Investment Q&A

Q: Hi Folks,

Forgive me for not being an economist: I am trying to understand the relationship between the falling CAN dollar in relation to U.S dollars, as it relates to the oil price and how Canadian companies report earnings. I appreciate that a lower canadian dollar has a moderating effect on Canadian Oil companies such as COS because they are selling their barrels in U.S dollars. For example, if the oil price stays at $50 U.S, this is close to $60 CAN assuming an 80 cent canadian dollar. This specific company COS has costs per barrel at ~45 CAN. Given this scenario, it doesn't seem to me that the world is coming to an end for canadian oil companies. Do you agree with my analysis? Have I missed something I should be considering? With Many thanks.

Q: I'm close to breaking even with autocanada and with the uncertainty of the economy out west I am on the fence about hanging on to it. I remember you saying the current valuation already reflects some risks however, I would prefer to diversify into some other companies with a reasonable valuation. I'd like to think autocanada has had most of the damage done already but when sentiment goes bad it usually takes alot to change it. What do you think I should do with acq? I am pretty well diversified other than that. Could you name some stocks with a good valuation. I am currently looking into gud, cxr, cxi,crh and atd.b.
Many thanks and keep up the good work!!!

Q: Hello 5 I Team ,

What are your thoughts on this small company?
They have recently sold their transcript side of their company to IR. I have held a small position in this company for a while. Thank you for your opinion and thank you for providing such a great service to those of us indepentent investors.
Also do you think Questor( QST) is a good purchase at todays price.

Q: What do you think of this fund right now? He seems to be making about 10% per year or so only being about 50% long or so and with preference shares and high yield bonds alongside select equity holdings. Do you think this fund will be able to make 9-10% per year for the long term? Thanks for the incredible service!

Q: Are you aware of any fundamental news to account for the sell-off late Tuesday? Thank you.

Q: Hello Peter,
Can you please provide a view as to how you would sell stocks? For example, a company like BCE is much easier as it does not go up dramatically and one can compare its fundamentals. We can do the same for PHM or NHC, but the stocks go up 10 - 15 % up in one day, and another day, they may down alot and than bounce back. Is it best to simply trim as they go up? Please advise on the sell strategy, specifically on the smaller names. Thanks very much. Umed

Q: ** Congratulations to 5iResearch on your recent nomination for the Small Business of the Year award (1-10 employees) with the K-W Chamber of Commerce.
Best of Luck on February 19 at the Chamber`s 2015 Business Excellence Awards Gala @ Bingemans!

Q: I'd appreciate your opinion on this stock from a growth/risk perspective.
Thanks
Jim

Q: Good Afternoon!

I have been keeping an eye on this recommendation since your last update, and since bottoming out in the $.25 range, this stock has been moving upwards. It is receiving more coverage including a recommendation from Fabrice Taylor. Can you provide an update on this company, why is it moving up again, and if you now consider its prospects in a better light. I would love if you could include a review of it current financials and fundamentals! Thanks!!

DON

Q: Hi 5i Team,

How likely is it that Timmins gets bought by a larger Gold company?

Q: could you advise on the merits to use this alternative strategy fund to diversify a portfolio that is currently 80% phnbalanced fund 5% mawer global smallcap this leaves 15% that i would like to add more bang for my bucks. this 15% is in my rrsp that i cannot add to and plan on leaving for 8 years for manditory convertion to rrif. would you also consider cgl gold to be a part? hope this is not to vague. thank you kindly LARRY

Q: What can you tell us about this fund which seems to have had a dramatic increase in the last few weeks (according to the globeinvestor ) Thanx Robbie

Q: This question has little to do with this particular VSE stock but it is an example of today of my frustration on these smaller companies and their reporting. My understanding is that TSE and NYSE firms must report their quarterly numbers within 90 days of that date and usually they give you a 10-15 day heads-up of when these numbers will be announced. I believe VSE listed companies are given 120 days to announce results and from what I can see, they are under no obligation to state what day this will be announced. Am I right in my assumptions? Is there any way to know where to look for when these results might be posted or are you supposed to guess?

Q: I bought these stocks before joining 5i and they have not performed well. Are any of these worth keeping or should I dump them? Thanks.for your great service as the stocks that I bought since joining 5i have done well.

Q: Is it a good time to buy Quantas after the drop in price.

Q: Greetings: I'd like an update on what you see for Endo International going forward. I hold it because I held Paladin. It has been behaving well lately, but I have no idea why or what to anticipate for the stock. I have no other pharma/healthcare exposure.

If you feel its future is weak, one of my thoughts is to sell it and buy either one or both Conncordia/Catamaran. (In TFSA so no tax implications.) This would enable me to follow Canadian stock/s through questions submitted to 5i.

If you feel ENL's future is fairly strong, another thought is to gradually sell shares in ENL and buy shares in GUD (Knight) to increase risk/growth potential gradually over time. If you feel that is a good option, could you guide me (if possible) as to when/how to stage that gradual selling. I believe you see Knight as being in a five-year time frame. Maybe I could sell/buy 20% per year? Or some other fraction.

I realize that this is a hard question. I guess the answer depends on what you see for ENL/EDNP going forward.
Thanks once again for great service.

Q: Hi Peter & team, Do you know of any reason for the drop of ~4%? Do you think is a good time to add? What % of portf. would you recommend?

Thank you!

Q: Hi Peter, what is your opinion on Air Canada for the next year or so? A low oil price would seem to be a plus, although this is somewhat offset by a falling C$.
Thanks

Q: Hi Peter and team - Argonaut Gold announced today a shareholders rights plan. Generally is this a positive or negative for the stock. Also is it possible that this indicates they are anticipating a hostile takeover bid sometime in the future. Thanks.
Rob

Q: Many small tech stocks such as Prometics (PLI), Patient Home Monitoring (PHM), CRH Medical (CRH), etc. and large ones such as Concordia (CXR) and Constellation (CSU) have tripled, quadrupled and more! These stocks either keep going up or flatline for a period. It's hard to buy a stock that has increased 400-500% within the last 12-18 months.
I own small positions in the first three and want to add some positions. I don't mind risk if the rewards can be so great.
Can you rate PHM, PLI and CRH and suggest any new small tech ones that have such magnificent potential?
Thank you.