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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: Mark me down as stupid, but I have no idea what is going on with STN. All I can figure out from their news release as stated on their website and from the entries here is that I'm getting their standard dividend of 0.185 per share and I'm under water by over 49%. Could you please elucidate?
Read Answer Asked by Fred on November 17, 2014
Q: I have 60k in cash evenly split in my RRSP & TFSA awaiting another correction .
In the interim can you give me 6 blue chip low beta Canadian stocks to invest in my RRSP and TFSA . Many thanks Richard
Read Answer Asked by Richard on November 17, 2014
Q: Hi Guys, I have taken over a few accounts from my financial advisor thanks to your guidance. Now, I have an Income mutual fund ($15,000.00 value, 5% weighting) that has a penalty of $ 600.00 if I cash it out early (matures in Sept 2016). My thoughts are, cash it in now, if I can earn between 7% to 12% within your equity portfolio I will be ahead of the game.
thanks,
Jim
Read Answer Asked by jim on November 17, 2014
Q: Hi Team, re above, I am impressed with David Burrows and Diane Avidgor. When I look at their fees and performance bonus in the private pool structure, I get cold feet. Any comments as I have done well with your guidance.
Read Answer Asked by Jerry on November 17, 2014
Q: Hello,
I am wanting to add another stock to my TFSA, which contains SGY, DSG & ADW.A. Each stock is close to 25% of TFSA but only about 2.5% of total portfolio.
I am considering adding ITP, Winpak WPK, or CCL Industries CCL.B.
Questions:
1. I like all of ITP metrics except for the Forward PE (19.5) which is higher than the Trailing PE (9.8). Should I be reading anything into this?
2. Which company would be your preference for continued earnings growth & growing dividend with 5 yr plus outlook.
Read Answer Asked by Roy on November 17, 2014
Q: Hi Team,

Would you please recommend a couple of US funds ETF'S geared towards income and growth, and one which is strickly income? safety of principal is a priority. I need a US dollar income stream, with a $100,000 to invest.

Thanks for your help

Stephen
Read Answer Asked by Stephen on November 17, 2014
Q: Hello Peter,

I am looking for recommendations for best momentum plays for the annual year end rally (either stocks or sectors).
Thank you again for the excellent service.
Raouf
Read Answer Asked by Raoul on November 17, 2014
Q: Good Morning 5i,

There are reports that the price of oïl could hit $50 by early next spring seasonal down trend. I am holding 5% of my portfolio of each in CPG,SGY and FRU. All of them are for the dividend. Also, I hold ECA (5% of the protfolio) for growth.

Since, the reports are saying price decrease, what would be the strategie for me at this time. Naturally I am under water on all of those stocks. Selling for tax season would be one strategy and the other is hold on to get the dividends.

Do you have any other strategy? Am I too heavy weitghed in the sector?

Thanks

Paul

Read Answer Asked by Paul on November 17, 2014
Q: What are your thoughts on the Q3 results? What impact will the Red Chris mine have on its metrics?

Thanks,
Steve
Read Answer Asked by Stephen on November 17, 2014
Q: Hello Peter,
Is there additional information on PHM from your previous answer as the stock continues to move higher? Also, what is your sell strategy for small caps versus large caps? Do you sell to get back to your weighting (assume you had 3 percent) or let the winners run until the fundamentals are no longer in play? My main concern with the latter is if the fundamentals deteriorate, the stock may take a huge hit. Any comments please ?
Read Answer Asked by umedali on November 17, 2014
Q: Hi Guys
What would be your determining factors on deciding at what price to enter a stock like this. What stands out as being most impressive. It looks to be a good free cash flow generator
over 10 years, EPS 10yr average around 20%. Forward P/E at 35x seems high. Would the stable earnings over a 10 year period justify the valuations. Looking forward to your opinion.

Thanks Gord
Read Answer Asked by Gordon on November 17, 2014
Q: lately mnd is not taking part in the lift of the gold sector.
Any reason for this?
What is your outlook for mnd?
Read Answer Asked by Josh on November 17, 2014
Q: Why is its yield of 2.9% lower than each of the Individual Banks which are all higher than 3.5%?

Thanks, Austin
Read Answer Asked by Austin on November 17, 2014
Q: Hello,
I am planning on adding these companies to my diversified Canadian portfolio as 4% positions each. I am striving for some US exposure--sj, fsz, some growth--phm, and some stability--kbl. Would you please comment on my choices. Is this a good time for each of these? Any more appropriate stocks at this time? Thx Kate
Read Answer Asked by kate on November 17, 2014
Q: Hi Peter & 5i Team,

Would you please consider the following requests:

1. Commenting on every covered company's quarterly results as soon as you have had the time to look at them without waiting for a member to ask. This way all members could benefit in case no one asks about a certain covered company.

2. Every Friday, posting the names of covered companies scheduled to report quarterly results the following week, so members can look out for the results as well as your valued opinions of the same.

Many thanks

Francis
Read Answer Asked by Francis on November 17, 2014
Q: I own the Vicwest convertible debenture. The conversion price will no longer be of any consequence after the takeover. Do you know what will happen to it once the takeover of Vicwest is complete?
Read Answer Asked by Robert on November 17, 2014
Q: Hi Team

Can I get your opinion on Enbridge Income Fund Holdings Inc ENF-T versus Brookfield BEP.UN-T for a non-registered account with both objectives of longterm growth and safe yield. (for long term hold.)

they seem to have similar yields yet different P/E ; P/book ratios and payout ratios ?

please tell me if

1. are they in similar sectors (? utility)

2. are they subject to similar or different economic pressures.

3. are yields more secure one or the other

4. is growth better on or the other.

5. is the yield on one more tax advantageous versus the other

6. subjective , but is one "bluer" chip than the other

thanks

Ernie
Read Answer Asked by Ernest on November 17, 2014
Q: Hello,Please list your favourite companies in your preferred sectors which benefit most from U.S. exposure.
What is your opinion of AGT?
Kudos to your super team and all the smart members who ask the "right " helpful questions.
Read Answer Asked by Phil on November 17, 2014
Q: Please suggest 3 low beta blue chip CDN stocks for RRSP Investing and 3 of similar quality for my TFSA . Thanks. Richard
Read Answer Asked by Richard on November 17, 2014
Q: It appears hrx blew the quarter right out of the ball park. I know you should not fall in love with your stocks but I find management does everything right here and that we are in a bull market for military and commercial aircraft replacements. Agree? I am thinking of making hrx a 5 percent weighing even though there is no dividend.
Read Answer Asked by Helen on November 17, 2014