Investment Q&A

Q: HCLP....wondering about a chart of the the price of frac sand.

Q: Hi,
I'm down 10% overall on Gold Corp. (G) in model portfolio. Would you top up the position now or wait?
Thanks

Q: hi.. looking to invest in cdn.apt.reit..what do you think it will hit for high. please advise & thanks for the great programme. CR

Q: Bought 5000 shares of Mart Resources (MMT) at 1.18 yesterday in my RRSP. It is about a 3% position. Already have a 4% TOU & 3% SU Would you recommend selling or holding MMT?

Q: I'm 81, my wife 65. We are not rich but have assets of over a million dollars in our cash, investments and residence, ample to last us the rest of our lives. However our pensions are modest so our investments are 100% in 30 dividend paying equities. The mix is about 22.5% oil, 17.5% pipelines, 12.25% power, 8.25% telecom, 20.8% banks, 5.4% other financials, and 13.2% industrials. We are not greatly concerned about growth but still add almost half the dividends to purc hase stocks. Is this a reasonable course to set given our age? I should add that the funds are in the BMO Investment plan and, at $9.95 a trade, I do not hesitate to dump a laggard, and I have relied on your advice to a very considerable degree for purchases. Thank you so much for this great 5I program.

Q: Hi Peter and team and other Investors that has a similiar problem,
I own 1500 shares of Poseiden Concepts Corp (PSN)in a joint account with my wife at a cost of about $3.50 a share. This stock has been delisted for almost a year now. As I have fairly large tax gains this year, I would like to take this as a tax loss for 2013. I trade with BMO Investor Line. Is anyone taking this stock for nothing in order to crylized the lost
Al

Q: May I have your advise on DND. Is it a sell or shall I hold it.
Thank you.

Q: Hi, I'm holding onto XBB as you always hear that a diversified portfolio should include bonds. I'm down 5% and thinking that XBB could continue down once interest rates rise. Would you buy, sell, or hold XBB today? Thank you.

Q: What would be your recommendation on Cipher. Buy, hold, sell.

Thanks

Q: Hi, folks. I'm down significantly on HGU, a gold bull ETF. What's your thoughts on where gold is going? I'm tempted to sell now and move my money into something else. Thanks.

Q: Do you recommend holding DND until the dust settles or this is going to be a dead cat for a long time and one should move on.

Q: Hi: I am new to 5i. I am having trouble with a quick view of the daily questions. Although I do know the name of the companies for a lot of symbols, many I don't have a clue. Although I know I can look them up (which is not an quick solution), I would like to see the name of the company and the symbol both shown. What do you think? Have a good day.

Q: Hi,
I have a very large amount of money in my RRSP, thank you PIR., instead of trying to buy individual companies, or ETF,s in the U.S.and global markets, which could prove difficult to manage on top of my Can. holdings, would just buying BRK.B more or less achieve the same goal, save me money on MER,s, research, and not have to learn new juggling skills!

Many thanks

Q: What is your opinion on AOI-T,MFI-T?.

Q: Hi I was wondring if you could comment on dynamic strategic yild corporate class for a long term hold also your thoughts on the corporate class part of it thanks

Q: Cipher - DND was halted this morning and then reinstated.
Something to do with "Paragraph IV Certification Notice"
At this moment stock down 10.23%.
Any idea what is happening.

Thank You for the great service

Q: HCG has had quite a move recently. On BNN this morning, they said they thought this was a short covering rally. I think the fundamentals of HCG are excellent and by putting this company into greater focus, the shorts may have inadvertently sparked investors to have a closer look at HCG. I know you like HCG as well. Would you be trimming a little here? Do you know how many shares are still short?

Thanks

Q: Trying to decide between a position in Stantec (STN) or Aecon (ARE). To me, Aecon looks much cheaper. CIBC shows consensus easnings estimates for Aecon is $1.38 and $1.81 for 2014 and 2015 giving it a forward p/e ratio of 9.85 and 7.51 for their respective years.

CIBC shows Stantec's consensus earnings estimates are $3.32 and $3.81 for 2014 and 2015 giving it a p/e ratio of 15.66 and 13.64.

I know you guys like STN better (and it certainly looks like a fine company), but why such a huge gap in p/e between the two comapnies? What am I missing?

Thanks, as always.

Q: Team,

I am looking to add a financial position to my wife's small, slowly growing, portfolio of mostly 5i recomendations (Magna, Cineplex, Amaya and Apple). I would classify her as a cautious medium term (2-3 years) investor.

In light of the Fed's decision yesterday (low rates in forseeable future but indicative of poorer US economy), would you be more or less bullish on US Financials vs. Canadian? How would you rank the following companies 5 that we have shortlisted to purchase? Thanks!!!!

TD
BNS
HCG
JPM
BOA

PS - I cant say it enough, I absolutely love this service and the value I know I'm getting!

Q: Do you know what happened to Direct Cash, DCI ,this morning. The price is dropping off a cliff.