Q: Hi Team. I've seen your responses to various questions regarding Prairie Sky. I'm looking at purchasing some of this, but I would be interested in knowing how would you compare it to FRU which has been around quite a bit longer, and also has a nice yield.
Q: It appears to me that Bio-amber BIOA offers a very cost effective means of producing fine chemicals as an alternative to sourcing them from hydrocarbons. Given a long time horizon, say >3 years do you regard this as a good investment?
thanks Lawrence
Q: Hi 5i team
I have held Power Corp (POW) in my retirement account since Jan/94. It is now trading at about the same price as it did in Jan/09 and the dividend has not increased in at least 5 years. Would you consider still holding this stock and if not what would you recommend that has a similar dividend but is not in the financial sector? Thanks.
Q: re: ViXS Systems VXS - is this the next "Renegade Petro type" growth story?
As you know through my previous questions... have been watching VXS for some time. I like the story as they appear to have the only system on a chip that's going to meet the requirements of the big TV companies and set top box systems for the next generation technology. And I just saw for the first time the new technology advertised on TV.
VSX has been hovering at $1.40 now for almost a month which is it's lowest point since the IPO last yr. Stephen Takasky on Market Call mentioned share price between $1 & $1.50 has tremendous value. He then mentioned Q2 yr/yr we should see "some nice signs on the profit side."
Always looking for the "buy low" opportunities, especially in today's market.
Where do you see VXS a yr from now? And can you comment on the financials relative to the share price?
Q: Hello fine team. Which of these 2 companies do you prefer for growth - RRX and HWO? I know HWO offers a dividend but I am looking to strong growth for this buy. I am very well balanced with 3 Portfolios and 34 stocks (mostly your picks for your Income and your Growth PFs). As always thank you for all that you do!
Q: I have made some good money on DDD but could have done well if I had sold it earlier.
I Like the segment and have bought Dassault Systems SP ADR,
DASTY on Pink sheets and am up about 5% in just over as month.
In this weeks Bloomberg magazine near the end is an advertisement article that talks about Dassault but seems to be an advertisement about Autodesk ADSK-Q. I went to their website www.autodesk.com and it appears to be a well run company.
My request is what is your opinion about DDD, DASTY and ADSK-Q
Q: What is your current opinion on Reitman's (RET.A, RET)? This was once a great company, but I sold my holdings last year and am considering slowly building a position for the long term. I prefer RET because it is cheaper even though it is voting stock, presumably because of the lower liquidity compared to the A shares. Thanks.
Would it be reasonable to consider some of the high quality utilities like FTS, PPL,TRP etc. to be substitutes for fixed income stocks such as GIC's or bond etf's?
A year ago US high income stocks like NLY, HTS, AGNC and MTGE dropped in price significantly and looked scary given the fear (terror) concerning interest rate increases. Given the current set of circumstances, would you be in favor of buying these now with the expectation of modest price increases but 10% plus yields for a 1-2 year hold - or is the risk/ reward still unattractive?
Q: What are your thoughts on the Brazil economy. I own a small stake in XBZ, which has provided a decent return over the last year, although it is quite volatile. With the upcoming World Cup and the media attention this will bring, do you think now is a good time to sell my stake in XBZ and wait until after the World Cup finishes to reinvest in this ETF?
Q: Hi Peter and team,
Thank you for your recommendation of Exco. We hold it in our grandson's RESP . It's up nicely. We also hold Linamar which is also performing well. Our question is: What do you think of the auto industry at this time? Your comments on Exco say that this company has a large industry risk. Is it time to take profits? We value your opinion.
Q: Is there anything new to report with Absolute Software (ABT)? It is hitting 52 week lows. Is it time to average down or avoid. Your opinion very much appreciated
Q: Hi: I am interested in opening a position in Enbridge. Are there any near-term catalysts, positive or negative that I should take into account prior to investing? Does the Northern Gateway project pose any risks or has this already been priced in to the stock? Anything else you could tell me that would be material to my decision making process would also be much appreciated.
Q: I have around 6K in AGF.B and have been holding for a while. With dividends it is close to break-even. Does it make sense to sell and buy equal amounts of GS-T, IGM-T and CIX-T?
Q: Descartes System G
DSG
Dear Gentlemen,
I just wonder why DSG is down (15% since bought )
I have a 15% position in my RESP of only 6 stocks equal weight all from 5IR PF & Income
Your advice buy more or wait ?
Thanks You.
My best regards
Q: Hi Peter and the 5i team, It is always interesting to read the Q & A section. In relation to your reply to Maggie's question and Scot's follow up, I am as close to Harry as you can get. I purchased Royal Bank for 7.27 per share in 1994; never touched it. I have to spend the dividend as I depend on it for income (the real meaning of income-investing)so that my wife can go shopping and I go to canadian tire - the usual thing. The yield of the shares on cost is 40%. My problem is that it is getting to be 9% of the portfolio. My only regret is that I didn't do it with all my bank shares. I am putting this out to underline that it is real, not just a hypothetical situation. Henry
Q: Hi team:
I sold half of my position in CPD (i shares for preferred shares)
which I held for over a year, finally break even
I am looking for abit of income (dividends) with low risk for
capital appreciation
I already have WTE.un and Bep.un and Peyto, which one would you choose to add with the new money coming out from CPD ? thanks!