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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: Thanks to 5i the last couple of years have been very good. Thank you for your help. I now own most of the income and growth portfolio stocks, plus an assortment of other stocks as well; and am prepared to commit new money to the market now.

Over the last few years I have been monitoring 2 other "model"portfolios that I set up on Globe Investor Gold. I call them Brookfield (BAM.A,BOX.UN, BGI.UN,BIP.UN,BPY.UN,BRE and BEP.UN) and Tobacco (MO, PM,LO,RAI and VGR). Both portfolios show very nice and consistent positive results from year to year. YTD 2014, Brookfield is up 16.2% and Tobacco is up 27.9%. In both cases, share price gains are augmented by decent sized dividends as well. All of this with no buying /selling or even rebalancing.

As a non smoker who owns no tobacco stocks currently, I cringe in asking this question. But I do need to grow my portfolios. Could you endorse putting real money into the above mentioned portfolios? From my perspective, it seems reasonably safe, and provides a degree of sector and international diversification. And I do need US dollars from time to time. The dividends on the tobacco stocks would help in that regard.

As usual your thoughts and suggestions would be greatly appreciated.
Read Answer Asked by Donald on October 30, 2014
Q: Thank you for offering this wonderful service!!! Thanks to you I am making money - and more than I was with a full service advisor/manager.
I would like to know, in your research reports, where I would find an explanation of: recessionary EPS and Qualitative, and how to read the numbers.
Thanks!
Read Answer Asked by Brenda on October 30, 2014
Q: Hi Peter and Team, I have no exposure to the Health Care sector. Could you please suggest 3 or 4 names among the big caps US Health Care companies? I am looking for companies that are strong and offer a dividend. I understand that your focus is not on US companies. Thanks, Gervais
Read Answer Asked by Gervais on October 30, 2014
Q: I have been in and out of this stock for a few years and done well as it had become quite predictable - buy at $10 to $11, sell at $12 or so. I am hurting now though. Please give me your thoughts on Talisman, I an wondering if can recover to the $10-$11 range. Thanks, Mark
Read Answer Asked by mark on October 30, 2014
Q: Have held CPG for some time and have noted your comments comparing Crescent Point to others like Surge and Whitcap. Have not made the switch as had large Capital Gain position. With the pull back in Energy this tax consideration has shrunk. Would a switch at this time make sense and what Oil Co would you recommend for income and growth. I have Peyto for my Gas position. Each of these position represents 2% of my portfolio and would be long term holds
Read Answer Asked by Bruce on October 30, 2014
Q: What are your general thoughts on the long term prospects for this stock? What impact would listing on the NASDAQ have on the stock
Read Answer Asked by Peter on October 30, 2014
Q: This stock is beaten down quite a bit. I don't own it but would like your opinion before taking any position . Thanks
Read Answer Asked by S on October 30, 2014
Q: I am thinking of investing with a hedge fund. Can you give me your thoughts, and are there any that you could recommend? Thanks for your help.
Read Answer Asked by Donald on October 30, 2014
Q: This is for the person who accidentally bought CNR on the New York exchange instead of Toronto. With dual-listed stocks, you can have it moved from the US side of your account to the Canadian side, or vice versa. You will therefore not lose anything on currency conversions. I have done this in my TD Waterhouse account both ways. As well, if you have a Canadian stock you want to sell, and were going to convert the proceeds to US cash, if the stock in dual-listed, just transfer it to the US side to sell. That way, you avoid the 2-3% currency conversion fee that TD Waterhouse charges.
Read Answer Asked by Donald on October 30, 2014
Q: Hi Guys, I have owned Route 1 for 10 + years, long, disappointing ride!!! Could you please tell me the following;
1) Are they making money quarter to quarter?
2) Are they buying back shares (2014) and how many?
3) What percentage do insiders own?
4) Peter, from your previous life at Sprott, would this technology be of any value to the financial world?
thanks again,
Jim
Read Answer Asked by jim on October 30, 2014
Q: Can I get your opinion on this dollar hedged ETF. I have enough US dollar denominated investments in my portfolio but I want exposure to the US Financial sector. Is today's price a good entry point as well?
Read Answer Asked by Rob on October 30, 2014
Q: Can you tell me what is meant when talking about "ROAE" and how it is calculated?
Thanks
Dave
Read Answer Asked by Dave on October 30, 2014
Q: Hello team,

I am looking to start an RRSP account with about $25,000 with a maximum growth objective, being fairly comfortable with volatility. Could you please give me your thoughts on the list of stocks below? Is this a good diversified mix? Should I buy at current levels or wait for a pull back on the ones nearing 52 week high? Please feel free to suggest alternatives.
Here is my list:
AVO; BPY.UN; GIB.A; WSP; HLF; TELUS (or GIL); WCP; BDI; MDA.

Thanks as always,

BK
Read Answer Asked by Bekaye on October 30, 2014
Q: I caught glimpse of your most recent Top Picks on BNN the other day via BNN's after-show email to me. I am puzzled why you choose to release your top picks to the general public first, and not to your subscribers at all? I had to hunt down your BNN top picks via another web site as I couldn't even find much recent info about them on 5iresearch.com

- have I missed something? :-(
Read Answer Asked by orion on October 29, 2014
Q: "Elkwater Resources Ltd. Announces Closing of Subscription Receipt Financing and Announces Flow-Through Financing Resulting in Aggregate Gross Proceeds of $100 Million". Is this going to drive share price lower again?
Read Answer Asked by john on October 29, 2014
Q: Hi Peter & Team;

I have been looking at the Clarke Inc Company website, Sedar, and your site on this Company. I see a small investment mgmt Company with an ROE of around 30, 5 yr CAGR in the 40's, ttm diluted eps, just from continuing ops of $3/sh...total ca of $77M (close to $4/sh)...debt of only $2.7M...buying back shares...but a P/E of only about 3? Yes, the eps (continuing ops only) prior to the ttm was variable, and the portfolio is a dog's breakfast...but the new CEO seems to be cleaning up the portfolio. Shouldn't this stock command a little more respect than PE=3?
Q: Have (any of) you personally met the current CEO, and the Exec Chairman...and, if so, what is your opinion of them?
Q: In your opinion, is their a missing piece...or misfit, on the mgmt team?
Q: If you had to put an intrinsic value on CKI right now, what would that be?

Thanks for your input;
BRGDS
Brian
Read Answer Asked by BRIAN on October 29, 2014
Q: Peter any news with RBI is this worth while getting into.

Thanks
Jim.
Read Answer Asked by James on October 29, 2014
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