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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: Hi there, I am interested in following your Balanced Equity Model and will be purchasing all 20 of the names in the portfolio and had a few questions. Do I purchase 5% in each of the 20 names, or following the allocation in your provided spreadsheet? And I am going to be splitting up the portfolio between my TFSA and RRSP- about a 12 names in my TFSA and 8 in my RRSP, could you please recommend which you would purchase in each account for optimal potential returns? Thanks and have a great day!
Read Answer Asked by Michael on March 04, 2016
Q: Dear 5i team:
I would like to consolidate my rather scattered (but half decent I think !) energy stocks as that sector seems to be coming alive.
I have ARX,CNQ,SU,ERF,HSE,CPG,HWO. Any suggestions which ones to sell and buy more in this list? If you think I am better off with some other stock(s)from the energy sector, can you highlight them for me? I buy dividend payers mostly though these folks have cut their dividends!
Thank you for your measured response as always!
Read Answer Asked by Savalai on March 04, 2016
Q: With input from Newalta's year end report (March), would you recommend holding NAL for the chance of a turn-around when oil prices recover or sell NAL and move on? As you've said the risk of a profile has changed. My NAL position is now 0.1% of the portfolio and down 86%.

Thanks for your excellent insights.
Read Answer Asked by Robert on March 03, 2016
Q: What do you think of today's earnings and the company overall? Thanks.
Read Answer Asked by Curtis on March 03, 2016
Q: Hi 5i
I am holding Husky reset preferred shares,with a 50% loss. Husky is are allowing holders to convert series one shares into series two shares until March 1/2016. Your thoughts on this conversion would be appreciated.
Thanks M

Read Answer Asked by M J on March 03, 2016
Q: I am down app 50% on both painted pony and bonavista energy with the recent bump from its lows would you sell now and take the losses or wait for sunnier days?

Thks for your help

Marcel
Read Answer Asked by Marcel on March 03, 2016
Q: Hello, I don't understand why oil continues to go up when there hasn't been any good news and there is more oil in storage than ever before? Stocks like BTE and WLL are up between 12 and 18 percent today. Is this an example of the market not making any sense? Or is there a good reason for the rally?
Read Answer Asked by Carla on March 03, 2016
Q: I am down 76% with this position, should I get out and Buy Potash which I already own or be patient since I still have at least 5 years before needing to sell this position. It is in my RRSP
Read Answer Asked by James on March 03, 2016
Q: What's your take on their Fourth Quarter and Year End Results that were released this evening ??
Read Answer Asked by Randy on March 03, 2016
Q: Could you please give an update following their latest quarter. Thanks. Would you invest?
Read Answer Asked by Ric on March 03, 2016
Q: Peter; Could it be that the Wednesday oil inventory number is a think of the past affecting the price of oil? I ask because of the huge build today vs. the estimate. Thanks.Rod
Read Answer Asked by Rodney on March 02, 2016
Q: I am not in any rush and have a five year plus horizon but am concerned with the considerable losses with this holding. I still maintain a full position.
Buy. sell or hold?
Thanks for the great service and love the blogs!
Read Answer Asked by Gregory on March 02, 2016
Q: still in model portfolio, i guess you like it. Would you recommend averaging down as I am down 50%. or would you like to replace it with other better name. How would you rank this to BAD or RRX. Thanks
Read Answer Asked by RUPINDER on March 02, 2016
Q: Hi Peter and team - Could you comment on the recent agreement between Bankers Petroleum and Albania. Do you think that this is likely to have positive results and if so what might the timeline be. From your previous comments it would seem that BNK has the ability to pull through in the event low energy prices continue for a while but that the impasse with the Albanian government was a major concern. Also when I checked insider ownership with INK it seemed to be very low. Do you know what the insider holdings actually are. Thanks.
Rob
Read Answer Asked by Rob on February 29, 2016