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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: I've been adding a bit to CLO, WCP, and CNQ as the price of Oil has tumbled. CLO,WCP,MX,RRX,ENF,CNQ represent about 15% of my portfolio. Do you think its worth adding more at this stage of just holding on?
Read Answer Asked by Tony on December 09, 2014
Q: Hi 5i team,

A few weeks ago I dumped a whole bunch of COS shares at the open of market. I've never really understood "who or "what" is buying these shares that I'm selling. In Particular, it seems no one in his or her right mind would be an active buyer of oil stocks, yet someone is on the other end of my trade accepting the garbage that I am throwing out. Who is it? Is it ETF's that are required to purchased stocks to keep their balance of holdings equal? Or something like this? Thanks!
Read Answer Asked by mark on December 09, 2014
Q: Good Morning
I have a very small Oil & Gas holding and would like to gradually raise my holdings to approx. 10%. I am looking at using XEG & ZEO in equal weights. Would you recommend this strategy or do you have an alternative?

Thanks to the hard working Team
Read Answer Asked by Warren on December 09, 2014
Q: There is currently blood on the streets in the energy and banking sectors (as well as others). Should I be backing up the truck or do you think signs are pointing to bigger problems
Thanks
Read Answer Asked by Bryan on December 09, 2014
Q: With the TSX down so much today I decided to do a little gambling, and purchased April calls on BTE and CPG. Can you recommend one or two others that you might prefer?

Thanks for your help,

Glen
Read Answer Asked by Glen on December 09, 2014
Q: Hello: I am seeing the stock price go down a bit, and have been hoping to buy ESL in the near future: do you see any specific problems for why the stock price declined yesterday? Thanks so much,
Marilyn
Read Answer Asked by Marilyn on December 09, 2014
Q: You may have received this previously as I was typing it - it seemed to disappear and I hadn't submitted it or finished.

MAC D available with my Scotia Itrade account - what am I looking for high numbers/low numbers, straight lines, crooked lines?

Oil last got this low middle of 2009. ACQ my cost $76.00 - is falling faster than my oil stocks. Will it see $35.00 before it sees $55.00? I read your questions and answers and in the past you have said you have not noticed any negative news about ACQ.

CXI currency - big drop December 8th. Any news?

Hopefully the questions were not too long.

Thank you, Dennis
Read Answer Asked by Dennis on December 09, 2014
Q: Could you please give an update on WIR.U
Do they have enough cash to pay their dividend, and do you think they are in a position to acquire more assets.
Read Answer Asked by Ric on December 09, 2014
Q: Which of the two companies would you consider a buy (for the long term) at present?
Read Answer Asked by Jose on December 09, 2014
Q: Good Morning 5i

In this current market, can you give me three oil or gas names that are now attractive to pick up. I want stocks that would rise over a three year period based on premise that current cuts are short-lived or that the companies will do well by acquisition in a downturned market.

I'm looking for a three year hold.

Thanks for all you do!
Read Answer Asked by Randy on December 09, 2014
Q: What do you think about the class-action suit against weq,about quarterly earnings lower than anticipated?I own the deb.
thank you
m.
Read Answer Asked by margit on December 09, 2014
Q: How significantly do you rate any concerns about a US bill getting passed regulating or banning internet gambling? Thanks.
Read Answer Asked by Curtis on December 09, 2014
Q: Hi Peter
Any bad news today?
Thanks
Dennis
Read Answer Asked by Dennis on December 09, 2014
Q: with so many companies getting crushed, it's hard to pick the best ones. which company offers the best risk/reward profile in the energy space over the next 5 years?
Read Answer Asked by Vince on December 08, 2014
Q: What do you think about this company at the new lower oil prices. I heard on BNN today that it is one of the companies able to manage paying dividends with lower oil prices alongwith ARX, WCP, PSK etc.
Read Answer Asked by Imtiaz on December 08, 2014
Q: Peter and Team,

Of my invested assets, I currently have 2.5% cash, 5% bonds (CBO ishares ETF), and 92.5% in stocks. The stock portfolio is diversified as I have tried to model after 5i methodology. I do have other cash outside of my current invested assets that amounts to the equivalent of approximately 25% of my invested assets.

I have been trying to increase my allocation to bonds a little bit because I like yield and feel like my allocation to bonds should be higher than it is for risk-management purposes.

My question is two fold:
1. I am 32 and wondering what allocation I should have to bonds?
2. Is there a bond or other yield vehicle that is similar to CBO that is exposed to international companies or companies that get earnings from international sources like Brazil, India, China, etc. I like CBO because it is short (less than 5 years) duration corporates.

My expectation is to trim some huge winners in the stock portfolio soon that will give me approximately 5% more of the portfolio to put into my fixed income allocation.

PS. I'd also consider floating rate stuff or things that reset with LIBOR or things of that nature as well.

Thanks!

Marc
Read Answer Asked by Marc on December 08, 2014
Q: This maybe a silly question, but what's meant by full or half position... specific no. of shares or lots?
Read Answer Asked by Henry on December 08, 2014
Q: Hi Team
I have a small position in Long Run coming out of the Crocotta deal earlier. At these levels (1.47 as I type) is it worth a roll of the dice?? I would think the way the small plays are coming down that they must be trading below break-up in a normal environment?

Thanks Jim

Thanks Jim
Read Answer Asked by James on December 08, 2014