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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: Merus Labs (msl) - much hyped last week on bnn. Your thoughts please. As ever thanks.
Read Answer Asked by michael on June 23, 2014
Q: Hello Peter and team,
I have some money that I would like to put into micro-/small-cap stocks, with the idea of holding for a couple years. I am considering High Arctic (HWO), Questor (QST) and Petrowest (PRW). This money will be about 3% of my portfolio, which is otherwise well-diversified.
I have two semi-related questions before I make the purchases. Should I be concerned that all three stocks are in the oil & gas industry and therefore may be subject to similar downward risk? Do you still see strong growth prospects for these stocks or are there others you would suggest as a replacement for 1 or more of the above for a more-diversified basket of micro/small-caps with strong growth potential?
Thanks in advance, I appreciate the great work you do.
Read Answer Asked by Rory on June 23, 2014
Q: Hi Peter and team,

With all the questions you have seen and answered, is there anything you and your team have learned from starting 5i?
The site is still great.
Read Answer Asked by Marie on June 23, 2014
Q: Hello 5i team.

My question is regarding the quality of a company's management.

1) With a focus on dividend-paying stocks, which 3 companies do you feel have the best management team?

2) With regards to growth stocks that you would currently consider undervalued, are there 3 companies that you would consider having a great management team?

Thanks.

Jim
Read Answer Asked by James on June 23, 2014
Q: With this week's COH update on same-store-sales and plunge in prices, is it a buy?
Read Answer Asked by S on June 23, 2014
Q: Hi you last commented on HNL about two months ago. What are your thoughts for a 1-3 year hold . I like that there was a dividend increase this year. Thank you. Bill Y.
Read Answer Asked by Bill on June 23, 2014
Q: I currently hold DND - Cipher Pharmaceuticals and EFN - essentials element-what is your opinion of these 2 holdings (small positions) should I sell them and buy SGY - Surge Energy, am also presently holding a small position. Thank you.Catherine
Read Answer Asked by Catherine on June 23, 2014
Q: Hi Peter
Regarding Delphi. DEE. Is it a good time to buy . I heard on BNN that we should take our profits from badger to buy Delphi . What do you think?
Candi
Read Answer Asked by Candi on June 23, 2014
Q: Could you please compare Re rock energy to Dee Delphi for me and tell me which you prefer, thanks
Read Answer Asked by Andrew on June 23, 2014
Q: An observation for TD Waterhouse accounts. Others may follow the same practice.

I noticed that my "Account holdings values" from the market close to the next day's pre-market opening, change. The morning security prices do not reflect the closing price from the previous day's market close. Seems strange as the values reflected the market close and change to something less overnight. The following is TD's response. (they use the last Bid Price)

" TD Direct Investing updates client portfolios on a nightly basis (during floating periods between midnight and 7:30 am eastern Monday-Friday; as late as 11 am eastern on weekends). This late period is chosen because there is less activities on the system that allows the account to be updated over the morning hours in a batch process.

Your holdings are updating using the previous day's <b>closing bid price</b> (or NAVPS in the case of mutual funds). In the case of equities, we do not apply the last trade (or closing) price because the closing bid price reflects a more accurate and realistic picture of what your holdings are worth on the market."
Read Answer Asked by Alvyn on June 22, 2014
Q: ETF portfolio question: I'm looking at the iShares 2014 Annual Report for global ETF and see some very impressive returns for 1 year (as of Mar. 31,2014.) Further, I checked the iShares web site to see the performance for each calendar year since 2008.


So here is my question: Would it make sense to invest, say, 50% of one's portfolio in international ETFs such as the following 4: IXJ (Healthcare...a top performer, RXI (Cons. Discretionary...another top performer), and then XI (Industrials), IXN (Tech.). The weightings are to be determined but I'm considering: 20, 20, 5, 5 percent. What are the risks? Can the whole world crash? And, if this is such a smart idea, how come I haven't seen anyone else propose this?


The balance would be invested in Can. and US stocks and/or etf's. If I could grow my portfolio by 25% per year for the next 5 years, I would be vey happy. (I realize, no one knows when there may be another 2008/2009 type of melt-down). Thank you.
Read Answer Asked by Helen on June 22, 2014
Q: I went to the annual meeting of Alliance Grain Traders. They had an analyst tour of their new facility at Minot this week, and apparently 24 analysts showed up, at their (not the company's) expense. The thrust of the meeting is AGT will emphasize their new facilities in Minot and Quebec, and will be less vulnerable cyclically. The stock has been going up recently.
Your thoughts?
John
Read Answer Asked by John on June 22, 2014
Q: Hi Peter (and Crew),

I am totally pleased with the service you offer.

I rarely ask questions as I find accessing the questions database almost always provides the information I need.

I am looking to add a retirement holding to my TSFA. The time frame is a minimum of a 10 year hold. I am looking for cap gain and yield and am considering Chartwell (CSH.UN). Would you recommend it and if not, could you recommend 1 or 2 names that you prefer in this space.

Thanks for the wonderful service.
Read Answer Asked by Jim on June 22, 2014
Q: With about a 7 year time frame before my grandchildren may need to start drawing money out of the RESP that I have for them, could you please suggest 4 or 5 stocks that don't necessarily need to "shoot the lights" out in performance but that are relatively safe and will provide an average plus return for this time period. Dividend payers/growers are fine with some added capital gains would be ideal.
Thank you.
Read Answer Asked by Alan on June 22, 2014