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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: 5I Team,

Which companies in the 5I coverage universe do you foresee being the biggest beneficiaries of the ongoing momentum in the US economy and weakness in the Cdn$?

Thanks,
Scott
Read Answer Asked by Scott on January 23, 2015
Q: what are your thoughts on cal?
What do you think of the dividend of cal?
Any undiscovered gold gems out there that you like?
Read Answer Asked by Josh on January 23, 2015
Q: Please comment on CL's financial stability,production capacity and ability to weather these low oil/gas prices and retain the dividend and whether purchasing it would be a good way to step back into some juniors.... I already have a bit of WCP and PEY
Thanks very much
Read Answer Asked by lyle on January 23, 2015
Q: Hey guys,
Just wondering what your thoughts are on Marathon Oil Corporation compared to a larger company like Chevron. Further to that do you expect that these companies are near the bottom or will it be a while still before we see the light at the end of the tunnel.
Read Answer Asked by Dan on January 23, 2015
Q: Good evening guys,

Just wondering if you can shed some lights on United Technologies' recent bounce in its stock price.

As usual, great work guys.

H.S.
Read Answer Asked by Harry on January 23, 2015
Q: Western Forest Products has dropped from its recent high, while West Fraser Timber got back to its high. I assume this is because $WFT was mentionned in an article on Bloomberg as well as in LesAffaires. Do you think that's likely it, or did I miss a piece of news? $WEF, which is lagging, is cheaper and pays a dividend. I'm intrigued. Also, it seems to me forestry stocks are in an excellent position right now, with not only lower oil prices but a lower CAD. I'd love to get your insight.
Read Answer Asked by Matt on January 23, 2015
Q: Based on your experience, will you please give your opinion/evaluation of the latest news release. It seems there are some big criteria to meet next week and I notice Mr. Graf uses the word 'could' regarding completion. Does it seem more likely to you that the arrangement will not complete or can there be another extension? Any light you can shed on this is much appreciated. Thank you.
Read Answer Asked by Gayle on January 23, 2015
Q: In regards to the 10 sectors in your answer on Jan 22, could you tell me what sector Real Estate would be part of. I have 2 REITS that fall under real estate.
What is our opinion on REITS at this time as interest rates dropped .25%?
Read Answer Asked by Ken on January 23, 2015
Q: I have had a position in STB since 2009 (ACB $9.86). To date it has been a very good investment.

Last year I had a good look and to my untrained eye it looks like the Shareholders Equity and Book Value have been steadily deteriorating.

Due to that I reduced my position substantially.

I also noticed that there has been a substantial amount of dilution.

Somebody mentioned that SNCF has been “buying” 95,000 or so shares each month. I believe that they aren’t actually “buying” those shares, they are “reinvested dividends” and a major source of dilution.

The current low fuel prices will help them and the SP has held up nicely. That said I find myself wondering if STB is a bit of a “house of cards” and will ultimately get into serious financial trouble and have to reduce the dividend or worse at some point in the future.
Read Answer Asked by Richard on January 22, 2015
Q: I'm trying to pay more attention to sectors when managing my investments, and I couldn't find much on recommended allocations in your Q's and A's. Should I use the 10 sectors listed on the 5i Summary table, and if so,what allocation would you recommend or the average investor?

Also, referring to that table, I would have thought ENB and IPL behaved more like Utilities than Energy stocks and I'm surprised BAD is listed as Basic Materials. My last question, what category would you recommend for BAM.A? Thanks
Read Answer Asked by Alan on January 22, 2015
Q: Why does business TV always talk about US crude oil inventories, rather than US crude production, which would seem to be more relevant?
Read Answer Asked by wendy on January 22, 2015
Q: Hi- I know that when a new closed end fund is started up that the first buyers end up paying for the administrative costs of the fund. Is the same thing true of a new ETF? Horizons has put out an Insider etf which I find interesting, but I want to buy it when it reflects the actual fund's value.
Thanks

Read Answer Asked by Pat on January 22, 2015
Q: the BNS.PR.C has fallen sharply in the past couple days, is this due to the BOC cut? i was told to also expect share price declines in other rate reset pref's when the US starts to raise their rates...do pref's only move one way? thanks as always...
Read Answer Asked by Curtis on January 22, 2015
Q: I have a small holding in CQE(down65%)& kel(down 50%).Both reported production update today & yesterday respectively,& both dropped Thinking of switching to WCP.Appreiate your normal expert opinion & services.
Read Answer Asked by Peter on January 22, 2015
Q: Can you tell me if, as a rule,Canadian Mutual funds which invest in US securities have a hedging mechanism in terms of currency. If so is this information disclosed?
Read Answer Asked by roland on January 22, 2015
Q: I currently hold trp. Would you see any merit in a switch to either Pembina pipe (ppl) or Keyera (key)?? I have more interest in growth than dividends. Thanks.
Read Answer Asked by jim on January 22, 2015
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