Investment Q&A

Q: I'm looking at SGY : TSX and ERF : TSX. In your opinion, which is a better buy?

Q: I'm looking for a way to play the drop in oil prices. With Abe getting re-elected and Japan being a large importer of oil, I was thinking CJP may be a good way to play the drop in oil. Also was thinking about ATD.B for another way. Could I get your thoughts on both strategies.

Q: There must have been a miscommunication, I was referring to "WORLD POINT TERMINALS" WPT : NYSE
NOT Westport Innovations.
Thank-you for taking the time to answer my question.

Q: Hi team. Can I get your opinion on which is a better buy BCE OR T.

Q: Hi Folks. i am looking to add some Canadian technology. Could you tell me your favorite large cap and favorite mid cap. I'm looking at GIB.A and DSG, but I'm open to your suggestions. I already have full positions in CSU and ESL.

Q: On November 21st, in a reply regarding the ZIN ETF, you said that you like the industrial sector. I have been buying ZIN every week over the year, after realizing that it contains numerous companies recommended by either you or analysts on BNN (CN rail, CP rail, Transforce, CAE, Stantec, WSP, Badger, Westjet, Air Canada, etc). Now three things have changed: (A) oil is 40% cheaper (B) this ETF 13% percent down from its high (C) Poloz remarks have caused uncertainties with Canadian banks. Considering this, I feel it's the better place to add new money. My question is: do you think that ZIN is likely to outperform canadian banks over the next year? Thank you!

Q: Seasons greetings 5i.

What are your thoughts on an entry point Trimac.


Thank you

Q: What is your opinion about this oil company at present oil turmoil?Thanks.ebrahim

Q: Is this fund forced to buy and sell the oil companies even when they know they are likely to go down? Can they pick and choose what and when to buy? What effect does the price of oil have on this fund? Should I be worried about holding it if I beleive Oil will stay down for a couple of years at least? How safe is the fund for a 2 year hold as I'm down quite a bit on it but have held for a while and my dividends have made up the difference in the capital loss.

Q: Hi,

Is your long term prognosis for oil changed at all? I'd like to buy more oil stocks when we hit bottom but fear that it may be years before it recovers? Or never?

If you had to get out your crystal ball when would you guess we'll see oil stocks recover?

Thanks

Q: I am thinking of moving my 128 shares of aapl into my TFSA. I have a profit of 58% which I would have to claim if I do this. Do you recommend placing US stocks into the TFSA or is it better to stay with Canadian companies? I am expecting Apple to continue to do well in the new year and would like to make the most of the profits with it being in the TFSA!

Q: On November 20th Harvest Portfolios Group Inc. issued a news release announcing it had filed the final prospectus for a new fund which will invest in an equally-weighted portfolio of equity securities of 20 healthcare issuers listed on a North American stock exchange. Offering is scheduled to close on December 18 and the units will be listed on the TSE under HHL.UN.
Are you aware of this new fund? Do you know Harvest Portfolios Group management? What is your opinion as I am interested in investing in health care?
Thank you very much.
Nadine

Q: Peter and team:

What to make of the investigation that is going on at Amaya. As a result IT was also down. Is there reason to be concerned? Would you sell or just hold or since IT is down quite a bit is this a buying opportunity?

SS

Q: Hello Peter and 5i team,
In the question and answers section I remember you answering questions regarding the ¨tax loss selling rule¨ in a non-registered account. I would like your opinion on the value of this strategy and how to use it efficiently.
This year is exceptional and I have capital gains to declare for 2014 in my non-registered account. In order to reduce my capital gains I’m considering selling two stocks that got hit hard since I bought them Serge Energy down 39.8% and Teck Resources down 55.6 %. Selling this two stocks would reduce my capital gains and therefore I would save about 1 400 $ on taxes for 2014.
Here is where I see a catch 22 situation if I buy back the two stocks after the 30 day ¨tax loss selling rule¨ and on a proportion of the number of stocks in question if SGY has done up .38 per share and TCK.B 1.50 $ per share it would cancel the 1 400 $ savings.
My first question is can I replace SGY with a similar energy stock and TCK.B with a similar materials stock in case of bounce back of the market during the 30 day period? Second question what two stocks would you recommend in case of a bounce back for the 30 day period? Last question have I missed something or goes this seem a good strategy. Thank you for your guidance, Ronald

Q: Just comment.On 12/11 Seeking Alpha analysed BNS,CM & TD on the following :-1)Forward P/E 2)Dividend Yield 3)P.O.ratio 4)Dividend Growth rate-a) 5yr & b)1yr 5)Dividend yield-5yr average.6) EPS BNS---1)11.09 2)4.13% 3)45.83% 4a)5.53%& b)6.45% 5)4.10% 6)$5.03 CM---1)10.45 2)4.15% 3)43.40% 4a)2.53% & b)7.3% 5)4.6% 6)$8.29 TD---1)11.27 2)3.61% 3)40.64% 4a)8.68% &b)9.3% 5)3.6% 6)$4.04 Conclusion,BNS or CM for higher yield,lower growth.TD for lower yield,higher growth rate,slightly higher P/E,lower yield. Strongest banks in the world in 2013--BNS rated 7,CM #3 & TD #8 The big 6 canadian Banks been hit over the last 2 weeks. Peter,your expert opinion please.Thanks a lot for your usual great view & services

Q: Hi Peter and Crew,

I rarely ask questions as the database provides most of what I need. I searched the DB for DIV-T prior to asking this question.

The question is for my TSFA. I am into dividends and DRIP opportunities. Many of the companies I love (Cineplex, K-bro, Badger) don't provide a large enough dividend to purchase a share - if I maintain a diversified TSFA of about 10 stocks. DIV-T may be a candidate due to the higher dividend and lower share price ($2.66). Could you recommend a few others in the category of a reasonable dividend (5% ?) and low share price, that you would be happy with for a long erm hold. The 2015 TSFA time is approaching and I am researching opportunities.

LOVE your wonderful service !

Q: Hello 5i team,
I am wondering if there is an update on the growth portfolio. Are you still planning on initiating this in the new year? If so, would it likely begin at the start of the year, in March like the other two portfolios, or potentially later in the year? One final question: is it safe to assume the growth portfolio will have roughly 20 stocks as well?
Thanks in advance,
Rory

Q: I've had a look at my portfolio allocations and would like to know your suggestions of what stocks to add to the following sector at this time: materials, telecom, consumer staples and industrials. Where should I start?

Q: Hi Peter,

Many analysts are recommending diversifying by moving money from bank stocks to Life Insurance companies such as Sun Life or Manulife. But then someone on BNN mentioned that long term bond yields would drag down Insurance companies as well. Can you clarify? If interest rates are going higher, thats great but how can we monitor and take actions based on bond yields?

Thanks,
Neeraj

Q: Hi Guys
Would you guys know what STRADS debt/cash flow ratio would be at 60 dollar oil, and how you would calculate it, if it is not to much trouble

Thanks Gord