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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: hello 5i:
I am looking at investing in the "Income" part of OUR portfolio, and have been examining POT and AW.UN. POT pays a 4.6% dividend, trades at an 11.1 P/CFL vs a normal 13.8 P/CFL. AW.UN pays a 4.9% dividend, and trades at a 17.4 P/CFL vs a normal 13.1 P/CFL. The numbers I've quoted for normal are long term price/cash flows. Dividends look quite similar, and neither company is growing quickly (though POT should have more potential, I'd think). You have been strong advocates of AW.UN. Help me out here; don't the fundamentals favour POT. Isn't AW overvalued here and POT undervalued (I realize this is only one metric - what else should I be looking at?)
thanks
Paul L
Read Answer Asked by Paul on May 01, 2015
Q: Watching the movement of CXI. Bought sml position to check it out. Based on the fluctuing US $ would this be an opportunity to add to my portfolio. CNR should I keep or move to another opp. Dirt was reported by someone on BNN as having reached its plateau. Diversified with an extensive US port. Many thanks
Read Answer Asked by Helen on April 30, 2015
Q: Morning folks: A number of my stocks such as ET,VNR, are tanking. What do you think about selling the losers and going into high quality bonds for the mid to long term. What Canadian bonds would you recommend?
Read Answer Asked by Charles on April 30, 2015
Q: Hi i would appreciate your thoughts on this company.
Thanks
Read Answer Asked by kevin on April 30, 2015
Q: Hi guys
I am already deep into my second year being a member and I have yet to take any action. I own too many Utilities, stocks make up 40% of my holdings, in your opinion would you sell some of the names or cut back on all (each 4 %to 6%) Financials(Big 5)make up 22% . In all they provide $8000.00 in dividends or half my RIF payments. I find it extremely difficult to let them go. What sector or names of some companies that would provide the dividends that I am looking for. The 3 stocks that I will be buying are BEP.UN,SPB,AW.UN.
Read Answer Asked by bob on April 30, 2015
Q: It appears that there is sector rotation going on from tech to resource class. Has oil bottomed out and price of commodities stabilized? Is it due to reversal of US dollar trend or other factors? Will you pl provide detailed explanation of these trends and your recommendation for sector allocations and winning short term strategy?
Regards,
Read Answer Asked by inderjit on April 30, 2015
Q: For a long-term horizon, 20 years, what would be an appropriate percentage allocation to U.S. Equity for a pure equity portfolio? Is International equity also recommended? Thanks for the excellent service!
Read Answer Asked by Derek on April 30, 2015
Q: Do you feel CJT is still a good long term hold or do you think it is fully valued at this price?

Ken
Read Answer Asked by Ken on April 29, 2015
Q: Hi Peter and team. I'm planning in selling Husky in my non registered account and transfer funds to by 2 stocks in my TFSA. Im looking for good solid companies that are regularly growing their dividends. I currently own in my TFSA, CSU, BAD, ACQ, CCL.B, HCG, STN.
In my non registered, I currently hold BCE, ENB, ESL, HSE, MG, MFC, PPL, POW, RY, SLF, T, TD

As always thanks for your feedback.
Kevin
Read Answer Asked by Kevin on April 29, 2015
Q: Assuming a pending predicted (!) correction/ downturn in the market soon,
1.which INDUSTRIES would be safest over the next 4 months
2.which might be the most likely to rise and
3.which 5 STOCKS could be most likely to be safe and even to rise
4. While which could be the most likely to fall

Thanks
Read Answer Asked by lyle on April 29, 2015
Q: There seems to be significant concern/fear/terror regarding the rather sudden and substantial drop in share prices of so many of these stocks (VRX,CRX,CSU, ESL, PHM etc); and the possibility of a change of "sentiment" and sector rotation out of these areas. If I read your replies accurately it sounds like you are saying "we don't know" - which of course makes sense. I am wondering though if there is a way to get some sort of sense of whether or not we are at a tipping point in these sectors.

With that in mind, my thesis is that evidence or indicators of sentiment and sector rotation could take the form of large trading volumes, particularly the big hedge funds taking profits and unloading these stocks.

Us lemmings tend to play follow the leader - often too late, i.e. after waiting and subsequently incurring even larger losses - and sell our shares out of desperation or despair!

If there is any logic to the thesis of hedge fund or other large fund trading activity?

If there is, do you have a way to monitor unusually large trading volumes in these sectors?

So, bottom line: if there is evidence of sentiment change or rotation out .... I want out too and now in order to avoid further losses.

Thanks for your help and guidance with this perplexing issue; and decision making.
Read Answer Asked by Donald on April 28, 2015
Q: Hi Team, I want to pay down some debt so I am looking to sell some shares to rise the cash. I know many things come into play but of the following stocks which ones would you recommend trimming. BAD, CNQ, CSW.A, DC.A, DRM, GH, IPL, PKI, SU. Are there any you would remove right away? Let me know your thoughts.
As always your advice is greatly appreciated.
Read Answer Asked by Andrew on April 28, 2015
Q: Just a follow up comment and question to my recent question on writing calls on Apple. Sorry, but I think I had the wrong ticker (I see that it's recorded as APPL rather than AAPL; I only realized this when I was trying to refer another 5i member to the answer and couldn't find it by searching the ticker). As a related question, your answer made me wonder if there are some obvious Canadian candidates for doing covered calls (I.e., high volatility, cash-rich, with a dividend)? Methanex? Magna? Thx!
Read Answer Asked by Steven on April 28, 2015
Q: Good day to all. Not sure why agt dropped 5% today, any concerns you see, or buying opportunity?
Read Answer Asked by Tom on April 27, 2015
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