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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 reference to Sheldon's question (Feb 20th) regarding the recent rise in BDI's share price. It is no doubt partially due to the tax incentives announced by Stephen Harper recently....

"The federal government is hoping to kickstart a multibillion-dollar industry that, according to one analyst, is currently suffering an anxiety attack. Speaking in B.C., Prime Minister Stephen Harper unveiled new tax breaks for investment in liquefied natural gas.

The new measures mean companies will now get a capital cost allowance of 30 per cent for LNG equipment. And 10 per cent for buildings at LNG facilities. The government projects the tax break will save the industry about $50 million over the first five years.

Another estimate says it will allow companies to write off 90 per cent of their investments in seven years, instead of 27."

The above is taken from CBC.ca
http://www.cbc.ca/news/business/lng-tax-breaks-will-help-but-is-it-too-little-too-late-1.2965444
Read Answer Asked by Scot on February 22, 2015
Q: Hello Peter
I'd like to invest in Horizons Betapro S&P 500 Bull plus ETF which is trading on TSX .My question to you is: is this ETF hinged or unhinged and what is advantage and disadvantage on hinged and unhinged ETFs and because the fund is exposed to U.S equity indices will it fall under the US $100,000 reporting rules (Form 1135).

Regards Andrew B.
Read Answer Asked by Andrzej on February 22, 2015
Q: Hi 5i,

Of the four listed companies, which three would be the best for income growth over the next few years?

Thanks in advance!
Read Answer Asked by Wayne on February 22, 2015
Q: Hi Peter I think you "like" the stock and it seems to have a nice p/e ,decent dividend to allow for growth...you have also mentioned possible large real estate value not fully recognized on books I think. Time to add a small position in a new non-financial/energy/utility company and I am thinking of this one. Without regard to industry as it will be a small holding do you like it better than GH,RPI.UN, CSW.A and WB and if not which one is your favourite of the group and why over ADW.A
Thanks for all you do
Read Answer Asked by Dennis on February 22, 2015
Q: Regarding the Canadian portion of a well balanced portfolio, in addition to the 5i model portfolio, please recommend some Canadian companies for someone with a 10+ year timeline.
Read Answer Asked by William on February 22, 2015
Q: Hi- can I have your analysis of the latest results. They appear to be hitting on all metrics- higher NOI, occupancy, lower debt and payout ratio. thanks
Read Answer Asked by Scott on February 22, 2015
Q: I've been in and out on PLI a couple of times. It has been a volatile stock. It has hit new highs lately. I'd like to get back in but I feel it has received a lot of attention now and it might be overpriced at this time. I want back in but feel the price will drop and if I wait it out I'll get a better price. What are your thoughts ?
Read Answer Asked by Theresa on February 22, 2015
Q: Not sure whether this is a fair question or not. I have been trying to find out which companies may best profit from a couple of new technologies being driverless automobiles and 3D printing. Would you have any insight into this? Thanks in advance.
Read Answer Asked by dale on February 22, 2015
Q: Held on to Legacy and Surge for too long I think. Would you sell and rotate into some stronger names you have mentioned or would you recommend holding? Thank you.
Read Answer Asked by Neil on February 22, 2015
Q: Hello Peter et al.

There was a surprising news release that came out last night on Mart Resources and I have been reading a lot of different speculation into it. Their CEO has been releived of his duties pending and investigation internally. He sold a lot of shares 6M from Dec to early Jan. He is in personal trouble with payments in divorce court with the judge in the UK. They have put the company under strategic review for possible sale etc. They have only just started to get production to higher levels with the new pipeline. Would you please comment on this for me. Is the shares going to crash when the market opens Monday? The uncertainty and speculation because of the strange news release might cause the share price to crater. The risk of Nigeria I guess.

Regards,

Brendan
Read Answer Asked by Brendan on February 22, 2015
Q: Hi, 5i, As you get bigger, isn't it inevitable that you will be pushed away from your position as the best picker of small/medium-sized companies with the best risk/reward ratio for medium/long term holding? This advice, judging from the consistent stream of accolades showered upon you by members (to which I have contributed), is your most appreciated service. By trying to satisfy everyone's other wishes, are you not in danger of being "random-walked" into just a good fund manager? I vote that you stick with your knitting. As ever I am very grateful for what you have done for my portfolio. I just want it to continue a bit longer. Henry
Read Answer Asked by Henry on February 21, 2015
Q: It appears, based on some recent questions , that you conducted a survey of members. I would like to participate, but try as I may, I could not locate the survey on your site nor did I see anything directed to me as an e-mail. How do I access the survey?
Read Answer Asked by John on February 20, 2015
Q: Would the proposed 5i model portfolio ETF be available to 5i members only or open to the general public? If open to the general public does this not mean they would have access to 5i intelligence without paying for a membership?Thanks Dave
Read Answer Asked by Dave on February 20, 2015
Q: Am looking to purchase US ETFs, would you suggest purchasing in US dollars or would you purchase funds that are hedged? I am happy to stay invested for 10+ years.
Read Answer Asked by Janet on February 20, 2015
Q: Hi Peter,

This name was recently on a list you gave me priortizing how to integrate the 5i port into my own.

However BDI is up approx 40% in 2 weeks. Has there been substantial news to legitimize this move?

Or should I wait for a pullback? Have not purchased (unfortunately) as yet.

Would appreciate your opinion of a buy strategy on this one.

Thanks
Read Answer Asked by Sheldon on February 20, 2015
Q: Having read the recent survey questions I am unsure of the ramifications of question #4. What potential pros and cons might be associated with third party marketing of 5i portfolios? I envision lesser known 5i followed companies gaining greater investor support and 5i reaping free advertisement. Curious to here 5i Research motives.
I must confess to being a 5i question and answer junky. Truly valuable investing advice.
Thanks
Roger
Read Answer Asked by Roger on February 20, 2015
Q: CXI announced a new issue today at 26.75, with some interesting conditions I have not seen before. It is to be held for 4 months and then trade on a restricted basis for 12 months. Can you explain this?
Thanks so much,
Marilyn
Read Answer Asked by Marilyn on February 20, 2015
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