Investment Q&A

Q: Hello Peter and company,
Do you think that the energy stocks (CPG, VET, etc) will come under pressure in December as institutional investors will try to get rid off them so that their year-end statements look good? Or this type of selling has been done already?

Q: Hi, in your response to my question on TCN you asked what my portfolio allocation was. It is currently 2.8 percent of my equity holdings. I was going to bump it up to 3.5 percent. Would that make sense or does this change your answer? Most of my other positions are between 3.5 and 4 percent.

Q: I am thinking of averaging down on this U.S. company. Should I wait until tax loss season is over and is this a good safe stock for a long term hold?
thanks

Q: I own this in my RRSP so can't take loss so would you still advise selling if held in an RRSP?
Dolores

Q: I am looking at losers in my US portfolio for tax loss selling. Considering building cash to buy Cal-Maine Foods, Visa and Pepsico. Which of the following stocks would you consider candidates, out of Polaris, Sodastream and Bed Bath & Beyond? The stocks all seem to have good fundamentals especially BBBY (as you remarked in an earlier question from January 2014). Would you endorse the switch?

Q: I am on a huge loss with Teck. it is now one half percent of my holdings. My cost is 28 per share. I do not have much other exposure to mining besides some gold fund. My question is , I would like to book a capital loss but keep some exposure to the sector. Would be FM a good candidate? Or should I be better off to exit the sector altogether?
Thank you.

Q: I am retired and am mainly looking for income and some growth. I own TRP, ALA, IPL and PPL. I am down on ALA, IPL and PPL. I am thinking of selling IPL and PPL for a capital loss to offset some gains and replace them with ENB. While the dividend will be lower with ENB, I am thinking it will have more overall growth, including dividend growth. Thoughts ?

Q: Recent strategic review. At a major turning point. The product appears to have potential. Speculative . For a speculative play at what point do you enter. Before or after results of current review.

Q: Hi Peter,

What are your thoughts on input capital is it a buy sell or a hold and the recent cancellation of three contracts

Paul

Q: Hi 5i team
Have owned this company in my tufa account I'm a little confused with this one.
They seem to be growing there business but the stock price is not reflecting
That , do you have any insight for me
Thanks

Q: Hello Peter & Team, in your response to a recent question about Merck versus BMY, you refer to the Valuation of Merck. What does Valuation mean? How do you define Valuation? You say that MRK valuation is about half the valuation of BMY, and has much more debt than BMY. Still, you prefer Merck. Thanks, Gervais

Q: I already hold RY, BNS, TD, CIX, MFC, JPM. I'm a little underweight financials at 7.5% and would like to bring up my weighting to 10%. I'm looking at SLF, EFN, & DH as potential additions. If you had to put money to work tomorrow what would be your preference? If not the 3 I listed maybe something else?

Q: Hi Peter & Team, I know you would tender COS shares to Suncor. But I am wondering what will happen if I do not tender my COS shares? Thanks, Gervais

Q: Do you have any updated comments on this company ? For the past year, it seems to have held steady in the $1.00 range. If it can survive the low price environment it should do well. Do you agree ?

Q: In the November 24th report of The Gaming Industry Daily Report the following paragraph was stated re AYA:
"S&P revised their outlook on Amaya Inc to negative from stable as they expect lower year end earnings and a higher value of debt to cause credit metrics to weaken. The negative outlook reflects their view of the strengthening US dollar’s negative effects on 2015 earnings and the carrying value of AYA’s debt, which is not denominated in the company’s reporting currency."
Perhaps some of the members would appreciate adding this information together with your recent AYA report. In addition the following comment also appeared on NYX:
NYX Gaming Group Ltd. announced it signed a partnership agreement with 888 Holdings Public Limited Company. NYX will supply a variety of its online and mobile casino content, as well as a wide range of games supplied by 3rd parties aggregated on NYX’s OGS & CGS platforms, to 888’s global bingo and casino verticals. That is great news since as good as 888’s poker platform is, it’s casino games are still the worst selection of all the games in NJ.
Chris

Q: In my well-diversified portfolio, in your opinion, which of the following should be sold for better returns at this time? AWF-N Alliance Bernstein Glbl Fd; AV.UN-T Aston Hill Advantaged T/U; EMP.A-T Empire Company; FCAU-N Fiat Chrysler Automobiles; HLF-T High Liner Foods; RUS-T Russell Metals; STB-T Student Transportation. Thank you
Thank you

Q: I have had a 1/2 position in SCB for over a year now and am down 33%. That is fine if there is a good chance of a recovery, but your note to Darren a couple weeks back did not inspire confidence for 2016. Is it time to take the loss, or to bail.

Q: If Capstone gets bought out, will the preferred shares be bought out at $25? They are trading at $12.70 now, and yielding 9.8%. Am I missing something?

Q: Your comments on the distribution deal announced today please. How strong of an endorsement and/or predictor of the product and future sales potential is this, if any? Time to buy or wait for actual results?
Thanks once again. Peter.

Q: Hello 5i,
I am planning to strengthen the structure of my portfolio through buying four ETFs, they are iShares Asia 50 ( AIA), iShares MSCI South Africa (EZA), SPDR® EURO STOXX 50 ( FEZ), iShares Latin America 40 (ILF). Each of these ETF will have a 2.5% weighting. Can you recommend a cheaper or better way to get this diversification.
Many thanks,