Investment Q&A

Q: In my wife's TFSA she currently holds MFC and PJC , both with substantial gains. We are thinking about selling the MFC and half the PJC. This would bring PJC back to the original investment amount.Does this seem like a reasonable strategy based on the outlook for these companies?
For reinvestment we are looking at KBL, AHF and VRX. Would these present better growth opportunities? If not, anything else you would suggest?
Many thanks
Mike

Q: AM, down 4% to-day. Any idea on what is going on? Great metrics incl. ROE. Customer base is the problem. Would you buy here?

Q: On May 2 Martinrea (MRE-TSX) reported good earnings and the introduction of a dividend. What is your opinion on this stock? Due to the bounce in stock price I could take some modest profits or do you see more up side in this stock?

Thanks.

Thanks.

Q: Peter and team:

CCT reported with stellar numbers and yet the stock went down. What would you suggest, sell now or hold? Is it priced for precision?

Q: Peter,

CXS just dropped 16%. Do you know the reason. Thanks

Q: Hi
I am interested in your take on the results for mda.
Is the lower prie today a buying opportunity?
Thanks.

Q: Peter -i am doing well with my portfolios thanks to you. I am thinking of moving money out of Parklane Fuels and Carfinco to buy into other names such as aya, dsg, and avo. I already own some of avo and aya. However, it does not seem as if carfinco or parklane fuel will be moving very much in the short term and the market is hot. What are your thoughts.

Q: Good Morning,
Just subscribed to your newsletter/site. Fantastic service. As a former Financial Addvisor I share Peter's views with the conflicts inherent in the industry.
I own a few shares in Edleun (EDU). Their business model seems quite sound to me. I wonder if it would be worth averaging down a little on this?
Any thoughts on EDU?
Cheers,
Daryn S. Hobal, CBV, CFP

Q: I would like your opinion of Uranerz URZ (Amendment to annual report and the financing through bonds). Would you agree the uranium companies have bottomed, from what I see it looks like supply is going to be short in a year or 2. thanks

Q: Hello 5I

I am interested in MXF from First Asset. Specifically what do you think about the 25% covered call strategy? Also given the materials sector as a whole do you think that this is a good way to have strong cash flow while also positioning for upside with an eventual market upturn? When I contrast this etf versus say XMA the near term cash flow is extremely tempting at these valuations.

Thanks in advance for the great work and I greatly appreciate your web site and opinions.

Q: High Peter and Team ,
I hold some BB , what is your view on this stock after news release in the last 24 Hrs .
I can take some profit now or hold. ???
Jim .

Q: Have you had the opportunity to review RIFCO? I know you have reviewed CARFINCO. I own both but thinking of selling one of them. Your thoughts?

Q:

Hi Guys, What do you think of AMD at the moment, I`m up about

30%. Should I take my profit or wait for more.

Thanks Bob.

Q: Peter; RLC is slowly dropping every day.Would you take this as a sign of impending bad news and just dump,it and move on? Thanks,Rod

Q: What constitutes a "defensive" stock? What percentage of a portfolio should defensive stocks play in today's financial climate? Would you consider the following to be defensive holdings: Any of the big five Canadian Banks, Telus, Enbridge, Cineplex, Power Financial, a food company like Saputo or Empire. If these don't fit the bill I would appreciate your suggestions. Thank you. John.

Q: I have a question about Auto Canada, can you comment on their chrysler exposure. What portion of sales does it represent? I understand Chrysler is the weakest of the big north american companies, how does is fare in Canada compared to its peers.

Thanks,
Rob

Q: Hi Peter,

What's your take on ITP, it's had a pretty good run. Is it time to sell?

Q: Hi 5i Team and Peter, I am about half in cash, and considering new investments, but when i look at the steep charts of most of the companies in the A to B categories and in the the model portfolio, I feel like I've definitely missed the boat. Will you be reporting on new companies or turnaround stories so new investors can capture some similar growth?
I feel pretty good about AYA, which I own (thanks for that one), and, I'm looking for similar stories. I don't need a dividend, and I have a very high tolerance for risk. Would EQI be one that I should consider. I like the fact that 5i knows management and expects rapid growth in 2013, but as a poker player, I feel I understand the gaming business better than the "mortgage" business. If not EQI, can you recommend a couple of other stories that are just "beginning to unfold"?

Q: hi,
any thoughts on HNL?
thx chris

Q: hi,
any thoughts on RPL-X
earnings next week, it is down a lot. is it out, or a buy here?
thx chris