Investment Q&A

Q: Hi I was wondering if you could recommend some ways to play Palladium on the Toronto Stock Exchange.

As I understand it Russia produces a large amount of the world's Palladium and with the current tensions was looking for a possible way to play this.

Thanks!

Q: Hello Peter.....This is an "add on" about Paul's question/5iR answer about brokerage accounts at two large full-service brokerages and also TD bank. My comment is that when I was considering a similar matter, I decided to separate my banking from my investing institutions. The driver was to keep the banking from reach into my investments to settle any dispute, and the investment arm settling an account by way of the related banking division. The documents for RBC were written up like this, so I decided to go with two separate diversified banking institutions. Thought I would pass this on for 5iR readers to consider...........Tom M

Q: Here's a meta-question: What are the risks involved in relying on the recommandation of 5iResearch and it's portfolio? In a sense, I'm actually asking about your bias and angle to investing. Hope you don't mind my question.

Q: Hello 5i,
My question has to do with two companies that you have mentionned in question and answer. Suncor and IBM. You don't seem very positive towards either company. I suppose we are all under the mystique of someone like Warren Buffet and I have to say that it puzzles me that Mr. Buffet has chosen these two companies in a portfolio that does not have a lot of names. We would appreciate your take on that. Also, would you sell Suncor and buy something like Surge Energy in the current context?
thanks

Q: Hi Peter and team

I thought this may be of interest to you could you comment on the following article and any repercussions it may have on MDA MacDonald Dettwiller if any.

http://trajectorymagazine.com/business-and-technology/item/1677-the-maturation-of-smallsats.html

Thank you

Q: Hi Peter & team, I must be missing something regarding Chris' question and answer. Bep.un has been transferred from the equity portfolio to the income portfolio. So, as Chris wants his portfolio to be income orientated, why should he sell it? Disclosure; I hold the stock for income already. Thanks. Henry

Q: Hi Peter and Team,

What are your thoughts on Bridgepoint Education, BPI?

Q: Storm Resources (SRX) I received these through the Yoho (YO) deal. Their chart looks good. You did not like the company 18 months ago. Has your opinion changed? Are they worth hanging on to.

Thank you,
Al

Q: Hello 5i,
What is your opinion on selling LIQ and buying VNR for the longer term?
Thanks!

Q: Hi.Which of exchange Traded Europe fund is your favourite ? and is it worth considering at this time.Thank you and have a good day.ebrahim

Q: Hello Peter,
Would you recommend using stop loss orders in some circumstances?
Do you know where a retail investor can get access to what stop loss orders have been entered and at what prices? (Similar to Level II quotes for bid and ask).
Thanks,
Russell
Thanks

Q: Hello Peter....Is VRX (Valeant) a sell? I recently purchase it with the holding now being -10%. But I read your sector bubble reason for deleting it from the model portfolio....thanks....tom m

Q: Hi Peter. Read question from Paul (April 2) and your answer regarding holdings in one financial institute brokerage account. My question is, maybe a misunderstanding on my part, regarding solvency of banks. I have all my stocks etc at TD Waterhouse well over the $100,000 insured amount. Are all the stock holdings at risk or is it only the cash portion over the $100,000 that would be at risk in the event of a financial solvency at TD. Thank You.

Q: Just read an article that I would like to share with your readers
if you agree - especially the young ones.

www.milliondollarjourney.com/lessons-from-a-50-year-old-multi-millionaire.html

Q: Hi Peter,
Now that you have released the income portfolio and have included Valener and sold BEP.un and IPL to make room for this name would you suggest we sell our utilities/pipelines to buy this? For example sell TRP to buy VNR? Thank-you.

Q: Hi,

Now that Telus has a new CEO, do you still agre with it as a long term hold?

Q: Good Day,
My question is about Input Capital (INP). Now that this company has completed it's first year, what are your thoughts? Seems to me that they are moving in the right direction and have deployed some more capital into new streaming deals. Your comments would be appreciated.
Thanks again for the great service that your Team provides.

Q: Hello Peter et al.

I am enquiring about your current viewpoint on Ithaca Energy (IAE)? Their year end results came out on Mar. 31st and they were within expectations. There was no surprises. I have traded this stock a couple of times now as it has approached the $3.00 mark and has always pulled back. I know that Stella is comming online at the end of 2014 most likely Q1/2015 based on their past experience and this past winter in the North Sea. They do have some debt currently however when Stella comes online the yearly cashflow will be around $2.00 per share. This stock is very cheap based on this metric. What do you see as the next catalyst to cause this stock to run. I am looking for a $4.00 target by the end of 2015. Am I dreaming or is this realistic for this stock if Stella comes in at 30000 boepd or better? Your viewpoint on this stock would be appreciated.

Thanks in advance

Brendan

Q: Hi Peter and team. I am thinking about buying Difference Capital. The share price has fallen quite low here. Do you have an opinion on them now that they have released 2013 financials? My feeling is that they are just setting up investments and taking losses to position themselves for the long term. I would look to hold 3-4 years. They have just added the former CEO of Descartes to their board and they seem to have a team of tech heavyweights on their team. Is there any problem that you foresee or warnings against this type of investment? Thanks!

Q: Hi all, I was wondering if you feel the 8%+ yield on TBE is really sustainable? At $2+ the stock looks inexpensive...Huge drop of nearly 25% in July...What's your take on this?

Thanks
Stu