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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: 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.
Read Answer Asked by John on May 02, 2013
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"?
Read Answer Asked by Gordon on May 02, 2013
Q: hi,
any thoughts on RPL-X
earnings next week, it is down a lot. is it out, or a buy here?
thx chris
Read Answer Asked by chris on May 02, 2013
Q: Thanks for your insights and concise replies.Do you have an opinion on Westernone(WEQ). Thanks.
Read Answer Asked by Donald on May 02, 2013
Q: Hi Peter and Team

I am still holding Zargon (ZAR)with a pretty big loss. But every time I go over their material on their web site, it looks so attractive. I am usually pretty disciplined selling losers in December in order to lower my capital gains taxes but I may not do that this year. This is the big year for capex on their ASP flood technology but if that works it looks like gravy from 2014 on. I guess that is the big risk. It looks like a good risk to me. I am also considering buying some more. I have lots of capital gains to more than balance off my loss position so I am not hurting from a portfolio point of view. So what do you think of it at its current price and my thinking. Thanks

Ross
Read Answer Asked by Ross on May 02, 2013
Q: Hi, I am breaking even on SVL. Would you recommend me selling them now or hold on till the sector improves hopefully later in summer?
Thanks.
Read Answer Asked by Irshad on May 02, 2013
Q: Hi Peter,

What is your opinion on WLT? It has dropped almost 50% more since your last comment. Thanks
Read Answer Asked by Imtiaz on May 02, 2013
Q: In the last 2 days Colabor (gcl) has taken a nose-dive losing approximately 40-45%. Can you tell me what is happening here and what action I should consider?
Read Answer Asked by Gary on May 02, 2013
Q: Thanks for the portfolio update. I am not sure whether any of these companies offer DRIP options but what is a fella (or gal)to do with the Div payments??
Read Answer Asked by Alan on May 02, 2013
Q: Hi Peter and team,

I am curious to hear your thoughts on MRD's spin-out of MR.UN. If you were to buy one of the two, which would you prefer? In theory, this gives MRD the cash they need to grow quickly in the cash-intensive development business... do you agree with this strategy?

Mike
Read Answer Asked by Michael on May 02, 2013
Q: I love buying low and selling high (who doesn't ;-) I'm wondering when our oil sector will be the time to buy again and if I should be buying the good companies at these depressed prices on the worst down market days, or, if the fundamentals have changed so drastically with the explosion of fracking and bad oil sands press, that the sector will stay bearish for some time yet? Certainly Keystone will (if approved) provide some lift to the whole group, but what is your view for the oil sector as a whole? thanks.
Read Answer Asked by orion on May 02, 2013
Q: Hi Peter,was wondering your opinion on Q results for horizon north log hnl/t,seemed pretty good and nice bounce for stock to $6+,thx jb
Read Answer Asked by John on May 02, 2013
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