Investment Q&A

Q: CVL continues to slide. Do you have any knew thoughts regarding this company since your last comments in early June?
Thank you
John

Q: Do you have any thoughts on Gemini GKX

Thank you Ian

Q: re: RE-T Rock Energy

I've done well on RE this year. Share price appears to have flattened a little since 3rd week April. There was talk of a buy out maybe somewhere in the future.

Any comments on this and, would you hold or sell?

Thanks for all you do

Gord

Q: 5i team:
The wife and I both hold CGI Group (GIB.A) : ~ 20% each
in our TFSA's. We are each up ~ 17% from purchase.
Our approach for our TFSA's is to hold growth Co's.
CGI seems to be lagging lately. Would you recommend we :
1- continue to hold; 2- reduce the % held;
3- or take our profits and look for something to replace.
If 3, could you make a few suggestions.
Thanks,
we greatly appreciate your service.

Q: Now that the London silver fix is finished,how do you think that affects silver prices going forward? Some US newsletters see a rising silver market. Would Silver Wheaton (SLW) be a good way to play it ,or do you have some other ideas?
Thanks,
Philip

Q: I bought Aecon (ARE) about six months ago. After a very healthy gain it has come back down lately. Given that I had regretted not taking a larger position initially, this may be an opportunity to add to my position. Can I please get your views on ARE, assuming a 5 - 10 year horizon. Thank you!

Q: A recent headline pertaining to Shawcor stated that the company had filed a Final Short Form Shelf Prospectus for up to 500,000,000 in securities. Can you explain the headline and comment on the company in general?

Peter

Q: Hj Peter, IAE?TSX---What is your interpretation of the Sumitomo acquisition announced this morning in London and how does it make their future revenue/ debt picture look? Andrew

Q: Hi

I currently have 2700 in cash in my TFSA, and holding AYA and AVO. What other stocks do you recommend.

Thanks

Q: Descartes announced today an IPO of 9,500,000 shares is this intended for the purposes of a new acquisition or simply pay for their previously announced acquisition?

Peter

Q: Just wanted to thank Peter and 5i for your service and wanted to support your ride for kids with Cancer with some of the gains I've made from your recommendations. Went to your donation page and saw the details you posted about your serious training accident on Friday. Just wanted to give you my best and wish you a very speedy recovery.

Q: Dear 5i:

Arcan (ARN.V) announced a strategic transaction to sell the company today. What do you think of the deal from the shareholder and convertible bondholders view. Do you think there will be additional offers (CPG & LTS each own ~ 19%). What do you think the 'SPINCO' warrants will trade at?
Thanks.

Q: I would like to ask if you could update your opinion (2012) on HNT, especially given they are undertaking a "strategic review". I would ask if you could include your opinions on the risk/benefits of investing in HNT vs their spin-off Family reit, as well as what outcomes you might foresee for this strategic review (another spin off?)

Q: SNC-Lavalin is acquiring Kentz to increase and become a major playing the in Oil/Gas engineering and construction business.

I know this is still fresh off the press, but what do you think about this acquisition and what is the medium-term outlook for SNC?

Q: re: AYA & June 22 answer for Jeff re weighting

I see your comments for Jeff on portfolio weighting as being very wise and are comments we should all respect.

Originally my portfolio weighting for AYA was 2%. With the recent rise it is up to 4.6%. Should I be trimming this down?

You know that little voice inside my head wants me to just "let it ride."

Thanks for all you do

Gord

Q: Morning 5i team. Could I please have your opinion about Medtronic. (MDT)
What do you think of the Covidien deal?
Is the company a good long term hold? Do you think the current price is a decent entry point?

Q: I have owned SYNA synaptics for a 120% run up. Happy of course. As long as it keeps performing, is this a hold or is there anything to be concerned about the B/S, and perhaps time to look at something else. Any recommendations. Thanks.

Q: I have BNS & am pleased with it one year appreciation.It is my only large cap financial. What would you be recommended at this time in this field. I was looking at LB, good div and/or Home Capital. Value your input. Thank you.

Q: Eric Reguly has an interesting analysis of the world oil market, "Iraq a minor bump on road to inevitable oil price surge", in the June 21 Report on Business. He makes a case for an increasingly tight oil market caused in part by shale oil producing large volumes of useless condensate leading to falling crude inventories. In North America, where a bottle of water can cost the same as an equal amount of gasoline, I believe there is plenty of upside to oil prices.

A Canadian portfolio market weight for energy would be 25%; the 5i model and income portfolios contain about 10%, though I don't consider ENB a real energy stock. My own portfolio of BTE CR SPE SGY TOU and WCP is less than 10% of my overall. The Moneysaver ETF model has about 17% weight including 10% in XEG alone.

If I should beef up my exposure to energy would you suggest adding to the names I already own, if you like them, or adding via XEG/CLO and/or XLE/ VDE? Or perhaps a bit of both approaches? Thanks, J.

PS: I like the new colour contrast and graphics of Report Card a lot, it gives it even more impact!

Q: BAM.A has been sliding somewhat recently. Any thoughts on this and would you consider it a buying opportunity?