etfs as an inflation hedge? I was considering purchasing VTIPX on the US markets since there are no short term real return bonds in Canada.