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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 there

I have a fairly low weighting in material and oil stocks (4%) in part because of the lack of control most companies have over the commodity. I hold CNQ, am down about 10%, and was thinking of selling that and buying EFX (Enerflex) with the thesis that over the next 3 years this is just a likely to go backup in value plus is a bit more stable in terms of reoccurring revenues.

Your thoughts on EFX and teh switch - I am mainly an income type investor.

Stuart
Read Answer Asked by Stuart on November 03, 2015
Q: I am down somewhat on this Bond fund ... should I bail and try to recover some losses on a forecasted year end surge.Thanks as always.
Read Answer Asked by Alan on November 03, 2015
Q: i am sitting on some usa cash as i don't think as a bad thing, but seeing some recommendations coming out on halliberton, and actually got stopped out of kroerger foods, maybe getting back some(canadian) tourmaline, your thoughts or recommendations would be appreciated, or is just having the cash a good thing now
Read Answer Asked by eddie on November 03, 2015
Q: Hello,
I have 40k in a US cash account. I would like to invest the money to generate cash to use for my vacation property in the Florida. At this time, what you recommend for an income investment in the US.
Thanks
Rick
Read Answer Asked by Rick on November 03, 2015
Q: I appreciate your response to this question
Nobles health in Canada is NHC-T and in US HLTH-N
Is it better to buy in US account or CAN account?-The pro and con.Thank you.ebrahim
Read Answer Asked by ebrahim on November 03, 2015
Q: For income purposes, is this a good etf to own? What is the downside risk to the unit price - Fed rate hike? Please advise the pros and cons.

Thanks
Read Answer Asked by Michael on November 02, 2015
Q: Hello Peter & 5i team,
In my Health Care exposure (6% of portfolio), I hold CRH,CXR,GUD,PLI that I plan to keep. I also own PHM and RX. RX is profitable and has a whopping ROE of 48% and its forward PE of 20 is amply covered by the ROE with a ratio of 2.4 whereas PHM is not profitable (ROE of -20%); I don't have any info on their debt level and presume RX's is higher.
Given this cursory comparison + your insight, which would you keep if you had to chose one?
Thanks,
Antoine
Read Answer Asked by Antoine on November 02, 2015
Q: what are anys. est. of avo,it seems if there is a hint of a miss this stock plunges as i've held thru past reports tkx pat
Read Answer Asked by patrick on November 02, 2015
Q: Visa bought Visa Europe but market does not seem to like it!! Can you explain? And what do you think of this stock for a 5 year hold? Plus how do you think the competition is for paying by phone? Thanks.
Read Answer Asked by Dr Lorraine on November 02, 2015
Q: Can you please comment on the acquisition of Visa Europe and whether this is a good entry point? Thx
Read Answer Asked by Patrick on November 02, 2015
Q: Crh showing more weakness today would you consider this a buying opportunity I have 5% weighting of this in my portfolio and am down 25 %.What kind of timeframe do you think this might take to recover
Read Answer Asked by Greg on November 02, 2015
Q: This stock is getting pounded again today. Any reason for this other than the sector and the "shorts" running rampant? I didn't think the financials were really out of line.
thx for any and all info
Read Answer Asked by Dave on November 02, 2015
Q: do you know this company, is there growth plus dividend or just dividend. dave
Read Answer Asked by david on November 02, 2015
Q: Good morning. My best wishes to all, and I hope everyone is well. I am puzzled as Concordia continues to be punished while Valeant is having a nice pop. I purchased a small position in CXR based on the thinking that the baby had been thrown out with the bathwater. It seemed to me that CXR was condemned as guilty by association. Are there any other factors at work here? Would you consider adding to the position once the rout ends?
Thank you.
Read Answer Asked by william on November 02, 2015
Q: It has been a year since you last commented on Syntel. What is your view of the company at this time?
Read Answer Asked by Lloyd on November 02, 2015
Q: Bought Teva in a dip a few years ago and have done pretty well with it. Know they face competition as patents for their MS drug roll off, which I believe represents 50% of their current profits, but never seems to be a bad as analysts predict. See the stock has dipped a bit as they've announced a couple of large acquisitions which look to me to be accretive. Any thoughts on the stock, thinking I might add some more here.
Read Answer Asked by John on November 02, 2015
Q: Hershey had a bad third quarter results. Headline, Hershey cuts forecast on weak demand (slower growth)and higher marketing costs. Hershey's executives are saying. There is a growing gap between low-income and high-income buying patterns. Sanford Bernstein analyst says, there are health and wellness concerns and the premiumization of the chocolate category. Thus, what are your opinions--sell or buy and etc.? Is it a permanent or temporary shift?
Read Answer Asked by Herbert on November 02, 2015
Q: This project seems to be progressing nicely on budget and on time. What are your thoughts for a longer-term speculative buy. Apparently the major owners are looking for this to provide dividends -- at quite a high rate -- versus growth. Clearly we will not know until it is up and running if they can do that. Micheal Smedley just rated it as a buy. Thoughts?
Read Answer Asked by MARK on November 02, 2015
Q: Hello Peter, can you tell me where can I find details of cumulative redeemable preference shares like, life, call price/date,etc. Which one of the above would you suggest, perhaps a better on or two.
Many thanks, J.P.Burlington
Read Answer Asked by Joseph on November 02, 2015
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