Investment Q&A

Q: Good Morning:
I am more fearful on the Northern Gateway Project outcome ... Investor confidence is waning due to First Nations and Kitimat opposition ... I just received notice of a new share offering . ( is this bad timing ? ) . Is this going to be a 5 year legal trap ?
Does your opinion of Enbridge change with these events ? Thanks

Q: I own Direct Cash (DCI) and am thinking about moving on. They seem to have a stretched balanced sheet and I wonder about the long term future of the ATM business. The last quarter showed improvement in their results so what are your thoughts? Am I selling at the bottom of a turn around? THANKS

Q: Hello 5i Team,
Re: TBE and BBD.B
I am down 34% on TBE and 19% on BBD.B
My total $ loss will be 10K if I sell both of them.
Is there any point in holding?
Or should I hope that either one or both may climb up anytime soon so I can get out without losing too much?
Thank you for your always great advice.

Q: I bought a half position in DCI last July at $23 and was wondering if I should buy the other half now (at 14.50) as their latest results looked promising or should I wait a little longer?
Thanks for your great service!

Q: 11:01 AM 6/16/2014
Hi Peter

I sold my PrairieSky this morning at a huge 40% gain from the IPO price as it was like getting 10 years of dividends all at once as a capital gain - too good to resist - so now I am looking for a good long life higher dividend paying oil company.

I have narrowed down my choice to these growing light oil companies, one or more of which I would expect to hold for many many years.
Safety and growth of dividends, and decent share price growth are most important to me.

Whitecap [WCP]
Surge [SGY]
Bonterra [BNE]
Crescent Point [CPG]
Canadian Oil Sands [COS]

Could you please put these in order as to which you prefer and maybe explain why you make the choices you do.

Thank you very much............ Paul

Q: I was wondering if Seadrill in the U.S. would be a safe investment. I like the 10 percent yeild. thanks

Q: Hello 5i,

I'm thinking of selling Emera or Fortis and buying Capital Power, what do you think of this move.

Thanks

Q: I purchased a few shares of WestShore Terminals a few months ago. Since then it has gone down about $2 a share and seems to be stuck there. What is your outlook for this company?

Q: What is your outlook for Canadian gov't bonds with respect to risks to increasing public debt on the balance sheet of governments?

Q: Hi 5i People: Sent this question over a week ago and have not seen a response? I have $25,500 in my 13 year old grandson's RESP - was looking at TD,CNR,CPG, TRP - ideas appreciated - want stocks with drips and some growth if possible? Thanks, Tom

Q: Peter; I am slowly trying to hedge my portfolios for a eventual rise in rates. I have SLF and IAG in
Canada but would like your suggestion for a US interest rate sensitive financial company. Thank you.
Rod

Q: Hello Peter & Co,
Would appreciate your opinion on the make up and segmentation of my RRIF portfolio.
Consumer discretionary 5.7% LNR MG
Energy 12.0% BTE CPG KEY TOU VET
Financials 10.2% BNS EFN HCG TD ZUB
Health 7.5% CXR GUD VRX XHC ZUH
Industrial/Transport 6.0% CHE.UN CCL CNR
Infrastructure 10.2% BAD BIP.UN SJ STN WTE
Materials 3.0% IFP
Pipelines 8.1% ENB IPL PPL
Retail 3.7% ATD DOL
Services 7.2% BYD.UN CGX THI
Technology 15.2% AVO CSU DSG ESL CGI MDA OTC
Utilities/Telecom/RE 8.5% ALA BCE BEP.UN TCN
Cash 2.8%
I hope I'm not asking too much of you guys and I know that I could do with less holdings.
Thanks,
Tony

Q: I am wanting to reduce the number of holdings in the financial sector. Could you please rank the following in order of preference: BMO, BNS, NA, RY, CF, HCG, GWO, IFC and SLF.

Q: Hi Peter and team,

Could you tell me if you would support Superior Plus for a tfsa account? I hold sgy,wcp,tog ala and dhx in that account.
Thank you for all of you valued information

Q: I have a $100,000 GIC coming due and do not plan to renew it. I plan to put $90,000 of it into the market. I like stocks with some growth combined with a decent dividend. I already have a well diversified portfolio. Would you please suggest some stocks that you would currently recommend.
Thanks for your great service.

Q: Hi Team,

I bought XSR just after the special div announcement anticipating it to go up. However, it bearly budged and has now fallen more than the actual dividend payment. Do you think it is worth holding or should I sell and replace it with something else and what could those stock replacements be. Thanks

Q: XTR - I noticed one of your responses concerning this fund in which you state, among other things, "a diversified income fund like XTR are similar but you will pay more in fees as all of your allocation will be exposed to the fee vs a portion of the model"

However, I am not sure this is correct - the prospectus relating to the fund fees indicates "the management fees will be adjusted to reflect the fees paid on the underlying funds held in the fund to ensure the total fees paid will not exceed the indicated management fee"

Q: On 2 May you indicated that you considered EIF was a hold/weak buy. Are you still of that opinion?
Thank you.

Q: After a nice run up I am thinking of replacing Painted Pony (PPY)in one of my accounts with a strong long term grower and dividend payer. I will still keep it in one of my other accounts. Could you please provide your opinion on Whitecap, Altagas, Peyto, and ??? as a replacement.
I want to mention that your continued advice to others, which I interpret as doing less trading, has been very valuable to me.Thank you.

Q: Any thoughts on Accord Financial here? While interesting with a decent dividend, I have size/liquidity concerns. Thanks, Mike