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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: Any insight into the correction here? Thanks.
Read Answer Asked by Gregory on December 02, 2014
Q: Morning ...first of all I want to thank you and Ryan for answering all our concerns regarding the oil sector. These are trying times for us amateur investors (especially me) ...we are living the results of proper diversification and weightings, I think these are valuable lessons for all of us. My question is this ...you mention the hedging aspect of companies selling oil at a certain price ,can you tell me how far into 2015 does Surges hedging go? Would I be correct in presuming the dividend is safe till new prices (lower) then hedged in? Thanks as always.
Read Answer Asked by Alan on December 02, 2014
Q: Has been in a downward spiral .Is it the quality of holdings,high payout or other factors that seem to be causing the down.?
Read Answer Asked by terrance on December 02, 2014
Q: Good morning Peter and Team,

In the current sell-off in the energy sector, is IPL worth holding? I was thinking to sell it to lock in a rather substantial gain of over 40%. The portfolio is well balanced, but it's always nice to take a profit, or is it? I was also thinking that the commodity sector is perhaps not the place to "buy and hold". Your timely advice and service is greatly valued.
Read Answer Asked by Jerry on December 02, 2014
Q: Do you know when Sylogist will be issuing year end results?
Thanks
John
Read Answer Asked by John on December 02, 2014
Q: Hi Peter and team,

In the past you have mentioned how when a company reaches a certain market cap threshold (e.g. one billion dollars) it starts to attract more interest from investors.

When the reverse happens (i.e. when a company's market cap falls below these thresholds), do these investors start unloading, helping to increase the negative stock momentum?

The case in point is Surge (SGY). As of close on Monday it's market cap is now 970 million (below the magic billion dollar threshold). A week ago Monday its market cap was over 1.3 billion dollars.

In addition to OPEC, US production increases, tax-loss selling, and year-end portfolio positioning, can this also be a contributing factor for the accelerating downturn in some stocks like SGY.

Paul J
Read Answer Asked by Paul on December 02, 2014
Q: Hi,

Would your opinion on SOX change after their recent purchase. How much of their business will be impacted by Oil & Gas sector.
Read Answer Asked by Imtiaz on December 02, 2014
Q: H2O went from 33 cents to 1.65, I bought at 33. Sell? Hold? Any idea why the sudden jump in price? Also, I bought more SGY today at $4.41, I believe it's good timing - as long as they don't go out of business. Any comment on that possibility?

Many thanks, like many other customers of yours, you've made investing more interesting and profitable and I greatly appreciate and feel very fortunate to have you out there.

Dave
Read Answer Asked by David on December 02, 2014
Q: Hi, I noticed in your last email update you mentioned you had a new mobile app available for Android phones and others but you did not mention the iPhones. Is this app not available for all of us iphone users? If not any plans for us in the near future? Thanks.
Read Answer Asked by Mario on December 02, 2014
Q: Hi Peter and 5iResearch Group,
As you have noted that interest rates will likely remain low for sometime, would you recommend using ETFs for medium and/or long-term bond portfolio positions vs. purchasing individual bonds. Also, should both US and Cdn. bonds in each/either category be purchased? Thank you. Linda
Read Answer Asked by Linda on December 02, 2014
Q: re: Linda's question on DBC and the Dalio formula. Linda may want to look at USCI; in my estimation its a superior ETF/ETN.
Paul
Read Answer Asked by Paul on December 02, 2014
Q: Hi guys, as you have said oil stocks have been decimated, I have BTE & CPG, where the value has been cut in half my CNQ is hanging in haven't lost any there yet. They are in different portfolios and their weighting is pretty good in the perspective portfolio. Would it be wise to add to the positions at this time to average down. I don't have cash I would have to cut back on some of my gains. Thanks, Nick
Read Answer Asked by Nick on December 02, 2014
Q: if I am looking at buying one of these 3 pipeline stocks for the dividend, which one would you recommend
Read Answer Asked by deirdre on December 02, 2014
Q: Good Morning
Some oil industry analysts believe that with the OPEC card no longer in play, the price of crude could fall as low as $60. Under this scenario are the companies in your portfolios (SGY, WCP) as well as VET, CNQ and SU at risk with respect to dividend cuts?
Read Answer Asked by Terry on December 02, 2014
Q: I own Bdi cpg,tou and wcp. Which two are safest going forward?Thanks
Read Answer Asked by hal on December 02, 2014
Q: I have a TFSA and have 5k invested equally into the 5 etf xid cif chi cdz cud. I can purchase these commission free. My plan is to purchase equal amounts of these once a month. Could I please get your comments on this strategy.
Read Answer Asked by Paul on December 02, 2014
Q: A question on buying stocks on the NYSE or Nasdaq exchange. I have never bought a stock on an exchange outside of Canada, and am very ignorant of the consequences. As an example I would like to buy Apple, and realize I have to pay in U.S. dollars, plus a small fee for exchange both on buying and selling the stock. I have a RRIF, an RSP, and a TFSA and any buying would be through one of these. Is there any problem with me holding a US stock in these programs and is there any tax consequences? Is there any other problems I am not aware of? Thank you.
Read Answer Asked by Jim on December 02, 2014