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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: Good morning 5i,
I transferred our portfolios from an advisor about three months ago. One particular RRSP portfolio was transferred “in kind”. Two positions in that portfolio, CUS and CHR-B, are down 26% and 20%, respectively. I have held them for approximately 2 years. My question is, should I sell them and get into something else, or hold on? I find it very hard to look at these large losses.
Your service has been invaluable to me. Thank you so much.
Read Answer Asked by Kathy on November 12, 2013
Q: Hi Peter, Catamaran (CCT) appears to be stuck in a range. Is there any recovery in sight (Healthcare exchanges issue included)or should I move on to other names like VRX? Thanks
Read Answer Asked by rajeev on November 12, 2013
Q: I am looking to increase my holdings in financials. My only holding is Gluskin Sheff bought this year. I have looked at Fiera and Element and Genworth MIC. I am leaning towards Fiera, but I would appreciate your thoughts on the similarities or lack thereof.
I also find the description of "financial services" rather vague. It would be informative to have a little more definition of what they are doing. Our local loan shark says he is in financial services. Your thoughts? Thanks in advance.
Gary
Read Answer Asked by Gary on November 12, 2013
Q: Hi Team 5i I'm looking to expand my U.S. holdings and considering buying AFLAC (AFL) AND Walmart (WMT). Do you think current prices provide good entry points and what do you think of their future prospects?

Also, I hold Stella Jones (SJ) and did so through the recent 4 for 1 split. What do you think of its future prospects?

As always, thanks for the unbiased support.
Read Answer Asked by Les on November 12, 2013
Q: Hi,
Just wondering about FTN - Financial 15 Split Corp. Is this too good to be true? It has a very high yield and holds a basket of some very solid names. How would you rank it in your scoring?
Read Answer Asked by Jacques on November 12, 2013
Q: Hi, I took a position in WIN on the sell off

As we have all heard the potential positives , are there any hidden possible worst case scenarios that I may be missing

Thanks
David
Read Answer Asked by David on November 12, 2013
Q: Hi 5i, my question is regarding TSL - Tree Island Steel. Can you go thru the latest results please. my impression is that they seemed to have "turned the corner".I know TSL is very speculative but can i have your likes and dislikes going forward. thanx norm
Read Answer Asked by NORM on November 12, 2013
Q: Good Morning Peter and Team

I would like to get a detailed answer from the team regarding Zen or Zenyatta Ventures. Specifically they have had great drilling results throughout the summer and have just gotton a sizeable NRC grant.

Although the 43-101 hasnt been published there is enough data with the drill results coupled with industry information to at least start basing a NAV.

1) Will you be covering this stock in the future after the 43-101?

2) Do you have any specific concerns for this stock?

3) What would you deem a likely buyout scenario to be?

Much appreciated in advance and always look forward to hearing your perspective.

Phil
Read Answer Asked by Phil on November 11, 2013
Q: I have questions about earnings estimates, triggered most recently by your answer to an earlier-today question about Bird Construction. Your answer stated "The earnings estimate for Bird was $0.22 . . ."

WHO comes up with these earnings estimates and, more importantly, HOW do they come up with them? What credentials does anyone (outside the company) have to come up with such statements?

Even more importantly, why do "investors" (??) believe such estimates, to the extent that an "earnings miss" like BDT's drops the share price? Or, more correctly I guess, why does the belief in what would seem to be flimsy evidence like an estimate drive up the share price?

But I'm willing to be educated (that is why I'm here<g>).
Read Answer Asked by Lotar on November 11, 2013
Q: Considering VYM and VIG for my TFSA. You were more up on VYM in Dec 2012.
Is that still the case?
Read Answer Asked by John on November 11, 2013
Q: Hello and great work! I see AAH may be sold and is up 14% today. Should I hold or would you sell here? I have just a small position. Thanks. Helen
Read Answer Asked by Helen on November 11, 2013
Q: Hi Guys,
I have a comment concerning Bryon. I would eliminate all answers concerning Mutual funds and ETF's. How can you possibly know what is in an ETF of mutual fund to give a proper answer.

Just my 2 cents.

Regards
John
Read Answer Asked by John on November 11, 2013
Q: CEF.A: asked by Richard

"if CEF sold all of its gold at the current price, and bought back all of its shares, it would be 5% short."

Not sure of the answer as expressed here.
The shares trade at 5% discount to the bullion. Selling all the bullion and buying back the units at the current discount yields a 5% cash surplus. Publish at your discretion.
Read Answer Asked by Russ on November 11, 2013
Q: Hi own ZEB in my RSP and am thinking of increasing bank exposure by purchasing something for a TFSA (no banks yet in TFSA). Would you recommend more ZEB or instead going with BNS? Am thinking of about $5000.00 exposure. Thanks, Bill
Read Answer Asked by Bill on November 11, 2013
Q: Ivernia - IVW TSE
IVW is a pure play for Lead, and as commodities go, Lead has been performing well. The boom in car production bodes well for Lead, both in emerging markets and developed. Magna and the likes of GM, Ford Toyota have already had big moves, would the guys mining the Lead from the ground be an untapped way to gain exposure to the automotive market?
Read Answer Asked by Terry on November 11, 2013
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