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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: I rebalance my income portfolio as per your april portfolio updated,not particularly thrill of these changes especially as WIN is concern i managed to build a position at 3.06 the stock is right now at 2.59,i felt that SLF and T could being replaced by more (reliable) sources of income.

Thank You
Read Answer Asked by DANIEL on May 14, 2015
Q: Please comment on Strad generally and on Destefano Mark's increased holdings. Thanks
Read Answer Asked by Blanche on May 14, 2015
Q: Insurance salesman is recommending CI corp. class funds for 85 year old widow for all non registered accounts. it would be $600k of a $2m estate for tax purposes? The sale commissions seem high at 5% mer would be 1.5% for this account. They also recommend their t class funds for income. Your thoughts?
Read Answer Asked by mike on May 14, 2015
Q: Can I get your thoughts on the quarter for rx.v? EPS was very strong and they mentioned a couple of international shipments from their large international customer coming in Q2 during their presentation.

Thanks!
Read Answer Asked by Chad on May 14, 2015
Q: What are your thoughts on Savaria's just announced first quarter and its Outlook for 2015?

Thanks, Jim
Read Answer Asked by James on May 14, 2015
Q: Hello 5i Team, can you please comment on the recent 1st qtr results of LGX. Given they have not met their financial obligations and the management team's performance is questionable at best over on the Legacy side. I incurred a rather large loss on the stock and was planning to roll the dice on it. Am I better off to take what money I can get out of it and play a micro cap that has better upside potential over a 5-10 year period?
Read Answer Asked by Shane on May 14, 2015
Q: Could you give your latest thoughts on the company and earnings report of May 6? Thank You.
Read Answer Asked by Michael on May 14, 2015
Q: Wondering if you could give me an opinion on this stock after its recent quarterly report...i am looking for an alternative energy stock to compliment my fossil fuels holdings...love your service...cheers
Read Answer Asked by Cam on May 14, 2015
Q: RE "what's your sell disciplilne?" blog.
If DOL was in the BE portfolio or the growth and you had held it for over a year with a 100% gain, what would 5i do?
1) let it run on fundamentals, 2)take the profit and let the rest run, 3)substitute, 4) sell on valuation or stop gain, 5)trade on technicals and buy back based on the belief it will run more.
Thank you.
G
Read Answer Asked by George on May 14, 2015
Q: Hello Peter,
If I read correctly from the various message boards, TD sold a lot of shares of PHM and since than the stock has not recovered. PHM continues to build a base around the 1.5 range. Recently on BNN, there has been positive comments on PHM with a price target in the 2.25 range and yet the stock has not moved. Their recent financing closed and I was expecting the price to move higher. Are you able to shed light on this please? With respect to FFH, the stock just keeps getting punished. Any comments and are you able to provide the company's PE ratio as well as the ROE please as yahoo, and google do not seem to track the numbers the same. Thank you.
Read Answer Asked by umedali on May 14, 2015
Q: Hello Peter & Co,
Financials represent 8% of my RRIF portfolio; they comprise BNS, CXI, EFN and TD (I also own DH in my TFSA). I'm thinking of adding either Royal Bank or Sun Life or an ETF of US banks to my RRIF portfolio; could you please guide me?
Thanks,
Antoine
Read Answer Asked by Antoine on May 14, 2015
Q: Hi Peter and co.
I recently scaled back on my US holdings in my RRSP in order to lock in my gains from capital and currency appreciation. I was lucky enough to buy the majority of my US holdings when the Canadian dollar was close to par with the US. My next step is to invest these proceeds into Canadian companies. When the Canadian dollar gets back on to an even playing field with the US, I may again look to increase my exposure in the US.
Considering this is my RRSP and I am 36 years old, what percentage of my holdings, in your opinion should I keep in US companies? My goal is to continue to see growth from my US holdings while minimizing currency risk.

Thanks!
Read Answer Asked by Chad on May 14, 2015
Q: Which of these stocks is the best buy and how would you rate them in terms of risk/volatility.
Thanks for the help.
Read Answer Asked by Ron on May 14, 2015
Q: He!lo Team, I'm curious about the motivation of DRT to raise money. I can see it if they were doing aquisitions but I think I read that the funds were going to be used to fund operations. As a growing and profitable company could they not have funded growth from cashflow? Is this not a negative on some metrics? Your insight is welcomed!
Thanks
Dave
Read Answer Asked by Dave on May 14, 2015
Q: Hi 5I team,
What are your current thoughts on RCL? Do you think it is a buY, hold or sell? would it fit more into an income portfolio or a growth portfolio?

Thanks for your help,
Terri
Read Answer Asked by Terri on May 14, 2015
Q: Just curious as to when the ruling for their appeal against Apple should be announced. I thought a decision was to be made in May, is this correct?
Read Answer Asked by Kyle on May 14, 2015
Q: Home Capital Group: I am now down 16.4%. Bought it at $51.19. Given all your other most recent replies to other members, is it worth holding onto? Is it likely to recover, and become a good decent growth stock? Or should I cut my losses and sell it? (It's in a registered account.) If so, what should replace it as a growth stock? Also, Open Text has been declining in the past 2 weeks. I'm down 4$. Is it worth holding onto?
Read Answer Asked by Helen on May 14, 2015
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