Investment Q&A

Q: Hi 5iR Team, TD puts out a monthly consolidated report of its stock coverage universe. In the Sept. 30th report I looked at their Junior/Intermediate O&G stocks. I noticed that if I arbitrarily picked an upside % of 70% i.e. current price and TD's Target Price there were 13 stocks. The lowest was TOG at 70% upside and the highest NVA at 152%. In addition, some of the stocks like WCP and FRU are yielding 8%+. For me as an investor this is compelling data. Lastly, reading further into the report TD's O&G sector thinking as stated by their senior analyst is not Bullish. In other words TD does not appear to be exaggerating the facts, attempting to make some case for investors buying O&G stocks.........but the analysts in the field certainly feel incredibly positive on a number of Junior/Intermediate names.
How do I sort this out??
What would be 5iR's top Jr/Int. O&G picks?
Thanks team. Cheers, Chris

Q: In yesterday's update there is a reference to an article featuring Peter..." five sins investors should avoid" (click here to read full article)." but the link takes you to an advisor only section of the Globe. Do you have another link?

Q: Good morning 5i
I cant seem to find the date of the split? And is it correct that the shares are best held in a RRIF ?? Or RRSP ?
Much thanks

Q: I own only these two companies in an unregistered account and need to raise some cash, so I need to sell either a 1/2 position of one or 1/4 position of each. Both holdings are up substantially (100% and 80% respectively). Based on continued future growth, do you have a suggestion of how I should proceed? Thanks so much.

Q: Given the fact that CNR has announced layoffs due to a slowing economy how do you this affecting the stock's performance over the next few years. Thank You.

Q: I am Canadian citizen/resident who owns both BEP.UN:CA and BIP.UN:CA within my TFSA (at TD-Waterhouse). After receiving the new shares related to both of these holdings, should I keep all four securities within the TFSA, or should I consolidate into one of the other type of security (and if so which one)? (I don't mind paying the transaction fees if this helps simplify things.) Also, I currently hold both positions within the Canadian dollar portion of my TFSA, but I can move these over to the U.S. dollar side of my TFSA, if this makes more sense to you, in advance of these spinoffs.

Ted

Q: whats expected from ENGH in the coming quarter?

Q: I found your answer to yesterday's question from Wes of interest. You indicated that "This strategy also assumes there will be no change in the capital gains inclusion rate in the next Canadian budget."

Do you recommend that investors take action now to avoid possible capital gains tax changes in the next budget? If yes, what actions would you recommend?

I have read in the news that "rich" people use family trusts and offshore accounts to avoid taxes. Are these appropriate for individual investors? At what asset levels?

Are there any other mechanisms which you can recommend aside from RRSPs and TFSAs to help reduce taxes for individual investors, and to avoid any possible future capital gains tax increases?

Your advice is greatly appreciated. Thank you for this excellent service.

Q: Hello 5I
My holdings include, with total portfolio weights::
ATD.B (4.65%); BYD.UN (5.65%); CP (3.65); CSU (3.50%); GSY (4.6%); WSP (4.20%); ZEM (4.5%)

I have concern about a possible recession and economic slow down, and I would like to structure the equities in my portfolio with a bit more of a conservative and defensive tilt.

I otherwise would want to keep these positions but do you see any of these 7 being less conservative and defensive? With my objective in mind, should any be reduced or eliminated?

thanks for your excellent service.

Q: What is your opinion of this gold stock. McEwen past Gold Corp founder recently made a large investment. Does the recent pull back represent a good buying opportunity. Thanks for your advice.

Q: I think I need to increase my Industrial exposure by adding one more company. I have 4% in each of CAE, CNR, WSP. Perhaps one more at 2 or 3%. Any suggestions?

Q: Hello 5i,
I am currently holding CBO at 2.3% portfolio weight. I would like to exchange it for XCB with higher yield and apparently not dropping like a rock as CBO has done. Would this be w worthwhile exercise, can you suggest a better alternative, or should I just leave things alone. I would be taking a $1,500 loss on $30,000 a holding.
Thank you for the great service
Stanley

Q: What Canadian energy (oil and gas) companies (stocks) have the best cash flow, in other words 2 or 3 times or better cash flow of the best 10 stocks?

Q: What are your thoughts on this company?

Q: Is now a good time to invest in REITs? As a Canadian, is it good to invest in US REIT? Is there any tax drawback investing in US REIT? Do you have any recommendations for REITs? Thank you for your great service.

Q: You have no doubt answered this question a few times but am not sure how to search for it. Could you provide your top picks for tax loss selling. Market cap and sector are not a factor. Thanks.

Q: Two questions: One, would you consider ZMI as "fixed income" for that part of my portfolio? Or is there too much of an equity component? Second, so many ETFs have a return of capital; when the fund reports a yield, does this include the roc? If so, isn't that reported yield misleading? Is there a way to learn what the actual yield ( ie without my own capital) being included? Thanks for your excellent service.

Q: Over the next five years, which of AQN and PPL would you prefer for growth in terms of stock-price, and which for growth in terms of dividend?
Thank you.
Howard

Q: HI
I am thinking of easing into VII. Should I begin or wait a little longer?
thanks
Joe

Q: are there any current energy [ oil & gas] companies with little or no debt that are making money ?