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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: For those holding TCK.B and waiting for a recovery in commodity prices, do you feel the outlook for continuing to hold TCK.B improved when considering the 2015 Q3 report? They seem to be making good moves with debt reduction via the new revenues from the streaming agreements, and also focusing on cost cutting. Thanks.
Read Answer Asked by Robert on October 29, 2015
Q: Not really a question, more a reminisce and comment on the shorts.I recall years ago a short attack on Fairfax Financial, I think it came shortly after they listed in the U.S. The stock was driven down into the $70 dollar range. The innuendo was that Fairfax management was using off-shore companies in a less than kosher way. I just looked at my FFH this morning and it is at $650, high earlier this year $739.
Best defense against shorts (the mudslinging variety) is to know the company and have faith in your investment analysis and the management (and of course one particularly un-conflicted investment web site).
Many thanks to the 5i staff.
Mike
Read Answer Asked by michael on October 29, 2015
Q: Hello 5i, Can I please get your views on this shipping company. I came across this company when researching oil shipping companies and then noticed Zaks research had a few upgrades, then the ceo was on BNN today. Their fleet of ships is increasing, their eps seems to be growing as is their dividend. I cannot decipher their book value or their debt levels. thanks
Read Answer Asked by pietro on October 29, 2015
Q: Is PPY a great long term buy at these level ? Any specific reason why it has been so weak lately ? Thank you.
Read Answer Asked by Pierre on October 29, 2015
Q: What is your current opinion on the growth and utilization of this stock given its published figures?
Read Answer Asked by ANDREW on October 29, 2015
Q: Peter, my two real estate companies in my portfolio are CIG and FSV and I want to rebalance down to 10 or 12%. I have read your recent comments about these companies and would like your opinion as to what two or three real estate companies you would use in a balanced portfolio. I am thinking of selling both and buying some stocks with more upside.

Thanks, Stephen
Read Answer Asked by stephen on October 29, 2015
Q: Hi team, I recently sold MCD (in an RRSP) after the run up, and am looking to redeploy cash into a blue chip healthcare or pharma stock in the US. I'm looking for reliable dividends with capital appreciation, and planning to hold for three plus years. MRK and PFE are looking like good candidates, do you have any favourite blue chip healthcare stocks that you think would be a better fit?
Thanks, Alex
Read Answer Asked by Alexander on October 29, 2015
Q: Until recently I had no healthcare exposure. My plan is to add about 4 positions in the US large cap healthcare/bio space. So far I have purchased JNJ and GILD. Can you suggest 2 or 3 other names? Based on the research reports I have read I am leaning toward CELG and AGN, but I'd appreciate your opinion. Thank-you.
Read Answer Asked by Albert on October 29, 2015
Q: I am thinking about investing in 1/3 BIP.UN, 1/3 BPY.UN and 1/3 BEP.UN but I am starting to wonder why I wouldn't just invest in the parent BAM.A if I was to do this. Obviously the dividend of the parent is lower than the three individual spin offs. Do you think that the overall return of BAM.A is the same as the spinoffs generally and is it just an issue of do you want internal share price growth or do you want more as a dividend? Or is the parent somehow inherently slower growing than the spinoffs for some reason? Thx!
Read Answer Asked by Michael on October 29, 2015
Q: I have $1,000,000 I want to invest in VFV & VCE and I am wondering what time frame is best to make the investments. Should it be over a 1 month or several months, tax loss selling etc. Would you have any recommendation? Thanks for your great service. Bill
Read Answer Asked by William J on October 28, 2015
Q: This is a utility and I've heard from some notable investors that this company's management is good at capital allocation. Looking at the past 4 years they are aggressively bought back shares and refinanced their debt. However, at some point earlier this year this company's stock took a nosedive. Can you share with us your opinion on this stock and if this is a good buy?
Read Answer Asked by Eugene on October 28, 2015
Q: My thinking around the recent shorting and possible near in the future shorts in the next, say month or so, is "Bring them on!"

I say this because if the companies are sound companies, then they will continue to be good holdings going forward. Nothing has changed regarding the actual companies. So these short term share price drops are Excellent opportunities to buy a new stock from one's watch list or to add some more shares to an existing holding. Or nice opportunities for some shorter term trading, such as over a few weeks are being presented.


As far as VRX is concerned over my years I have noticed that on the TSX when a company grows very rapidly and becomes the biggest on the TSX that it shortly afterwards will get knocked down in price significantly. There will be different reasons for each specific stock but it happens. The reason's may be fact based or not fact based, it does not matter. The important part is that it will happen. Think Nortel.


Stan
Read Answer Asked by Stan on October 28, 2015
Q: I found this lengthy article on naked shorting that was written in June this year that describes what could be happening today to the Canadian bio_techs. Publish at your discretion.

http://smithonstocks.com/illegal-naked-short-selling-appears-to-lie-at-the-heart-of-an-extensive-stock-manipulation-scheme/
Read Answer Asked by Peter on October 28, 2015
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