Investment Q&A

Q: We have a 4% weighting in HNZ.A. While they seem a well managed company there seems to be a problem in the industry. They took a hit today on loss of defense contracts. I'm thinking of selling to buy CSX. I want to increase our US exposure but still be in the transportation sector. A couple of days ago you wrote an article about the value of dividend paying companies and HNZ.A does pay a higher dividend than CSX. CSX I suppose should have more stable earnings. Any suggestions on what to do?

A second question...does it make sense to sell RBC & PWF to buy AEM? We are overweight in financials with no exposure to gold or material stocks except LIF. The banks and insurance companies seem to be on a roll so I hesitate to sell them. I know you recommend Goldcorp but I like AEM because of their dividend, increasing gold production per share and I think they recently beat analyst's estimates. Our weighting in RBC & PWF is 4%

Any thoughts would be appreciated.

Q: Good afternoon,
I am sitting on a 150% gain in HNZ Group (HNZ.A), but the current yield does not seem to adequately reflect the risk in the company and the share price has not been performing well of late. Would you suggest selling the position and, if so, could you recommend an alternative?
Thank you.

Q: Good morning 5i team, just wondering if I could have your opinion/comments on the Q3 earnings just released by CDI (Canelson) and HCG (Home Capital Group). Thanks.

Q: Thank you for the recommendation of Avigilon. We will continue to hold.
We are setting up an RESP for our grandson [an infant], and would like to invest the donation. Which holdings in 5I would be appropriate ? What do you think of RESPs? There seems to be a lot of rules . thanks

Q: Hi
Great service.
Regarding AVO: would you still be buying at this price for a longer term hold (3 years), or wait for a pullback.
Do you think this could be a takeout candidate in the future?
Thanks once again.
Hersh

Q: Would you comment on buying twitter at the opening today . Many thanks and I appreciate your site very much and hope your company remains private and independent which makes your service so unique .

Q: Greetings Team:

I stumbled into 10 shares of ELF last year on a recommendation of Moneysense magazine. It has done well and is now halted on an offering of $75 per share special dividend. What do you think of the company and what might happen such that you would consider selling.
I am another investor who thanks you for your excellent advise.

Jim R

Q: No question, just a comment. Thank-you so much for providing this service. This Q & A forum has taught me so much as an individual investor. When I began with your service I knew very little about stocks and was buying on tips of those that looked to be better off than I. This forum has taught me how to push aside the hype and truly evaluate the potential of a stock, and as proof, I have begun building a consistently positive return portfolio. Thank-you and all the forum participants for sharing your valuable wisdom on a daily basis - Cheers.

Q: Hi _ any comments on the EH release? Earnings are up big time and the growth plans are ambitious. What do you calculate their ROE to be at this time? Thanks

Q: Hi team:
many thanks for recommending Paladin Lab
It went up by 50% due to the take over bid

Thanks again!

Q: I submitted a question regarding portfolio management a few days ago and my thought is that you may not have received it. My question had to do with the number of positions one should hold as the size of your investment portfolio grows. That is, would 20 holdings be appropriate for any sized investment portfolio or is there a point where additional holdings should be considered. Thanks for your help.

Q: In 2012, South American Silver (SAC) had its mining license revoked by the Bolivian government, sending it, this past July, to a four-year low. Since then, however, the stock has done very well; is this just speculation on the chance of favourable arbitration, or increasing recognition of the value of its other mining properties?

Q: Hi, What are your thoughts on SNC? I'm up 10% on it in my RRSP. There seems to be support at $40. Is it worth selling and waiting for a pull back? It represents about 3% of my portfolio although it is not a core holding. 75% of my RRSP is in your model portfolio. I also currently have a 3% Shawcore position. Thanks

Q: AYR NYSE-leases planes-high ROE, good dividend with low payout ratio, low PE; but, high debt-last several months started to go up-still way below highs before market meltdown. Issued shares recently-private placement. Is this a good investment for the USD portion of my portfolio??

Q: Just a follow up on an earlier question about BNP, Bonavista. I added to my position a month ago thinking the seasonal trend would show improvement in the price into the new year and then I could reconsider my longer term ownership (I am underwater). The price of Gas hasn't appreciate but it could still be early from a seasonal standpoint. The sell off in BNP could be a combination of stagnant gas prices and tax loss selling. I'm keeping with my thesis for the time being and hopefully cold weather and the end of tax loss selling will see a bump in the stock price in early Jan.
Your thoughts on my thoughts?
What's your opinion on Gas prices over the next 2-3 years?

Q: thanku to everyone there for your great advise, my question to u is, do u think mechatronics and robots companies are good stocks to invest in as well as computer and it companies. could u advise me of any good ones to buy.

Q: Your thoughts on the quarterly results of MND? When do you think the share price will start to go up??

Q: Can I have an opinion on IMRIS (IM)? At 1.50 is this worth looking at. THANKS.

Q: Peter & team,where can I historical prices & dividend payout on PGF since 2007 april. Is this possible? Thank you, your service is starting to turn around our investments nicely for my rrsp and my wife also.

Q: Considering that one need not invest in all sectors to have a balanced portfolio, would you recommend to have gold or gold stocks in the portfolio at this time? I have a 3% of my portfolio in this sector through AEM, BTO and SLW for a pure play on the metals.
From a risk reward perspective should i stay in the sector and if so, make adjustments like switch to Goldcorp or move out of stocks into gold such as CEF? The seasonality for gold is coming to an end and the outlook for gold/silver prices are all over the map.
Would appreciate your opinion.