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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: Could you please give me an update on NUS.US. I am now down 50% and have been hoping for things to turn around. What are their financials looking like in your opinion. Could you provide a couple of US names you like. Thank you.
Read Answer Asked by Cheryl on August 21, 2014
Q: Hi 5i I remember Peter talking about the value of compounding using DRIPs .A guest on BNN showed the power of this using Johnson/Johnson over a number of years, very impressive! I was wondering if you could suggest 2 stocks to buy with a DRIP that I would put away in a TFSA for about 10 years. Thx for all your work. Gerry
Read Answer Asked by Gerry on August 21, 2014
Q: I have been trying to find a list of Canadian producers of liquids rich natural gas - not dry gas. Can you provide some names? BXE is one that I know of.
Read Answer Asked by Grant on August 21, 2014
Q: bank of america settles this morning, how do you feel about owning this stock…. and financial's in general, any fav's?thanks,
Read Answer Asked by eddie on August 21, 2014
Q: Dear Peter, Team
What's your latest outlook on SGL ? It is approaching a one year low ! I kept it for the dividend but now I am considering selling it at a 25% loss to avoid further loss. It is part of my RIF account! Thanks, Frank
Read Answer Asked by Frank on August 21, 2014
Q: Good Morning Team,

Without knowing all my other holdings, in a well diversified portfolio, growth and income being my objective at this time. Would you incourage a simple switch: Selling Contrans (CSS) with a small profit for Trimac ( TMA)

Thanks for your help

Stephen
Read Answer Asked by Stephen on August 21, 2014
Q: Peter;Re the tax form 1135 my C/A says all registered accounts are exempt. Rod
Read Answer Asked by Rodney on August 21, 2014
Q: Hi great team.
I am looking for a gold company with a dividend, but that has not been "discovered" yet.
And what do you think about metals companies with dividend.
I am looking at Teck resources,but cannot figure out what will bring coal back in play
Read Answer Asked by Josh on August 21, 2014
Q: 9:21 AM 8/21/2014
Hi Peter:
I must sell something to pay income taxes. I am considering the following 3 choices. All are in my TDWaterhouse cash account :

1. Olympia Financial Group Inc OLY. This is a 1.5% position, ACB $48.11 Current Capital Loss $11,353. However we received the $10/share dividend last year hugely offsetting the paper loss even though the taxable loss is still $11,353. Current Dividend Yield 7.22% Yield in Cost 6.05%. I already have a sizeable realized tax loss this year so don't particularly need to realize any more now.

2. Corus Entertainment CJR.B This is a 1% Position. ACB 24.12. Current Capital Gain $633 Current Dividend Yield 4.37%

3. Surge Energy SGY This is a 2% Position ACB $7.85 Current Capital Gain $2,915 Current Dividend Yield 7.17%

I really don't know why Olympia has been drifting down so much this year as it seems like a nice little company and regularly raises it's dividend. Are there any hidden weaknesses that I don't see? The recent quarterly results are :

Highlights from Continuing Operations for the three month period ended June 30, 2014 include the following; when compared to the three months ended June 30, 2013:
-- Total revenue, including interest earned as trustee and interest,
increased 6% to $9.24 million from $8.69 million;

-- Interest earned as trustee on monies held in trust and interest on
Olympia's own cash increased 17% to $1.41 million from $1.21 million;

-- Direct and administrative expenses (excluding depreciation and
amortization) increased 6% to $7.27 million from $6.89 million; and

-- Earnings before income tax decreased 3% to $1.67 million from $1.73
million.
Olympia advises that it will not be pursuing its prepaid card business and has requested a voluntary termination of its Mastercard issuer licence. As Olympia Trust is not federally regulated and given the fee restrictions imposed by provincial gift card legislation, it was determined that this business is not viable for Olympia at this time.

These three are all held long term [permanently] mainly for their dividends and hopefully some capital growth. I would have to sell all of Olympia or Corus, or half of Surge to pay the tax. I really don't want to sell any of these but must choose one so I would ask your advice on which is the weakest and must be sold.
Many Thanks........ Paul K
Read Answer Asked by Paul on August 21, 2014
Q: DHX: Good article in Canadian business. Is the next Disney in Halifax? They are working on a new hit comparable to Johnny Test. If they get a new hit and merchandising and licensing agreements on toys, figurines, etc., that could be a big deal? Is the stock up because of this article or getting more attention as a growth oriented company? Looking at the p/e it seems like people are paying for huge growth potential. Is it getting pricey to add to it? Would you add if you owned, weighing factor not an issue. Thanks.
Read Answer Asked by Helen on August 21, 2014
Q: Almost a year since subscribing to 5i... appreciate the great timely research. First ever question. You gave your take on DCK earlier in the year, have their prospects improved since then? I see they came out with a Kakwa well flow test update recently. I still have a position at a lower entry, do you see much upside in Donnycreek at this point? Or are there other junior O&G names that you prefer? Keep up the great work!
Read Answer Asked by Tom on August 21, 2014
Q: Your thoughts on Forcefieldenergy inc. FNRG Please

Thank you

Read Answer Asked by Michael on August 21, 2014