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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 would appreciate knowing your thoughts on market timing. Specifically what you think about The Dow Theory and the Schannep Timing Indicator.
Read Answer Asked by Paul on July 03, 2014
Q: HI PETER AND STAFF:
I AM HOLDING SOUTHERN PACIFIC RES. CORP-STP-AND PRESENTLY SHOWING A LARGE LOSS. IS IT WORTHWHILE KEEPING THIS COMPANY OR SHOULD I TAKE MY LOSSES AND SELL?
ALSO, DO YOU KNOW THE CANADIAN COMPANY THAT MAKES THE CHIPS FOR CREDIT CARDS AND/OR THE CREDIT CARD READERS? THE USA IS NOW INTRODUCING CREDIT CARDS WITH CHIPS. PRESUMABLY THERE WILL BE
A LARGE DEMAND AND SUBJECT COMPANY MAY BE DOING WILL.
THANKS FOR YOUR REPLY.
KLAUS SCHMIDT
Read Answer Asked by Klaus on July 03, 2014
Q: Thank you for such a great service...I have a u.s. portfolio and it contains FANG,GMCR,ARII,INTC,CLCT,SFL,CSCO,EAT,UTX,EPB,PFE,ATHN,GE,CSGP for one half of the portfolio and RBF1025 for the other half...some of these I have gotten from the questions and answers and some I have owned for a while...could you please look at these and give me your thoughts...this portfolio represents about one third of my total portfolio the rest divided up with your portfolio and the rest in Canadian dividend companies that I have held for quite a while...I am a buy and hold investor with stops in place...thank you
Read Answer Asked by gene on July 03, 2014
Q: Hello 5i,
I am holding qst, efn, hwo, and cpg in my TFSA. I am ok with riskier stocks in this portfolio and I'm looking to add to it with either dhx or sgy. I know these are very different stocks but I'd like your opinion on what will provide the most growth long term. Also, while I'm looking to diversify, sgy seems to be at a good entry point and the dividend is added incentive.

Read Answer Asked by David on July 03, 2014
Q: Greeting, Peter & Co.
I am pleased to read that Peter should make a good recovery from his accident.
I have been reviewing analyses of Davis & Henderson (DH) from a variety of sources including 5i. In contrast to 5i's positive view of the company, TD Waterhouse shows a trailing 12 month PE of 44.67. Isn't this a bit rich for a moderate growth company?
With appreciation.
Ed
Read Answer Asked by Ed on July 03, 2014
Q: Can you please comment on TKM's news release causing downward action in price. Thanks
Read Answer Asked by Imtiaz on July 03, 2014
Q: Hello Peter and Team,
Speedy recovery Peter and thank you again for your excellent service, I am constantly making money with your recommendations since I joined your site. Thanks a million.
My question is about material stocks. I have been out of this sector for a while and I am thinking of re entering now. Your view please. Is Lundin mining or Sherrit appropriate or you may have another substitute? Should I may be get into an ETF ?
Regards
Read Answer Asked by Raoul on July 03, 2014
Q: Hi Peter, I currently have 31 stocks in my 4 portfolios, Oils, REITS, ,IPL, PPL, MRE, PLZ, NIF, WRG, WCP, STB, AAR.un. AX.un, CPG, ERF and alike. My concern is how an interest rate increase will effect my portfolios. I am in my 80s. Would appreciate your suggestion of a safer selection for reserving my capital.
Many thanks, Joseph
Read Answer Asked by Joseph on July 03, 2014
Q: Peter & 5i, please include the closing price of the stock you're discussing for reference and context. This is time-saving as sometimes I may not log in until weeks later. Thanks.
Read Answer Asked by Victoria Y on July 03, 2014
Q: Question about DHX valuation. I am considering initiating a position but am unsure of its current valuation relative to its growth rate or historical valuation range. The stock is up 30% since the last 5i report only two months ago and 100% in the past 12 months. Is the current valuation relatively high, low or about average for this company?
Read Answer Asked by Joel on July 03, 2014
Q: I would like to add a smaller energy company to my portfolio mix, aiming for a bit more growth potential and I have narrowed my search to Cequence Energy (CQE) and/or Delhi Energy (DEE). Would either of these two warrant a 5% position in my growth portfolio and why? Alternatively, with companies such as these, is it better to do 2.5% in each? I am pretty fully diversified across 6 sectors, with fairly equal weighting, and wanted to start adding some "torque" to the mix. Thanks, as always, for your exemplary service!

PS I hope Peter's surgery went well, and that soon he will be able to "ride like the wind" on his cross-country trek.
Read Answer Asked by Sylvia on July 03, 2014
Q: Is it too late to buy SCL? I started watching this company in early February, and was trying to pick up shares just below $40 but it never got to my purchase price. I have been watching it go up higher and higher ever since, and now it is over $60, that would be a 50% gain had I been able to buy at my (stubborn) price of below $40.

How strict on purchase price should I be when I decide I like a company and want to buy its shares? Should I be rigid and stick to my pre-determined price, or should I just buy at market price once I decide to acquire a position in a company (with a minimum of a 1 year hold)?

I still like SCL, and wish I had purchased it when I made the decision to buy some shares. Should I just buy SCL now at $60, or give up on it since it has had such a large run up, and find something else I like?

Paul
Read Answer Asked by Paul on July 03, 2014
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