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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: H 5i, my question is regarding HBM. i have noticed that more investors have been asking about zinc lately. one inquiry you had wanted to know if a good zinc producer existed. you went on to recommend TV. i very much believe that zinc will be a great story this year and for the next few years. so as a hobby investor i researched the best i could for good zinc stocks and as you know they are very few and far between. it seems that TV would be a good place to be but i found that HBM might be as good .it appears that they have some serious zinc production soon to be developed. can i have your thoughts on HBM ? pros and cons, can management deliver ? my thinking is TV will most likely be bought out before the zinc story unfolds whereas HBM has less probability of being taken out. thanx norm
Read Answer Asked by NORM on February 10, 2014
Q: Peter, I have a nice gain in SU and CNQ but they are now about 8% of my portfolio each, which I suppose is too much. Would you suggest selling none, all or some percentage of both and purchasing Whitecap, Surge, Bellatrix, Tourmaline, or some other energy play with the proceeds. Thanks for your help as usual.
Dave
Read Answer Asked by David on February 09, 2014
Q: The US debt load continues to grow as does the associated interest costs.The money supply growth should lead to high inflation and possible devaluation of the US dollar. China and other nations are busy reducing their holdings of US dollars and the dollar will soon be replaced by a basket of currencies for some commodities such as oil. In addition to the obvious hedge of gold,silver and mining stocks should we consider some currency hedging? Their is an ETF for the Chinese yuan CYB which seems safer than the Forex market. Your comments would be most welcome.
Read Answer Asked by William on February 09, 2014
Q: endeaver mining had a sharp rise the past week. is it a buy at .72
Read Answer Asked by Donald on February 09, 2014
Q: Re. NFI..... New Flyer Industries.
I am looking to deploy some money into some of the companies I already own as I have too many now to properly follow. I have made very good money with NFI over the last few years going in and out several
times. I would like an opinion as to the prospects from 5i point of view. I am am looking for a place for cash that is not in RRSP or TFSA. Whatcha think?
Read Answer Asked by Glen on February 09, 2014
Q: What is your view of (1) the new IPO- Scotia "Europe Blue Chip Dividend and Growth Fund (2)AIM.PR.C pref shares, and (c)IShares Global Telecom Fund (IXP)?
Many thanks for your excellent service.
Read Answer Asked by Harold on February 09, 2014
Q: Greetings 5i
When I subscribed to 5i back in April 2013, I was pretty green (still am) and started picking (mainly growth) stocks instead of creating a portfolio. I think I picked some fairly good stocks but I do not have market cap or sector balance. For the first 9 months or so everything went UP. But recently I learned that stocks sometimes go down.

I own Avigilon, Badger, DHX Media, Descartes, Element, Fiera, Macro, McDonald, Paladin, Redknee, and Tricon.

Now I plan to somehow transition to a portfolio, still leaning toward growth.

In addition to the stocks listed above, of the Model I currently own Amaya, Constellation, Enghouse, and Stantec.

Over the next 12 months I am wondering if I should slowly build the model portfolio, one stock at a time, or should I just add select stocks to create some balance to my current holdings?

Can you give me a sense of the order in which I might make my monthly purchases to create some sector balance. I do not need yield as I have very secure income from other sources.

Outside the Model I am looking at Boyd, SunLife, and Stella. (and maybe ACQ or Davis?)

Thank you for fabulous service.
Read Answer Asked by Gordon on February 09, 2014
Q: do you have an opinion or info on deswell indus.- dswl
Read Answer Asked by jim on February 09, 2014
Q: XSR: reported FQ1 miss, conversion convertible notes to shares and has come down a lot-so; worth buying now for a trade as a very small part of my portfolio??
Read Answer Asked by James on February 09, 2014
Q: Hello Peter and the 5i Team,

In an answer to a member's question, VIG was recommended as a US Dividend ETF. I own CLU.C, and its chart seems to be better than VIG. I'd appreciate your comments regarding CLU.C. Thanks in advance.
Read Answer Asked by Jerry on February 09, 2014
Q: Hello Peter,

I have a small interest in RDK, redhawk resources, what can you tell me about the future outlook for this company?

Monika
Read Answer Asked by Monika on February 09, 2014
Q: My stock portfolio consists of 19% O&G stocks, all Canadian. Of these CNQ is 41%, Cenovus (CVE) is 19%, Suncor (SU) is 21%, and Husky (HSE) is 13%. Vermillion (VET), Paramount (POU), Legacy (LEG) and Twin Butte (TBE) make up the remaining 6%. None except Vermillion are in your O&G recommendations. I was thinking of buying some of your recommended stocks but with such a high percentage already in O&G should I sell some of my majors. Although I like to hold stocks forever, it seems that I might be holding some old dogs. Do you have any recommendations of which I should sell and which from your recommended list (also perhaps more Legacy???) you feel I should replace them with. I am looking to hold for at least 3 years and probably for up to 20 years. Your recommended list from Jan 24, 2014 was Tourmaline, Peyto, Surge, Bellatrix, Whitecap, Raging River, Vermillion, Baytex, and Torq. Thank you very much, I have a great deal of respect for your opinion.
Read Answer Asked by ED on February 09, 2014
Q: Re Crude by rail ... I am thinking that *IF* and WHEN Keystone gets approved, stocks that are heavily invested in crude by rail delivery may get hit. What are your thoughts on this? Do you see any risk in this regard and if so, could you share those stocks most at risk? Thanks in advance.
Read Answer Asked by orion on February 09, 2014
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