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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 finally took the plunge in early Sept, and sold my mutuals to buy your equity portfolio, minus CSS, plus positions in AVO, DHX, SGY, and QST, for a little extra zest. Not so zesty now however! At some point would you consider raising some cash from the model portfolio to average down on the zest? If so is there a position(s) worth culling, or re balancing to achieve this. From previous comments I expect you might say "just stay the course".
Your hand holding over the course of this correction has been invaluable.
Many thanks, Peter.
Read Answer Asked by Peter on October 15, 2014
Q: Just an observation, I have noticed the REIT sector really has held up fairly well during this correction. Obviously REITs still seem to hold some value even with the threat of increased interest rates. Would you agree with this observation, or are they just flying under the radar while everyone unloads their oil and gas stocks? Thanks.
Read Answer Asked by Ray on October 15, 2014
Q: I'm looking for a Canadian Consumer Discretionary stock with good fundamentals going into this seasonal period for a 4- to 6-month trade. Any ideas?
Read Answer Asked by Doug on October 15, 2014
Q: Can you advise whether it is time to buy AVO now or should I wait ?

Insiders showed significant support for the stock in May 2014 at a price of around $20. Since then, however, the stock price has continued to trend downwards and for the past few days has been around $14. The most recent financial reports seem to have disappointed investors. From a technical point of view, it seems to me that the stock has support in a range of $11 to $12, and if it goes that low I would be inclined to buy.

90 % of analysts reported at TD Securities rate the stock as a Buy or Strong Buy, but analysts on BNN seem to be a bit more cautious and generally take a “show me” position.

I like your analysis of the company and it seems like a good investment. Without trying to pick an absolute low, what is your recommendation as to a reasonable entry point ?
Read Answer Asked by Don on October 15, 2014
Q: With the current slide in the Cdn Oil Sector, and with the likelihood of the US economy to continue to strenghten, US equities are looking more and more interesting to add to my portfolios. My question is in regards to US stocks that pay Divs in US dollars. What is the industry practice in terms of dividend distribution? Would the dividend payout be at the exchange rate of the date of distribution, or is it fixed to the rate set at the date of purchase. If the latter is the case, who absorbs the differential? Lastly, can you offer input as to the merits and / or pitfalls of Canuck retailers ( such as myself) buying US stocks? Thank you, as always, for a terrific service ... particularly in volatile times as these.
Rick
Read Answer Asked by Rick on October 15, 2014
Q: Could I have your assessment of PHX Energy Services? As I look at a series of 5 year graphs I see:

Revenue - up for 5 years
Net income - up
Dividend per share - now at 6%
Earnings per share - up
Cash flow - generally flat but positive in 2013
Cash - lots at the of 2013
Assets - up
Debt - down

Is the drop I see in the share price a reflection of the general market conditions or is there something at the company I don't see or read?

Thanks for your response.
Read Answer Asked by Ronald on October 15, 2014
Q: Please provide your thoughts on two funds in the precious metals sector.
1. Sentry Precious Metals Growth Fund
2. Precious Metals and Mining Trust

Are either worth keeping and are there EFT's that you would recommend instead?
Read Answer Asked by Todd on October 15, 2014
Q: Hello,

I am thinking of swapping out Akita Drilling(AKT.A)for High Artic(HWO) based on better valuation metrics, superior dividend yield,and lack of a dual class share structure for (HWO). Is this a decision that you would concur with? Although I like the yield on HWO, I am primary focusing on capital appreciation potential.

Thanks!
Read Answer Asked by WAYNE on October 15, 2014
Q: I bought Whitecap and SPE a month ago for the grandchildrens RESP. Are you satisfied these things are ok for the long run?
Read Answer Asked by Nick on October 15, 2014
Q: I have previously trimmed some of my winners in your model portfolio (esl,aya,syz,etc)and have a large capital gain.I sold my BDI today to offset some of that gain and plan on repurchasing it in 30 days.This stock has not performed well,even before the meltdown(they all cant be winners!!).Just wondered what you think.
Read Answer Asked by terry on October 14, 2014
Q: Hi 5i team. I hope you had a great Thanksgiving. I have held Stantec in an unregistered account for several years, selling some a couple of times when I thought it really couldn't get any higher, but it did. My question is, is it still a high growth stock? I am thinking of donating100 units to Doctors without Borders, and then buying them back, but in my TFSA in January. Does this make sense?

Many thanks

Read Answer Asked by M.S. on October 14, 2014
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