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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: PPY has gained 250% since the beginning of 2016, and 14% in the last 5 days, the stock is presently trading at $9.38. What has been the catalyst for the gain, and what would be your recommendation, buy , sell , hold, or trim.

Thanks for your insight.
Read Answer Asked by Glen on October 17, 2016
Q: My longest holding (20 yrs) is FRU which I have sold down over the good years, but still held some through lots of up and downs. I have held VET but eventually sold after its big run up in 2014. I am thinking of switching my remaining (and only O&G stock) FRU for VET. I invest for income, preferably with some growth prospect. However, I believe there is a possibility of CN (I think) taking FRU private and would be disappointed to miss out on the usual take over premium. Your thought would be appreciated.
Read Answer Asked by David on October 13, 2016
Q: Hi 5i Team:
I’m sold on the need to maintain sector diversification and use your suggested weightings for an income portfolio as my guide. It is how to classify pipelines that always gives me difficulty. I hold Algonquin, Fortis and Innergex to the tune of 10% classified as Utilities. I hold Canadian Natural Resources and Parkland Fuels which make up 7.0% as Energy. Now the problem, I also own Pembina and TransCanada to a total of another 6%. If I go against the TSX and say they are Utilities then I am pretty much in line with where I want to be. If I say they are Energy, suddenly I am overweight Energy and underweight Utilities. My question is do you have any data that would suggest which sector the pipelines are actually more strongly correlated to historically? My feeling is that they have probably moved down with Energy when the oil and gas sector gets beaten up, but also move down with Utilities when interest rates go up so not sure it really matters that much unless one has a crystal ball? But I try not to invest by feelings, would love to know if there is any hard data to support a decision? Alternatively, if you just look at the above and say “too much energy exposure for proper diversification” that’s good enough for me. Appreciate your guidance as always, thanks!
Read Answer Asked by Stephen R. on October 12, 2016
Q: SYZ, ZZZ, CZO, TNC, NFI, PBH and ITC These are all stocks that have been down considerably over the last month. They are stocks that 5i customers have or did have. Meanwhile, the TSX 60 has been flat for the last month. So I am wondering if the members are selling out on these stocks and possibly putting the money into oil which has been up for the last month or so. Should I have been getting out of some of these stocks over the last while and putting my money into oil which is one sector that is doing quite well and probably the reason the TSX is not losing ground this month. Thank you. Dennis
Read Answer Asked by Dennis on October 12, 2016
Q: Hello 5i
Chinook Energy.
No questions previously asked, and the name does not come up automatically when I type in the symbol on the title line above. So, from what I've read outside, I believe this company has a brilliant future. First off: Why the lack of interest?
Second, could you "shine your flashlight" on this one and give me your opinion. And might this be a stock that would interest you and subscribers, seeing as how its so underreported and unknown.
thanks
Paul L
Read Answer Asked by Paul on October 11, 2016
Q: I have been quite patient with Husky Energy (HSE) having bought in 2011 and earlier. The reward for my patience has been a drop in value of 36% excluding dividends. Since the stock is up about 16% YTD, is it a good time to sell the stock (RRSP) and replace it with something else. In my RRSP I have too much oil already so would like a recommendation outside of oil and gas. I am retired and relatively conservative but don't need a return for 5+ years. Also I am prepared to keep HSE if it's the best thing to do.
Read Answer Asked by ED on October 11, 2016
Q: Hello Peter and 5i Team,
Could I have your assessment on the impact, if any, of the carbon tax on High Arctic Energy?
What would your thoughts be towards HWO, moving forward in general, for a 3 -5 year hold?
Can you suggest any other stocks /companies that would have an edge over their competition in light of the impending carbon tax?
Thank you kindly,
Rick
Read Answer Asked by Rick on October 11, 2016
Q: I sold not only HomeCapital but EQB, because Cohodes, our nemesis, is now shorting it as well. Now I'm left with First National. As much as I'd like to think I'm a long-term investor, my gut tells me once retail investors read about the news on alternative lenders this weekend, the stock sell-off will accelerate. Some insiders are also selling, even the CEO of HomeCapital who sold a massive amount of shares at 34.50 right after that buyback announcement? Another insider sold over 400k at 27.50 less than two weeks ago? For me, the last nail in the coffin was Sherry Cooper's interview yesterday on BNN (Dominion Lending). Most surprising, the CEO of First National came on Bloomberg basically saying: "It's bad for us and banks will take 20% of our market". Question: Would you sell First National and replace it with Surge Energy, which is back in an uptrend? Thanks.
Read Answer Asked by Matt on October 07, 2016
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