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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: Good Morning Peter & team,

Have read two articles this morning - Seeking Alpha & Daniel Miller - both prognosticating F could be a $35+ stock in a year - 2 years time.

Their forecast goes to the fact F has poured a considerably amount of cash into their ailing Pension Fund over the past 3 years with that lessening moving forward increasing cash flow significantly. They also speak to a decreased cost base by a reduction in the platforms being used, and despite China not necessarily being tremendously healthy right now, it still generated almost 4 million more in new car sales than the US, that this should only increase in the coming years, and that the majority of these sales were in the more profitable SUV/PU.

You mentioned in your answer Feb 11 you felt F was better than GM as far as being a keeper but, you also mentioned it was a little expensive.

Has your opinion changed at all since then? Do you still consider it expensive? Would you be comfortable recommending F as a buy? And finally is there anything else we should know before taking a new position in F today?

Thanks for all you do

Gord
Read Answer Asked by Gord on March 17, 2015
Q: I'd like to get Peter's opinion on Ray Dalio's all weather portfolio. Has 5i ever thought of releasing a version of this type of portfolio or would you already consider the income portfolio to achieve a similar result?

Thanks!

Read Answer Asked by Marc on March 17, 2015
Q: What are your thoughts with regards to holding First Asset 1-5 Year Laddered Gov't Strip Bond Index ETF (BXF) vs the Ishares Canadian Short term bond ETF (XSB) in a non registered account? Should a person sell XSB and replace it with BXF for a non registered account?
Read Answer Asked by James on March 16, 2015
Q: What do you think of the company at these levels post div cut?
Would you consider the conv deb a better risk/reward than the common? thanks
Read Answer Asked by Scott on March 16, 2015
Q: Is there any point in holding preferred in registered funds? If so, is Xpf a reasonable substitute for cpd for income
Read Answer Asked by Tom on March 16, 2015
Q: Correct me if I am wrong. Your research and investment advice has leaned towards mid to small caps and generally a bit safe from the risk reward perspective. By that I mean that there is a far lower probability of making a loss as compared to making above market gains. I have done well with your advice and am wanting to clear room for buying some stocks from your next portfolio coming out end of the month. I am fully invested and therefore will need to raise cash by doing some selling. Although my holding pattern is 3-5 years, I would probably have to exit my oil and gas stocks with significant losses and also trim gains from other holdings. The rationale being, there would be a better opportunity with the newer portfolio recommendations.
I have been reading here that the new portfolio will be more aggressive and I take it, riskier as well. Could you please give me your thesis for constructing such a portfolio at this time? What do you see in the market that prompts you to suggest an aggressive approach? Thanks.
Read Answer Asked by Rajiv on March 16, 2015
Q: With the E.U. implementing quantatative easing, I'm looking at european stocks, what do you think of this insurance company.
Read Answer Asked by Richard on March 16, 2015
Q: Down over 4% today and fits in my portfolio for sector exposure pays 4.11 % dividend which i need to live on and business seems to be getting better after the one time write offs.
Can i please have your assesment in view of toadys reporting ?
Thanks for the quality of your no BS website!
Read Answer Asked by Denis on March 16, 2015
Q: I do not understand the market reaction today to 2014 results.
Could you outline what is so disappointing to the market. I can see some organic growth. And their dividend in USD is getting better with a weak CAN.
Thanks.
Read Answer Asked by francois on March 16, 2015
Q: Hi Peter, Ryan, and 5i Team
Could you please share your opinion on future prospects for ESN. Do you think it could be an ok stock for bottom feeding?

Also, while being mostly invested in Model Portfolio and other 5i favourably regarded stocks; what Portfolio allocation percentage could reasonably be allocated to small cap (high risk, high reward) stocks as a group?

Thank you
Read Answer Asked by Conrad L on March 16, 2015
Q: What do you think of their recent earnings and this company going forward.
Read Answer Asked by don on March 16, 2015
Q: Hi,
I was wondering if you can give your opinion on DRA.UN. It trades at a significant discount to NAV and don't really have any analyst coverage. It seems to be an interesting way to diversify from regular stocks and bonds.
Read Answer Asked by Pasan on March 16, 2015
Q: I'm in the same leaky boat as others with the unsecured 8.75% notes. Given that the initial purchase was about 1% of my total portfolio, would it make sense to hang onto the shares I will get in the restructured company and treat it as a speculative investment?
Read Answer Asked by Kyle on March 16, 2015
Q: Hi There

I'm down a similar amount on each of these - a little over 50%.
Combined, they currently comprise about 1.5% of my portfolio.

I also own almost double the percentage above in FRU and CPG which are doing fine.

I'm wondering whether to hang on for a possible company sale of one or all of the first three or whether to "combine" them - which one would be the best keeper? - or put the proceeds into CPG.

Thanks as always
David
Read Answer Asked by David on March 16, 2015
Q: I know your preference is to buy the strength and momentum and I do have a lot of those 5i names, but the I can't help but look at some of the beaten up oil companies. Companies like LTS, LEG, LRE, etc. all have so much debt and Athabasca Oil has none. Production may go up 3 or 4 fold in the next 18 months, $300 million still coming their way, and their market was only $695 million this morning. For a speculative play, do you see more potential than most small caps.
Read Answer Asked by Ian on March 16, 2015
Q: with new housing growth in the U.S. not that great, slow down in Asia. What makes Western Forest Products a preferred choice in the sector. Japan has been devaluing their currency and from what I understand wef is facing competition from other countries like Russia. With a bunch of negatives out there it may be a good time for a contrarian to buy the stock. Can you throw a bone that would likely be cause the fundamentals for the company to improve, other than the fact that it is cheap.
Read Answer Asked by Anthony on March 16, 2015
Q: Would you buy at these levels?? The looks very constructive.

Thank you
Read Answer Asked by Bill on March 16, 2015
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