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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 currently have broker accounts with TD Waterhouse & ITrade.
Can I get your thoughts on QuestTrade. Who are they / who owns them? With TD & ITrade I know I can get help by walking into a branch but strictly online seems a bit riskier.

Thank you as always.
Craig
Read Answer Asked by Craig on March 30, 2015
Q: I'm up over 300%. It was a very conservative buy in the first place, so even with gain, it is a reasonable position in my portfolio. I read a report this weekend that they may not be completely forthcoming with their income statement, that Net Operating Profit in Q1 2015 was listed as $1.572 million, but the fine print indicated that this figure excluded the amortization of intangible assets, stock-based compensation, the gain or loss on derivative financial liability, interest expense, and income tax expense. With the inclusion of these expenses, Q1 would present quite differently. Is this an ethical presentation, and should I be concerned with holding this stock? How does the balance sheet look? Because of my small position, I had planned on holding for a couple of years and riding out the volatility, but of course it's a shame to lose the gain if they are not presenting the true picture, and the stock is weaker than it appears. Your opinion please. Thank-you.
Read Answer Asked by Kim on March 30, 2015
Q: Hi 5i Group:
Do you know about IKO Enterprises Ltd and Saul Koschitzky? I see that they took a big position in May 2014 in Vicwest and then the company was bought out. They have also taken a position in Strongco. Any thoughts about these guys would be helpful.

Thanks
Read Answer Asked by Cary on March 30, 2015
Q: i want to invest in Europe. i think the best way for me is with an etf. could you recommend some. looking more for capital gain but income is always a good thing.
Read Answer Asked by brian on March 30, 2015
Q: could you up date . i am thinking of buying yd 12.8% when interest rates go up later this year will the 1/4 to 1/2 cause this price to go down a lot?
Read Answer Asked by brian on March 30, 2015
Q: am considering a position in a couple of the better (in your opinion)junior gold companies... I currently own orv & pru...
am thinking of divesting of pru and either adding to orv or
to another... would appreciate your comments...
p.s. - I also have a very small position in xeg-etf at this time! all three positions are approx. 5% of my overall holdings.
Read Answer Asked by edward on March 30, 2015
Q: Hello,

Can you please give me your latest thoughts on purchasing this company for on-going dividend income safety and continuing growth (both captial gains and dividend).Do they have a healthy balance sheet?

Also can you give me your insights on their latest record quarterly results (March 2015). Technically it appears to be breaking out and heading to $6.

Thanks once again for the unique and timely service provided by the entire 5i team!
Read Answer Asked by Thomas on March 30, 2015
Q: excluding patric horan which I know which are the best hedge funds or who are very good fund holders.
Read Answer Asked by nizar on March 30, 2015
Q: What is your opinion on Rite Aid as a long term investment 3-5 yrs.Thank's.
Read Answer Asked by glenn on March 30, 2015
Q: Can you provide an update on Hudson's Bay (HBC) since its announcement of the REIT joint venture with Simon Properties and RioCan.
Read Answer Asked by ROB on March 30, 2015
Q: Hello 5i. I've been trying to increase our diversification outside Canada via ETFs and low(er)-MER mutual funds in our RRSP accounts. Have made a start with the following ETFs: ZSP, ZDY, XSU, CUD and CYH. Also have the BNS NASDAQ Index Fund (BNS397) as well as the Mawer Global and Global Small Cap funds (MAW 120 and MAW150). These holdings currently make up about 14% of our equity portfolio (which is in turn about 60% of our total investments ... the balance is fixed income). We are both in our 60s and retired.

I would like to continue this trend but am unsure which additional ETFs and/or funds make sense for good diversification e.g., more global and/or US, or more specific like Europe?

Could I impose on you to offer a few suggestions, preferably available through Canadian fund providers? Thanks, and hope you have enough information here to suggest some ideas.
Read Answer Asked by Thomas on March 30, 2015
Q: "Start shedding the deflationary plays such as utilities, consumer staples and telecommunications because that story has become as old and tired as the bond rally." So writes David Rosenberg in a basically anti-bond pro stock piece in the March 27 Financial Post where he assesses the impact on bonds and income stocks of interest rates rising even slightly. Do you think the 5%+ (growing) yield on BEP would offer a sufficient cushion over most other utilities in the face of rising rates or should profits be trimmed as Mr. R. suggests? Thanks, J.
Read Answer Asked by Jeff on March 30, 2015
Q: Thinking of purchasing some shares- your opinion please..
Any preference as to what acct?
Margin
Rsp
Tfsa
Read Answer Asked by Warren on March 30, 2015
Q: Hi team! I've been following this stock for some time and recently jumped into this one at $0.20 after news of their decent upcoming fourth quarter revenue announcement (to be released in April/May). Overall they seem to present well and I am impressed with their business model. Seems they are getting more headlines as of late especially with MTV.

Although this is a speculative play, what is your opinion of this company and it's future?
Read Answer Asked by Patrick on March 30, 2015
Q: I am planning to buy a large oil stock listed in the us that pays a nice dividend.
Which one would be your top pick?
You think the timing is right or should I wait
Read Answer Asked by Josh on March 30, 2015
Q: Not sure if it is just me, but I've noticed a lot of people having or expecting babies lately. Many investor typically talk about investing in companies that cater to the baby boomer (ie. aging) generation, but can you list a few opportunities that could benefit from an influx of newborns? I was thinking DHX could be one, but not sure if your team had any other ideas. Thanks!
Read Answer Asked by Mike on March 30, 2015
Q: My question is not about Vivendi per se but rather about activist investors who buy large numbers of stocks in underperforming companies (such as Vivendi) and then pressure these companies to break up into smaller businesses purportedly to boost shareholder value. Does this tactic always have the effect of improving returns for shareholders? Or are there times when it's better to wait until the dust settles? When I think of CP's huge gains after Bill Ackman's involvement, buying this company is hugely tempting.
Robert
Read Answer Asked by Robert on March 30, 2015
Q: I'm interested In buying gold coins as a hedge against major issues. What denominations would be recommended? Where would I buy coins? Do you know of a good article I could read? Thanks.
Read Answer Asked by Tim on March 30, 2015
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