Investment Q&A

Q: Hi Peter,
On BNN , DHX was compared to Corus Entertainment. If this is the case, is DHX over valued or do they have other assets that justifies the growth? Sensio continues to sign deals,but the stock continues to drop. It has recovered a bit, but is still down from a few months ago. Any comments please. Also, would you consider CSX as a long term investment starting with purchase price of $34 with or without CP merger talks. Thanks again

Q: Hi, What do you think of Pfizer? I have a partial position in my dividend fund RSP. Do I top it up or is there a better company in the sector? Jeff

Q: I'm interested in income with growth if it happens, but not a major consideration. For the 10% utilities holdings I'm looking at equal amounts of VNR and ZUT. What would you suggest if you don't see this as a good idea. Thanks.....

Q: I have been watching this stock now for about one year. Do you have an assessment or evaluation on this company? Is this a good time to take a position in this industry or would you recommend another company in the sector?

Q: Hi, What do you think about Noranda Income Fund?

Q: I have had a half position in Molson Coors for about a year and have done very well. With this pull back should I buy the other half, or is there a better company in the sector? This is in my growth portfolio. Jeff

Q: Is E a hold or a sell at this point? Or would you consider averaging down?

Q: There doesn't seem to be a floor to this slide in MCR's stock price. I'm now down 50% and it's killing me. Do I hang on?

Thanks

Q: Hi,
I usually do not buy apparel retailers, but I did so at the end of 2013 when a significant new shareholder entered the stock. Is Reitmans a name you would consider? Large cash position, positive same-store sales, new significant shareholder, etc... What could be an exit price in the next 24 months? What other turnaround story could recommand?
Thank you,
Eric

Q: What is your outlook for MX? Would you be adding to positions in this or ?

Q: Hi, I am looking at adding to some of my positions in my growth portfolio. What do you think about West Jet and the industry in general? Jeff

Q: Hello,
Ergoresearch has been consistently profitable over the past few years, but the stock is down 20% to 30% over the few months. Is it only the overhang of an insider selling earlier in 2014? Do you like what you see in the future of this company? Is it a good opportunity to buy?
Thank you,
Eric

Q: Want to move ENB (Enbridge) $ to PPL. Good idea?
Thanks, B

Q: Peter,

With the new credit system for questions, where can I find out how many I have left to use?

Thanks
John

Q: Eric Nuttal, on Friday's Market Call, stated that the management of Legacy gave themselves great increase in compensation. If so, would that change your opinion on this Company. In my experience I have seen this so often as the stock declines. Most of the time the stock does not recover.Thanks

Q: Hi, I have a 2/3 position of BCE and am wondering if I should top it up with this pull back? Jeff

Q: For Growth do you like:

Fiera Capital or Element Financial
Enghouse or Sylogist
First Service or Home Capital
Parkland or Vermillion
Trimac or Algoma

right now for new funds?

Q: Hi Peter and Team. AI has a nice DRIP program and a low beta. I am considering putting some money behind this stock using their DRIP but I would like to know what could be some of the risks (ie Canadian Housing Market) and should I enter a half position and wait for an interest rate increase to see how much of an affect that will have on the stock price. I enjoyed your topic and presentation at the Money Show...I appreciate you sharing your insights. If there is another DRIP stock that you like I am open to other options also.
Thank You
Jeremy

Q: Hi team
When you say you would be comfortable with a 15 to 20 percent weighing in energy in a portfolio is that a percentage of total portfolio? For example with $700,000 portfolio $100,000 allocated to oil and gas stocks is adequately diversifying the portfolio with the rest in all different sectors. Thanks.

Q: Following up on your comment to Gord today: "It is very unlikely that 5i will report on US stocks. One problem is simply finding staff with experience in the US markets that are willing to commit to no trading", would you be open to the idea of creating a US stock research section where the analysts allowed to hold U.S. securities but must fully disclose them?
I'm pretty sure most 5i Research members are astute enough to discern the difference between objective commentary and biased, self-serving opinion. Moreover, you could institute very strict guidelines for making stock recommendations that would address possible biases.
I have made a lot of effort in the past few years to diversify worldwide (U.S. 40%, Europe 20%) but it's awfully hard to find good, objective information on foreign companies.
Robert