Investment Q&A

Q: Good Afternoon,

I have a large amount of US$ cash to invest in US denominated securities.

My objective here is to OUTPERFORM the US indices. So far I have been able to accomplish that by buying the Small Dogs of the Dow and I have been achieving my objective. Up 5% this year excluding dividends. However, that only allows me to buy 5 US stocks and therefore I have much US cash.

Can you guys draw upon your vast experience to inform me of any other strategies that have constantly outperformed the indices, or for that matter any US$ based ETF's that have outperformed? I am not looking for individual stock suggestions.

In Canada I already own ZLU and HXS which have outperformed signicantly but in Cdn$.

This is all about outperformance strategies/ETF's which I have had success on, albeit on a limited basis.

Thanks

Sheldon

Q: I don't own any and was thinking of picking up a large position for year end. What do you think of this idea and the sector over all? What weighting would you give them? How many should I own? Which ones would you recommend?

TIA

Q: I have five energy positions, excluding pipelines, that make up 4% in an overall diversified portfolio. Looking at a 3 year chart for CVE, IMO, CNQ, SU….CNQ is down 40% in the last year and half, while CNQ is down 80%. When there is a recovery, it seems from the chart that there might be more upside with CNQ over CVE. Would it be reasonable for me to sell the CVE position for one of the other three, like CNQ? Or from the fundamentals, should I just hold CVE?.....thanks

Q: Have position in both want to consolidate ---which would you keep ---long haul

Thanks ----- Don

Q: This floating reset preferred share, bought for "portfolio stability and income", is down 43% as its yield is tied to prime, and many other more attractive prefs are available. Would you hold in anticipation of future price appreciation , or move on. No tax loss needed!

Q: What is your outlook for Starbucks. I have it in my RRSP.
Thx

Q: Could you comment on the effects of rising US interest rates on price appreciation and dividend growth of this ETF? Thanks!

Q: Hi team, Just a comment. It is so frustrating....what is wrong with MDA? Nothing! But people seem to like to trade for a maximum of a week! which of course causes my gains to come at a much distant future!
Patience is good, but sometimes one doesn't have the time (read AGE) for it.
Have a nice day!

Q: Do you believe sustained low energy prices could significantly impact business of renewable energy cos., specifically BEP, RNW, AQN, NPI, BIP.UN per the IEA comments below. How could this play out and which companies would be most vulnerable? Thanks.

The IEA fears that low prices for all fossil fuels, including coal and natural gas, will sideline the renewable energy push in some countries. In the developing world, coal is becoming irresistibly cheap, encouraging the construction of coal-fired generating plants that spew out horrendous amounts of pollutants and greenhouse gases.
“We see the cost of renewables going down, but in a low-oil-price environment, we may well see that some governments may weaken their support for renewable energies or efficiency improvements,” Mr. Birol said. “We have been telling governments that it would be a historical mistake to lessen the support on renewables and efficiency as the price of fossil fuels becomes cheap. Let me be clear: Lower oil prices are a risk for the transformation of energy.”

Q: Thoughts on earnings and the future outlook? Do you feel they will be able to continue double digit growth and showing value despite the ongoing Alberta headwinds... Seems to be priced very attractively vs. NAV and their track record.

Q: I've been holding TRP stock for quite a number of years. Looking at long-term chart comparisons of TRP and ENB, it's obvious that ENB has outperformed. Short-term charts, though, are showing that ENB has been dropping considerably more than TRP, so, in a recovery, could one now expect more upside from ENB than from TRP? I'm wondering, namely, whether this presents a good opportunity to trade my TRP for ENB. Thanks!

Q: Is Csw.A still a buy? Can you comment on the valuation? Thanks!

Q: With the Jordon Cove and BC Tower projects,how do you feel about the dividend and growth prospects going forward

Q: Royal's latest preferred offering seem to be surprisingly good one, is it?? 5.5%yield and 4.53% reset. Is it a good buy? How will future interest increase effect the price? Is it trading, has a trading symbol?
Many thanks for your help. J.A. P, Burlington

Q: I originally purchased Enbridge early this year at $65. I purchased more at $49. Today it is $43 . I am contemplating averaging down again and buying more. Do you think that is a good idea or do you think Enbridge is still likely to go lower still?? (I thought $49 was a low). Thanks for your opinion.

Q: TMX Group about 10%... I don't a drop of 10% on the stock exchange. Any comments?

Q: What is the consensus for Q4 revenue and adjusted EBITDA?

thx

Q: Doing my research on sys. and noticed that according to Canadian Insider stock based compensation went from $59k to $3.6 million last year this seems excessive to me considering the earnings/loss. Wondering what you think?

Q: Hi Peter and 5i team,
We have shares of Com dev and we are thinking of selling [ in TFSA ]. Do you still think that MacDonald Dettwiler or another company will make a better offer? Do you have any suggestions for another growth name keeping in mind that we hold the appropriate percentile of large caps and bonds.
thank you for your advice

Q: Hi team:

SGY just released its 2016 capital budget and guidance after closing today. Do you think their presented scenarios are realistic and attainable?

I'm down close to 50% on this name and I wonder if I should rough it out for another year, or just give up and do a tax loss selling before YE. I would have done that already if not for I'm already sitting on a big capital loss position for 2015. No need benefit to add more tax losses at this stage.

Your insight is much appreciated.