Investment Q&A

Q: Air Transat (TRZ.B):

After a collapse in share price in March to $8.10, Transat's share price has been gradually recovering and then today was up over 6 percent to close at $9.40. To partially assess risk reward I look at average analysts' one year price targets which for Transat are either $15.47 (Globe) or $15.50 (Thompson R), offering significant possible upside potential. At $9.40 it is still selling at less than BV with no debt (that I can determine). It is a small position for me (about 1.5 %) but I am contemplating increasing that to perhaps 2 %, but I have no insight as to why the price has moved up. I was wondering what thoughts or recent info (in addition to your March report), you might have. Thanks.

Q: Hi ,

In a registered account, what ETFs would you recommend for the fixed income part of a portfolio. I currently own XBB and CBO , and am looking for alternatives to diversify from bonds. Which one of your recommendations would be your first choice to add to these? Thank you

Q: I see AJX took a nice kick in the shorts today after reporting they would not be as profitable for 2014 as had been expected. Can you add your thoughts to owning this "contra" selection. Thanks in advance, Mike

Q: Hi. I read a lot about the financial markets. I am a senior. Things I read are about making money in the Market is luck. I have also come across literature that if buy a stock and it immediately goes against you, you sell. Here is my latest case. US - EPO within 3 or 4 days of June the 2nd it reached 25.7. Bought on a dip of 25.27. 2 days later June 2nd it is down to 24.4.

TKM - within 3 or 4 days of June 2nd it reached 14.6 plus. Bought it on a dip of 13.9. 2 days later June 2nd it is down to 13 (I sold it).

TKM also trades on the US (I bought Canadian version) and XPO both have good upside potential according to Seeking Alpha.

PTS (Points) within 3 days of June the 2nd it hit 28.1. Bought on a dip of 27.1 by June 2nd down to 25.6. Points 5i seemed to like it. Could you tell me how you would have gone about making these buys because they all went south. Dennis

Q: How do you feel about AG Junctions AJX results for the long and short term?
Thank you.

Q: What are your thoughts on PKT (Parkit)?

Q: Hi Team,

TKM is still drifting lower. With about $8 in Cash and a good pipeline of drug candidates, Monsanto agreement etc. what do you think about the company. What is the maximum risk to this stock given the cash they have.

Q: I would like to purchase an energy ETF and I am considering Vanguards VDE-N or I shares XEG-T. Would you have a preference for one over the other or would you suggest splitting the total dollar amount invested 50/50? With thanks, again. Bill

Q: Hi Peter and Team,

What are your thoughts on Winmark Corporation, WINA?

Q: CF.Agreed with your answers to Helen today.CF been on a tear since report of strong results on Feb 5($6.87) & your review on Jan 10($7.29).Thinking of buying tomorrow prior to release of results after market close on Jun 6.Worried that above already priced in expected result.Your normal good advice.Thanks a lot

Q: Hi Peter, and 5iResearch Team,
Would XLE, Energy Select Sector SPDR fund be the best way to invest long term in the US Energy Sector. Is the valuation of this sector still reasonable. It seems that US oil companies have a significant edge now and I think the US Dollar fundamentals may prove to be better than the Canadian dollar? Your thoughts?
Thank you very much!
Linda

Q: Why is TMM up on this news?

Q: Hello Peter- Is HBC a good value play due to its real estate holdings. Could it go the way of Loblaws and split?

Q: I recently purchased Fiera (FSZ) but it has been on a fairly steady decline for the past month. Are you still comfortable with your rating, and might this be a good chance to pick up some extra shares 'on sale'?
Thanks, Bob

Q: CF Cannacord Genuity; Is it worth holding or fully priced. The p/e seems extraordinarily high.

Q: To Peter and good crew. I am concerned re electrification plants in Canada powered by coal sources. Are there some producing in this manner and if so could you tell me please. This question posed as a result of the new policy brought down today by Pres. Obama.

Q: What are your recent thoughts on PLI and their latest results?

Thanks Ken

Q: Peter; Thanks for the EFN reply. Insiders have been buying the EFN prefs, class A and C which yield
roughly 6.5% each. Could you comment on their safety for income and are they rated ? No rush . Thanks.Rod

Q: What do you think of CA Inc? It seems to trade at a good multiple, have reasonable debt levels and pays a good dividend. However technically its been looking weak since I bought it and earnings growth seems to be slowing, although this could be temporary problem. Would you regard it as a sell? Are there better places to put my money in the same space?

Q: EQI Equity Financial just reported the results from their AGM. Looks like we all voted with Smoothwater and now S. Griggs is the new COB. Can you sum up where you see this puts the stock at this time and set up what the future may look like?

TIA