Investment Q&A

Q: My good friend, curious about my 5 year CAGR of 15% - aided and abetted by 5i - and unhappy with his professionally managed portfolio that is flat over 18 months, asked me to take a look.

There are two major problems:

Not only is a stupendous 53% of the portfolio in 5 banks, 3 Canadian and 2 U.S. but another 16% is in 6 energy stocks, and 11% of the portfolio is in CPG.

This is of course patently ridiculous.

All six energy stocks are substantially down. The question: on a go forward basis do you see any hope for these six or should he just cut and run and of course diversify?

Thank you

Q: Your thoughts on todays announcement of sale of assets. Surge looks even better to me now and I am considering increasing from half position to full.

Q: They received offer from TDG of $4.90. I have 1650 shares.@$6.00 cost.Is the deal in 5i eyes good or would someone else bid higher.Is dividend safe for TDG. they offer 1.06 shares.As always your advice is great for your comments.Tks for great service Peter & Staff

Q: Black Diamond is now up 80% off its low.Is the market anticipating future growth again? ( maybe possible contracts from LNG ).

Thx Blake

Q: Peter and His Wonder Team
All I can say is "HELP"! TDG went down today almost 10% on hugh volumne of 8.8M shares. I realize that in takeovers the purchasers shares usually decline and of course the other side is delighted with the premium and cash in their hand.Several consultants seem to think that this deal was constructive and had long term value for TDG.Yesterday Eric Nuttall on BNN was very optimistic in the long term for TDG claiming it was very cheap and made it a Top Pick.I am not sure if he was taking this deal into his calculation. In any event I would like your assessment of this deal and share holder reaction. Are they panicking...are they being too short sighted or are they smarter that management?
Your info and insights are always valuable and help me sleep at night!Ha!Ha! Thanks again!
Dr. Ernest Rivait

Q: How likely do you view a dividend cut given it's over 10% now....thanks.

Q: What is your outlook for Zargon? Balance sheet?It's payout ratio? Safety of the dividend (it has been cut once), would you recommend this stock or would you prefer another dividend payer?

Thank you

Q: Hello, Peter
I am holding prw for a while, but I am seeing this one dropping ever day, should I hold or sell?
Thank you
Yingzi

Q: Hi Guys, TDG has just announced a "strategic business combination" with CanElson although it appears more of a take-over. What do you think of this transaction.
Mike

Q: Given sector uncertainty, no dividend, and what looks to the naive eye as an overbought share price, is there still meaningful upside to AAV?

Q: I am considering selling Suncor and using the proceeds to Purchase Crescent Point. Would this make sense?

Q: what order would you rank these companies. thank-you.

Q: Would you endorse a switch from SGY to CPG or would it be switching 4 quarters for a dollar, please elaborate?

Thanks, Ozzie

Q: Hi Peter and 5iResearch team. Would you recommend Chevron's based on its valuation, markets, diversification, and sector outlook? It was noted on BNN that there was a significant insider purchase by board member (CEO of Wells Fargo?), who has previously purchased this stock when a valuation opportunity presented itself.

Q: Could you please update your comments on Titanium. Is there anything forthcoming to explain the large increase in its stock price last week? Do you think the change in government perhaps is now putting more emphasis on their technology?

Thank you

Q: What do you think of this latest bought deal. does this benefit the company or share holder at all.

thanks

Q: Looks like energy is continuing down.Do we bail out here (20 % under water) or wait for oil to come back up? Even the pipes are getting hammered.

Q: I purchased TBE @ 2.15. It now trades @ 0.70 and pays a high dividend. Is it worth increasing my holding to reduce my cost base?

Q: What are your thoughts on this company. They would appear to be at an attractive entry price but they are attached to the O&G sector and was wondering if the team feel they will drop more so maybe it is better to wait until the sector shows sustainable growth

Q: I hold shares of this company in my TFSA and I am down by 60%. Should I add some to bring my average cost down. I have about $2500 cash in the TFSA. I am retired but does not need the extra income.
Thanks