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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: My energy stocks are the following: BNP,CNQ,PRW and TOG. I need to get out of all or three of them. Which do you recommend to keep or should I sell all and buy Tourmaline that seems to be a better managed company. It seems to me that the oil stocks are not going to do better in a long time.
I also would like to know if it is right time to buyAmaya gaming, Home Capital Group. Or is it too late.
Margita
Read Answer Asked by Margita Elisabet on November 07, 2014
Q: Good evening!
If I were to sell RSI (one of my income stocks)RSI for tax reasons (My ACB 11% higher) would you have any suggestions for a "parking" stock that would trade in sync? I am happy to buy Rogers back in the new year (as in day 1!) as I do, in fact, expect better future earnings based on upcoming sugar shortages and lower fuel costs.
Thanks!
Read Answer Asked by Paul on November 07, 2014
Q: Hello Peter & Co,
This is a follow up to my first letter on sectoral split and content of my RRIF portfolio
Energy; 10% BTE, CPG, HWO, TOU, VET and WCP; thinking of switching from CPG to POU? any other suggestion?
Health; 11% you consider too high and RX too risky; I'll reduce to half position, same as GUD
Metals 0%; you have FM in your portfolio, how about XBM?
Consumer staples 0%; you have L in your income portfolio, I thought DOL could be considered both retail & consumer staples.
Thanks, as usual
Tony
Read Answer Asked by Antoine on November 07, 2014
Q: Andrew peller was doing well today and then dropped over $1. Any idea why? Do you still like the company?

Thanks for your help.
Lois
Read Answer Asked by Lois on November 06, 2014
Q: Do you think SNC is good value here? Or should one wait for the oil price to settle. If not a buy today, then what would you like to see happen to make it a buy?
Read Answer Asked by Georgina on November 06, 2014
Q: What a pop from $6 to $9+.

Are you "scared" enough by this company that you would be comfortable short selling it after such a big move up?
Read Answer Asked by Adam on November 06, 2014
Q: Hello Peter and crew,
Any comments on the numbers and forecast from Corby yesterday? For a stock that typically has little volatility, the price has really shot up in the past week or so. Do you think this is a good time to get into the stock or do you think the price may come down to prior levels over the next few weeks?
Thanks in advance,
Rory
Read Answer Asked by Rory on November 06, 2014
Q: Hello 5i Team,
I am thinking of selling NIF.UN and replacing with FRU (for more growth and a good dividend). Your thoughts would be appreciated. Many thanks.
Read Answer Asked by Kathy on November 06, 2014
Q: Can I have your opinion on two high risk stocks (WZR, LYD) that are down quite a bit over the last couple of years. I planned on holding onto them long term, however, lately I am wondering if I should cut my losses and get rid of them. Thanks.
Read Answer Asked by Paul on November 06, 2014
Q: What is your opinion of these three securities at current prices for addition to a well-diversified portfolio?
Read Answer Asked by Harold on November 06, 2014
Q: if keystone gets approved which 3 or 4 Canadian companies would be your favorites to benefit other than trp.dave
Read Answer Asked by david on November 06, 2014
Q: I currently have a full position in ZRE and half positions in FSV and HCG at 44.65 and 38.75 respectively. In order to reduce interest rate sensitivity I am considering selling ZRE and using the proceeds bring FSV and HCG up to full positions. Other financial holdings are TD, SLF, and BNS. The dividend income from ZRE is not required and is currently being re-invested. Sector allocations are: Financials 15%, Utilities 10%, Consumer Discretionary 10%, Consumer Staples 9%, Industrials 15%, Health Care 7%, Telecom 9%, Info Tech 12%, Energy 9%, Materials 4%. Any feedback on this idea would be appreciated.
Read Answer Asked by Stephen on November 06, 2014
Q: After doubling on DHX I painfully sold half to address balance issues in my portfolio.Do you have another idea that could be as successful as Dhx regardless of sector(excluding energy).Just a comment,after this latest correction it became evident that my portfolio has to many Canadian stocks.TSE is not a diversified exchange and many good Canadian stocks where effected by Energy and Materials.So I love that you answer the odd question about U.S. stocks,it gives me some names to do homework on.
Read Answer Asked by Randy on November 06, 2014
Q: Just wondering what your opinion is on SUM, CLR, NRI and MRI.U? Also, two I hold, SYZ and XPO US. Is it better to buy a stock with good earning that are up 10% or buy a stock which missed earnings down 10%?
Thanks,
Dennis
Read Answer Asked by Dennis on November 06, 2014
Q: Your thoughts on yesterday's earning release and short term outlook on the stock.

Thanks
Read Answer Asked by satish on November 05, 2014
Q: Would you recommend which company(s) to sell in my cash account for tax loss selling? PRW, BAD, VET, BTE, BDI?

As others have mentioned, I certainly appreciate your service. Thanks.
Read Answer Asked by Catherine on November 05, 2014
Q: Good Morning 5i team, I am currently underweight energy and zero weight materials. I am looking to allocate new dollars to both sectors in the coming months. Could you please rank the following sectors on their current risk/reward: oil, natural gas, energy services, gold, silver, base metals. Also, a top pick from each of the six sectors indicated. Thanks for the great service. Rob
Read Answer Asked by Robert on November 05, 2014
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