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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 Team, I want to pay down some debt so I am looking to sell some shares to rise the cash. I know many things come into play but of the following stocks which ones would you recommend trimming. BAD, CNQ, CSW.A, DC.A, DRM, GH, IPL, PKI, SU. Are there any you would remove right away? Let me know your thoughts.
As always your advice is greatly appreciated.
Read Answer Asked by Andrew on April 28, 2015
Q: Hi 5i team,

What are your thoughts on continuing to hold badger? It has had a bit of stock momentum over the past month, but has still been affected by the gloom in the energy sector. Would you recommend continuing to hold badger for the long term or do you think it would be better to switch to a company exposed to an industry more in favour from your growth portfolio? I already own a good portion of your balanced and growth portfolio so I would likely top up my positions or purchase kinaxis as it currently has stock momentum. My position in badger is around 3 percent.

Thanks as always,
Jon
Read Answer Asked by Jonathan on April 17, 2015
Q: Hello Peter and 5i team.
I have significant losses in my Energy positions in my RRSP and have previously asked for your help in rebalancing my Financials, Tech, and Energy positions 30%, 40% and 15% the latter down from 30% last year before the energy crunch.
My questions today and I am asking for your advice on what is left in the portfolio; namely BAD, BDI, and SGY that have all been down 40-50%.
Would you continue to hold?
Replace with other Energy stocks?
Or sell and avoid the sector completely until a recovery is underway.
Thanks for all the help!!
Peter
Read Answer Asked by Linda on April 09, 2015
Q: Hi Peter & 5i Team,

In your answer to Paul on Oct 28 regarding energy stocks, you wrote
"... we think you could silo them into (light,heavy,tar), (Nat Gas), (service/drillers)... We think you could cover all of the areas with 6 names ".

Could you please recommend your favourite 6 energy sector names for a GROWTH investor for the above 3 silos.

Thanks in advance

Francis
Read Answer Asked by Francis on October 31, 2014
Q: This is more a general question that a company specific one. Tax loss selling has been mentioned a lot recently and while I know what it is,I don't know how (if?) I can it to my advantage, as I have only had registered money up until now.

From the conversations, it would appear that we should expect a lot of selling around stocks that have fallen quite a bit - AVO, BDI, BAD to name a few. I am down on these stocks too but I am committed to hanging on for several months yet. But is there a value in selling them to realize a loss and buy them back in 31 days as there is little likelihood they will rise in that short time or is that too much like gambling on market timing?

Also, it seems that this activity occurs in the late fall. Why? You can claim the loss at any point in the year so why does it seem to concentrate then?

Finally, if all this selling is expected to occur, is there a way to take advantage of it?

Thanks for the education. If this is not the correct forum to answer this, perhaps you could direct me to where I could learn about this "phenomenon'.

Paul F.
Read Answer Asked by Paul on October 01, 2014
Q: I haveno health care exposure and was thinking of adding Pfizer and Gilead Science to the US side of my portfolio.what are your thoughts on this? Also I bought BAD, ACQ and LNR when they were very high recently and am down about 30 percent in them. Would this be an opportunity to double down or do I just wait them out? It was bad timing on my part and am wondering if there is a way I can fix my mistake.
Read Answer Asked by Carla on September 24, 2014
Q: Hello Peter,
Can you provide any elaboration on the Q2 Badger comment below?

From Badger Q2 Report regarding forward looking statements:

“...An increase in Company capital will be required to finance the anticipated capital expenditure program”

As I see it, any increase in number of shares particularly before year end, would be a significant drag on the share price. Your thoughts on the need for more capital and its short term affect would be appreciated.
Many thanks!



Read Answer Asked by Robert on August 15, 2014
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