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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: Hi Peter

Do you know of any reason for the big spike in volume (10x the avg daily volume) for Gear Energy (GXE.TO)

thx,
Michael
Read Answer Asked by micheal on June 13, 2014
Q: What do you think of Long Runs purchase of Crocotta Energy ?
Read Answer Asked by terrance on June 13, 2014
Q: Hi 5i Team,

You have stated in the past that in your ideal world, stocks would be classified with 15 sectors (itemized below). Over the past year, you have suggested target sector weights that a model portfolio should aim for. I am doing some mid year rebalancing / new capital deployment with my portfolio and hoping you can fill in your updated target sector weights for the next 6-12 months based on what you see in the economy.

Capital Goods / Industrials =
Consumer Cyclical =
Consumer Staples =
Energy =
Financials =
Health Care (CDN) =
Health Care (US) =
Information Technology =
Internet / Software =
Materials (Gold / Silver) =
Materials (Metals) =
Real Estate =
Retail =
Telecommunication Services =
Transportation =
Utilities =
TOTAL = 100%

(Risk Profile = 8 out of 10 with long time horizon, current portfolio consists of 45% small cap, 25% mid cap & 30% large cap)

Thank You.
Read Answer Asked by Ray on June 12, 2014
Q: This is question about AAPL but also about what you think of stock buyback in general. How does a stock buyback fit into your criteria for feeling bullish or bearish?
Read Answer Asked by Eugene on June 12, 2014
Q: I have large positions in Cineplex and Interpipeline-the two make up about 20% of my portfolio. I was thinking of bringing the total down to 10% and using the funds to buy Everet Technologies. Your thoughts please?
Read Answer Asked by Bradley on June 12, 2014
Q: Good Morning Peter and Team,
Regarding Fiera Capital (FSZ- TSX): When I look at the Ink Insider Report I see that there is a large amount of insider ownership. Such as:
- National Bank
- Goodman and Co.
- JC Clark
- Special and common shares owned by Fiera Capital insiders

It would appear that the vast majority of the outstanding shares are held by "strong hands" so the public float would be fairly small. This would explain to some extent the lack of analyst coverage and low trading volume. Paladin Labs was tightly held as well and we all know how that eventually turned out. Would you agree that there is hidden value within FSZ and that one should behave like the insiders and wait patiently for the value to surface ??? Thank you. DL
Read Answer Asked by Dennis on June 12, 2014
Q: Good Morning 5i Team,
Can you give me an updated outlook for(AAA) Allana Potash? Has been flat for some time.
Thanks
Read Answer Asked by Kim on June 12, 2014
Q: Could you please tell me your thoughts on PSD (Pulse Seismic)? Thank you!
Read Answer Asked by Ann on June 12, 2014
Q: Do you have any idea why Domtar UFS has been falling so drastically since the end of March? Thanks!
Read Answer Asked by Gregory on June 12, 2014
Q: Hi Peter, I've held CVL since 2009 & have done ok but I'm looking for a small/mid cap industrial with a little more growth potential. I also own SJ BAD LNR & STN. Any ideas??
Read Answer Asked by David on June 12, 2014
Q: T:EGL.UN - EAGLE ENERGY TRUST
I have owned eagle from the IPO. They claim that they are unjustly treated like the other cross border plays (argent and parallel)who debt levels are very high and have cut their dividend)according to them they have a ratio of 1.5 which is considered reasonable. They claim that they will meet guidance and not cut the dividend. Is there any reason to question their claims and would you sell now? any comments regarding eagle would be appreciated especially with respect to the management.
thanks again .
yossi
Read Answer Asked by JOSEPH on June 12, 2014