Investment Q&A

Q: Agreed with comments by Evan & u response today.Playing devil's advocate,maybe there is something untoward that management is not disclosing.Is this an entry point for new position? Thanks for u usual great services & opinions.

Q: Greetings 5i,

CVE CEO regarding the Weyburn sale stated “Net proceeds from the Weyburn asset sale, combined with the other three divestitures announced earlier this fall, will position us to retire the entire $3.6 billion bridge facility associated with the ConocoPhillips asset purchase by the end of 2017.”

Additionally Soros Fund Management took a 1.2 million share position on CVE on tuesday?

What are your thoughts?

Cheers!

Q: As a retired income investor I am considering BRE as a long term hold. The 8.5% yield is very appealing. The charts indicate oversold or close to being oversold thereby offering some upside gains as well.

All else being equal - weightings, diversification - would you consider this to be solid addition to one’s portfolio ?

Q: Hello 5i, In your old website I had marked some questions and answers as a favorite's and there was a gold star by the question and I cannot find the selection link to find these. Where do I find this link in the new website. Thanks

Q: David Baskin's negative comments of GS -
participation fee + fee, decline of wealthy clients, lawsuit by founders of GS, etc.
Brian, please explain. Thank you

Q: What's happening to CPG today?

Q: Is your service for Canadian exchanges only?

Q: One of my favorite features of your website is the ability to maintain a 'favorites' list. Since the upgrade I haven't been able to figure out how to add questions/answers to 'my favorites'. Please advise.

Q: Gentlemen,
I have a 1.3% position in GS (-8%) , and 15% in financial sector.
Except GYS (1%) as small cap all others are blue ship .
Don't need income, but like the security
Your opinion to averaging down by adding 1% in GS now or wait ?
Thanks
Best Regards

Q: Does your Interactive Chart Tool plot the security price including or excluding distributions? It would be nice to have option to choose either one. I find that most web charting tools include distributions which can be misleading when one wants to determine a price to buy or sell a security at. Thanks!

Q: Hi: Kroger was a top pick on BNN recently. It seems to have taken a few knocks over the last year that have lowered the P/E. Do you have an opinion as to its prospects over the next year or so? I know you don't focus on US stocks, but I'd value any insights you may have.

Q: What is your view on junior/intermediate oil and gas companies? Do they offer good value at this point? Any that you recommend?

Q: I have a question about 2351. What can you tell me about Vodafone? Is it worth a speculative buy? I can tolerate moderate risk.

Q: I am trying to figure out how to deal with precious metals holdings in our portfolios, which are mostly in registered accounts. We have held WPM (previously SLW) for quite a few years and I have watched it get to a + 60% profit and then erode back to what is now a -3% loss. FR was purchased a year and a half ago and is now at a loss of -53%. Our total allocation was about 5% but is now just over 2%. Should these be left 'forever' to rise and fall with the precious metal pricing and just be used to balance a weak equity market. Or, should they be traded at some point (question of course, as always, is "what point?" ). As our allocation now is half of what it was, should I be topping up to 5% again ? I just don't get how to handle this part of our portfolio and would appreciate any illumination you can shed ! Also, any suggestions as to whether I should stick with WPM and FR or make changes,( particularly with FR?). Thanks, as always.

Q: I recently asked a question regarding VIG. 5I approved but pointed out that SPY had returned 2% better over the last five years. With VIG yielding 2% and SPY yielding 1.85% what is the case for buying VIG over SPY ?

Q: Hi,
When you respond "We will have to revisit our thesis" about ABT, what does this mean more specifically? Does it mean it may get dropped from the portfolio? Should we be moving on from this one. Thanks. Marco

Q: Hi Team,
Your thoughts on Quantum Cobalt Corp, please? Do you think it is a good speculative play on cobalt? Is the revival of the mines to extract cobalt going to require a lot of investment? I want to know how much is hype and promotion in play and how much is real? How is the financial situation of the company at this time? If you don't like it then what company do you suggest for cobalt play? Thanks for your insight as always!
Have a wonderful week,

Q: This is starting to look quite interesting at these levels. I am looking for income and some growth with at least a two year outlook, as well as stabilising my portfolio with less volatile stocks. Your opinion please.
Thanks, John

Q: Hi Team,
Would you consider either one of these company overvalued or investable?
Thank you!

Q: Morning 5i,

Did management make any comments, or discuss any of the back ground issues surrounding the company ( lawsuit, privatization) during the quarterly results? If so, what was your take?

Thanks again!