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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: In case you hadn't seen it there was good news today on NRG
Alter NRG agrees to Harvest takeover for $5 per share.

Rob
Read Answer Asked by Robert on March 27, 2015
Q: WSP recently reported Q4 and year-end results and,to me, they appear excellent. Could you comment on the results as well as on the news they were selling all their shares in Norwegian company multiconsult AS? Is this a good move? Thanks for the excellent service.
Read Answer Asked by jacques on March 27, 2015
Q: My goal is to create a list of criteria for the ideal small-cap growth stock. I fully appreciate very few stocks, if any, will meet all the criteria. I have started the list. Please add to it.

1. Experienced management
2. High insider ownership
3. Low debt
4. Low forward P/E ratio
5. Momentum
Read Answer Asked by James on March 27, 2015
Q: Hi 5i: I've decided to add some more fixed income to my portfolio and was checking on how my CBO has done over the last year. I note that it jumped very sharply on Jan 20/21 of 2014. I can't recall what triggered that leap, which is visible in other bond ETFs also. Do you have any record of what the event might have been? Thanks.
Read Answer Asked by Roland on March 27, 2015
Q: Hello,

Following on my previous question regarding using WIN as an income stock and reading your previous answer regarding DCI which one would you chose for income (and some appreciation) Both? Others?

Thanks
Read Answer Asked by Marios on March 27, 2015
Q: Hi 5i,
I have been a long term holder of ASR and it is down more than 50% since purchase. What is your outlook on ASR and do you recommend continue holding? What do you think about taking the loss and move the proceeds to CXI, as I currently do not have financial exposure.
Thanks as always,
Jerry
Read Answer Asked by Yi on March 27, 2015
Q: Thoughts on their earnings? Would you categorize this as an income/slow growth company?

Thanks,

Robert
Read Answer Asked by Robert on March 27, 2015
Q: Good morning, could you please correct the symbol on Jacques question and what would be the yield on these after the reset? Would you expect the price to rise after the reset? Would these make a good investment since one presumes interest rates will rise in the next five years and the prices will correct to $25. Thank you
Read Answer Asked by Alayne on March 27, 2015
Q: In reviewing the sector distribution of your reports (C rating or higher), there seems to be a notable absence of reports on oil/gas (none), pipelines (1), and telecoms (none). Is this intentional?
Read Answer Asked by richard on March 27, 2015
Q: Hello 5I,

This a follow-up to a question you answered on the book value of Surge Energy; but applies across all Canadian E&P Companies. You noted Surge's book value is dependent on the price of oil and quoted a value of $68 US.
The problem I am having with your statement and all the other literature I read which quotes share price based on WTI is; What are the surrounding parameters that are needed to support the individual companies value. For example what is the exchange rate of the Canadian $ for the $68 WTI? At the current exchange rate this would suggest that Surge needs well over $80 Cdn to have a book value you suggested. Another question is at what oil futures price? If the current Contango widens so that a one year futures contract is $68 WTI; can I then apply that forward price to Surge, or which ever other company I am following?
Any clarification you can offer would be greatly appreciated.

Cheers,
Bob Ahearn
Read Answer Asked by Robert on March 27, 2015
Q: Could you update Midway (MDW) just starting production and grade is lower than modelled, may have a short term financial issue. Is the big drop from .90 to .39 a falling knife or a buying opportunity. Your comments on management and I can't seem to find their expected all in cost.
Thanks and I'll be signing up for another year, great service you provide.
Read Answer Asked by Doug on March 27, 2015
Q: In the US what are the equivalents to GUD, CRH, PLI, MSL, PHM and the like. In other words, if I'm looking to make high risk speculative investments in US pharma/biotech/healthcare stocks, what do you recommend. Your independent and straightforward insight is invaluable. Thank you!
Read Answer Asked by James on March 27, 2015
Q: Hello 5i Team, first of all I'd like to say that this is a very valuable service. I wish I'd found it much sooner.
I'm in the process of moving our RRSP Mutual funds to a self directed account at my bank. The plan is to create a balanced diversified portfolio using ets's.

30% Fixed Income - XQB
25% Canadian - XIC
25% Us- XUS
15% Europe - XEF
5% Emerging Markets - XEC

(or something similar - not sure yet if I'm going with BMO, Vanguard or Ishares)

Or would it be better to choose sector specific ETF's such as Financials, Health Care, Industrials ect.?

Also would you recommend waiting until after the summer (sell in May and go way), buying into the market all at once or buy in 1/3rd chunks over a period of months.

Thanks you very much in advance
Read Answer Asked by Luca on March 27, 2015
Q: I am holding the following losers. I am not sure if they are worth holding on to. Would appreciate your views. Thanks
VNP(-40%), CS(-52%). TBE(-52%), VXS(-52%), VALE(-47%, ECA(-39%).
Read Answer Asked by satish on March 27, 2015
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