Investment Q&A

Q: Hello, I hold smaller positions in GUD and E as a portion of an overall well balanced portfoio. Do you see any problems with either, they seem to be going down or sideways for some time.
Reasons, or just overall summer doldrums? Thanks, Lavern
p.s. Hope you are fully recovered for your quickly approaching ride. Best of Luck!

Q: I own CXS-T counsel corp and have aquired shares of HGP Heritage Global Inc. These were transfered over at .725 per share in April. The price is now .43 per share. Should I sell these?
Thank you

Q: Hi,

Do you like any of Difference Capital, RB Energy or New Millenium Iron, and if you had to choose one would you have a pereference?

Also you you look at purchases by insiders under a plan the same as purchases in the open market?

Thanks,

R

Q: Hi 5i team,

I am working on getting a more diversified portfolio in my non-registered accounts when I add new money. According to RBC Direct Investing I have 0% utilities, 0% industrials, and 45.1% in energy.

It seems that you consider ENB, IPL, and PPL as utilities. Is that correct? If that is the case then utilities make up 22.9% of my portfolio, and energy is 22.2%. Still too high I suppose.

I would like to add some dividend paying industrial stocks that would make up around 5% of my portfolio. What industrial stocks do you recommend at this time? [I guess STN and BAD] Is there a seasonally good time to buy industrial stocks? I can wait if there is.

Note: If I recall you classify BAD as an industrial stock, yet TMX lists it in the energy sector. Sometimes it's difficult to figure out sector allocation when some stocks get classified differently depending on the site you use.

Paul

Q: Can you explain the cause for the sharp drop in the stock down 15% July 16 for. First Republic Bank
FRC New York exchange . This followed what seem to be pretty good quarterly results .
I bought this bank on a recommendation recently by someone who was on BNN .
Thanks. Rick

Q: Hi,
Would you please give me your opinion of Cascade CAS.TO at this time, as it has been a while since the last time.

Many Thanks

Q: Hi Peter and team
Would appreciate your views on AAR.un-T.

Thanks

Q: Hi 5i team,

What is your opinion on PCLN (Priceline)?

Thanks.

Q: What is the advantage of in kind transfers from a non registered account to a TFSA if one is charged capital gains anyway, and can't claim capital loss--which presumably you COULD claim if you sold the stock and transferred the $? Is it that the transfer is done without a transaction fee?

Q: re: FUNC First United Corp

this is a small bank that was recommended on Market Call. Pre 2008 it was as high as $23.41. It is now @ $8.75.

I realize it is U$ based... keeping that in mind do you have any observations you could share?

Thanks for all you do

Gord

Q: Hi Team, What are your thoughts on Neptune's (NTB) results.
IS IT A HOLD, BUY OR A SELL.
Thank you for a wonderful service

Q: From Accesswire (June 19): "Isis Lab (LAB-TSX.V) has created a gamblification engine that turns on-line games into real money, while creating a sticky user social experience. For clients operating within fully regulated markets the company offers a turnkey solution including a full commerce application and back office suite."

Turning fantasy gaming into real money sounds quite promising (I'm not sure how that's possible!) but I can't imagine what a sticky user experience would entail. Any idea?
Two of the execs at LAB honed their skills at Poker Stars and Full Tilt Poker and the report at Accesswire links LAB with Amaya. It seems LAB moved up in sympathy with developments at Amaya in mid June from the 35 cent area but has since fallen back.
Has 5i altered the opinion on LAB since last look in Feb. and is there possibly an undiscovered gem of a stock here? Thanks, J.

Q: re: CBI Chicago Bridge & Iron

another U$ firm question...

CBI was a few days ago a Top Pick on Market Call and, Warren Buffet holds s strong position for Birkshire Hathaway.

It is down 22% since 3rd week April. Can you provide any information looking forward regarding this company?

Thanks for all you do

Gord

Q: Seems we're into a summer pullback in the Canadian market. I've noted some of the companies in your model portfolios have pulled back with the market. Which companies in your model portfolios do you currently believe are the least expensive and provide the greatest upside for the next 1-2 years? As, always, thanks for your valued guidance.

Q: Peter: I have been looking at Sylogist, SYZ for the past few days as it reaches new highs. I'm puzzled by the reporting of volume. For example, today, the official count is 2615 but a look at trades on TMX.com shows many thousands more. Why the difference especially on what appears to be quite an illiquid stock, especially if you want to trade. Thank you and kind regards,

Q: can you provide me with estimates on earnings per share for next reporting quarter acq-t thanks

Q: Are you aware of any website that publishes a listing of companies that are starting to pay their first ever dividend?
Thank you.

Q: If I wanted to start building my own portfolio, what is your recommended mix in regards to sector and industry? What is the mix of your model portfolio?

Q: Hi Peter,

Could you provide a Stock Screening web site or program that you would recommend for a retail investor ?

Thank you Peter...

Q: Is there a place for Quebecor in a portfolio if you already hold Telus? Are there any credible reports that confirm Quebecor will join forces with large financial players to expand their wireless business east of Quebec?