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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 Guys:

what is your current opinion on Klondex
Read Answer Asked by Ted on January 22, 2016
Q: Hello,

I have sold my Bin shares and I would like to add to one of my current industrial holding. At the present time which one would you have a preference towards. My holdings include Stn, Wsp, Bad and Mda.

Thank you
Read Answer Asked by Josette on January 22, 2016
Q: Hello 5i, could I please have your opinion on RDS's update yesterday and do you think the dividend is fairly safe for income? Thank you
Read Answer Asked by Alayne on January 22, 2016
Q: Please provide your view on MNW's announcement on voluntary $25m pay down on its credit line from its strong cash [position,& its upward revised guidance.It really got hitn recently(even down today despite strong market recovery.Appreciate your usual great advice & services.Have a small holdings @ $12.66,so should I average down hare a bit; Further to my Q earlier tonight,Canadian Insider shows that on Jan 19,Richard McBee has a -500,000(in red) expiration of options @ US$5.16.Please advise meaning.Thanks for your usual great services & views.
Read Answer Asked by Peter on January 22, 2016
Q: Hi Team,
Thanks for all your patience and hard work dealing with us retail investors during these challenging market times. Your transparency, calm and reason are most impressive.

I am thinking much longer term (beyond this current market choppiness) and was wondering if you can point me to an ETF(s) that is focussed on disruptive technologies. I found ARKK which is what I had in mind (different disruptive technologies in different sectors) but it is tiny at reportedly $6.82M market cap and virtually not trading volume.

Do you know of anything similar that is bigger and more liquid (presumably in the US)?

Many thanks for any suggestions.
Michael
Read Answer Asked by Michael on January 22, 2016
Q: Hello, I am trying to find a safe U.S. utility with low coal exposure and a decent dividend; coal seems prevalent though, could you help please? Thank you as always
Read Answer Asked by Valerie on January 22, 2016
Q: I'm looking for dividend plays with "some" torque to oil price but with a definite downside floor. To date I've picked up IPL and VET. I'm looking at Secure now as well. What do you think about Secure here. How safe is the dividend? What is the payout ratio? How safe to you feel their business is? I know the environmental part of the business should remain intact but what are the contracts like, are they in danger of having the pricing renegotiated? Could they actually lose business?
Read Answer Asked by Rob on January 22, 2016
Q: Any idea why Peyto has performed so much better than other oil companies? Down 15% over the last year which is isn't too bad compared to others. I know Peyto is primarily a gas producer.
1) Have natural gas prices been more stable than oil over the last year?
2) Has the production of natural gas been more stable? (Less dramatic increase from the shale plays and also harder for the house of Saud to flood the market from their own reserves)?
3) Is the demand for gas more constant than oil? I assume domestic house consumption, power plants and industrial users are the biggest users with long term purchase orders.
I am thinking of buying more PEY to increase my weighting to about 3.5%. The only other pure energy company I own is VET with a 2% weighting. (I also own some CMG which is a bit of a mixed bag).
I like the dividend percentage. What is the current pay-out ratio of PEY?
Deduct as many question credits as you wish - and thank you.
Read Answer Asked by James on January 22, 2016
Q: Hi Peter & Team: referring to questions from other members, if I donate CSE shares would it be complicated? Or the receiving charity can tender the shares when the time comes to do it (by the way I use Link Charity and they charge me less as I am a CMS subscriber) ?
Read Answer Asked by LOUISA on January 22, 2016
Q: Hello 5i:
another comment on Paul's question re: filling up the truck; now $58, used to be $80, and why is there not more of a saving. First, that is a 27.5% decrease. Stated another way: its like being paid 27.5% more. Who would not take that?
Additionally, that is $22 on one fill. How many times do you fill the truck per week, per month, per year. The savings really begin to accumulate (or more money to spend). I lived in samll town BC for quite some time, and remember paying $1.42/litre. Try that one on for size and watch the paycheque disappear.
just my opinion, publish if you feel like it
Paul L
Read Answer Asked by Paul on January 22, 2016
Q: Hi,
What do you think about the above us stock?
Good to buy ?
Thanks
Read Answer Asked by Adam on January 22, 2016
Q: CAN I GET YOUR OPINON ON OXF..... FIRST ASSET CAN ENERGY COVERED CALL.......LOOKING FOR INCOME AND GROWTH THANKS FOR YOUR WONDERFUL SERVICE ........ BARRY
Read Answer Asked by BARRY on January 22, 2016
Q: I am thinking of deploying the new 2016 TFSA contribution. Currently, the account has some familiar names: AVO, DR, ESL, GUD, PHM, RUS, SGY, SYZ and WIN. Would you please give me a suggestion as which one(s) to add to at this time? Any that you would suggest dropping? The objective, of course, is to grow this fund as aggressively as possible, as it is a small part of my overall portfolio.

Thanks for your excellent service, especially in this trying time,

Bob.
Read Answer Asked by Lynn on January 22, 2016
Q: I regards to your comments on aw strategy to use only beef raised with out steroids hormone is true however as a retired beef producer I don't believe you can buy beef to day, with steroids and hormone enhancement . I believe that left the industry years ago and the growth enhancement been replaced with genetics .there are calves being born today that have a 4 plus pound a day rate of gain far exeding any artificial enhancement .
I would invest in aw for the financials but to get wrapped up in adds I wonder if that is the right course
Read Answer Asked by Stan on January 22, 2016
Q: For a young couple just starting TFSA with $5,500.00 each
I was thinking for the total $11,000
20% xbb
30% xic
40% xsp
10% vee
Please advise if there is a possible better alternate
For a smaller portfolio should one consider individual stocks
Read Answer Asked by Peter on January 22, 2016
Q: dear 5i team: can you tell me what happens if i do not tender ? does cos still survive? and also could you advise ? I am considering taking a 45% loss on cpg and purchasing xeg do you think this could be a better way to hope to recover my loss? or what? thanks for input Larry; if possible as an add to my previous question would a switch from cpg at a 45% loss to rus be a better bet to regain this loss than xeg? thanks Larry
Read Answer Asked by Larry on January 21, 2016
Q: Aside from Whitecap Resources, the two hardest hit stocks in your balanced portfolio YTD are Stella Jones and Enghouse. I know Enghouse was highly priced, but are there other reasons why these two have been hit harder than others? I would have thought SJ would be a fairly conservative, low beta stock insulated from world problems, including oil. Is this likely to continue or is this a buying opportunity? Do you regard Enghouse as still being highly priced after its 20% fall?
Read Answer Asked by John on January 21, 2016
Q: I hold a position in General Motors (GMM.U) that trades on the TSX in US funds. I have been thinking of selling my holdings and I'm wondering if it is a good time or if I should hold on? I bought the stock in early 2014 and since then the price has dropped from $36 to $29.5. Due to the exchange rate I am still ahead.
What are your thoughts on GMM.U?
Read Answer Asked by Giovanni on January 21, 2016