Investment Q&A

Q: The Bombardier common shares have taken a big hit in the last few days but why does that affect the bombardier preferred series bbd.pr.c

Q: I have owned KEY, IPL & PPL for several years & enjoy a substantial capital gain in a cash Acct. They are currently down between 25-30%. QUESTION - sell, reduce or hold based on an oil recovery in 8 mos. to a year approximately. Thank you.

Q: This stock has been on fire lately but after taking a look at their 2015 guidance it still seems reasonably cheap to me especially relative to the sector (I am assuming the company executes accordingly and meets guidance next year). I also like that it's going to be listed on the NYSE soon and may get more attention. I am thinking about buying some. What are your thoughts? Thank you!

Q: I would like to know if PSEC could be a good investment?.Eddie.

Q: I read they have just bought a number of shopping malls whose main tenant is Target. Will Target's leaving have a major impact on the stock long term?

Thank you

Q: Hi Everyone!! Which of these two companies, First Quantum and Teck Resources, would you say has the best long term prospect? I have a holding in First Quantum already and was wondering if I should add to it or start a new holding with Teck resources? I am also open to any other suggestions. Cheers, Tamara

Q: Thought I'd let members know that Peter has a blog on the
Financial Post website today.
"5 (non-energy non-Alberta) stocks to watch this year"

Q: This is an observation as opposed to a question. Some of you may have noticed the article on SeekingAlpha posted 4 days ago titled: "Home Capital Group - 50% Downside?". Of course there is always a chance that Home Capital goes through a rough time, but I wouldn't let such an article scare me. First, the author has 25 followers and track record. Also, he seems to have missed the fact that HomeCapital's business is mainly in Ontario. Let's keep our shares until Peter tells us the facts have changed. http://seekingalpha.com/article/2817856-home-capital-group-50-percent-downside

Q: Are the dividends on these preferred shares still safe with Bombardier's recent financial problems?

Q: I don't have a company or symbol in mind for investment, but there is a group of investment newsletter and research publishers online I would like to know more about by the name of Money and Markets AKA Weiss Research Issues. They too claim to be conflict-free advisors. Their research, I believe, is excellent, and the accuracy of their projections has been surprising a number of times. Though my dad says their sales pitch is sensationalist, I believe they are trustworthy and have put investors first. I would simply like to know, would the team at 5i trust the advice and models at Money and Markets? Thank you.

Q: Hi Peter and team,
On reading Antoine's question re allocation and re-balancing, he lists 12 sectors, the 12th combines Utilities/Telcos. I am trying to correct my allocations but am using the 10 that I find on TD Direct Investing Website. Is there some basic standard that you would recommend that we use? It appears to be a very inexact science and is thus difficult to put in practice. Thanks for the continued, excellent service.

Ted

Q: What do you think about Russel Metals at the current price. Like most stocks with energy exposure, it is down, but wondering about your opinion on a constant dividend and price upside.
Thanks
Jim

Q: Hi, This one was $2 and is very busy drilling in India and other places. If it survives the downturn, should provide a good bounce as now only 34 cents. Do you know anything of it's long term viability. Thanks

Q: Hello team: I was interested in the earnings release just given for SVC. The earning beat is good but I am worried about the expense and margin side. The CEO has spoke about the margin compression and increased marketing and R&D increase. What are your thoughts.

I was reviewing Canacol and have noticed that they have a great opportunity going forward. The new concession that they got for a song and the lock up agreements for there natural gas contracts. What is your thoughts on this going forward.

Thank you as always Jason

Q: Hi Peter and the 5i Team, What do you think of this ETF for the fixed-income portion of my RRIF? I realize that the yield is a bit on the low side, but so are the management fees at 0.12%. Its chart looks quite impressive. Or do you favour alternative bond ETF's? Thanks in advance.

Q: Peter and Team,

I have a 6.9% weighting in Amaya gaming that will be getting reduced today as I had been selling call options the past few months on part of my position. I expect to be called away today so my weighting will drop down to 4.1% (thanks to you guys, this will be like the 4th or 5th time I've trimmed this due to big profits and portfolio management... thank you!).

With the cash, I am thinking of adding to a 2.2% weighting in SLF that I initiated a couple months ago and intended to increase to 5% over time. Other options are add to Badger Daylighting which I like very much but has been smashed with the oil sector and has now fallen to 3.6% of the portfolio, add to Corby Spirit and Wine which has been great and is now about 3.9% of the portfolio, or finally initiate a new position in Brookfield Renewable Energy.

For reference, I am fairly diversified with 90% stocks, 10% bonds and the stock portfolio has been modeled after 5i models (although it takes time to get there).

Thanks for your thoughts!

Q: Would you explain how ETFs generally work. When I buy an ETF, am I buying someone else's or am I giving money to the provider to buy shares as allocated by the particular index it is tracking?
Likewise when I am selling-is someone buying my units or is the provider selling the composite shares? How is the price determined-NAV or what a buyer is willing to pay? Should liquidity be considered? What are the major factors when considering purchasing an ETF? Thanks

Q: At $8.38 Carfinco has more upside (34%) to the 11.25 takeout than downside to your $6 worst case scenario (28%). Since the market is pricing in about 50% deal failure rate, are you still comfortable with the 15-20% risk projection earlier this week, or could the market simply be assessing the situation wrongly, resulting in a mispricing of the stock because buyers are hiding? Thanks, J.

Q: Please compare these two oil service providers in terms of balance sheets, management and corporate quality. Do you think they both have the ability to ride through this downturn? If so...of the two who has the best upside? In other words which one do you like the best?
Thanks for your calm insights during these uncertain times!!
Dr.Ernest Rivait

Q: With the price of gold heading higher,and this company coming up with good news on drilling results and gold production for 2014,is there not much interest in it's stock? Could it be a takeover candidate by it,s neighbour Primero mining?
I believe it's book value is between 40 and 45 cents where do you see it,s stock price heading over the next 24 months?
Many thanks