Investment Q&A

Q: Methanex-MX going down since June. Can you explain what is happening with the company and stock and your recommendations. Currently down 30 % in my RIF. Thank you. Merry Christmas

Q: I recently sold HSE, and am considering buying some "green energy" stock. What are you favourite companies in this category?

Q: Does Shaw's acquisition of Wind Mobile increase the likelihood of Shaw being taken over by one of the big three ? Thanks.

Q: Hello team,

First, I would like to echo the sentiments of gratitude expressed by other members. I wish a happy holiday season to all the 5I team and their families. Thanks to your advice, my daughter's RESP has done very well.

My question now relates to ESL, SJ and Byd.un, the returns on these 3 vary from 60 to 88% and I wonder if I should sell them and replace them with some beaten down names or hold the cash. We have another 3 years before she starts college (Fall 2018).
Please suggest 4 to 5 names if you think replacement is appropriate.

Thank you for all you do for your subscribers.

BK

Q: Is the recent selloff in RCI.b a result of U.S.interest rate tightening or something else?

Thanks
Bob

Q: My son (3 yrs old) has about 6K in his resp. I have been trying to create some kind of balanced portfolio, but clearly with the limited funds, it is a challenge. I currently have some aya, pki, bin, and bns. Given his age, I am willing to take on moderate risk. I have looked at cpd, but am not overly impressed. I was considering part zeb for stronger bank exposure and finding a good US consumer disc. Etf. Can you recommend a good approach to invest for my son's future education.

Thanks and a very Happy holiday to all at 5i!!

Eric

Q: Peter and Team,

I often hear Kevin O'Leary talk on BNN about buying short duration bonds (36 months, for example) and even 90-day floating rate debt and getting a yield of 3.5 - 4.5%. When I look at the fixed income section on my webbroker, I do see the 0-5 year corporate bonds but I don't see 90-day floating rate debt with a yield anywhere close to 3.5% - 4.5%.

Can a retail investor access that kind of debt for investment? If so, do you know what I need to do? Do I need to engage a person at some institution or can I do this myself?

Q: Hi Peter and Team,
Can you please provide your opinion on CBL at this juncture? There is significant buybacks, CEO Glassman just purchased 500,000 shares on the open market, and the company continues to deliver good operational results.

Q: The last question to 5i regarding PANW is listed July 2014. What is your assessment of this company based on an additional 18 months of history and would you recommend it as a buy? Thank yoi for your great service.

Q: could you please explain the sudden drop of over 15% since last Friday?

Q: I am baffled at the discrepency between forecast and actual numbers of the US weekly oil inventories. This week a plus of 4.5MM vs a forecasted reduction of 1.8MM. Can you shed some light on what could create that much variance on a weekly reported number?

Carl

Q: There has been a fair bit of insider buying lately with this company. Thoughts as to if this might be a good time to add to one's holdings?

Q: Hello Peter
Please comment on 2-3 stocks that will have the most up side with the Fed. new rate increase policy for 2016.
Thank you for the great advice this year , i did very well up over 20% on my portfolio YTD.
Wishing you and your Team a Happy Holiday and a Healthy New Year.
Kindest Regards

Claudio

Q: Good Morning Peter, Ryan, and Team,
My question is more relating to the discipline of trimming and adding to positions. My one account follows the Balanced Equity Portfolio very very closely. CSU, CCL, and SJ have held up very well of late (Thank you) which of course means they now represent 7.25%, 7.2%, and 6.75% of the total account value respectively. Should I trim these outperformers now and top up some of the laggards like CXI, BNS, AYA, etc. or allow the market to steady up a bit after all the tax loss selling, FED noise, etc. has abated and then reassess the situation ?? Thank you for your sage advice. DL

Q: Hello,

Is the dividend (19.96% as per TD) sustainable? I got hammered on WIN looking for a stable dividend, do you think the same scenario can happen with TS? Would you initiate a position here?

Thanks
Marios

Q: Hello,

I think the news today is not a good one for those who still hold the stock.
I have it in a registered account so selling for tax purposes is not an option, down 84%. Do you have any replacement recommendation?

Thanks
Marios

Q: Can you please tell me what the ticker symbol for
Oil, Natural Gas & Gold is please.

Thank You
Craig Ogilvie

Q: Hi Peter and team,
What caused the stock's $4-5 fall this month, do you think? Any company developments?
Hola,
Mike

Q: Hi,

Down 40% on PUR.TO in RRSP <2% weight now. Was thinking of selling and with some cash in account taking 2-3% position in Algoma Central in it's place. Thoughts on this change and on Algoma in general now in light of new CEO's moves and valuation?
Thanks,
John

Q: I am holding about 15% cash heading into year end, looking for some beaten up stocks in the non-energy/non-resource sectors that have perhaps been unfairly punished in this market downturn, and represent decent value ("value" or "growth" names). For purposes of this filter, I prefer the mid-to-large cap names, with a decent and sustainable dividend. I am fully weighted in utilities, so looking more at financials (non-reit), consumer (discretionary or not), industrial, healthcare, or tech sectors. Would love to know favourites popping on your radar?

Part 2 - Similarly, any favourite small caps (non energy/non resource) at year-end "sale" prices? Will likely buy GUD soon.

Thanks for all the good work and advice. All the best for the holidays and 2016.