Investment Q&A

Q: Hi Peter,
What is the place for hedge funds for an individual Canadian investor going forward ? Andrew McCreath who appears on BNN manages such a fund (ForgeFirst) and he makes a lot of sense in his thoughts on and strategy towards the current markets. You have also mentioned in the past that due to your non-biased advice you invest in hedge funds yourself. Any thoughts in general or on ForgeFirst are appreciated. Thanks to you and your team. Have a Safe and Merry Christmas.

Q: Hi Peter and team,

I know you have been positive on this name. Would you consider this to be a decent entry point and investment over the next 2 to 3 years. What do you consider to be the main risks with the name.

Thanks

Q: I am looking for some holiday reading regarding investment strategy, finance or economics and would like to know what you would suggest? I have read many of the classics and would like something more resent although I realize some strategies and theories are timeless so don't be afraid to suggest something that must be read from the past.

Thanks very much for the great advice as always.

Q: Hello Peter,
If I may extend the discussion w.r.t the question on Tucows by Rick yesterday .
The markets are volatile combined with tax loss selling and perhaps retail investors putting fresh money into registered accounts early 2016, there are going to be opportunities. It is also likely quite a few investors would look at the 5i portfolios to make new investments or add to positions. Perhaps you could guide the investor where the opportunities are based on valuations and fundamentals or even just qualitatively.
So here is my suggestion. When you email/post the month end performance report for the 5i portfolios; is it possible to include a column that ranks them on investible attractiveness as of that date? Now I would not be expecting 5i to have done extensive research before providing a rank. It could be a combination of your current existing knowledge, news that you may be aware of or just your opinion; quite similar to the opinion you provide on Market Call, except it would be for the stocks in the 5i portfolios.
It would help me and probably a lot of the subscribers in deciding on where to put fresh money – to start a new position, trim or increase existing ones ; based on our individual portfolios.
Regards

Q: Good morning,

With the increase in the interest rate by a .25% today and with a plan to increase by the same amount in each of every quarter in 2016, will this affect BCE and Telus since they are companies that are, usually, negatively affected by an high interest environment? I own both of them, BCE 5% and Telus 4.4%. I own them for their safety and increases of their dividends. Should continue to hold them?
Thank you

Paul

Q: Hi Peter & Team!
Thanks for all the great information and objective opinions. What do you think about Corus Entertainment (CJR.B), it has been so beaten up that the dividend itself makes it an attractive buy. So is the dividend safe and is there a chance the stock could recover (it's happened before!!). Thanks.

Q: Thank you for your work, this has been a difficult year. Hopefully things will settle down next year.
As tax loss selling draws to a close, what do you see as compelling value.

Q: In view of US Fed plan to gradually increase their bank rate to 1.375% by end of 2016 would you pls advise a few TSX stocks in addition to the above that would profit by that scenario. I already have NFI also.
( Thks for ESL & SJ by the way). Happy Xmas to all you guys.

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?