skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Barrons magazine predicts that the price of oil will fall to $75.00 or below based on the strong dollar and excess supply. Most experts believe that $85.00 is the floor. Your opinion would be appreciated. Thank you.
Read Answer Asked by george on October 06, 2014
Q: Hi There

I used to own this quite a few years ago and then it was, I'm sure I recall, bought out by somebody and de-listed. Something dramatic happened to the price in early 2012 and has been trading around $6 ever since. I'm wondering if the current company is the same as the one I used to own and whether it is worth picking up again. Thanks, as always.
David
Read Answer Asked by David on October 06, 2014
Q: Hello team -

I am a dividend growth investor. Although Agrium's actual dividend growth has been almost non-existant over the years, recently their increases have been quite impressive.

Are you aware of change in their dividend policy going forward? With a payout ratio of about 53% do you believe their dividend is sustainable in a volatile environment (they seemed to do okay in 2008-09). For a cyclical company, are you comfortable with their debt load and current ratio - 37.5% and 1.3 respectively.

Feel free to advise if any of my figures above are not correct.

Thanks for your opinion.
Read Answer Asked by James on October 06, 2014
Q: PWB is issuing a series of preferred shares. Can I please have your take on what your comfort level would be with these?
Read Answer Asked by Adam on October 06, 2014
Q: Hi,

Your thoughts on Spartan Energy please? I recently purchased shares at 3.90. Would you recommend holding? Do you think the correction in Energy is over?
Read Answer Asked by Sasha on October 06, 2014
Q: I enjoy the weekly 5 from 5i. Thank you for that value added information.

This week the article on the solar industry piqued my curiosity. Are there any US or Canadian stocks that you can recommend for an investor wanting to test the waters in this industry, and preferably not get burned?

As usual, thank you for your help.
Read Answer Asked by Donald on October 06, 2014
Q: hi i would like your opinion on having dividend paying stocks in ones RRSP. Is this a good idea or not , thanks for the help.
Read Answer Asked by jim on October 06, 2014
Q: Good morning 5i, in April you liked the high yield sector; has your opinion changed or is this still a hold. Thank you
Read Answer Asked by Alayne on October 06, 2014
Q: Hello
I recently sold ZWB at $17.85 and now planning to buy CEW (equal weight banks and insurance companies ETF) Is this ok or would you suggest a better alternative.

Thanks
Read Answer Asked by satish on October 06, 2014
Q: Could I please have your thoughts on Long Run. It's dropped much more than my other oil & gas stocks since the energy sell-off began, and the yield has now climbed to 10%. Is it still worth holding? I'm a long-term investor with a dividend focus, and also hold BTE, CPG, SGY, VET and WCP. Thanks in advance for your advice.
Read Answer Asked by Thomas on October 05, 2014
Q: Hi team, just wondering what you think of offshore drilling companys currently. They have been absolutely battered. How would you compare the big offshore drillers compared to some of the drillers working in western canada. On top of that, should I be very concerned about currency risk? Thanks in advance
Seamus
Read Answer Asked by Seamus on October 05, 2014
Q: In your experience when do institutions do most of their tax loss selling? Would it be mid-November or late November and then they buy back in January and that would account for the so-called January effect in small cap stocks. Thanks for all your sound advice.
Read Answer Asked by Helen on October 05, 2014
Q: I am aware that you favor not selling when positions are down a significant amount when nothing has changed with the holding; good companies are good companies even when the stock price is down. You also believe, and I agree, that market timing is very difficult.

I am an older investor and I favor dumping a position if it declines by a set percentage { eg 10% } to restrict my losses. I then take the proceeds from the sale and move on to another good company.

My objective is to avoid situations where the stock price can fall more than 50% and who knows how long it will take just to recover.

I am interested in what your thoughts are as this applies to older investors. Thank you for any input.

Read Answer Asked by Richard on October 05, 2014
Q: Greetings from BC: I read the following in a gaming article, but I did not see any of this news coming from the company. Does that mean that it is not "material"? The article said it was the reason behind Amaya's recent drop in share price. The whole gray-market issue is not something I've heard much about, but I guess Canada is also a gray market. Perhaps they are doing this to clean up Poker Stars and Full-Tilt in order to prepare to face US regulators?

Amaya Gaming withdraws from 'gray areas'
Since the acquisition of their parent company Oldford Group Limited by the Amaya Gaming Group, PokerStars and Full Tilt have already undergone several significant changes. These included, amongst others, the launch of the new PokerStars 7 client and an opening to the casino world with the inclusion of roulette and blackjack games to PokerStars.es.

Amaya CEO David Baazov says the company intends to use both PokerStars and Full Tilt to enter new verticals like casino and the sports betting, but the group does not seem keen to keep working in "gray markets" where online games are not expressly prohibited or strictly regulated.

What do you think?

Full article here: http://www.pokernews.com/news/2014/10/pokerstars-and-full-tilt-poker-withdraw-from-30-countries-19412.htm
Read Answer Asked by Gordon on October 05, 2014
Q: Hello 5i,
Ensco PLC (ESV) is getting beaten down badly, will they be able to keep the dividend going. Will they bounce back with the price of oil?
Thanks,
Read Answer Asked by Mark on October 03, 2014