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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: Could I have your analysis and take on PTK.T, POET Technologies Inc: Developing planar opto electronic technology (POET), a gallium arsenide semiconductor fabrication process for commercial and military applications.
The stock has been on a wild ride of late with what looks to be a disruptive technology in favor of POET. Thanks!
Read Answer Asked by Christopher on April 24, 2014
Q: Peter

ISV on the TSX looks interesting to me I used to own Terranet that had similar business in Ontario I held it until it was taken private

Could you give me yoru thoughts on the company and whether it is a buy sell or hold Thanks so much
Read Answer Asked by Paul on April 24, 2014
Q: Hi: The gas and oil sector has been on fire lately. It is also a volatile sector. I own Whitecap (WCP), Bellatrix (BXE), Baytex (BTE), Vermillion (VET) and Tourmaline (TOU) in a balanced portfolio but they have had a great increase. Should I reduce each position in half or do I have too many energy stocks and maybe I should keep two or three (which ones) and sell the others (which ones)? Your advice would be greatly appreciated

Thanks Dave.
Read Answer Asked by David on April 24, 2014
Q: When considering international diversification within a portfolio. There are some co's that have their revenues in foreign currencies, which you cover in your reports and have in your model portfolio (Enghouse is one example). Do you see any issues using such co's for international diversification with a portfolio.
Thank you, Mike
Read Answer Asked by Mike on April 24, 2014
Q: HI. BROOKFIELD ASSET MANAGEMENT OWNS BEP,BIP.BPY,BPO,BP.UN & ETC., IS ANY ADVANTAGE TO BUY ABOVE STOCKS INDIVIDUALLY COMPARING WITH BUYING THE MAIN ONE THAT OWN ALL OF THEM THE PROS AND CONS.I APPRECIATE YOUR RESPONSE AND HAVE A GOOD DAY.EBRAHIM
Read Answer Asked by ebrahim on April 24, 2014
Q: Good morning 5 I!

This is just a comment, and a note of thanks. There's an excellent article on the Motley Fool website, by Morgan Housel, on The Wrong Way to Pay for Financial Advice (April 23).

It occurred to me that all 5I subscribers should be smiling all the way to the bank, given the fees that are potentially charged, against 5I subscriber fees. As a noted interest, there is also no comparison between 5 I and the Big Money Managers: quite simply, 5 I is better!

Here's the link: I think people might find it interesting

http://www.fool.ca/2014/04/23/the-wrong-way-to-pay-for-financial-advice/

Thanks for being there.



Read Answer Asked by Sylvia on April 24, 2014
Q: Good morning,
In a RRSP acct we own CPX.PR.A (Capital Power Corp. cumulative rate reset sr 1 prd). Bought in Dec/13 at $18.49 + a 2.3% commission. It is at 20.77 now and we are being advised to sell it today. We are just about retired and the yield looks good to us for income. Would you advise selling or holding it and why? We appreciate what we are learning from 5i.
Thank you for your insights and assistance, Len
Read Answer Asked by Len on April 24, 2014
Q: Do you have an opinion on JC Penny (JCP) as a three year buy? They have been hammered but are showing signs they have the ability to recover and grow with the anticipated US economic improvement?
Thank you.
Steven
Read Answer Asked by Steven on April 24, 2014
Q: I have Brookfield Global Infrastructure (BGI.UN). I want exposure to global infrastructure, which is massively underfunded right now, but question whether this is an appropriate vehicle for me.

According to their annual report, they charge 1.25% fee plus 20% of everything over 6% profit. Last year that meant more than a 4% fee.

Any suggestions?

John
Read Answer Asked by John on April 24, 2014
Q: Would appreciate your current take on AXX
Thanks
Read Answer Asked by Behrouz on April 24, 2014
Q: Crescent Point Energy is a name I've held for just over 2 years now. I was essentially even prior to the deal being announced yesterday in terms of stock price but had collected 6.5% per year in dividends. I am curious on the 5i Teams' opinion on CPG's acquisition.

On first blush I was disappointed to see them issuing shares yet again and swore I'd sell if they did that. However, my rough calculations show that, even with the share issue, they should generate more cash flow per share. So maybe its not so bad?

I'd love your thoughts!
Read Answer Asked by Marc on April 24, 2014
Q: Premier Gold PG does not seem to keep pace with other miners in this space. There is a lot of insider buying and the projects look good, can you explain why this stock seems to lag. I hold it along with others, MUX,TMM,TML,BTO,TGZ. What would you do with it? I think the miners will continue to gain strength thru the summer but I am perplexed about PG. Thanks.
Read Answer Asked by Maureen on April 24, 2014
Q: Hello 5i researchers,
Please advise your views on LOYALIST. You have been very optimistic in the past and yet this company can't seem to
keep it's gains.
Read Answer Asked by lorrie on April 24, 2014
Q: For someone retired, age 60, no debt, no pension other than Gov't, and capital of 1.5 million, what would be your recommended asset allocation between cash, bonds, stocks etc and which, if any, of your recommended portfolios (or both as the case may be) would be appropriate in the equation. Thanks as always.
Read Answer Asked by Bruce on April 24, 2014
Q: Hi,

I'm looking at adding a large technology Company to my RRSP. I currently own Enghouse and I'm looking at adding either Open Text (OTC) or Constellation Software (CSU)? Any preference?

Also, Open Text is making an announcement tomorrow with the premier of Ontario. I assume its something related to additional investments in Ontario. What are your thoughts?

Thanks again,
Jason
Read Answer Asked by Jason on April 24, 2014
Q: Where to park cash in my trading accounts? I find myself holding large amounts of cash in my trading accounts waiting for a market pull back that hasn't really happened! This cash sits "not invested" Do you have any suggestions on where I could park this cash inside my trading accounts that's flexible for trading while earning income? I love the 5I concept and I have done very well following the 5I recommendations, thanks.
Read Answer Asked by Pat on April 24, 2014
Q: Hi Peter,
It's difficult to get a technical analysis of Dundee (DC.A) due to all the spin off. It's current SP shows it's at about 50% of book value. What is the % of book before all the spin offs? I own CF and GMP but like to add DC as a value play and like the discount to NAV. What is the reason for that big discount? Is because it's valued like a close end fund? Thanks in advance.
PS. Your team is doing a great service for Canadian investors. Every investor should be a member just for the education.
Read Answer Asked by John on April 24, 2014
Q: As a followup to a recent inquiry regarding Tricon (TCN), I am wondering if the recent decline in new home sales is good for this company's prospects as lower prices mean they can continue to increase their home inventory at more depressed valuations plus more families will need to rent from their existing inventory. Similarly, will it hurt their business when home sales and prices rise or will that be the timeframe that they will begin to liquidate their inventory?
Thank you.
Steven
Read Answer Asked by Steven on April 24, 2014
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