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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: 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
Q: Hi Peter and Co,

Market didn't seem to like RBC's decision to buy City National today, as it's down roughly 2% while the other banks are up. I haven't read any negative press on this deal from the analysts, so was wondering what your take on this was.

thx.
Read Answer Asked by Steve on January 22, 2015
Q: Hi 5i team,

Could I get your updated view on TPL in light of the lower oil prices?
Read Answer Asked by Angelo on January 22, 2015
Q: Hi 5i team!

With $47 oil would you know what SGY's approx. net back is? I know it was disclosed in the recent quarterly release at much higher oil prices, but the royalty rate also fluctuates. I am looking to go overweight in my portfolio with SGY and am willing to be patient with low oil prices for 2 to 3 years, but I am wondering SGY's "going concern" (risk of bankruptcy) with prolonged low oil prices. From my perspective if SGY is still making money at $30 oil when their hedges roll off then the long term investment should pay off?

Thanks for the advice and looking forward to the 5i Conference!
Angelo
Read Answer Asked by Angelo on January 22, 2015
Q: Would MCEP be a good stock to purchase.Eddie
Read Answer Asked by Eddie on January 22, 2015
Q: What do you think of this fund as it is showing good return
Read Answer Asked by Ron on January 22, 2015
Q: Further to Claudette's question on DRT; Mr. Nutall said the the company had a 25% organic growth. How is that possible when its PEG ratio is less than one? Is there some other metric that provides an answer? We often hear on BNN that organic growth is very positive for stock price appreciation.
Read Answer Asked by Lionel on January 22, 2015
Q: Currently holding MAL, and somewhat disappointed in recent results,not sure why their price has fallen, and am considering either switching from MAl to CAE, or adding CAE to have broader coverage in this industrial space. Appreciate you input with thanks. JIm
Read Answer Asked by James on January 22, 2015
Q: Most recent question and response on this company was July 2014. I wonder if your opinion is much the same as at that time, or do you see an improvement; or perhaps a falling off since then or in the cards for a bit later. Importantly, do you see the dividend which is north of 10% as safe. Thank you very much for all you do
Read Answer Asked by Phyllis on January 22, 2015
Q: Hello team,
I have 7% gain on my holdings of MOS(+ US$ gain). Does it make sense to sell it and buy AGU or POT in Canadian $ ?
Thank you always!
Read Answer Asked by Issaku on January 22, 2015
Q: I know that you like Stantec as a good, solid performer. I own both Stantec and WSP Global, 4% each. My other holding in industrials is CNR, at 8%. (it's grown nicely and am loathe to part with it yet.) My question is: how do you think Industrials will perform in this environment. Seems like Stantec has been taking a rest for a while. I was thinking of switching Stantec for CGI group, which would increase my holdings in Technology to about 19%. I'm looking for a good company with a bit more "ooomph" in it right now, regardless of sector, but CGI's growth appeals to me. Your comments are always valued.
Read Answer Asked by Sylvia on January 22, 2015
Q: I understand Boralex just finished a successful equity offering and completed an acquisition. I understand the stock has just been upgraded to outperform - what would be your view?
Read Answer Asked by Murray on January 22, 2015