Investment Q&A

Q: hello Peter:
I am in full agreement with you on the topic of analyst upgrades and downgrades (got to keep people trading). Having said that, how can I trust the very same analysts for earnings estimates? Or, is there a better way of tracking companies earnings that I'm not aware of? I've read that an average of 63% of companies usually beat (reduced) earnings. Your comment please, as this affects the entire stock selection process (obviously).
thanks
Paul

Q: Hello 5I Great Team:
Appreciate your insights on Sphere 3D, symbol ANY, has it is not heading in the direction of making money. thanks so much. Lorraine

Q: Does VRX still have upside or is it too late?

Q: I have been considering buying Solium Capital (SUM) as it continues to rise while at the same time insiders are selling. I think I am missing something here and was wondering if you could provide and explanation and if you would recommend SUM. With thanks, Bill

Q: with an expectation of a profit

over 5 years please give me your opinion of

MIRASOL AND GOLDCORP

Q: Hi 5i Team,

I recently read through "is there a perfect stock" and "selling too early..." in the blog section of the site, great articles. Myself, knowing a lot of the technical analysis aspect of stocks I would like to strengthen my fundamental approach. Could you please give a checklist that retail investors could use, for example, return on equity(ROE). Or even describe your process of buying/selling. It builds confidence to act on buying the dips when you know the fundamentals are strong. Anyways, thanks guys for having the first market advice service WORTH paying for. Keep up the fantastic job.

Q: Re Descartes Systems Group (T.DSG). Is there a logical explanation for the significant short positions that were taken in the latter part of May and then again the latter part of June?

Even now, the short position still stands at over 12%.

Q: Peter: Can you comment on lumber securities as related to housing starts? I am interested in Canfor CFP and West Fraser. How would you rate them or are there others I might consider? Thank you.

Q: Hi Peter,
I am interested in platinum, what are your thoughts and is there a stock or ETF that you would recommend? thanks Clare

Q: I'm wondering if you've had a chance to look at Espial (T.ESP) yet. With the trend towards cutting traditional cable in favour of video on demand plus the advent of smart TVs, they may be very well positioned to do well.

Thanks for a most invaluable service.

Q: Hi Peter and Team,

What are your thoughts on Ares Capital, ARCC.

Q: Good day! I have a full position in Crombie (CRR.UN), and am considering selling at least half to purchase Healthlease (HLP.UN)for more US exposure, and for less "commercial" risk (versus the better risk as I see it from long-term-care facilities). I can foresee more growth from HLP.UN
I also prefer the multi-res risk profile to commercial, and would consider purchasing Morguard (MRG.UN)instead of HLP.UN, again for additional US exposure (currently almost 0 in my portfolio).Perhaps I should look at replacing CRR.UN altogether with a half position in each? If I retain half, Crombie would then be my only commercial industrial exposure. I also have a half position in Capreit (CAR.UN).
Your comments as to the wisdom (or lack of same!) of this change would be appreciated. Thanks!

Q: HI,

Do you have any insight as to why TRZ.B is falling like a rock. It has fallen 21% in the last month. Thanks

Q: Peter and staff
would like to know your outlook on (cdi) canelson ? In my area of S.E. Sask. they have every rig drilling. looks positive here .
Thanks
Cal

Q: I have a small position in Denison (DML) but am thinking of increasing it. In the past you have been cautious on uranium sector. There are only a few DML questions asked and not many recent. Can you please provide your opinion on DML as an investment that I plan to hold for at least 5 years or an alternative equity/ETF in this sector. Thanks again and again!

Q: How would you compare cdz.a and xtr as income etf funds ?

Q: Peter and staff
would (sum) be a buy after its impressive rise in share price? What continues to be your outlook on (sum) in the coming year?
Thanks
Cal

Q: Hi Peter,
Is ACQ is still a good buy at $40

Q: Hi Peter and Team,

Thoughts on Medley Capital Corp, MCC.

Q: Hi Peter and Team,

Thoughts on HealthStream, HSTM.