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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.

What would be the impact to Russel Metals if they experienced a decrease in demand for their Energy Products sector? Do you think management would 'adjust' well? Do you see this as a real risk?

Looking at their annual reports & their 3 main segments from 2005 to 2014, revenue has declined from Metals Service and Steel Distributions, while revenue from Energy Products has increased steadily from 23% of revenue in 2005 to 46% in 2014 (Q1-Q3).

Regards, David
Read Answer Asked by Robert on January 04, 2015
Q: In your company reports, in the company report card summary you quote a value for 5 YR ROE. Please clarify if this is the average yearly ROE calculated over a 5 yr. period. If indeed this is an average I would suggest you add additional info as a single average number is next to useless. Ideally, the latest individual values for the past 5 years should be stated or, less at least the average with the min and max value.
Happy New Year to all,
Steve

Read Answer Asked by Steve on January 04, 2015
Q: Would you please provide an updated opinion on MM? In Oct. 2013 you expressed serious reservations concerning MM - has your view changed? Thanks!
Read Answer Asked by Gregory on January 03, 2015
Q: Could you briefly provide opinion on Interfor or IFP. Merci.
Read Answer Asked by Norman on January 02, 2015
Q: Happy New year 5i team!
I own Chemtrade in a non registered account having bought it for income without realizing how much of its "dividend" is actually interest. My thought is to transfer it to my TFSA. Since it will be a deemed sale anyway, is there a better stock in the materials sector that I should consider instead of Chemtrade, bearing in my mind that I own it for income. Many thanks for your continued valuable service.

p.s. Will we be able to track our number of questions when we post them?
Read Answer Asked by M.S. on January 02, 2015
Q: Hello,
I am learning about Preferreds and am wondering if you know of any websites or books that are a good starting point. Does anyone compile a lot of real-time data on the features of various issues, brand new issues, etc? Thanks.
Read Answer Asked by Robert on January 02, 2015
Q: Would you consider this company to be a good buy at today's prices?
Is it well managed; and does the dividend appear to be more "safe" than at risk for a cut?

Thank you and Happy New Year.
Read Answer Asked by Donald on January 02, 2015
Q: Which of these 2 stocks offer the best value, and future
performance. Thanks, How
Read Answer Asked by Howard on December 31, 2014
Q: Hi 5i team,
I'm thinking of dollar cost averaging either my Canadian Oil Sands holdings (purchased in 2008 for an astonishing $39/share) or Goldcorp (bought in early 2012 for cringeworthy $47/share). My time horizon is 3-5 years. I have similar weighting in my portfolio for both oil/gas vs mining sectors. Both these battered stocks pay dividends. Which of these 2 would you suggest I choose now to dollar cost average? I'm working under the assumption neither company looks like they will become insolvent and declare bankruptcy.

thanks
Read Answer Asked by George on December 31, 2014
Q: Would either of these companies be affected by the reduction in spending in the infrastructure projects in the oil and gas sector?

Thanks and Happy New Year

Dave.
Read Answer Asked by David on December 31, 2014
Q: What does 2015 look like for WEF? Is it a good time to buy?Any possible takeover bids? Thanks...Happy New Year
Read Answer Asked by Michael on December 31, 2014
Q: Hello,

Would you prefer one over the other, and if yes, which one and why? Do you think the pharma sector will do well in 2015.
Read Answer Asked by Vee on December 29, 2014
Q: Hello Peter and team,

I am getting ready to make my 2015 TFSA contribution on Jan 2nd, and with some cash in that account I would like to invest in one or two growthy stocks. What are your top 5 suggestions for a TFSA at this time (holding period is 3 years minimum).

Also can you list your top 3 TFSA suggestions in the Information Technology and the Health Care sectors.

Please rank your choices highest to lowest.

Happy New Year,

Paul J.

Read Answer Asked by Paul on December 29, 2014
Q: I don't know if I agree with what sector the TMX site says all companies are in. What sector would 5i put the following stocks be in:
AYA, DH, DCI, SPB, pipelines.
Also, once an investor joins the wait list for a review, is there a rough estimate of timing?
Read Answer Asked by Ian on December 25, 2014
Q: Merry Xmas

And many thanks for your advice! I'm a long term investor looking for reasonable stable growth over five years.
Which of these growth companies would you recommend? Atd.b, CTC, or National Bank at these levels?
Which of these energy companies would you recommend, PPL, BAM, or BEP at these levels?
Read Answer Asked by Graeme on December 24, 2014
Q: Please recommend appropriate broad based ETFs (preferably low MER) given a 10 year plus investment horizon for:
(a) The Canadian market
(b) The US market
(c) The World (ex US) market
(d) Bond exposure
Read Answer Asked by David on December 24, 2014
Q: Happy Holidays! All the best to you and your families! I currently have a 1.5% weighting in Catamaran and would like to slowly bring it to a full position in my portfolio. Do you feel today's price is a good time to start adding? Also, do you have any suggestions for a cyber security stock in Canada or the US, something like PANW? I have long time frame and high tolerance for risk.
Read Answer Asked by Rob on December 24, 2014
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