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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I was wondering what you thought of Prem Watsa's statement about a 'monstrous' real estate bubble set to burst in China. If it does, would there be a major impact on CDN markets? And if it would, which sectors would be hit worst or least?
Read Answer Asked by John on March 13, 2014
Q: To your list of Quebec companies like FSZ possibly impacted by a PQ win you could add BCE, IAG, ATD, PJC, POW, NA, CNR, MRU, BBD and more. I don't think the separatism issue is on the media's radar in a big way yet, but if polls next week indicate a jump in support due to the star candidate's arrival, this could change fast with the feds being mute so far. My memory doesn't go back to the referendum of 20 years ago but I wonder if it wouldn't be the banks and financials hurt most as both sides have a tug of war going on the C$ as a central theme presently, and money runs scared first, asks questions later.

Would you agree or which sector is most vulnerable? Thanks, J.
Read Answer Asked by Jeff on March 13, 2014
Q: bxe seems to have had super qtr &year end report yet share price flat.what did I miss ?
Read Answer Asked by wade on March 13, 2014
Q: Please comment on the recent release of earnings from Premium Brands Holdings (PBH). I thought they looked good, but PBH is down 6%.

Thanks
Read Answer Asked by Stephen on March 13, 2014
Q: Hi Peter Any comments on PBH results this morning .To me they look good
Stan
Read Answer Asked by Stan on March 13, 2014
Q: HI peter and team,

Would you comment on the latest results from CXI?

Thanks for all the on-going great insight!

Kelly
Read Answer Asked by kelly on March 13, 2014
Q: Hi 5i,
can you look at TSL- Tree Island Steel 's latest results. do you like the way this story is unfolding ?
any caveats ? has management been doing their job ? overall , any red flags ? i know this is a high risk play but i'm up considerably and would like to hold. it does appear that the North American economy is picking up some steam. thanx norm
Read Answer Asked by NORM on March 13, 2014
Q: please comment on the results from WEQ.
Thanks
Read Answer Asked by maida on March 13, 2014
Q: In Sept. last year you answered a question regarding this company INN.UN and indicated that it was O.K. for income with no negative indicators. Orange Capital is now involved and they disagree with your point of view but have taken a 10% position with a view of bringing about changes to this poorly run company. From your experience is a position of this size a big enough club to sway managements train of thought. Orange maintains that with change the units should be worth 50% more.
Read Answer Asked by dave on March 13, 2014
Q: Please comment on MCR and TRZ.B results. Thanks
Read Answer Asked by Imtiaz on March 13, 2014
Q: Greetings 5I
Could I please get your opinion on the results posted for AFN.
Thankyou
Read Answer Asked by maida on March 13, 2014
Q: Hi Peter
I have a gain on NE. Is it worth keeping for recovery in offshore drilling or should I switch to GILD as I am underweight pharma/biotech. Thanks Hamish
Read Answer Asked by Hamish on March 13, 2014
Q: RME dropped by 7.5% today. Any reason to sell?

Thanks

PB
Read Answer Asked by Peter on March 13, 2014
Q: My portfolio is light on technology stocks (5%). I own SYZ. Are there other options in the sector with a 3-5% dividend, which you could recommend? Being retired, I'm seeking income and some decent growth.
Thanks for the great service.
Kyle
Read Answer Asked by Kyle on March 13, 2014
Q: I would like to diversify into the US pharmaceuticals. Which would be reasonably good value for a 5% position in my portfolio and reasonably safe as in low volatility: VRX, GILD, ACT or IBB or would you suggest something else? Thankyou.
Read Answer Asked by John on March 13, 2014
Q: Any ideas where the bleeding on CUS (Canexus) might cease? Book value? I am not averaging down yet, and prefer not to, but it is often the only way to dig oneself out of a deep hole on worthy cmpanies.

What are the risks this could get very much worse and averaging down would prove perilous? I suspect a divvy cut may be priced in here. Your thoughts are appreciated.

Read Answer Asked by orion on March 13, 2014
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