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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: Hi Peter and team I have a holding in SEA it is down about 30% since I bought , should sell or buy mor to average down or sit for the long haul.
Thank you
Jim.
Read Answer Asked by James on April 23, 2013
Q: Hi Peter and team,

People are painting a doomsday scenario for gold to fall to somewhere near $1,000. In this scenario what should be the strategy with regards to gold or base metal stocks. Unfortunately my weighting right now is pretty high and I am down in almost all my holdings like ANV, CS, ENT, NXX, PTQ and LYD. Should I sell all of them and take about 12% of portfolio hit or stay invested in these and hope for the best.
Read Answer Asked by Imtiaz on April 22, 2013
Q: Hi Peter, just a follow up comment to the Becker Milk Company (BEK.B) question that was asked earlier. I am fairly certain that the bulk of the business is renting space to Mac's (owned by Alimentation Couche Tard), and that they don't operate any more Becker's convenience stores.

It might be a bit small for your coverage, but it ticks a few boxes, such as no analyst coverage, no debt, nice dividend (with special dividends now and then), and large management ownership.

With regards to the possible takeout, my initial thoughts were that Couche Tard would get sick of paying rent and buy them out. I am now thinking that it would be a decent way for a REIT to make inroads with a large potential tenant. Does that sound reasonable, or am I way off base?
Read Answer Asked by Alexander on April 22, 2013
Q: Hi 5i. Could you tell me why U (Uranium Participation) is trading down at $4.88 but on March 31 they estimated nav of $5.74. Is it a buy when the difference gets that much. Thanks
Read Answer Asked by Doug on April 22, 2013
Q: Hi 5i Team,

I subscribed to the service, which I really enjoy by the way, in December. I have started to work on building a "5i" portion in my RRSP and TFSA. My plan was to over the course of the year attribute around $3,000 per month to 5i stocks until I have 20 selections. Unfortunately the stocks I have chosen for the last 4 months have performed pretty badly and I am off around 7% YTD. I picked CFN, PKI, WIN and LIQ. My next investment plan is for May. With that said, should I:
1. Take my licks and sell any of the above?
2. Buy more of any of the above to average down?
3. Buy another stock? If so which would be your selection?
Read Answer Asked by Kim on April 22, 2013
Q: Hi Peter & Staff;

I watched Ret.a for almost a year and then when it hit 11.50 i bought 1000 shares. I researched the financial statements, phoned the ceo,and all due diligence. I considered the arrival of target,and asked many ladies if they had the same class of clothes,and the answer was a blunt no in most cases. Shortly after I bought it started the decline and is 8.25 this morning.
I read in the notes that they are buying back shares. D you think this is driving down the price?



Regards
BEN
Read Answer Asked by BEN on April 22, 2013
Q: can you please tell me your outlook for ibi 1-3years
Read Answer Asked by neil on April 22, 2013
Q: elr can you tell me your outlook for this company in1-3 years
Read Answer Asked by neil on April 22, 2013
Q: hi 5i,
was looking at capstone infrastructure corp. i like the dividen
is it safe at a 125% payout ratio ticker is cse.
Read Answer Asked by Sam on April 22, 2013
Q: Would appreciate your opinion on ORT. I have held this for over 2 years and I guess I'm wondering if its still worth holding.

Thank you
Read Answer Asked by Rose on April 22, 2013
Q: Good morning....today BNS utilities outlook suggests a target price of $20.00 for CPX...which would suggest dead money for the next year. Would you suggest getting out now and perhaps buying IPL? or do you have faith in CPX longer term? thanks!
Read Answer Asked by Cyril on April 22, 2013
Q: Good Morning 5i Team....
AIF looks oversold below $8 with a +7.5% yield which according to BMO Cap. looks mostly secure. Any comment here?
Thanks Smokey
Read Answer Asked by smokey on April 22, 2013
Q: Do you have an opinion canexus ticker cus? it pays a good dividend. Thanks
Read Answer Asked by bruce on April 22, 2013
Q: Still a bit confused about the rating system. Following up on Mike's question about the letter-grade rating system, I have this question. Sylogist SYZ is rated B- and Amaya AYA is rated B, both reports at roughly the same time, Aug/Sept 2012. Does this mean that SYZ is lower "quality" than AYA or that it has more "upside potential" than AYA. Everything I read in the reports indicates that AYA has more upside potential and greater risk, which I interpret as lower quality?
Read Answer Asked by Gordon on April 22, 2013
Q: You recently answered a question with this comment: We believe no more than 20 stocks need to be held overall. My question is this: Is it considered OK to hold a particular stock in several accounts, e.g. RRSP, TFSA, RESP, non-registered, or should I limit the one holding to one account? If the second option is chosen, it would be tough to limit the number of stocks to 20 or 25.
Read Answer Asked by Jerry on April 22, 2013