skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Just a general question. Is there an explanation why the price of diesel has not dropped at the pump like the price of gasoline?

Regards
Brian
Read Answer Asked by Brian on December 18, 2014
Q: Hi, I read your last answer on Northern Blizzard. Since then it is much lower similar to many other O&G stocks. In light of this, and ignoring the fact that it is a newer company, can you please compare this company to others with a high dividend commonly talked about here (e.g. WCP, SGY, TBE, PWT) with regards to:

- Quality of Management
- Current valuation
- Safety of dividend
- Level of debt/safety
- Growth potential

Thanks and I hope you and your team have a great holiday season!!
Read Answer Asked by Kel on December 18, 2014
Q: Good morning all;
I hold bdi and am 50% underwater. Do I have a possibility of regaining my investment within two years?
I hold chp Cipher Pharma as my only health stock. Please give me your three top suggestions to add to this sector.
Thanks for all your help and Merry Christmas to all at 5i!
Read Answer Asked by audrey on December 18, 2014
Q: Curious about enercare, i know you like it well off its highs,i own quite a bit, any reason for the drop, could it be realated to oils drop and what about the possible takeover. Dave
Read Answer Asked by david on December 18, 2014
Q: Your thoughts on CTrip.com please. Would you view the recent pullback as a buying opportunity?
Read Answer Asked by David on December 18, 2014
Q: Good afternoon. With Russia pursuing drastic measures (selling crown jewels) in an attempt to keep things under control, they are sure to be selling their gold reserves as well. How much of an impact would this have on gold prices, and would it be best to be out of gold in the mean time, or will the implosion of the Russian Ruble (and contagion to other markets) actually be a good thing for gold?

My only gold exposure at the moment is a 1% holding in Goldcorp.
Read Answer Asked by Cameron on December 18, 2014
Q: Hi Peter and Team - I agree with yesterday's positive response to a question on Argonaut Gold. I have a concern that according to Ink Insider Research there has been no buying (perhaps balanced off by no selling either) by insiders in this company for some time and their holdings in general appear to be quite low. Should this be a concern? Also would the reports that have access to support the above statement re insider holdings?

Thanks.

Rob
Read Answer Asked by Rob on December 18, 2014
Q: I participated in a class action suit re: Zungui Haixi and today received a my settlement cheque which surprisingly amounted to about 20 cents for each dollar lost. The stock was originally held in my TFSA so that is where all the loss occurred. Can you tell me if there is any way to attribute the settlement funds back in to my TFSA without it counting towards my annual contribution?
Read Answer Asked by Morgan on December 18, 2014
Q: I would like to use the Income strategy for my portfolio in 2015. Do you have a recommended approach when adding positions?
Should I simply buy all positions on the first day of trading in 2015? Should I dollar cost average into positions over some time frame?
Your recommendation would be most welcome.
With thanks, Don
Read Answer Asked by Don on December 18, 2014
Q: I did not tender or sell my Contrans shares, my account shows the value but I cant access those funds, could you please explain where I am in this situation. Do I just sit it out and see what happens or is there another option I can take. Should I have tendered or sold earlier?
Read Answer Asked by Peter on December 18, 2014
Q: I have been looking at Logistec and like what I see so far. Have you any thoughts on them.
Tks Dan
Read Answer Asked by Dan on December 17, 2014
Q: I hold no consumer stocks, can you give some ideas
Read Answer Asked by david on December 17, 2014
Q: I am a retired dividend-income investor who is very focused on asset allocation. What percentage of the overall portfolio do you recommend regarding foreign content? My current foreign weighting is 14%.
Read Answer Asked by Stephen on December 17, 2014
Q: You mentioned in an answer to Barb on Dec 16th that although you like cct, you felt mdt was "much safer" . I own cct and would appreciate it if you would elaborate on why you feel cct is vulnerable ?
Many thanks and best of the season to all at 5i.
Read Answer Asked by Alexandra on December 17, 2014
Q: I missed MAL on the last pullback in October. Do you know what is driving the price down today? Thanks very much.
Read Answer Asked by Alex on December 17, 2014
Q: This lightly-traded stock has been languishing between $3 and $4 for quite some time now, and lately has been going down. What is its medium-term (e.g. 1 yr) outlook? Should I keep my relatively small position?
Thanks!
Read Answer Asked by Gregory on December 17, 2014
Q: My energy sector exposure is currently at 5% of my portfolio . I'm a long term, high risk investor.
I'm most concerned with;
SDX @ - 57%
E @ - 60%
MCR @ -70%

Would you suggest selling these and moving into something like WCP, PEY, TOU, VET, RRX or SGY? In hopes of more upside? If so, which one? I wouldn't benefit from any tax loss selling. I'm planning on bringing my energy sector up to 15% in the next could of weeks.

I also own ECA, BEP.UN, BAD and a 1/2 position in SGY.

Thanks!
Read Answer Asked by Shawn on December 17, 2014