Investment Q&A

Q: Is it the concern of rising interest rates for the drop in price, or the fact they have just declared their monthly distribution.

Would this be a good opportunity to leverage down or just hold

Thanks for your great advice

Q: ITP expects lower Q1 revenue, margin and EBITDA due to lower resin and oil prices. But these are their raw material costs, so I understand their effect on lower revenue, but I thought should give them higher margin and EBITDA.

Q: Investors are obviously nervous with the bad press that amaya has got recently, reflected in the share price. But with the massive potential for this company going forward I cannot believe that the CEO would be so stupid as to jeopardize its operation by providing a friend with insider info. Hopefully we will see some good results come 31st March and put this sordid episode behind us.

Q: UR has reached a new 100 day high today. I cannot find any news as to why the positive movement over the last couple of weeks. Is it just hype or is something concrete happening?

Q: This stock continues to go down hard almost daily. Can you tell me if the street analysts who were quite bullish on the company have changed their stance. I'm assuming you still think it's a solid hold.

Thanks

Q: What is your latest opinion on Delphi Energy? What do you forecast for the stock price using a 1-2 year horizon. Would you recommend it as a buy, sell or hold?

Q: After this recent cons.is this co. a decent buy with some possible prospects? Thank you in advance.

Q: If this company moved its listing to an Asian exchange,what affect might this move have for canadian shareholders?I think the company looks good but.....Thanks for your opinion.

Q: Hi Peter and team, Based on your comments awhile back (January, I think) I bot TSN at the $40 level. Would you know what's the reason for the big drop? Would this be a good opportunity to add? Thank you!

Q: Can you tell me what the expected consensus revenue and earnings are for this stock. Thanks.

Q: Good Morning,
I rode through the October down swing and recovered. Now, fully invested and diversified, I am getting nervous that this drop isn't going to recover soon.
I bought into the Canadian ETF for Japan, after listening to Bill Carrigan at the 5i event in Toronto. Otherwise, most of my portfolio is paying dividends and in the 5i portfolio with the exception of MU, GILD and PHM.
Do you still believe the economic data coming out of the US is generally positive?
Any advice or comments you have would be very much appreciated by me and probably the other nervous Nellie's out there. I am trying to be an investor rather than a trader, Peter, but watching money disappear so quickly over a few days is tricky.

Gail

Q: What is the current payout ratio for WSP? What is the likelihood of a dividend increase over the next year?

Thanks in advance.

Q: How woulnerable are these stocks because of their location w.r.t oil? Can you suggest the least woulnerable sector in a rising interest rate environment?
Many thanks, Joe. P

Q: I own a partial position in Espial. In spite of reporting excellent Q4 results it is trading down 25% from it's 52 week high. Is this a good time to add to my position?

Don

Q: My question is about the best method of "washing" US securities inside an RRSP to avoid the costs of currency exchange on the trades. What method would you recommend? And if there was going to be a delay between sell and purchase settlement dates, what US money market fund would you recommend for short term holding of US dollars inside an RRSP? Thanks!

Q: I'm looking at including international positions through a few ETFs. Just wondering what the difference would be if I, for example, bought a European ETF (currency unhedged) that is listed on the TSX in my Canadian account versus buying the same ETF but trading in the US and buying it in my US account. Can't seem to wrap my mind around the currency implications of the options and would appreciate any thoughts you could provide. Thanks.

Q: Would you buy the below stocks today (for the next 2 to 5 years)?
- esn.to
- re.to

Q: Hi Folks,

It's my view that the current retracement of canadian oil stocks to their annual low's is a possible technical test of the bottom of these stocks. Do you agree? It seems everyone and his mother cant believe this is the bottom for oil stocks and that another leg down is inevitable. The same pundits in 08-09 seemed to be wrapped in the same fear that Canadian banks were insolvent. As we know, they weren't even close.

Q: Hello Team, I have held Peyto for several years. With natural gas storage level very near the 5 year average despite a very cold winter, I am concerned that the current high gas production environment is going to knock gas prices to very low figures in the coming months. Would you please provide your thoughts on holding Peyto in today's natural gas environment.
Thanks,
Richard

Q: I've owned CPG for 3+ years and I've been fine with collecting the dividend despite the massive volatility. I've held it in the past knowing there are better energy names out there. Today, I am thinking it is a good idea to get out of it in favour of cash or some other 5i portfolio type stock like BIN or something you'd recommend. I prefer to get something with yield so I am thinking HCG or BIN or CCL.B or something like those.

My chief concern with energy in general is that the supply situation (looking at all the charts) looks horrible. I think CPG is discounting oil prices that are too optimistic. My concern with CPG is I know I can do better in terms of quality and I am thinking grown men could be crying over this one in the next while.

CPG is 2.5% of the portfolio. Other energy related holdings are PEY - 4.4%, TOU - 3.3%, AEI - 1.6%, and BAD - 3.9%. Rest of the portfolio is pretty close to 5i model portfolio.