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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: Hi Peter and Team,

What are your thoughts on Lam Research, LRCX.US?
Read Answer Asked by Graham on July 28, 2014
Q: I am considering moving my portfolio from RBC Dominion- to a money management firm- what are some of the pitfalls I should be aware of and maybe a couple or three questions I really should be asking- before making a decision.
Read Answer Asked by Warren on July 28, 2014
Q: You have not commented on DRX(adf group)lately.Their numbers look appealing.Thanks Don
Read Answer Asked by Don on July 28, 2014
Q: Hello 5I

I have recently seen an analyst report looking at forward earnings for AYA. I believe that they estimated 2.50/share for F2016. A forward multiple of 15x would put AYA into the 37.50/sh range. My questions are:
1 Do you believe that this is a reasonable projection based on the current state of the company?
2 Do you foresee any issues with the shareholders rejecting the deal and/or the deal not going through?

I have already trimmed this position once after the news came out -at a tidy profit- and it is currently sitting at 10% of the PF. As this is a conservative PF I would rather play it safe however most of the initial capital has been recouped from the trimming.

As always I look forward to your thoughts!
Have a safe charity ride and stay healthy!

Phil

PS For those of us into the road biking world.. what are the full specs on your new ride?
Read Answer Asked by Phil on July 28, 2014
Q: Peter et al,
I bought Gluskin Sheff at $20.37 and it has risen approx 50%. Fabrice Taylor on BNN last week suggested to always take a profit when you can, but I think it deserves more consideration than that. What do you think its prospects are? Would a move to another financial e.g Cannacord CF be advisable? I already have Alaris, Element, Counsel, & Fiera. Also Davis & Henderson if it is considered a financial. They make up 23% of my portfolio. Thanks in advance for your advice.
Gary
Read Answer Asked by Gary on July 28, 2014
Q: It has been awhile since you have commented on AET.UN or PLT.UN.
do you still hold the same position as you did earlier in the year?
Thanks Dave
Read Answer Asked by Dave on July 28, 2014
Q: Re DHX
ScotiaMacLeod has downgraded this stock and reaction to it is driving stock down (it has been drifting lower prior to this). Should one react to this, and do you have any comments. Thanks
Read Answer Asked by Phyllis on July 28, 2014
Q: Hell all, Could you please offer your view on Iona Energy, INA.V? Thankyou, i look forward to your response.
Read Answer Asked by Frank on July 28, 2014
Q: Hi 5i: I know it may not be one you follow closely, but can you please give me your take on Swift Transportation (SWFT), its announced results missing estimates, and the market's reaction to that? It is kind of odd considering it in relation to the TransForce/Contrans situation and the expectation that those businesses are on the upswing. Thanks.
Read Answer Asked by Lance on July 28, 2014
Q: Hi 5i team, I have held HNZ Group (HNZ.A) for a long time now and at the time of purchase the company was trading at a low valuation, paid a nice dividend and had little or no debt. Here we are several years later, it still seems cheap, still pays a good dividend, still little or no debt but the share price has gone nowhere. Can I have your opinion on this company and what do you feel is needed to see a "nice" share price increase. Finally do you see the share increasing over the next few years or am I only going to collect the dividends. If you see it going nowhere can you suggest a good replacement. I already own most of the companies in both your model and income portfolios. Thanks. Mario.
Read Answer Asked by Mario on July 28, 2014
Q: Hello Peter and Team: In an otherwise diversified portfolio, I am considering selling my position in CEW and purchasing half positions in each of BNS and SLF. My rationale is to avoid the 0.61% MER in CEW, and I also note that the top two holdings in CEW are in fact SLF at 10.38% and BNS at 10.27% of CEW's total portfolio. Are you OK with this switch? As always, thanks in advance for your advice/recommendations.
Read Answer Asked by Jerry on July 28, 2014
Q: Hello 5i,There has been high volume on CLL Connacher Oil could you comment on this company and their recent quarter results.
I presently own this company.
Thanks
Read Answer Asked by Michael on July 28, 2014
Q: I have held Premium Brands for a few years and been happy with the results. What are your thoughts going forward with this company? Thanks for the great service.
Read Answer Asked by Brenda Jean on July 28, 2014
Q: I am considering selling GE and buying GBX, Greenbrier. Considering GE has not moved much in the last 6 months and GBX has had good earnings and is into the railcar manufacturing and repair. I give up a little on dividend but hopefully gain on Cap Gains. What are your thoughts on the move and the 2 companies?
Thanks team for your knowledge and the Q and A's have been helpful in assisting me in making many decisions.
Jack
Read Answer Asked by John on July 28, 2014
Q: Would like your current thoughts on Tecsys Inc. (TCS)
Thanks
Al
Read Answer Asked by AL on July 28, 2014
Q: hi, benev( bev) has finally made a purchase. could you give your take on this deal. so you think we may get some movement ? brian
Read Answer Asked by brian on July 28, 2014
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