Investment Q&A

Q: The first three stocks are good ones. Yet, they are all down, respectively by 21%, 28% and 57%,

Would you still advise staying the course ?

The current market is pretty bad. Very few places to hide !

In this really bad environment, is the stock market the place to be ? My only good stock since some time is CSU, but it stands like an exception. Lately, not much money to be made in the stock market. Do you concur ?

Amaya has been a great promise, and a great disappointment...

Q: Good morning,

Could you provide 5-6 stocks in Canada that will benefit the most from an increasing US dollar and that you like for investment purposes right now
Please rank based on best expected performance over the next 12 months.
Do you believe the US dollar will continue to appreciate over this time period?
Please exclude commodity sector.
Thanks for the excellent service.

Q: I currently have 2786 shares of DIV and enrolled in the Drip. It hit a 52 week low today. Any concerns with this? My weighting is 2.84% Also a news release reported that management will take compensation in restricted shares. Is this a positive long term?

Jimmy

Q: Big move on DIV today, down 8% as I write this. I have not found any news that would cause this, I can't see the crude move having this big of a one day effect. Good volume too. Appreciate an education here if i'm missing something, thanks.

Q: Just a comment: you like to repeat that we never had 10 year loss for any major market. Well, we are very close to this here in Canada: April 21, 2006 S&P/TSX Composite close was 12437, as I am writing this the index is 12241... While we don't have 10 year loss yet, we have 9 years and 9 months loss. Regardless whether we blame it on oil, Canadian bureaucracy and unions, or ignorant and corrupt politicians the fact remains that investing in stock market in Canada in the past 10 years was the worst mistake one could make...

Q: Hi Team,

In the past you've said: "The main drivers to equities are (1) earnings (2) interest rates and (3) money flows (people going to cash/shifting from bonds to stocks)."

I know what earnings are doing (US/Canada - slowing but still positive); what rates are doing (US up, Canada flat or down); but I don't know what money flows are doing.

Any thoughts?

Thank you, Michael.

Q: What stocks would currently meet David Stanley's/Ross Grant's Beating the TSX (BTSX) criteria?

Q: Hi Friends! My question is more general in nature. Most people including myself have a very general understanding of how financial markets and government monetary policy works. In an extreme situation where there is a breakdown of the financial system how can an investor maintain some sort of reservoir of value in the event most traditional investments had little value for a period of time? Sort of extreme I know but I think many average investors wonder about this scenario. Ian

Q: I am thinking of buying LNR after this pull back. Would you agree or do you think that the auto sector is near the end of it's cycle?
Thanks, Michael

Q: Hello Peter & 5i team,
I digested Ryan's blog on changes in currency regime and I kept my cool in the first few days of 2016. It is now time to get your opinion on my portfolio; these holdings served me well in 2015 with a 14.1% total return but are they still valid for 2016)
Consumer 22.2% of portfolio (ATD,BYD.CCL,CGX,DOL,LNR,MG; thinking of adding WPK and XTC)
Energy 4.6% (TOU,VET,WCP)
Energy Infra (4.8% (ENB,KEY)
Financials 11.5% (BNS,CXI,EFN,SLF,TD0
Health 6.6% (CRH,CXR,GUD,PHM,RX)
Industrials/Infra 8.6% (BIN,BIP,BOS,CNR; will exit BIN)
Materials 5.8% (CHE,SJ; thinking of adding IFP/WEF)
Tech 23.7% (CSU,DSG,ESL,GIB,MDA,OTC; thinking of adding KXS)
RE,Telco,Util 12.3% (BCE,BEP,CIG,FSV,TCN)
Your guidance is most welcome; I don't mind that you deduct more than one credit.
Happy New Year,
Antoine

Q: I own OCX, TD, and T and thinking of adding to all three as long term. What do you suggest?
John

Q: Belated Happy New Year 5i and all members.
My wife and I have some cash in our account - where would you bet putting cash to work in this environment? - stay in cash, bonds or bond ETF or in equities and if equities what sectors do you prefer and some possible names.
Thank you kindly.

Q: Hi 5i: A few months ago in response to a questioner who asked why AGT was going down, you noted that it had rather a lot of debt. Could you provide a few more details on its debt situation now? Also, has it met analysts expectations recently? Many thanks.

Q: hi experts; equal was bought out by petroflow in the u.s. I have debentures coming due march31 2016. I seem to remember the money was put in trust to pay the db's. now that petroflow is in chapter 11 will we still get paid out. thanks as always--- brian

Q: Can I get your comments on CWL after their Q1 results. They looked weak and the stock got hit, but management seem to be saying there were extra costs in the quarter. What do you think about continuing to hold the stock, and how does the dividend look? Thanks.

Q: I've read that this company is having problems with shortage of natural gas supplies in some countries. With the drop in price, what is your assessment at this time? A good buying opportunity?

thanks,

Paul

Q: 10:30 AM 1/7/2016
Hello Peter and team
I am interested in buying one of RPI.UN, ITP, WPK, and CCL.B. Could you please analyze these for me and suggest the best one to purchase. I am mainly interested in a good dividend for income [hopefully growing] so probably would pass on CCL.B, but the other three all have decent dividends and reasonable P/E ratios.
Thank you...... Paul K.

Q: Hi guys,

Happy new year and as always, thank you for your valuable service.
I have a small position in both ECA and WCP in my TFSA.
I am considering collapsing those into a single position and I am leaning towards WCP. I know they are very different but do you think that is the better choice.

In that account my other exposure to the resource space is RUS but I would like to add CCO..so I am considering selling RUS.

If I had two choose two of the four stock for this space: ECA, WCP, CCO, and RUS, which two do you like. If you feel strongly about another choice outside my list...feel free to add it as well.

Thanks, and sorry for this poorly constructed question(s).
:)

Mike.

Q: BNS down 20% and TCN down 25%. Good horses, keeping riding down ?
Is this insisting on keeping wrong horses ? How long should one remain hopeful ?

Q: Hi Peter and staff
Question is regarding changes In TSX composite index. When I read in Globe today that the index is down 20 percent since ..... Does that assume you spent your dividends or you lost 20 percent of your investment and the dividends as well- same question when they say for 2015 the index was down 11 or 13 percent - by the way which one was it - 11 or 13
Thanks for all you do