Investment Q&A

Q: HI Peter
I am up 140% on IFP.A (4.7% of portfolio) and 102% on CFP (3.8% of portfolio. Are there any changes in the sector that suggest taking profit at this time? IFP just purchased a Georgia forest company,Ilim Timber ($130 cash plus 3.68 million shares). Do you expect they will need to make a new issue to finance this and if so would the resulting dilution be a reason to sell at this time?
Thanks,
Murray

Q: Hi Si group. Really need some good investment ideas, choices, recommendations as I am creating a new TFSA for our four grandchildren, ages 2 to 9 years. Will invest initially about $1300.00 per child. Would like those investments/equities to have potential growth, reasonably good financials, as they will be long term holds, with some dividends in the future. The sectors is not critical in our evaluation. Thank you for your fine work on previous questions. This is an great service and insigt for the investment public. Keep up the stanard you have started. Many thanks, Jim

Q: Vcm

Hello what is your opinion on their latest quarter?
Thank you
Greg

Q: hi folks:

interested in your comments regards EFH (EGI Financial); thanks

Q: Good afternoon 5i,

Your comments on Cardiome Pharma (COM)?

Thank you,

Paul

Q: RE-Rock Energy

Can you please give me your opinion on this company?
Thanks
Brian

Q: Have you ever looked at the company Verisante ( VRS-X)which makes a medical device for the early detection of cancer. I owned it its early launch days but got out. Like lots of venture companies it has fallen quite a bit but I can't help but think it has a product that is very valuable with an aging population.

Q: What Canadian energy producers do you like? Am looking for some diversification within the industry. These can be oil, or gas producers, senior or mid cap. Keep up the great work! Am learning lots daily.

Q: Re: Questrade and Don's request, I signed on with them four years ago when they were perennially the Globe's # 1 rated online broker. No regrets. Their transaction pricing is slightly higher than what I pay with the junior 1/3 of my portfolio at CIBC but Questrade's portfolio analysis and research is first rate and worth a few extra bucks per year. Not a single website crash and on the infrequent occasion when I have needed them customer service was top notch.

Q: Since dumping my mutual funds last spring I have purchased the following with focus on growth and some income. I am not overweight in any of the stocks and have plenty of time to manage the portfolio. All are full positions except as indicated. Could you please review the list and indicate if there is any redundancy, any deletions or addtions I should make? Thank you.
ACQ
AYA 1/2 postion
BCE
BEP-UN
BNS
CGX
CRR-UN
CSS
ENB
ESL
FCR
FSV
FSZ
G 1/2 position
GWO
HCG small position
KBL
MDA small position
PKI
SLF
STN
T
TCK-B
TRP

Q: Please recommend stocks or etfs to create cash flow in TFSA for healthy 90 year old. In addition he has laddered bonds and some income from pension and family business.

Q: Thanks for looking at this..I seen your response to 3D and I have xone do you feel that this is on that could make it or should I put a stop on this...thanks ...

Q: Interested in your thoughts on ANY Sphere 3d. Seems to be putting all the right pieces in place to have some serious potential. Market seems to really like this company. Your thoughts on management too please. Any plans to cover this company in the near term understanding it does have more risk than most companies covered. I know there are quite a few members looking for a little torque for a small position. Thanks

Q: Hello,
The exposure to the tech sector is 17% of my portfolio; the securities are AVO, CSU, DSG, ESL, GIB.A, MDA and SUM. Is there any another one that you would recommend to replace one of the above?
Thanks
Tony

Q: for an aggressive portfolio of about $18,000.00 do you think four equal investments of enghouse (esl), dhx media,(dhx), surge energy,(sgy), and sylogist,(syl), would be too risky for a five year time horizon, the money was a surprise inheritance, thanks

Q: Hi can I get an update on (PRI) primary energy recycling. Currently in re negotiations with a company that is responsible for 64% of revenue. But company has a high free cash flow yield of 28%? I'm curious of what you think. Thx.

Q: Hi Peter and Team, as a follow up to P/BRD question, I was hoping for some thoughts on the following as well but did not phrase my question accordingly. Any possibility that Goldcorp, G, would put Primero into play for the balance of the company they don't already own?

From the proposed transaction;

The proposed transaction will be completed pursuant to a court-approved plan of arrangement and will require approval by at least 66% of the votes cast by the shareholders of Brigus at a special meeting. The issuance of Primero common shares in connection with the proposed transaction will require the approval of a majority of the shareholders of Primero voting at a special meeting. Goldcorp Inc., which holds approximately 27% of the outstanding Primero common shares, has agreed to vote in favour of the proposed transaction. The directors and senior officers of each of Primero and Brigus have also entered into support agreements pursuant to which they have agreed to vote in favour of the proposed transaction. It is anticipated that the shareholder meetings will be held in February 2014. Full details of the proposed transaction will be included in management information circulars to be mailed to the shareholders of Primero and Brigus as soon as practicable.

Any thoughts on SpinCo and its assets?

Thanks!

Q: Hello all. Acadian Timber (ADN) released its 4th quarter results yesterday. What do you think of them ? Thanks.

Q: Can you comment on Redknee's earnings, how the stock might react, and the prospects for the company going forward. Should I hang in for another quarter or two?

Q: What is your opinion on Couche Tard. How much growth do you see or is fairly valued here?