Investment Q&A

Q: What are 5i views on restricted voting shares and multiple common share classes .
Some companies use these types of shares to protect the company from predators while others use them to entrench management..
It seems that the US will not allow these types of shares but it doesn't appear to be an issue in Canada except for the latest example: Telus (T-T).

Q: Regarding Richards question on a site that tracks the WCS differential, I think the link/s below do, but perhaps you could clarify for me before posting them.

http://www.cmegroup.com/trading/energy/crude-oil/western-canadian-select-wcs-crude-oil-futures.html

http://www.indexmundi.com/commodities/?commodity=western-canadian-select-crude-oil

Also, the Baytex site has a listing of links of historical and current quarter.

http://www.baytex.ab.ca/operations/marketing/benchmark-heavy-oil-prices.cfm

And while I'm at it,here's a site that's good for commodity futures prices.
http://www.investing.com/commodities/real-time-futures

Q: Can you comment on the recent news on WIN, your take? What are the chances of a settlement in your opinion. Thanks as always, really appreciate the service!

Q: Which (if any) stocks in your model portfolio would you recommend as a buy right now?

Q: Please give me your opinion on DCI as a growth stock and if you believe there will be more acquisitions in the near future.

Q: Shaw (SJR.B) reported a loss of customers to the competition (ie Telus). Do you still see Shaw as a worthwhile investment? Or am I better off buying Rogers, Telus or BCE?

Q: Thank you for your answer on GS. In my portfolio I got PWF, GWO and IGM which PWF is the controlling company of the two other. They're all doing well for me. Would it be a good idea to sell GWO and IGM? I would invest the proceeds in BEP.UN and LW.

Thank you, Paul

Q: Happy Friday 'Team'. May I have a fresh look on RUS.T (Russel Metals).
Looking to add more but willing to wait. My portfolio = long hold for income. Thank you, Best of the week end to all.
Dennis

Q: Peter and team,

I'm a new member and first off just want to say that I find the info and responses provided on the website to be awesome. Easy to understand, thoughtful but to the point. I've watched Peter on BNN over the past couple of years, and always came away impressed with what you had to say, very glad that I finally made the decision to sign up with 5i.

Enough butt kissing, my question is on Bombardier. I consider Bombardier to be a core 2-5 year holding in my portfolio (currently slightly above my equal weight of 5%). My rationale is 3 fold, 1. trading near historical lows, 2. healthy pipeline of contracts, 3. Heavy political support for the company, and aerospace industry as a whole. Having said that, its still aerospace and therefore a huge risk.

What are your opinions of this company looking out in the mid term, 2-5 years, and even the Canadian aerospace industry for that matter? Are you with this as a core holding, or recommend that I look elsewhere for my Aerospace needs (ie. your recommended MacDonald Dettwiler and Associates Ltd.)?

Thanks!

Ray

Q: Hello, could I please have your opinion of LEG. Thanks.

Q: Hello
In reference to my previous qustion on HZU & HGU,will they ever go to Zer0 ^
I heard that some ETFs reset their value?.
Maybe I should keep them until until Gold start going up?
your feedback will be appreciated
thank you.

Q: Just recently joined...what a great service you're providing!
I'd appreciate your opinion on iShares S&P US Dividend Growers Index Fund (CAD-Hedged) (CUD) held in a RRSP. Is this a good ETF for U.S. exposure or are there better alternatives that are hedged to the Canadian dollar? Thanks

Q: Regarding a stop loss, what % do you recommend?

Q: Silver Wheaton (SLW) is taking another big hit today. Is this an opportune time to get in or do you see further weakness in the precious metals sector. Also do you see SLW as a stock to be traded or as a longer term hold. Thanks as always!

Q: I bought AGU at $97. It's dropped almost 8% since then. Shall I hold or sell. Thank you.

Q: Hi Peter:
My main Canadian Oil holding is Cenovus (CVE). Are there other's you like better, or because of price differentials would you recommend moving to the US for an Exxon or Chevron?
If Keystone is approved our optimism would improve,however this is likely a long shot.
Thank you for your good work (fabulous)
brian

Q: With Presidential support today for the building of the new Detroit/Windsor bridge crossing, do you have any investment ideas. The G&M states that a public company with be tendered out. But they will still need equipment and materials.
Currently, the highway is being re-constructed.

Q: Could I seek your wisdom on AHH-T, Aastra Tech. ? I have been watching this stock and waiting for an opportunity to get in. Now @ $18.42. As it is experiencing a down turn I have seen no news for the cause (other than market direction). Morning star shows a Intrinsic Value Estimate of $21.03.
Your thoughts please?
Thank you for your service.

Q: Good morning to everybody at 5i. I bought GS (Gluskin Sheff) last december and I am up 25% (excl. Div.). Should I continue to hold or sell?
Thanks

Q: STP has had a rough couple months, startup on SAGD plants is always challenging. How are they sitting from a cash and debt coverage perspective? Is there at chance they would need to raise money again any time soon?