Investment Q&A

Q: Hi Peter:

I have been managing my own portfolio for over 30 years. It is now more than seven figures value. I am reaching a stage where the number of stocks and mutual funds are exceeding my capacity to monitor them. I tried several discretionary managers and to my disappointments none of them made me any decent return. The best of them had a total return of 7% over 4 years period. I am either selecting the wrong ones or had high expectations.

I have two thoughts, one is to migrate half my portfolio to your model portfolio and manage the other half myself. The other thought is to find a manager that can review my portfolio on a periodic basis and suggest changes “for a fee of course” but don’t know how to find them.

Any suggestions,

Thanks

Q: Hi Peter, Can you comment on Whitecap Resource's (WCP) financial results for Q2? Is this still a buy? Thanks

Q: What are your thoughts on element financial (EFN.T)? Thanks

Q: Peter and Team,

Any further thoughts on Arsenal Energy following their announcement of Earnings, Share Consolidation, and Dividend declaration today?

Thanks for the great service!

Q: ANS - trading continues down about 25% this year despite great earning increases over last year as well as much higher demand (I assume) from the US. Opinion please!

Q: Potash Corporation - is this a good entry point? Tx

Q: Hi 5i team,

Do you see the recent pullback in DHX Media as a buying opportunity? I can't seem to find any news on the recent price decline. I assume profit taking from its run up over the past year. Any thoughts would be much appreciated.

Q: Not a question, but a comment: regarding YAK, it is a company run by Harris Kupperman and Jordan Calonego, who have experience running a hedge fund (Praetorian) and several small businesses (self storage, construction, etc.), respectively. As far as I know, they take no salary, have no stock options, and instead simply hold ownership of the shares to align their interests with shareholders. There was a strange lockup period with the shares for quite some time, and selling was extremely restricted.

The Mongolia Growth Group website has all their monthly reports and updates, and Harris runs a website adventuresincapitalism.com, which has some pretty interesting commentary from time to time. I believe there was a presentation on YAK at the Las Vegas Value Investors Conference.

I don't own any shares, but have been keeping an eye on the company for a while. I like the Mongolia thesis, but view an investment as being at the top end of the risk spectrum since frontier market governments can nationalize assets at any time.
Feel free to post this if you feel it adds value to other subscribers.

Q: Hello all ... Interest rates are such a big factor in my retirement forecast. With the lowering of interest rates in Australia and comments by Mark Carney from the UK of rates not to go up till '15, are these countries indicators of when interest rates may increase here in Canada.

Thanks for your comments.

Q: I have a question about your rating system and apologize if the same question has been asked and answered recently (I'm a new member). If a company is rated A for example and has gone up substantially since you gave it this rating will the rating be downgraded eventually reflecting the higher valuation or does the rating only reflect your views on the quality of the company, it's management etc? Does the "A" rating mean that you feel it's not only a good company but is also trading at a good price? Thanks.

Q: Preferred share etf's such as CPD are dropping rapidly over the last few days. Are they more likely than not to continue to fall? Is it time to bail, take a loss, and invest in dividend paying common stocks instead? I have about 10% of my non-registered portfolio in Prefs. Thanks for any thoughts you may have.

Q: Hi Peter,

Your latest reports on FCR (B+) and H&R (A-) were positive but since then, the shares of each of the two companies have decreased significantly (in the past few months). Can we expect further volatility given the "threat" of tapering and interest rate hikes? Good entry points at these levels or wait and see?

Regards,

François

Q: Hi 5i, my question is regarding Terago (TGO). TD has a one year target of $14.but i was thinking of selling and getting in technology. i have ESL already , any other suggestions.do you think TD's target is reasonable ?
if possible can you comment on zinc sector.for the past year or so i have read various sources that stated a shortage will very likely occur in about a year or two.thanx

Q: Solium Capital (SUM) released quarterly results today. They look strong but I would appreciate your comments? Thanks!

Q: what are your thoughts on AlarmForce(AF) it appears that Mr Matlin has been given the boot,is it time to exit this company?

Q: I have read your previous comments on SUM. What is your opinion on Solium's latest quarter? Are you planning on covering this company? At current prices would you prefer this or Sylogist?

Q: HLF

What is the consensus estimate for Q2 revenue and eps?

Q: Peter; It would seem ATH received the OK they were waiting for late today. Does this actually add materially to the stocks value? Thanks. Rod

Q: How do you feel about Difference Capital (dcf). They seem to seed small tech stocks prior to them going public for big gains. Thanks again for the great service.

Q: Hi Peter and Team:

I have been following Avigilon AVO for some time and the forward looking earnings are growing quite fast. Can i get your overall opinion on the stock and mgmt!

thx