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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: We have a bond that matured and want to invest in another bond in the RIF which is mostly fixed income. Have XCB and 8 or 9 individual bonds in that account. In the context of which one of these is the safest (most likely to be around to pay the principal back at the end of the term), which one would you pick.
Precision Drilling 15-mar-2019 6%
Sirius XM 23-apr-2021 5.4%
Great Canadian Gaming 25-jul-2022 5.65%
Crombie REIT 30-sep-19 4.3%YTM
Read Answer Asked by Ian on February 09, 2015
Q: Hello. I while back you had mentioned that you were thinking about adding a "Growth Portfolio" to your service at 5I. Is this in the works for 2015?

Nicholas
Read Answer Asked by nicholas on February 08, 2015
Q: On an earlier post a few weeks back you used non-GAAP earnings when commenting on the quarter 0.97 cents.
Looking at forecast estimates on the TMX website for the next quarter it seems they also must be using non-GAAP earnings. It is confusing to me when in other places EPS is shown as GAAP earnings. Why use non-GAAP? Which is better when calculating PE etc?
Read Answer Asked by Stephen on February 08, 2015
Q: In reply to an earlier question, it was stated that earnings missed badly. Please clarify. Expected earnings was $0.86 versus actuals of $0.89 (both expected and actuals were adjusted, e.g. for the Shire break fee, etc., which is reasonable). Also, given the share price drop, would you now rate it a buy? Thanks.
Read Answer Asked by Michael on February 08, 2015
Q: I am a new subscriber and I tried to put <Sylogist> in a watchlist and it would seem that the symbol SYZ is unkonwn.

Where does it trade

Laurent
Read Answer Asked by Laurent on February 06, 2015
Q: Could you give an update on go gold now that they have been in production for about 6 months, your opinion on management and other developments they are working on. Thanks
Read Answer Asked by Doug on February 06, 2015
Q: Hello Team
FLY is a mystery to me. They put a couple of airline heavyweights on their board, they have patented technology, they have been certified to install the technology with a couple of large aircraft manufacturers and yet the only news they have is about a debenture extension. What gives ?
I think something is amiss. I don't believe Rob McWhirter is holding them any more. He didn't have much to say on BNN last time.
Can the 5I team shed any light on this company

Thank You for your help
Clarence
Read Answer Asked by Clarence on February 06, 2015
Q: Good Morning,

Solium Capital has dropped into undervalued territory (according to the Royal Bank). It is a technology company, has a lower Beta, derives its revenue from recurring software licensing fees, has a global presence - Canada, U.S., Europe, Australia - has positioned itself for continuing growth, and has a great management team which has a track record of successfully growing businesses from scratch and then selling them. My question - will Solium be a likely takeout candidate in the coming quarters?
Read Answer Asked by Paul W on February 06, 2015
Q: Hi Peter et al, I see BCE has been downgraded by two analysts from Hold to Sell. It has performed so well for me and I love the dividend, so what am I missing? Is it tome to unload some of it? It's about 6% of my portfolio so I could take a bit off... Thanks!
Read Answer Asked by Kate on February 06, 2015
Q: I have held this stock for many years and it has performed very well. The company has recently indicated that 2015 revenues and earnings will be lower due to the strong US$. What is your opinion of this stock - would you advise selling now, and if so what healthcare companies do you recommend?

Thanks

Geoff
Read Answer Asked by Geoffrey on February 06, 2015
Q: With their recent results in mind would you consider this a good entry point?do you see much potential for growth?
Read Answer Asked by Adam on February 06, 2015
Q: REIT values have been improving, American dollar strengthening, but mrg.un has been languishing in spite of the fact that American properties are held. Should we be switching to another REIT? Is there an explanation other than it is thinly traded?

Bruce
Read Answer Asked by Bruce on February 06, 2015
Q: Hi,Peter
If you remove oil, gas and precious metals of the equation, in your opinion, and in direct relation to your significantly bullish views on the world economy in your written comments on BNN, what commodity has the most leverage from the following: agriculture (fertilizer, grains) uranium, copper, metals (iron ore, steel, tungsten,lead, RE, etc...)coal or any particular commodity(ies) you think of, and from there could you highlight a few Canadian companies that will benefit the most from it.
Thank you very much,
Claude
Read Answer Asked by claude on February 06, 2015
Q: I am investigating this one. It is at about half book, more out of favor than its sector, appears to have lots of upside if you look at 52wk range but a nasty looking multi-year chart. I would appreciate any knowledge you could share on this one. Should it survive $35 oil if oil goes there. Is something broken in this company that you are aware of. Many thanks for a great service.
Read Answer Asked by Bruce on February 06, 2015
Q: I just sold IBM and GE, Otherwise little US exposure. Also, I also have limited exposure to Canadian oil about 4%. One consideration for US is Vanguard US dividend Appreciation (hedged). They do have a non hedged. Since I only have 4% oil exposure maybe BTE or something else. BNS or TD is another thought since banks are down. Your thoughts would greatly appreciated.

BTW great job.
Read Answer Asked by Danny-boy on February 06, 2015
Q: I was looking at the different European etfs in Canada
ZEQ, XEH, XEU, EUR and VE. In your opinion which one of these
would you pick as and investment vehicle in Europe at the present time and why
Read Answer Asked by Baboo on February 06, 2015
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