Investment Q&A

Q: Hello again Peter and Team. Would you be able to rate the Ten sectors as to their potential volatility within a correction or recessionary environment.I am sure that Financials would be the strongest suit, but not sure which way I would lean towards in considering the positive, or negative potential of Energy, Utilities and Industrials. I am particularly interested in where you would place Materials and Info Tech. Your thoughts please? Thanks again.
Rick

Q: Hi,

I am planning on adding a tech stock to my portfolio.

Between qcom, open text and cgi which would be your preferred stock. I am already overweight CSU in the portfolio.

The correction in qcom makes it attractive in terms of valuation, OTC had a fabulous quarter and cgi has a promising outlook.

Thanks for your response.

Q: Re BNP BONAVISTA ENERGY
Would you rate this a safe income, but reasonable growth stock in a good energy environment; also does it and other energybstocks like it have a fairly consistent up/down cycle throughootnthe year.
Thank- you

Q: Your thoughts on STN latest quarter?

Q: what is your opinion of HBM & LUN now ? thanks for the great service . JIM

Q: Re your appearance on BNN on 7/29,my lady investing friend & I were elated to see you still looking good & sharp as ever after your accident.Was unsuccessful to get on the show to thank you for your great site & ask a question as many people ahead. Txs for your advise to buy SJ before release of results.It was up $1.88. In my humble opinion,Alex,CEO of AVO is a strong reason for a bigger drop of price after the latest 2 q results due to his personality & poor conference call.He did not generate cofidence & evasive @ times.He is very driven & maybe he is going to make an acquistion soon.As a copmarison,Paul Colbourne of SGY is very open & generates confidence besides his continuos buying in the market.Thanks a lot

Q: Hi - Parkland Fuel (PKI) is getting clobbered.Time to buy more or get out? Thanks.

Q: Hello 5i team,
I looked at Avigilon's results today; Sales, Gross margin, Ebitda and adjusted earnings are all up except Net earnings.
The market obviously does not like it; what is your take?
Thanks,
Tony

Q: Good morning, AVO, at its current price and yesterdays reports, is this a buying opportunity or hold?

Q: Hi Peter,
I am wondering if you are nearing a decision on what to do with the cash in the Model Portfolio account?
Thanks
Mike

Q: Hi Peter,
Could you please comment on the latest quarterly results from Parkland Fuel, PKI. There appears to be increased trading activity based on the results which seem to be quite good to me. I would appreciate your insight on the report. Thank you, Lynda

Q: Just a comment supporting your article about increasing dividends. I bought Canadian Energy Services (CEU) in 2007. Since then the dividends have grown to the point where I am currently earning at an annual rate of 48% of my original purchase price! Keep up the great work.

Q: Avigilon's (AVO)spring share offering appears to have reduced its quarterly earnings by about 1 cent a share. Have they given any indication what they plan to do with all their cash?

Q: Good afternoon, re AVO, Avigilon, do you consider it a good buy after today's drop? Thank you

Q: Can you provide your observations on Parkland Fuel's (PKI) 2nd quarter results? Thank you.

Q: Re: Just Energy: JE.TO
Can you please update your expectations for Just Energy. I have held it for some time and am obviously underwater with this one. The just released Q2 earnings sounded positive but a smaller hedge fund has reinforced it's Short stance because of the sale of the most stable part of JE's business. If I keep it, do you feel the dividend is now more secure or is it time to sell and move on?
Thank you.
p.s.- I have SGY so if I were to sell could you recommend a safer higher dividend yielding stock to replace JE.

Q: HNL

Is this a good opportunity for a 2-3 year hold? Is the div safe at 5.7%?

Q: Haven't heard much lately on Blackberry from you. Currently trading at approx. $10.20. Do you see much/any upside? What is your opinion?
Thx

Q: QST
What is the catalyst for growth at Questor?

Reason I ask:
-Waste gas incinerators are not new technology.
-They don't have anything to say about why their incinerators are better than the competition's other than to mention that they have patents.

Where is the competitive advantage? Better sales force? Generator integration?

I accept that demand growth / company quality might be enough for great growth in the stock but it seems like a unique product is being implied here that isn't actually. Perhaps your research or contact with management showed you more.

Q: Hi 5i: I just heard Jerome Haas on BNN describe EIF as an "absolute short" which was part of his company's hedge against a market correction. He essentially endorsed the Veritas report and the article in today's Globe and mail based on it. Besides Westower, he dismissed EIFs other businesses as problematical, and with respect to Westower he claimed that all its contracts were with STT and worth at most 5%. He did disclose that EIF was his company's largest single short. What are we to make of all this? Re Veritas, my amateur reading of the Avigilon results suggests that much of the Veritas claims against that company were not borne out. Are we seeing a conspiracy of the shorts, or is there truth to their claims?