Q: It's understandable that Bloomberg (or 5i) can't spend excessive resources in ferreting out all the nuances of insider holdings. In the case of Slyce, further digging reveals that Business Instincts Group (5.4m shares) actually include the equity holdings of co-founders and current board members Cameron Chell and Erika Racicot. Also, BBG Equity Management (John Gabriel) and their 1.7m shares has been in the picture since 2008 so the only true 'outside insider' would be Salida Capital's holdings. I therefore suggest that true insider interest is closer to 14.3m shares, or 13.4% of total issued.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Good morning Peter/Staff,could you please have your opinion on ET?
Considering initiating a small (2%)position (?)
Considering initiating a small (2%)position (?)
Q: Hi Peter and 5i Team:
I have a small position in NRG and would like to. Sell and buy some more AVG as a dollar cost averaging strategy; as I bought it at $29. Do you like NRG? Is is a good long term hold . Or would you agree on my reason to sell it?
Alternatively, I was going to sell NRG and buy ELW as it has really got hammered and I like the management team for a 2-3 year hold? In your humble opinion which strategy do you think would make most sense for a above risk portfolio and greater growth prospect ? Than you so much.
Romeo
I have a small position in NRG and would like to. Sell and buy some more AVG as a dollar cost averaging strategy; as I bought it at $29. Do you like NRG? Is is a good long term hold . Or would you agree on my reason to sell it?
Alternatively, I was going to sell NRG and buy ELW as it has really got hammered and I like the management team for a 2-3 year hold? In your humble opinion which strategy do you think would make most sense for a above risk portfolio and greater growth prospect ? Than you so much.
Romeo
Q: I have 40% weighting in financials in my RIF A/C, and 20% in energy. I plan to 1) sell BBT (US Bank) and buy either Telus as I have no exposure to telecoms, or Coach. 2) sell FSZ and buy AW.UN and XTC. 3)Hold on to Athabasca oil for another three years. I have lost 70% of the value in this stock.
Your advice please. Thanks always for your excellent advice.
Your advice please. Thanks always for your excellent advice.
Q: I want to buy RCL, but it keeps going up. Is it getting too expensive to buy now?
Q: I curently have some cash to invest in my portfolio which for the most part is now similar to the model portfolio (thanks to your advice!) I am under my allocation in all sectors (3 to 4% range) so I have flexibility where to add. You mentioned in a recent response to Tim that Surge (SGY) has good upside potential when the market turns from this recent sell off. Do you have a few other suggestions that you feel have the portential to recover quicker relative to others? thanks again and again. John
Q: Hi folks: Looking for a website to see daily charts on how the 4 or 5 main "sectors" in Canada are doing. Not sure of the difference between a sector and an index, so maybe index charts would be better. Also, what is a "capped index"?
Q: Hello Peter and Co.:
Man, it's pretty crazy for investors these days in oil and oil service stocks! I hold PPL, IPL, KEY, ALA, BDI, QST, VET and PEY. Normally these companies are pretty quiet but lately have been experiencing one day losses of 6-7% or more, and then gaining the same as much a few days later! Pretty crazy times it seems to me, but I'm not that experienced, just 10 years or so as a DIY investor. What are your thoughts on the volatility these days?
BTW, I just want to say that your service has been invaluable to me in making decisions and learning about investing, so thank you very much. cheers
Man, it's pretty crazy for investors these days in oil and oil service stocks! I hold PPL, IPL, KEY, ALA, BDI, QST, VET and PEY. Normally these companies are pretty quiet but lately have been experiencing one day losses of 6-7% or more, and then gaining the same as much a few days later! Pretty crazy times it seems to me, but I'm not that experienced, just 10 years or so as a DIY investor. What are your thoughts on the volatility these days?
BTW, I just want to say that your service has been invaluable to me in making decisions and learning about investing, so thank you very much. cheers
Q: In Oct you rated CXR, GUD, CPH as 1,2,3 preference. I add PLI to those. I own GUD. For a registered account where there is not enough cash to buy full positions of each, would you advise choosing one and if so, which one, or equal $ amounts of the 3, CXR, CPH & PLI? Each has a niche in a similar theme, it seems to me. Thank you.
Q: Hello Peter,
Shawcor has been hit quite hard lately. It is getting close to the value it was over 10 months ago. Other than the oil issue, are there other reasons, why Shawcor is down so much. Also, if you had a choice between DesCarte Sytems and Absolute Software, which one would you choose? I am looking for growth. Thanks very much.
Shawcor has been hit quite hard lately. It is getting close to the value it was over 10 months ago. Other than the oil issue, are there other reasons, why Shawcor is down so much. Also, if you had a choice between DesCarte Sytems and Absolute Software, which one would you choose? I am looking for growth. Thanks very much.
Q: Hello team,
I have way too many losers and I want to bring down the total number of stocks (56) held in various registered portfolios. Knowing that I will not have any tax benefits by selling them, I would like to start with the following list:
Stock down
ESP -19.85%
LGO -30.27%
MX -15.35%
TWD -33.49%
WIN -28.87%
Total -20.55%
And here are my questions:
1- Would be wise to sell the above companies at a loss and use the proceeds to buy cxr?
2- Would you know anything about short term catalysts for cxr? like rumors that a major acquisition is imminent?
3- When would it be the best time to sell these stocks? Should I wait until the tax loss selling is over? ie. sell in January 2015 for a better return? or would that be too late to catch cxr?
4- I do hold cxr but it is not a full position? should I add to it or would you suggest something else (in any sector) with a better upside potential?
5- Would any of the above stocks is worth keeping? I know you might say MX but I have held it for too long and nothing really has happened and now it is gone down with the rest of my oil stocks.
I sent a similar question about a week ago but did not hear anything back....hope it works this time.
All the best to all of you at 5i for helping us participate in the markets with some confidence.
I have way too many losers and I want to bring down the total number of stocks (56) held in various registered portfolios. Knowing that I will not have any tax benefits by selling them, I would like to start with the following list:
Stock down
ESP -19.85%
LGO -30.27%
MX -15.35%
TWD -33.49%
WIN -28.87%
Total -20.55%
And here are my questions:
1- Would be wise to sell the above companies at a loss and use the proceeds to buy cxr?
2- Would you know anything about short term catalysts for cxr? like rumors that a major acquisition is imminent?
3- When would it be the best time to sell these stocks? Should I wait until the tax loss selling is over? ie. sell in January 2015 for a better return? or would that be too late to catch cxr?
4- I do hold cxr but it is not a full position? should I add to it or would you suggest something else (in any sector) with a better upside potential?
5- Would any of the above stocks is worth keeping? I know you might say MX but I have held it for too long and nothing really has happened and now it is gone down with the rest of my oil stocks.
I sent a similar question about a week ago but did not hear anything back....hope it works this time.
All the best to all of you at 5i for helping us participate in the markets with some confidence.
Q: I hold Aecon stock and the stock has dropped measurably in the last while. What are the prospects for the future and do I sell and purchase stock in another company? Thanks
Q: Hello Peter and team, I have some money available to invest for a longish term (5 years+). Can you suggest around four names to add to a diversified portfolio, in particular companies that you think may currently be at unduly low prices due to tax loss selling and other year-end positionings. Stantec and Surge come to my mind. Would you agree, and if so can you please also suggest two or three others (though no more in the Oils; I'm already quite full there). Also, I've separately wondered about acquiring a foreign stock like Nestle. Do you know if/how I can acquire that in my self-directed RRSP? Thanks in advance!
Q: Hi 5i Team, Peter's erstwhile colleague, Peter Imhof, recommended Diversified Royalty (DIV at Toronto) at BNN. Your most recent (October) comment on the stock was "wait and see". Any further thoughts on the subject? Thanks as always. Henry
Q: May I have your fresh look at MTL.
Now holding TFI and thinking of adding MTL.
Thank you for your excellent service
D McV
Now holding TFI and thinking of adding MTL.
Thank you for your excellent service
D McV
Q: Is there any reason you know of that agt is getting hit so hard today. Thanks.
Q: I already own ADW.A but with the recent decrease in the price of the B shares I am considering adding a purchase of the B shares. I would appreciate your opinion.
Q: hello 5i:
the Glentel sale is interesting, and good for those who hold shares. What effect, positive or negative, would the acquisition have on BCE shares (I hold BCE and have for many years). Is this an astute acquisition? Did BCE overpay?
thanks
Paul L
the Glentel sale is interesting, and good for those who hold shares. What effect, positive or negative, would the acquisition have on BCE shares (I hold BCE and have for many years). Is this an astute acquisition? Did BCE overpay?
thanks
Paul L
Q: Over the past months, I thought I'd give your plan a whirl of buying strength and forego using Stops with names you really liked in your Questions/Answers section. **HUGE** mistake! My portfolio is down 25%. Hindsight demonstrates the only way to stay out of trouble with your service, was to invest in your ENTIRE portfolio and completely ignore your Q&A on any companies outside your model portfolio. Cherry picking names from your Q&A section has proved very painful indeed. Expensive lesson learned!
Q: Hello.
If CNR's Petroleum revenue went to 0 (lower oil production creating capacity in existing pipelines), what do you think CNR's price would settle at?
CNRs Q3 report (Investor-Financial-Quarterly-2014/Q3/Q3-2014-US-GAAP-MDA-en.pdf), puts Petroleum and chemicals at about 20% of the Q3 earnings.
Thanks.
If CNR's Petroleum revenue went to 0 (lower oil production creating capacity in existing pipelines), what do you think CNR's price would settle at?
CNRs Q3 report (Investor-Financial-Quarterly-2014/Q3/Q3-2014-US-GAAP-MDA-en.pdf), puts Petroleum and chemicals at about 20% of the Q3 earnings.
Thanks.