Investment Q&A

Q: BPF.UN is down ~ 10% over the past 3 days; considerably more than the TSX.

Any idea why?

Q: We depend on dividends for 50% of our income and now have full positions in BCE and T in our joint account. I would like your opinion on adding either SJR.B, which I prefer for the higher interest and monthly dividend, or RCI.B. I have several reits and AX, along with others, has dropped like a brick recently. Time to sell? - Ted

Q: Any news on AC that can explain this big drop today? Is this maybe a value pick at this price for a 3 to 5 year hold?albeit with the knowledge that you do not believe that the airline industry is typically the best place to invest.

Q: DFN pays dividends on a basket of largely banking and other large companies. Over the last few days it has dropped to levels not seen since 2012. Since the companies it holds have not dropped back anywhere near so much what could account for such a collapse?

Q: I would appreciate your opinion on which of the three oil producers I mention are best positioned for a dramatic turnaround whether due to takeover or a reversal in oil's fortunes. On a related note, which is your preferred choice of pipeline company from a reliability of dividend perspective?
Thanks for all you do.

Q: Hi 5i team,

What do you think of ATCO at the current price for a long term hold? I am looking for some growth and dividend income.

Thanks for your insights on this stock!

Q: Hi Peter,

I'm 32 years old and have $150k in new cash from the recent sale of a business. I'm looking at investing these funds in a variant of your Balanced Equity profile. I'm ok with risk and am wanting a long term investment with a higher upside. Are there are any changes that you would make to the portfolio to match my situation?

Thanks!

Q: ZWE
YOUR EVALUATION AS AN INCOME, CAPITAL PRESEVATION ANS EUROPEAN EXPOSURE PLAY ???( NO CAPITAL GAIN EXPECTED AN VERY LITTLE EU EXPOSURE )
THANKS
YOSSI

Q: Barry Critchley in the FP this morning, reported that both TD Bank and CIBC will be buying back big chunks of shares under NCIB. What does NCIB mean? And, as the article states, each purchase (at a discounted price) won't affect the daily price, it should have an appreciating effect on the price since there would be fewer shares for the same total value of the banks, should it not?

Q: Both of these appear to be breaking down technically at the moment. Would $38.00 and $55.00 be considered good entry points.
Thanks in advance

Q: your analysis of the results today please. Looks like the turnaround is going well, big increases in EBITDA and debt down significantly. Div increase also a good sign. what is the valuation like, sector compare? Takeover candidate?

Q: Currently have 0% weighting in materials in an otherwise diversified portfolio. With the ability to hold for the next 5-10 years, what would you recommend as your top 5 materials companies?

Thanks

Robert

Q: Good morning Peter, Ryan and 5i Team - I'm looking to add to my current position in Alta Gas (ALA). Can you provide your opinion on ALA with the objective of safe dividend and some slow steady growth as the sector recovers? In your previous response on Dec 24 you thought it was trading a bit high based on P/E but it has come down since then. Thanks again - John

Q: Hello,

SWKS has been a top pick over the last two months twice by Bruce Tatters on BNN. Unfortunately, I own this stock and it continues to escalate on the down side. I get bits of negative information from my Itrade account about it. However, you will know a lot more about it than I do. Should I take my losses?

Dennis

Q: Hi Peter and associates:
On Dec 29, commodities on Bnn, Andrew Bell had a list of Canadian oil co,s which are the largest producers of condensate
also known as Diluent, used for shipping bitumen. I wanted this list but BNN did not record the clip of this part of the show.
Could you provide the names of Canadian oil co's which produce it. Also, I submitted a question on the night of Jan 11 and have not received a reply. I appreciate your help.
Thanks,
Ben.

Q: Good morning,

I am looking to find the relative exposure of the big 5 banks to the oil and gas sector. I understand that thus far that the effects of the downturn in the oil patch have been somewhat benign, but it would be helpful to know the potential relative effects of a protracted low oil price on the respective banks (ex National and Cdn Western) based on their exposure to the sector. As well, could you please pass along the bank that you feel is most insulated.

Thank you for your response,
Brad

Q: I hold Chartwell REIT and Chemtrade Logistics, 3% and 2.7% respectively. Am looking to add to either (or both?) in this market downturn, for income. What is a good weighting for these companies, and which is the most likely to withstand another barrage of sell-offs? (That is, which sector, which company, is likelier to do well in such an environment.) Thanks!

Q: Canadian banks have all dropped in value YTD by up to 6%. I understand that this is due in part to concerns about energy-related loan losses as well as high consumer debt levels. What is your call on what will cause the declining trend to stop, and when that might be ? From a technical point of view, where is the support level for RY ?

Q: Hello,
I have a tendency to over diversify: there are so many names I want to own. Subscribing to newsletters like Money Letter, Money Reporter, Investment Reporter and religiously watching BNN/MarketCall fuels the fire. That said, I’m trying to trim down a bit. I have a 5-10 year time horizon (Easier said than done..)
These energy names make up 10% of my portfolio. I’ve obviously rode them down along the way, so I’m hesitant to sell. The moment I do, they’ll roar right back..haha.
I want to participate in the turnaround and I want the dividend yield.
Am I over exposed in energy?
What do you suggest?

ARX 11%
CPG 11%
FRU 13%
ERF 11%
HSE 14%
WCP 10%
PEY 11%
CEU 19%

I haven’t read much about the 5i Portfolio Analysis service. Are you guys still offering it?

Thank you!!

Q: Hello, couple of questions here:
- phk-u : do you think it s a good time to add (to 3% total of my portfolio) and why.
- should i sell rsi or still a long term hold for yield (i am down 15%). Reason : only to raise some cash.
- should i sell vln in this environement while i am even (3.5% allocation). Can you comment on valuation and outlook. I am ok to hold for 5 year if good company long term but thinking about raising some cash. Thank you