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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: Has your opinion changed on Palidan PDN since the Chinese got involved with them?
Read Answer Asked by Darryl on April 23, 2014
Q: hi.Why "clearwater "is going down day by day.thanks.ebrahim
Read Answer Asked by ebrahim on April 23, 2014
Q: Good Morning Team...Would you average up on Sandvine at this point,$3.77 off daily high of $ 3.92?
Read Answer Asked by smokey on April 23, 2014
Q: McCoy (MCB) has been creeping up over the last few weeks. Is this a good time to get in? The business seems to have been sidetracked by a computer installation which should now be out of the way.

Thanks.

Paul F.
Read Answer Asked by Paul on April 23, 2014
Q: your take on the below comments will be very be helpful
thanks
Yossi

Canadian Oil Sands, the largest stakeholder in the Syncrude production facility, is the “perfect way” to play this thesis,( rail capacity will now move massive amounts oil to world markets)
Skolnick said, given all of its production is light, sweet crude oil.(
Energy Watch: Canadian light oil set for heavy growth
Jameson Berkow, Western Bureau Chief, BNN
Read Answer Asked by JOSEPH on April 23, 2014
Q: Hi Peter,
FRC has run up a lot lately. Do you recommend holding? thanks Clare
Read Answer Asked by clara on April 23, 2014
Q: Hi Peter & 5i: A recent Morgan Housel article circulated by the Motley Fool discusses a developing trend in the fees charged by financial advisors, away from a percentage of AUM model and toward a flat fee approach. He suggests that this transition will ultimately have many people paying significantly less than they do presently for the services of their financial advisors. My questions: 1. Do you agree that this trend is coming? 2. If so, over what timeframe would you expect it to be substantially implemented? 3. Will it have a material impact on the revenue and earnings of the Canadian fincancial corporations that 5i members may own? 4. If so, which ones would likely suffer the most severe effects? Thanks for your thoughts!
Read Answer Asked by Lance on April 23, 2014
Q: Hello Folks;
Thanks again for the great service! We have done very well on some of your recommended companies such as Badger, ACQ, Boyd etc. and have kept reducing our share count for re-balance purposes. Utilizing your experienced crystal ball, are their other companies you feel may have a decent run ahead. I can increase exposure to more stable stocks such as Agrium, Baytex etc., however don't find them very exciting. Calculated risk does not scare me off.
All the best
brian
Read Answer Asked by Brian on April 23, 2014
Q: Hi Peter and the 5i team,

I was wondering what your thoughts are on Home Bias and the ideal allocation to Canadian equities? A typical couch potato strategy evenly allocates 1/3rd to Canada, US, and International. Some prefer an even higher weighting to Canadian equities.

In July 2013, Mawer introduced a Global Balanced Fund (http://www.mawer.com/knowledge-centre/mawer-blog/the-evolution-behind-the-mawer-global-balanced-fund/) with a 2.70% weight to Canadian equities because they're "not convinced Canadian equities should dominate the equity portion."

I realize having a higher weight to Canada might lower some risk (ie. currency risk, familiarity with Canadian companies) but when we look at managing long-term risk and growth in a portfolio, does it still make sense to weight Canada at 1/3rd in your porfolio?

Thanks again,
Arneh
Read Answer Asked by Arneh on April 23, 2014
Q: I own WCP and have been considering buying POU & TOU as they were Eric Nuttall's top picks on BNN on April 17th but I am timid to do so as the RSI Index indicates that they are way over bought. He didn't think this was of concern as he says there has been huge demand for Canadian Oil & Gas stocks by US companies. Could I have 5I's thoughts on purchasing now are wait for a better opportunity? He also said he was 20% in cash?? Thanks, Bill
Read Answer Asked by William J on April 23, 2014
Q: Hello,
Could I get your opinion on questor technologies? I have a small holding that I bought at $2.18 and have seen some increase now. Do you have an opinion on whether there will be continued growth and subsequent price increase? As well I am considering buying shares in sunopta, I know they've seen a lot of growth recently, do you think there is room for continued growth for this company?
thank you for your time
dave
Read Answer Asked by David on April 23, 2014
Q: Peter, your comment please on B.T.B. reit . The last I see is January. Love the high yield. Is the div sustainable and is the management good , Thanks Ken
Read Answer Asked by Ken on April 23, 2014
Q: Hi 5i Great article by Ryan Modesto,I think every investor should read this article and the next time they go to look at their portfolio read Ryans article first then look at the portfolio then read his article again ( good peace of mind )
Thx 5i for good solid advice
Read Answer Asked by Gerry on April 23, 2014
Q: Hi Peter and Crew. Thanks for great service.

I see that Carfinco ( CFN.TO ) has released its 2013 annual report today. Could be get your comments on their results. It sure seems to be oversold at this point. Many thanks.Don
Read Answer Asked by Don on April 23, 2014
Q: Hi 5i team,
I am getting very close to aligning my portfolio with the Model portfolio, and note that I am overweight in energy stocks. I hold BAD, BDI,BEP.UN, FRC,CVE, ENB, and PEY for a total of 19.8% of my stocks. My tech holdings are at 16.3. Which of my energy stocks would you sell in order for me to better balance my holdings? I plan to redeploy the cash to pick up the model portfolio stocks I don't yet have FSV, CSS, and possibly STZ.
Read Answer Asked by Ellen on April 23, 2014
Q: Hi Peter et al: Largo (LGO) is poised to go into production of it vanadium mine in Brazil with Glencore taking all of its production for the next 6 years or so. It is still languishing in the 28 cent range. Once it goes to production will it take a quarter for the price to move up or income will then be known?

Derek
Read Answer Asked by Derek on April 23, 2014
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