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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: BMO has a new bond fund ZTH floating rate bond fund. It holds treasuries, but uses credit default swaps and other things to get the high interest. What are the risks relative to the more common high yield funds, that holds the bonds directly?
Read Answer Asked by Richard on March 19, 2014
Q: Peter and Co.
I tuned into BNN about 6:30 last night to hear Jason Donville commenting on DHX Media. As I missed some of his commentary, I want to be fair, but I heard him say that he saw nothing worthwhile in DHX. Would you care to comment on that?

A 2nd question, I seem to be seeing more interest in pharma and
health care. Would it be worth adding that sector to the list in the right side bar?
Gary
Read Answer Asked by Gary on March 19, 2014
Q: Hi: can you comment on SUM results- they look impressive but is the stock fully/ overvalued here? What is their ROE ? thanks


Read Answer Asked by Scott on March 19, 2014
Q: Could you please comment on Solium (SUM) results.

Thanks,
Milan
Read Answer Asked by Milan on March 19, 2014
Q: Hello Peter and Co,
A few advisors are suggesting that it is timely to raise some cash because a serious pull back is expected (my RRIF portfolio has only 3% cash); in my opinion, this suggestion flies in the face of the principle of investing for the long term (time in the market vs timing the market)
Your opinion is most valuable; in the meantime, I'm trying to identify my "lowest conviction" holdings.
Thanks,
Tony S.
Read Answer Asked by Antoine on March 19, 2014
Q: I'm looking for your thoughts. My wife and I's RRSP money is invested in 2 mutual funds - Phillips Hagar and North Dividend Income fund (200K+ in D series, have held for 15yrs+ and no longer contribute) and Franklin Tempelton Bissett Canadian Equity (400K+ in F series, have held for 15+yrs and continue to contribute). At what point should I/we consider switching these to self controlled RRSP accounts as opposed to investing in Mutual funds - please note both are invested directly with the investment firms and not through a Broker? Both funds have what I consider low MERs at 1.18%, and have performed quite well as far a returns relative to overall markets with very little thought or effort on my part, allowing me to focus on other investment themes. Over the last few years I have taken control of much of our other financial assets and have self directed TFSAs (2x 40K) and non-registered monies in stock (100K), none of which overlaps companies invested in the mutuals, and most of which are a combination of profiled companies from your site... I'm not sure my question is a question, but I'm looking for your thoughts on evaluating switching from the quality of my mutual funds to say ETFs or a basket of stocks to replace the mutuals, if I was to do so. - Cheers.
Read Answer Asked by Philip on March 19, 2014
Q: Your thoughts on PSDs latest earnings would be appreciated. Good time to buy? Thanks for your help.
Read Answer Asked by Donald on March 19, 2014
Q: Dear 5i
I recently got stopped out on ENL.to and since then it has been going up . I m not so sure about using any more stop losses as they often don't work out . Are the fundamentals good enough for this stock to consider buying back in or are there other better options out there ?
Also should I consider buying more of GUD as it is up 12-13 percent since it was issued as part of the Paladin deal ?
Thanks
Bill C.
Read Answer Asked by Bill on March 19, 2014
Q: Good afternoon....based on the recent comments by Bank of Canada -Poloz "low growth, low rates" what impact do you project for interest sensitive stocks (REITS, Pipelines/utilities, dividends stocks for income)...Thanks

Read Answer Asked by Matthew on March 19, 2014
Q: Hi Team 5i. I have recently received my inheritance and am poised to purchase a TFSA (full allowable $31,000.00) I am self employed and in a very low tax bracket. I will also be purchasing more stocks to add to my existing portfolio but am awaiting breathlessly for your new Model Income PF to come end of March (?). Anyway, your opinion please of the following for my TFSA? BNS, CGX, CSH.UN, G, BEP.UN, MG, SLF, STN, SYZ, T, VET, and AVO. Perhaps some of these should/may flow over into my existing portfolio. Thank you ahead of time and I am telling friends and family about your wonderful company. I am learning much. E
Read Answer Asked by El-ann on March 19, 2014
Q: Hello Peter and Staff
I own shares in Transglobe. I understand Carasal has acquired Transglobe, the price being $9.32/share (info taken from Carasal site. What are the mechanics of this i.e. is there any action I should take, ?just wait, and is that indeed the figure I will receive per share. How are Transglobe shareholders to be treated, I guess is what I am asking. Thanks very much for all the information you provide us.
Read Answer Asked by Phyllis on March 19, 2014
Q: Just let me say first your company is top notch, you guys are a breath of fresh air. You service has increased my confidence in my ability to do proper due diligence. Who do you think is a better company fortuna silver or Mandalay? I like Mandalay's new Challcollo property, but I'm concerned about the low grades.

Aswell do you have any views on silvercorp SVM?

Thanks guys
Read Answer Asked by Stephen on March 19, 2014
Q: Espial (T.ESP) turned the corner to profitability with its latest results in February and are now rubbing shoulders with, or supplying some of the majors in the IP video and Smart TV sectors.

Given the real and immediate threat to cable companies by outfits like Netflix, this area seem very promising for some competent players.

Given the Q4 results, have Espial's future prospects moved up meaningfully in your estimation?

Thanks!
Read Answer Asked by Richard on March 19, 2014
Q: Hello Peter....I have a few questions from reading your right-on allocation for sectors on the TSX.(https://www.5iresearch.ca/questions/category/market-strategy?page=6#sthash.OCVTk6O3.dpuf) I take it this allocation is still 'good' in the current environment..and also built around a dividend/growth approach.

This allocation gives a weighting of 10% to info tech - hardware and 10% to info tech - internet and software. I'm sizing up my info tech positions between these two splits. For hardware, I assigned 2 positions, Avigilon and DavisHenderson, with a total weighting of 4.6%. I would appreciate your suggestions to round out info tech hardware....being with Canadian or US companies.

I earmarked Amaya, CSI. Constellation, Enghouse, Open Text to info tech - internet/software, summing up to 6.7%. For these, should I be adding to these positions or are there others, Canadian or US entities?

Also is there an article on Cdn Money Saver or other source about your thoughts on sector allocation/weighting?

Again, thanks.............Tom
Read Answer Asked by Tom on March 19, 2014
Q: Good evening
May I have a clarification on the payout for WEQ? On 14 Nov you suggested it was 53 pc and on 13 Mar you suggested 79 pc
Donville on BNN this evening seemed to suggest it was approaching 100 pc?
I look forward to you reply.
Read Answer Asked by Margot on March 19, 2014
Q: Hi Peter and 5I team,
Have you changed your opinion of the auto parts sector since the announcement of the South Korea deal? We know you like Linamar's fundamentals, as per your answer to the question on march 4th. Cannacord downgraded to hold and CIBC upgraded to outperform. We hold it in our TFSA with a great 48% gain. Is it time to take half off the table?
We value your opinion.
Read Answer Asked by john on March 19, 2014
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