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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: Good Day fine team. Thank you for your new Growth PF. Happily I already own 5 of the equities. My question - I only own (due to the large drop in energy) a total of 5.4% within my 4 PFs. Black Diamond has dropped from last May or Apr from $34.31 to $12.79 for me. I also own WCP, BAD, and RRX. BDI loss translates into almost $2000.00. I have sold SGY and FRC already. Any thoughts on BDI? I'm hoping to hold on as all the research through 5i is complimentary to BDI. I am still having a blast with the world of investing... thanks to you.
Read Answer Asked by El-ann on April 02, 2015
Q: Hi Peter and Team,

First of all, thanks for putting out the Growth Portfolio. Looks awesome. I was happy to see that I already hold 5 of the names in the portfolio. My question is about Solium Capital. I currently have it in my TFSA and think it might be a good call to switch it out for 1-2 names (2 since SUM is an 8% weighting) in the growth portfolio. Can you recomment a good replacement from the portfolio? I already own CXI, DHX.B, AVO, GUD, XTC, and I plan on buying OTC with cash I already have set aside.

As always, thank you!

Jordan
Read Answer Asked by Jordan on April 02, 2015
Q: Peter and his Wonder Team
Macro just reported its 4th quarter declining revenues which was widely expected and I think not too bad considering the sector and commodity prices as a whole. Please give me your overview of this company and its prospects going forward! Would you still consider it a cheap stock with the strength to survive the sector storm? Thanks for your continued knowledge!
Dr.Ernest Rivait
Read Answer Asked by Ernest on April 02, 2015
Q: As a guest on BNN, Patrick Horan has been given the opportunity to discuss his short position on Enbridge for a number of months now.

It occurs to me to ask: Is this merely Mr. Horan being permitted to 'talk his book' regardless of any perceived conflict, or is there a genuine concern with Enbridge's valuation and its financial structure as Mr. Horan suggests. Thanks.
Read Answer Asked by Michael on April 02, 2015
Q: I would like to invest in some US blue chip stock. Is PG buyable at this time? It was downgraded in Jan 2015.

Thanks again.
Read Answer Asked by Rita on April 02, 2015
Q: Hello Peter and Team
Thank you for creating the Growth Portfolio , i have created a mix of your Balance and Growth Portfolio along with some large Blue chip company to lower my risk .
Much Thanks
Claudio
Read Answer Asked by claudio on April 02, 2015
Q: Your thoughts on the deal dhx made with The Orchard.

Thank you
Read Answer Asked by ron on April 02, 2015
Q: Hi, I would like to know from the 2 portfolios Balanced Equity and Growth which one would I use to invest in a TFSA account and which one for a RRSP account.

Thanks.
Read Answer Asked by Costa on April 02, 2015
Q: Could you please give me your opinion on SPE. Could you comment on whether you think it's a good time to buy.
Read Answer Asked by Cameron on April 02, 2015
Q: hi folks. This was recommended on Bnn.MPG. Has it got some new news? alsoI notice you never discuss Splv and has been so good to me. Why ? Thanks in advance Cliff
Read Answer Asked by cliff on April 02, 2015
Q: I also saw the movement by AYA stock on Tuesday and it was strange. There was high volume on the stock for most of the day, but in the last 30-60 seconds it went from 31 to 29.70 in the blink of an eye. I actually had 29.85 ready to go for the last 5 minutes and when it started dropping I hit submit. An error popped up and I hit submit anyway and to my surprise, it actually got through (It was still open when I went to bed that night). I've never seen a stock drop that fast before.

Somewhat off topic, sorry about that.
I know you guys prefer T and BCE in telecom, but I'm wondering if you think Rogers (RCI.B) is getting any better with the recent drop?

Thanks, Paul
Read Answer Asked by Paul on April 02, 2015
Q: Hi,

Two quick questions on recent additions to the Balanced Equity portfolio:

1 - Do you think Alimentation Couche Tard may be able to acquire some retail locations in Canada or the U.S. from an integrated oil player that is looking to raise some cash? I heard that Suncor may be looking to sell Petro Canada? Not sure if its just speculation though.

2 - For Progressive Waste, the stock is near a 52 week high. Do you see growth in the U.S. market going forward or is this a play on lower oil prices improving margins and driving profit growth?

Thanks,
Jason
Read Answer Asked by Jason on April 02, 2015
Q: Hello Everyone,

This might help others so I thought I would share. Every now and then we hear from a member that their question is not answered. I think I know what is happening here. If you take too much time to write and then send your message, the browser actually fails to send it. You need to make sure that you see confirmation as oppose to going back to the question box after you click on send. The best way to avoid this is to type your long message in word document and once you are ready cut and paste to 5i question box. By long message I don't mean just the wording. I mean if you take long because you are doing some research or getting information from your portfolio to share with 5i as you are writing. If you take long it is also prudent that you copy the message you typed on in the box before you send it just in case. This way if you don't see the confirmation you don't have to retype the entire thing again. Happy trading every one.
Read Answer Asked by Saeed on April 02, 2015
Q: Can you please post your note 'Alerts' versus stop sell orders. I have looked and could not find the answer that Rick had given.

SS
Read Answer Asked by Sirish on April 02, 2015
Q: On the topic of selling the stocks that 5i "dropped" from the portfolios, I wonder if a better way for us to think about this is to be aware that there are slightly more attractive opportunities in certain sectors for any new money or change of circumstance/rebalancing. Having listened to your advice on buying for the long haul, and finally desisted in trading so often, I find myself reluctant to sell companies ( SLF for instance) that are still "decent" even if I am a little underwater on them.

The new portfolios are great fodder for thought, but I suspect my reluctance to stampede after every idea is even better!

Any comments on the long haul hold vs better opportunity issue?

Many thanks,
Marilyn
Read Answer Asked by Marilyn on April 01, 2015
Q: With microcap stocks I sometimes see stocks where the number of shares on the bid is small, say 500 shares and the bid price is higher than the last trade. When I check later a buyer has bought say 3000 shares at that bid price. Do pros often conceal the amount of shares they want to buy by only putting in a small bid? Do you understand my question?
Read Answer Asked by Murray on April 01, 2015