Investment Q&A

Q: Hi Peter and Team,
I was wondering your opinion on adding some CREW (CR) at current levels. I figure it will be under some "tax loss selling" and was wondering when the majority of that will be over - i understand that december 23 or 24 is the last official day for the tax year, but is it safe to say that most of the "selling" will occur before then - perhaps end of nov or early dec?
My thinking is that this stock may lift in the new year and possibly be a takeout candidate...
many thanks.

Q: Comment on the abuse of question and answer with multiple companies etc.

You have mentioned that changes are coming in the New Year. I hope this simply just doesn't encourage abusers to ask that type of question in December. I know the new year is a natural break and a good time to implement new policies but we want you to survive until the New Year. An earlier time line might be considered.

Bryon in Elmira

Q: Hello Gentlemen,
I dont agree with mr Paul, me too I am investing for 40 years, and having only 2 stocks it's more luck than investing.
Best regards

Q: I am a new member and just getting the hang of the site. I wrote this question in an email, not realizing that I should have used this format. Sorry. My question is this: I tried to find any info on your site re two stocks I am interested in, no luck, so I am querying this: have you looked into these two stocks at all and do you have any opinion on them. They are: MCR Macroenterprises and I Intellipharmaceutics. Thank you for your patience. I am sure I will enjoy my membership very much

Q: afn -is the sell-off today a buying opportunity

Q: Hi Peter,

I have been a member since Day 1 as well. I would partially agree and disagree with the comments posted regarding questions. I think it should be at your discretion to respond to questions definitely and you are at liberty to respond or not respond.But people will always ask questions about smaller and micro-cap names. This only adds to the database of companies which we search and decide whether to invest or not. Regarding portfolio's I agree that since the last couple of months this trend has increased and even I have asked a few questions like that and I also agree that one company per question is good for the search function as well.

Q: Hi Peter,

Orecorbre orl.to is quoted at 2.07 with only 65% of the plant
completed while candian lithum has already commenced production
and the price is .39 cents. Could you pls explain this disconnect.

Thanks
Paul

Q: HI Peter:
I agree with Tim 100% asking about portfolio questions takes up a lot of time, because someone does not read what is being said here. The idea of having 12 stocks in a portfolio does not make any sense, when 4 or 5 will do nicely. I have been investing from the age of 22, and I am now 65. To be an investor requires you to have the patience of a spider ,not that of jack rabbit!!
My portfolio consist of two stocks which are up 72% from March. This is an excellent service, if you just read, and understand what you want. Be a spider, then you will do fine over the long run…. Stocks go up, and they go down that’s just the way it is.

Q: thoughts on E.to , ENT.to and WEQ.to please -buy/sell/hold?

Q: Peter and team: would you agree with the investing hypothesis that Obamacare is forcing Americans to own health insurance, which will effectively increase the healthcare market by 15% (a current estimate of uninsureds) simply through increased participation. Therefore, companies in the healthcare sector should see a similar lift and investors could benefit in the medium to long term versus other sectors? If you agree with the hypothesis, is there an ETF (or stock) you would recommend? I'm thinking of this for an RESP with a long time horizon.

Q: Some of the uranium stocks have risen but not PDN. Is there much hope for this stock?

Q: Hi Peter. Are Mortgage Investment Corporations (MIC) considered as Fixed Income when assessing portfolio allocations.

Thanks Carl

Q: Hi 5i team,

I have held Apple for about a year. What's your thoughts on the stock within the next 2-3 years for growth potential? The company needs some sort of catalyst to get it going again, which seems like just a matter of time. Would you recommend being patient and continuing to hold this one? If not, is there another name in the sector that you would recommend switching into?

Thanks as always,

Q: If and when gold ever starts going back up would TMM be a good buy or would another small cap stock be better. Thank You Andy

Q: Following up on Tim's November 25th comment, I only recently became a member of 5i Research and I, too, find it irritating and pointless that some members ask your opinion on half-a-dozen or more stocks or describe their investment strategy at length in the hope you'll approve. If it ever comes down to a vote, I'll go for on one stock only per question.
Thanks for the valuable service you provide.

Q: I second Tim's comments. I would much prefer to see detailed responses on individual companies rather than multiple companies that members are asking about. I think that the prize goes to the subscriber that asked about his 30 position portfolio. Also subscribers are asking about speculative stocks and requesting various portfolios including one meant for gambling. I have some money with an investment firm that provides various 'portfolios' and after a while it is easy to lose focus and become confused as you try to cherry pick from each and end up with a mish-mash of companies in your personal account. Your model portfolio is excellent( and preferred) as it brings together a well thought out mix of blue chip larger companies with more aggressive smaller companies. As I saw it, your service was set up to identify real companies with good management and good track records that generate profit and free cash flow. And I think that your rating system does a great job in this regard. I think some of your subscribers are losing sight of this. I suppose that it comes down to time and resource management on your part but I would much prefer detailed information on individual companies and timely updates to your 5I reports. Otherwise as Tim said we could all be losers.

Q: Hi Peter, I think some of your members are abusing the great service by asking questions about their entire portfolio. Others ask about multiple companies. They are not paying for that level of service, but are taking that level of your and your staff's time. I would much prefer to get a detailed reply about one stock than see the replies become more generalized. I've been a member since the early days and have noticed a trend to less specific replies. If we project that scenario down the road, I think we all lose.

Respectfully

Tim......

.

Q: Would appreciate your opinion on the future for AYA and would you consider it to be a buy, sell or hold at the present time. Thanks.

Q: MRE & Nat Rae: later suing MRE saying the co. fudged results going back a ways? Who is Nat. Rae -holding company or what? I'd like to buy at some point maybe; but, would like to know what the current situation is and the facts concerning the law suit. Thank you...James

Q: Hi there,

Given the operational risks associated with the Oil and Gas industry, I have always preferred to carry a 'basket of stocks' for a total weighting of about 16% of my portfolio. I have held them all for 3+ years and have done well considering both capital gains and dividends. When one 'stubs' their toe, it seems like the others are doing well. The laggard in the group is Legacy which continues to underwhelm the market even with its improved production and guidance. Wondering if this is the time to reduce the number of holdings. Here is my current mix:
Vermillion, Baytex, Crescent point, Whitecap, Twin Butte, Legacy and RMP.Do you consider this a reasonable strategy givent he operational risks associated with the business or should I just simplify and reduce the number of holdings. If so which stocks would you divest of here at this point.