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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Peter and His Wonder Team
I realize you do not cover USA stocks and may want to take a pass...I will not be offended. Iteris has just hit a new high and I am wondering if I should sell or hold for a while. So in your eyes can you give me the big picture. Does it appear to have new legs and could possibly run another 10-20% in the coming months?
Thanks for your guidance which is always valuable to us little guys!
Dr.Ernest Rivait
Read Answer Asked by Ernest on January 12, 2017
Q: What are thoughts on Q1 results for Caldwell Partners? It seems cost are more in line to deliver stronger profits going forward and a sustainable dividend. The Company maintains a very good balance sheet and management and directors have been buying stock. Do you think the stock price today is very inexpensive?
Read Answer Asked by Charles on January 12, 2017
Q: Peter, I'm interested in increasing my gold exposure in registered accounts for diversification purposes and would appreciate your latest take on the gold royalty company Sandstorm (SSL-T, SAND-N) in the wake of today's announcement of record production in Q4 2016. I have heard good things about its CEO Nolan Watson.

Thanks for your great work.
Read Answer Asked by David on January 12, 2017
Q: I know you took this company out of your growth portfolio, but since the US election this stock is been going up. I went onto there web site and listened to the Bloomberg and Bnn interviews and i love what they are doing, they seem to be light years ahead of conventional construction, and this has to be the future. With 80 % of there business in the USA and expanding around the world, would this not qualify as a good growth company for a long term hold. Do you ever put companies back in the growth portfolio after removing them?
Thanks once again.
Read Answer Asked by eugene on January 12, 2017
Q: Based on Trump being confirmed as president in the US:
What top 3 sectors in the US and a stock in each does 5i like and the same for Canada (3 sectors and a stock in each)?
Thank you.
Read Answer Asked by George on January 12, 2017
Q: Good afternoon:
I am underweight in pure utility equities and would like to add. My primary holding is AQN with a lesser position in EMA. Would you recommend switching EMA to FTS and then adding to that position. Or do you consider that unnecessary?
Thank you for your advice.
Read Answer Asked by Peter on January 12, 2017
Q: I currently have HCG and WCP in the "explore" portion of a LIRA and they are both nearing break-even after holding for a relatively long period. 85% of the account is in a "core" mix of low-cost CDN, US, and Global EFTs. The remaining 15% is split evenly between HCG, WCP, and SIS. Wondering if I should sell these two positions now that they are back to my ACB and if so, what two alternatives would you recommend from a growth perspective over the next 3-5 years?
Read Answer Asked by Chris on January 12, 2017
Q: Good Morning: I hold a very small position in Enghouse and am considering an addition of shares. Your last report was in 2015 when everything seemed rosy but 2016 has seen some challenges emerge. From the Q&A section of your website I get the sense that you are still basically positive about the company. Is it your opinion that they will be able to successfully continue their acquisition strategy and who do you see as their major competitors in this area? As always, thanks for your help. Don
Read Answer Asked by Donald on January 12, 2017
Q: Hello 5i
Thanks for the service.

Checking in on a 5i current viewpoint for Timbercreek Financial.
I hold it after the merger of their two entities and really like the current 7.8% yield as income flow to Portfolio.
There has been lots going on related to interest rates and new entrants to potentially compete against TF.
Would you please offer you comments about continuing to hold this security and whether you consider any risk growing; price level and ongoing distribution?


Thanks
Dave
Read Answer Asked by David on January 12, 2017
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