Investment Q&A

Q: What did you think of Counsel's quarterly results?

Looks like they just missed earnings estimates, but showed good Mortgages Under Administration growth. Seems like a bit of a messy quarter with slight underperformance. Do you think it's a buy on weakness (if it's weak tomorrow)?

Q: Dear 5i
I don/t have any stocks in the financial services sector .
If you could only pick one that has great growth potential over the next 1-2 years which one would it be ,fsz ?
Also magna or Linamar ? Both have done great but which will likely be the better one going forward .
Thanks again .
Bill

Q: What would you prefer GS or FSZ?

Q: Hi Peter & 5i: A thought occurs while I am suffering through the recent quarterly announcement from Partners REIT (PAR.UN), the distribution reduction and the associated significant drop in unit price, all in the name of “financial flexibility,” while the independent directors shepherd the enterprise through its disentanglement with external management and some process of considering strategic alternatives. The REIT has all too recently weathered an acrimonious civil war, in which those who would have moved swiftly to internalize management lost that bid, in a special vote of the shareholders, due to the hard fought resistance of the very same external manager they were trying to expel, a company which also happens to be the REIT’s largest shareholder. So in very short order thereafter, the external manager company is in financial trouble and facing bankruptcy, perhaps due in part to its expenditures in defending its lucrative management contract with Partners. Now who might be hurt the most, in the short term, by the present moves? Let’s take that company in bankruptcy and in a single swat reduce what may well be among its most valuable assets, the holding of REIT units, by 10%. In the same move, let’s reduce the life blood, the regular monthly cash flow the manager receives from those units by 20%, effective immediately (with the November distribution). I have no insider knowledge about Partners but this has the look of what might be a bit of a vengeful disemboweling of those who successfully suppressed the coup attempt but then failed, fatally in its aftermath. Or am I reading too much in here? I'm tempted to hang in with it and see where it goes but wonder whether I might be better off to take my loss now and move along. Thanks for any thoughts on this!

Q: Pals Investments now own a little over 50 percent of Nevada Copper (NCU). What do you think this means for the future of this company, could they attemp to buy the rest of the company on the "cheap"?

Q: Thanks for providing this wonderful service and guidance. Would like you advise. I am looking to invest in a Pharm com and was looking at 3 stocks: Cipher, Valeant and Paladin. Paladin is going up very nicely due to recent news. Can you provide me with your input on which is a good stock to get into. Thanks

Q: What do you think of DHX results...they looked very good to my eye. Thx.

Q: Hello,

Do you have any updated thoughts on Loyalist (LOY) with their announcement to raise $5M. The stock seems to be inching lower, I've lost about 15%, and wondering weather to cut my losses at that.

Thanks...

Q: Could I please get your opinion on Imperial Metals results (III) and how you would determine whether the shares are fairly valued, overvalued or undervalued.

Q: Linemar (LNR)is in take-off mode today after posting great results.Do you think it wise to add some today or would it be best to wait for more stability and consolidation?Thank you.

Q: RRX is breaking out and it appears to be on news of closing on a bought deal financing. Can this news be the impetus for a much higher move up? Thinking to buy more.
Very much enjoying and benefiting from my subscription to 5i. Doing well with very recent purchases of FSZ, DR, and HCG. BAD too although it is pulling back now. Wish I had come on board earlier. Best value ever for money spent on investing!

Q: Hi Peter and team
I am wondering if you are considering making a model portfolio for retired investors who need a higher percentage of regular income than the model portfolio allows.
Looking forward to the webcast on Saturday.
Thanks
Kathy
Kathy

Q: I am looking for something to replace the bond part of my portfolio and would appreciate your comments of First Trust Senior Loan ETF. Like most I am very pleased to be a member of this great service.

Q: My portfolio is up just over 20% YTD and I am concerned about market risk going forward. I remain long in equities (US & CDN) however, I am wondering what are ways you recommend to protect against a pullback in the market without cashing out? Thanks for your valued input.

Q: Do STN & CGX still have juice for new buys?

My AVO, MX, TD have done very well but ... MG, & VRX are in doldrums ... Any insight.

Thanking you as always.

Q: Hi Petre & the crew
I have been holding CHE.un for many years for income (+ 15 % + div). With the discussion on a big acquisition and CHE being a trust, would it be more difficult to finance? I am thinking of switching to PKI,CHW or other you may recommand

Thanks

Q: I bought both ZAR and RET.A for their dividend but have taken a beating on them. Would you sell and purchase something more promising in the same sectors? What are your recommendations? Thanks for your great service.

Q: Why is PPY.to under so much selling pressure? Is it time to add to my position of 3%?

Q: I HAVE accumulated $50K cash in my RRSP which I would like to deploy. Should I wait until Dec. and tax loss selling or buy something now? I was thinking of MSI -what do you think-any other suggestions please. I already have solid holdings that pay dividends and have increased regularly-so, a stock with growth and dividends would be nice-another BAD or ACQ maybe which I have in another account-if only eh?? Many thanks..JP

Q: As MCR has fallen out of bed in the last month and I read the previous comment. It has a PE ratio of about 7.6 but can you calculate the PEG.

Thank you