Investment Q&A

Q: Peter et al,
I bought Dundee Real Estate (D.UN-T) at around $30 plus. It sat below that for a while but has crept up to $29 plus. It has been disappointing. What is your opinion on it now? The dividend is decent but I don't want to hang onto it if it is going to just creep along.
Gary

Q: CSS-TSX Contrans Group .What is your outlook on the company-is it fairly valued

Q: Not a question but a comment to my fellow members. I have noted a number of member remarks as to a shorting suggestion on a recent BNN telecast. I frequently watch these telecasts as well for different views. I would suggest that members go to the guest's fund web sites for performance of their particular fund as a reference point. I find myself that some guests have better advice than others. I do not find that particular recent guest to be in the more reliable camp.

Q: Symbol: CCT

Hi,

Can you please comment on Catamaran's earnings report and guidance and do you think it would be a good time to start a position. I have 2-3 year time horizon.

Thanks

Q: Hi Peter

What is your take on spb & vsn for income & growth at this time

Thanks i value your take highly

Mike B

Q: followup Q for 5NPlus vnp/t,thx for update on stock since good Q earnings,but stock has risen almost 30% to 3.80sh level,I took profit at 3.52 and am out. Is there a re-entry point you would consider?? seems like stock has gone from outhouse to penthouse with investors,thx as always

Q: I would like add some Canadian pharmaceutical stocks to my portfolio. Would you have any suggestions, stocks or ETF, for an open and TSFA account. Thank you.
I would also like to thank you for the exceptional service you are providing. Your recommendations have made a substantial difference in my portfolio return these last two years. I always check your recommendations before I buy or sell any stocks.

Q: Your views on STN (Stantec) Q4 and 2013 year end results Thank you

Q: Good day Peter....This is an amendment/update to my earlier e-mail question about rebalancing a RRSP portfolio. In the e-mail I mentioned "income with steady growth, and on further thought, what I really would like/am aiming for is steady growth. For me,the income/dividends is/are really a fall out/come along with the stocks. (This especially true for the pipelines over the last five years. But it is getting through to me/sinking in from reading your posts and responses that a balanced portfolio is a better practice than just pipelines, financials and REITS.) In a way, for a non-registered account, I would prefer growth companies but for a RRSP, I'm inclined to me more conservative and by that I label it as steady growth. Thanks for provoking thinking for all this........Tom M

Q: Hello Peter...This is about an RRSP account that is overweight in financials, pipelines and REITS, with some consumer discretionary. But there are no health care, info tech, and consumer staples. And I read in an earlier post about taking positions in staples which got me thinking about rebalancing to add staples. (For example, is THI considered consumer staples?) Your suggested names/ticker symbols for these 3 sectors are most welcomed for a RRSP that is five years away from being converted to a RRIF that will continue to provide "income and steady growth".
Thanks....Tom M

Q: Peter, I have a niece that I'm gifting 30K to. She's like to put this money into a TFSA as she currently doesn't have a TFSA account. I was going to advise her to pick 6 equities from your model portfolio in different sectors. Would you agree with this strategy and if not what would your recommendations be?

Q: Not a question, but a comment.

As a member who rarely posts questions I am annoyed with individuals who list their holdings and ask for a portfolio review. The latest being Karen who posted today, listing 38 holdings and asked for a detailed review.

My issues are 1) We are members not clients; and 2) Your site is clear on the scope and nature of the information provided.

I think your response on these questions should be that it is outside of the scope of 5i's service and they should consult a financial advisor.

If individuals want to be treated as clients then spend the money on a financial advisor rather than expecting the 5i members to subsidize their needs.

Q: hello, Peter
do you know creative edge nutritiona(fitx), thank you so much for your information.
Yingzi

Q: I would appreciate your valued opinion on Akita Drilling AKA.A and how it compares with its peers.Many thanks.

Q: PEIX
PEIX reported block buster result because of high ethanol prices and low corn prices. Q1 should be even much better as the price advantage is higher. It seem that a few years ago they were a speculative company. It went up 20% after hours, and has risen more than 150% since December.
What is their cash and debt position?
Do you see them as a good investment at current level?

Q: Hello 5iTeam, last question about Boardwalk (BEI.un) was in June. Is your opinion still the same? Is there a better REIT out there? Thanks, Gervais

Q: Re: STN.TO
Could you please comment on Stantec's results? Thank you!

Q: Hello 5i:
PHX ( PHX Energy Services) just released it's record financial and operating results for 2013. Before I jump into this stock, I would like your opinion on this company and the future risks in this sector.

Q: Can you comment on the continued weak price of PRE? It had a recent oil discovery. Is there something other than geopolitical risk that I might be missing? Perhaps a big player is selling and hopefully done soon?

Q: I see a lot of cost cutting measures in order to increase earnings. Does it point to an advanced stage in the economic cycle ?