Investment Q&A

Q: Hi guys,

Your service is unbeatable! I appreciate your insight and perspective on investing. I was a Peak Oil / resource guy when I first started investing 7 years ago and never thought my portfolio would be taking turns it has in the last 2 years. I have 500 PEY shares between my RRSP and TSFA and it's had a good run and I'm thinking about selling it. I like PEY, but think value it's a tad high. What do you think about flipping PEY 2 other companies, 1 in my TSFA and 1 in my RRSP?

In my RRSP I'm thinking about starting a position in HCG or SAP or...? In myTSFA I'm thinking about starting starting a position in Telus or...?

I currently own RY, TD, BNS, CN, IPL.UN, AD, AP.UN, COS, AX.UN, BNP, BEP, BIP, PEY, CSU, EIF, THI, KMP and CFN all about equal weight and a few others smaller ones that I hope to clean up over the year.

Thank you!

Brent

Q: Hello 5I Team: May I have your comment on CS purchasing BHP Billiton Pinto Valley copper mine. Is it a good acquisition for CS ?. Thanks - Loni

Q: can you give me your opinion on cxs, counsel corp.; thank you.

Q: Thank you for your response to my proposed summer switch: That being said, there is a chance that the US market will continue to outperform Canada, so that would be the main consideration in this switch. Also, switching now and re-balancing in six months does sound a bit like timing the market and the Canadian-US differences, which generally is ill-advised.You will be shifting towards interest-rate sensitive names also."

My motivation has four components:
1) to cut back on my daily trading, for the summer;
2) a view that the US president is committed to hurting the fossil fuel business, without regard to economic cost;
3) my expectation that Congress and the President will remain at loggerheads up to the 2015 congressional elections, leaving a leaderless Western World and related poor recovery of Western economies, including Canada's - big time; and
4) my hope that there will be a major boom as Aapl, Goog, Mcsft in time for a yesr-end spurt in consumer spending on Technology toys.

Given this background, maybe I should forget about my re-balancing to Canadian names and just hunker down for a lac lustre year on the SP500? Any comments?

Q: What are your thoughts on Amazon (AMZN), with the recent decline in prices would it be a good time to buy?

Q: Hi Peter,
Great information. I have held Sun Financial for several years, and have seen its value eroded, although still providing a decent dividend. Would it be advisable to divest on a portion of my holdings in this company? I'm looking to replace it with other div. stocks.

Thanks,
John

Q: Please give you opinion on hlp thank you

Q: I see that David Rosenberg is starting to see signs that inflation will start to come alive in the coming months. If we subscribe to this opinion, can you think of a few of your A and B rated stocks that would be worth accumulating to prepare for such an eventuality. Thanks; love your service.

Q: I am considering the purchase of the following group of small caps;adn;aav;ans;cuq;iae;mkp;aar.un;rpl;tn.un. Which ,if any, of these would you not recommend at this time? Thanks in advance for your opinion.

Q: Hi 5i team. I am sitting on 50K after good GIC at 5%. I will not be seing those rate any time soon. I realised that I am conservative investor. I am looking at longterm investment in the dividend world. Please advise me on what stock should buy. I have another 125k in a very secure bond fond. I have been reading the question section & answer but the question are more bases on speculation. Want you input,I fully taken responsility if I follow someone of your suggestion. Thank you for your help.

Q: Your views on the newly formed Spyglass Resources Corp (SGL) would be much appreciated. I'm well under water on this one through previous holding in Avenex. Is the hefty dividend sustainable? Is it likely to recover along with CDN energy sector? Your view of management?

This is a great service you're providing the retail investor. Thank you!

Q: Hi Peter,

I am baffled by the 30% additional fall in NPK since the last time I posted a question about it. After a lot of reading I am personally of the opinion that this is definitely a 2 or 3 bagger stock. It has an excellent project with great economies of scale especially for Brazil's requirements of potash if it gets the needed financing. Potash is a commodity the demand of which is tied to population increase. What is the possibility that this company will be just like all the penny stock precious metal failures that fail to obtain cash infusion.

Q: Hello Peter & team,
I am thinking of adding to MSI-t. (about 2.8% of the portfolio at present).
It seems to have been in a downward trend since reporting in March, but has just popped its head above the 20 day moving average. MSI seems to peak seasonally in about March of each year.
What do you think ?
Paul.

Q: Hello Peter and all at 5i: Now that the gold stocks are out of favour would you sell Eldorado and put the proceeds into Goldcorp or continue to hold ELD. Thank you Barb

Q: Hi Peter. Really pleased with my subscription. What's your opinion on Sherritt (S)? I hear they are startring production in Madagascar.

Q: Hi Peter, my question is about BEP.UN which is rated "A". When one looks at BEP.UN stock quote on the Web (see link below),one sees: EPS -0.38; Forward P/E 105.90. Is there something I do not understand? May be these numbers are wrong? Thanks, Gervais

http://www.theglobeandmail.com/globe-investor/markets/stocks/summary/?q=BEP.UN-T

Q: Hi 5i. I am interested in your thoughts and investment potential on TPH. Temple Hotels

Q: I have been holding Alliance Grain Traders (AGT) for over a year and have been waiting patiently for it to bounce back. It pays a 5.05% dividend. I am currently down approx. $2 per share. In your opinion does Ag Growth have better long term growth potential? Thanks very much.

Q: Where do I find a list of stock Ratings by 5i ?

Q: Hi 5iresearch I own Second Cup Stocks (SCU), and I see that you guys don't cover it and pizza pizza, I would like suggest these two companies