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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: DRT has just been recommended on BNN.
Could I have your opinion now. It is a year since your last
comment.
Read Answer Asked by claudette on January 21, 2015
Q: Hi Peter and Team,
I am trying to add fixed income to my retiree portfolio. Have never been a fan of fixed income since being badly burned in 1994. (long memory) I am thinking CBO 15% in RRIF's,
CVD 5% in RRIF's
CPD 5% in taxable accounts.
Your suggestions are greatly appreciated. I am reluctant to assume a higher allocation.

Ted
Read Answer Asked by Ted on January 21, 2015
Q: Hello Peter and team;

There has been quite a bit of press lately on energy company high yield bonds, the spike in rates due to their falling prices and potential defaults all as a result of the oil price collapse. There is also reference to previous collapses in the junk bond market as a prelude to a significant pulling down of the broader market with it.

What is your view on this and do you see similarities to the current bond conditions and the collapse of 2008.

Thanks
Jerry
Read Answer Asked by Jerry on January 21, 2015
Q: Interfor has been in a pretty good tailspin the last week or so. They did a nice acquisition in December, then in January a bot deal at $20.10. The deal was well received and I understand it was over sold by a lot. Anyway the stock is now at $18.75 and seems to be breaking down. What is your opinion?

Thanks!
Read Answer Asked by Christopher on January 21, 2015
Q: can I get your thoughts on Elkwater for my TFSA. I'm pretty balanced and have a 5+ year horizon. Would this be a better opportunity than PLI?
Read Answer Asked by Rob on January 21, 2015
Q: Hello fine team. BMO is recommending people to SELL G. It as you know has been climbing and now I am just a couple of hundred in the red. Any ideas?
thank you
Read Answer Asked by El-ann on January 21, 2015
Q: could you please give me any advice on this fund.
We bought this years ago and sold. Now it has come down substantially.
What is the reason that it has come down so fast?
Might this be a good entry point?
Read Answer Asked by Josh on January 21, 2015
Q: Hi Folks,

Forgive me for not being an economist: I am trying to understand the relationship between the falling CAN dollar in relation to U.S dollars, as it relates to the oil price and how Canadian companies report earnings. I appreciate that a lower canadian dollar has a moderating effect on Canadian Oil companies such as COS because they are selling their barrels in U.S dollars. For example, if the oil price stays at $50 U.S, this is close to $60 CAN assuming an 80 cent canadian dollar. This specific company COS has costs per barrel at ~45 CAN. Given this scenario, it doesn't seem to me that the world is coming to an end for canadian oil companies. Do you agree with my analysis? Have I missed something I should be considering? With Many thanks.
Read Answer Asked by mark on January 21, 2015
Q: I'm close to breaking even with autocanada and with the uncertainty of the economy out west I am on the fence about hanging on to it. I remember you saying the current valuation already reflects some risks however, I would prefer to diversify into some other companies with a reasonable valuation. I'd like to think autocanada has had most of the damage done already but when sentiment goes bad it usually takes alot to change it. What do you think I should do with acq? I am pretty well diversified other than that. Could you name some stocks with a good valuation. I am currently looking into gud, cxr, cxi,crh and atd.b.
Many thanks and keep up the good work!!!
Read Answer Asked by Marie on January 21, 2015
Q: Hello 5 I Team ,

What are your thoughts on this small company?
They have recently sold their transcript side of their company to IR. I have held a small position in this company for a while. Thank you for your opinion and thank you for providing such a great service to those of us indepentent investors.
Also do you think Questor( QST) is a good purchase at todays price.
Read Answer Asked by susan on January 21, 2015
Q: What do you think of this fund right now? He seems to be making about 10% per year or so only being about 50% long or so and with preference shares and high yield bonds alongside select equity holdings. Do you think this fund will be able to make 9-10% per year for the long term? Thanks for the incredible service!
Read Answer Asked by Michael on January 20, 2015
Q: Are you aware of any fundamental news to account for the sell-off late Tuesday? Thank you.
Read Answer Asked by Barrie on January 20, 2015
Q: Hello Peter,
Can you please provide a view as to how you would sell stocks? For example, a company like BCE is much easier as it does not go up dramatically and one can compare its fundamentals. We can do the same for PHM or NHC, but the stocks go up 10 - 15 % up in one day, and another day, they may down alot and than bounce back. Is it best to simply trim as they go up? Please advise on the sell strategy, specifically on the smaller names. Thanks very much. Umed
Read Answer Asked by umedali on January 20, 2015
Q: ** Congratulations to 5iResearch on your recent nomination for the Small Business of the Year award (1-10 employees) with the K-W Chamber of Commerce.
Best of Luck on February 19 at the Chamber`s 2015 Business Excellence Awards Gala @ Bingemans!
Read Answer Asked by Robert on January 20, 2015
Q: Good Afternoon!

I have been keeping an eye on this recommendation since your last update, and since bottoming out in the $.25 range, this stock has been moving upwards. It is receiving more coverage including a recommendation from Fabrice Taylor. Can you provide an update on this company, why is it moving up again, and if you now consider its prospects in a better light. I would love if you could include a review of it current financials and fundamentals! Thanks!!

DON
Read Answer Asked by Donald on January 20, 2015
Q: Hi 5i Team,

How likely is it that Timmins gets bought by a larger Gold company?
Read Answer Asked by Peter on January 20, 2015
Q: could you advise on the merits to use this alternative strategy fund to diversify a portfolio that is currently 80% phnbalanced fund 5% mawer global smallcap this leaves 15% that i would like to add more bang for my bucks. this 15% is in my rrsp that i cannot add to and plan on leaving for 8 years for manditory convertion to rrif. would you also consider cgl gold to be a part? hope this is not to vague. thank you kindly LARRY
Read Answer Asked by Larry on January 20, 2015
Q: What can you tell us about this fund which seems to have had a dramatic increase in the last few weeks (according to the globeinvestor ) Thanx Robbie
Read Answer Asked by Robert on January 20, 2015
Q: This question has little to do with this particular VSE stock but it is an example of today of my frustration on these smaller companies and their reporting. My understanding is that TSE and NYSE firms must report their quarterly numbers within 90 days of that date and usually they give you a 10-15 day heads-up of when these numbers will be announced. I believe VSE listed companies are given 120 days to announce results and from what I can see, they are under no obligation to state what day this will be announced. Am I right in my assumptions? Is there any way to know where to look for when these results might be posted or are you supposed to guess?
Read Answer Asked by Barry on January 20, 2015