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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: I have been quite patient with Husky Energy (HSE) having bought in 2011 and earlier. The reward for my patience has been a drop in value of 36% excluding dividends. Since the stock is up about 16% YTD, is it a good time to sell the stock (RRSP) and replace it with something else. In my RRSP I have too much oil already so would like a recommendation outside of oil and gas. I am retired and relatively conservative but don't need a return for 5+ years. Also I am prepared to keep HSE if it's the best thing to do.
Read Answer Asked by ED on October 11, 2016
Q: ABT has lost 15% of its value in the last 2 months. Any reason for the drop? Would you buy more (up to your maximum allocation)?
Read Answer Asked by Douglas on October 11, 2016
Q: Thanks for the blog "Who gets impacted by a carbon tax?".
While Saskatchewan and Alberta show the highest per capita impact in your analysis, isn't it energy users who will pay the bill? With the largest populations, won't a considerable part of the cost be borne by Ontario and Quebec drivers, particularly drivers of the least fuel efficient vehicles?
Also, do you happen to know how a carbon tax impacted countries that implemented it years ago? Thanks for any references you have on this. Edward
Read Answer Asked by Edward on October 11, 2016
Q: Hello Peter and 5i Team,
Could I have your assessment on the impact, if any, of the carbon tax on High Arctic Energy?
What would your thoughts be towards HWO, moving forward in general, for a 3 -5 year hold?
Can you suggest any other stocks /companies that would have an edge over their competition in light of the impending carbon tax?
Thank you kindly,
Rick
Read Answer Asked by Rick on October 11, 2016
Q: What do you think about taking a 5% position in Bird at this time. Although its share price is down, it has consistently paid an attractive dividend since 2011 (0.66/year), rising to 0.76/year in 2014 where it has remained. Its second quarter results were disappointing due to Alberta wildfires, but isn't this a good entry point as Fort McMurray reconstruction ramps up?
Read Answer Asked by Jean on October 11, 2016
Q: I have about 10% cash right now. Normally I prefer to be fully invested because I like the steady dividends. My investing style is somewhere between your income portfolio & balanced portfolio and the portfolio is reasonable balanced. I don't need to take anything from my investments now but I will in a couple of years.

It "feels" like sitting on a bit of cash makes sense right now in the short term and maybe take advantage of tax loss season or other buying opportunities (seems like a lot of those recently).

Your thoughts?
Read Answer Asked by Gordon on October 11, 2016
Q: Reko just announced year end results and had an excellent year.
The company has recorded its 20th consecutive profitable quarter and has paid down debt to a much more manageable level.
The Reko family controls approx. 2/3 of the company.
With a hard book value at 6.51 how would you assess an investment in Reko given their successful transformation to factory automation.
Read Answer Asked by Charles on October 11, 2016
Q: Looking back at previous questions about TOY, it's mentioned that it is attractive at 21x or 19x P/E ratio. My TD Waterhouse web broker research platform states that it's currently operating at a 46.7x P/E ratio.

a) 46.7x would be bad, right? And cannot be true?
b) What's the current P/E ratio and how can I reliably find it independently?

Thanks
Read Answer Asked by Ryan on October 11, 2016
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