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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: Good morning
I am 65 years old retired and was wondering whether or not I should dump the following US$ denominated stocks that although provide a good dividend are now heavily underwater. Specifically, NLY (down 37.7%), CYS (down 42% down) and CIG (30% down. The remaining 85% of my RRSP portfolio is well diversified and doing well. Thank you in advance for your advice.
Read Answer Asked by Francesco on January 09, 2014
Q: Thanks a lot to all of you at 5iResearch. I have been a member for the last 9 months, which have probably been the most profitable investing period I have ever known, in great part due to your advice and information form the Question section. Express Script (ESRX) is one of the few US stocks I own directly. Although this is not your area of expertise, I would like to know if selling ESRX and reinvesting in IWO might be a good move (I have primarily a well diversified Canadian equity portfolio), without consideration to risk or balancing and with a long time line?
Read Answer Asked by jacques on January 09, 2014
Q: i have held wok for a while, very "sleepy"; i would rather own a stock with more momentum; what would you suggest for a substitute.
many thanks.
Read Answer Asked by Rose on January 09, 2014
Q: Hi Peter, what can you tell me about EA (Electronic Arts)? How have they performed lately, and what are their plans from a strategic perspective?
Read Answer Asked by Eric on January 09, 2014
Q: Could I have an update on Torex TXG I see you liked them last March. They seem to be expanding the resource and moving forward very nicely, while the stock price has dropped to close to book value. I realize the sector risk but i'm always early to buy, this has to be a winner in a couple years as long as it doesn't go to zero. Am I missing something?
Thanks
Read Answer Asked by Doug on January 09, 2014
Q: I believe you mentioned Norrep Funds a few months ago, but
I can't find it in the archive. Would you please restate your
opinion of this family of funds? They seem to be very small,
and am concerned they can achieve the economies of scale to survive over the long term.
Read Answer Asked by gordon on January 09, 2014
Q: Hi What would happen if the us dollar droped substantially and created hyperinflation? What would the effect be to the canadian dollar and market? Would gold and silver go up and would it be better to hold the equities or the physical commodities?
Read Answer Asked by Ken on January 09, 2014
Q: Hi Peter,
I own a significant position in Potash which has had a nice rally lately. First any reason that you are aware of for this rally? Secondly I'm considering trimming back some POT and adding to my position in Avigilon (AVO). I think I know the answer but comparing the growth rates of both these companies I would conclude that AVO share price should greatly outperform POT over the next 3 years?? Thank-you.
Read Answer Asked by Chris on January 09, 2014
Q: Canadian Tire is at an all time high. Is it getting tired or does it still have some legs? Hold or sell? PS... continue to value and enjoy the info and answers provided by 5i.
Read Answer Asked by Jacques on January 09, 2014
Q: Hey Peter and team

Can I get your opinion on sev.v as a small cap tech stock. Looking to add a growth tech stock to the portfolio and willing to take on risk.

Thanks
Read Answer Asked by Drew on January 09, 2014
Q: hi peter; would bkx be ok to buy at$ 1.65 thanks brian
Read Answer Asked by brian on January 09, 2014
Q: Happy New Year to everyone at 5i.
What do you think of the prospects for LULU in 2014?
Thanks
Heather
Read Answer Asked by Heather on January 09, 2014
Q: Peter and Team,

I have been continuing to work towards diversification and emulating the 5i philosophy. I am thinking I could use another techology-type/growth type name. I currently have approximately a 4.0% position in Amaya Gaming AYA and have been thinking about adding to it.

However, I've also been looking at Constellation Software and read the report (am I correct that the last report was Oct. 2012?) and like it but am curious if I want to put new money to work in this name with the incredible performance its had. I was thinking of a 5.0% weighting. If not in this name, would I be better off in something like DHX Media?

Your thoughts are appreciated.
Read Answer Asked by Marc on January 09, 2014
Q: DHX is down this morning on news of a couple of resignations from the Board.... in particular two of the individuals involved in the recent equity sale. I purchased this stock for my wife's TFSA partly on your recommendation. Any reason to worry?
Read Answer Asked by Paul W on January 09, 2014
Q: Hi, I know you're not big on short term trading - however, some technical analysts suggest that tech stocks peak around the time of the technology show in Vegas, which is now. With that in mind what are your thoughts on Constellation (CSU) and Amaya (AYA) in Canada and Apple (AAPL) and Electronics for Imaging (EFII) in the US?
Thanks again,
Ian
Read Answer Asked by Ian on January 09, 2014
Q: Peter:

Caldwell Partners TSX:CWL reported fiscal 2014 Q1 results this evening with revenue growth of 39% and EPS of $0.023. They indicate strong growth in their USA operations. Is it buy at current trading levels for microcap investors? It also yields a 7% dividend.
Read Answer Asked by Charles on January 09, 2014
Q: Hello 5i Team,
I keep hearing recommendations on the sell of Vodaphone (BNN, TD) due to valuation. I am willing to sell out of my position for JNJ and PG as my portfolio structure could use these additions, are there some better choices?
Thanks,
Read Answer Asked by Mark on January 09, 2014
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