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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: As a holder of a full position in BTE I have no intentions of jumping of the cliff.
There are two things I would like to see BTE do
1 Declare their dividends by quarter.
2 If they feel the dividend is not sustainable cut it now and get it over with.
I feel BTE is a good company with a top management team and a above average asset base EG cost at Auroa are under $50 and their hedging is as good as any .
Could I have your comments on my assessment.
Stan

Read Answer Asked by Stan on November 28, 2014
Q: I am in a profitable position on the following, each of which is less than 3% of my portfolio:- CANADIAN EQUITIES-ARE;AV.UN;BAM.A;BLX;BYD.UN;CHE.UN;CWT.UN;CPG;ENF;EMP.A;IPL;HLF;IIP.UN;KEY;MG;PLC;PKI;RPI.UN;HCG;OCX;VRX;TRI;STB;UNC.
US EQUITIES - AIG;AAPL;CCF;BBH;MSFT;TWX. IN YOUR VIEW, SHOULD ANY OF THESE BE SOLD AT THIS TIME? - I AM PATIENT AND DO NOT NEED THE CASH. THANK YOU IN ADVANCE FOR YOUR ADVICE.
Read Answer Asked by Harold on November 28, 2014
Q: Could you tell me what percent of WSP's work is usually oilfield related? And more specifically, is there a chance that some of the projects they have planned for may be cancelled due to low oil prices?
Read Answer Asked by Duayne on November 28, 2014
Q: I hold Baytex, Crescent Point and Surge. I went to each website for information. Baytex is hedged 24% in 2015 and has a Debt/FFO of 1.9 although their significant debt is not due until 2021. CPG = 37% hedged and 1.1 debt. Surge = 24% hedged and 1.4 debt.

I am a retired dividend investor. Regarding dividend protection, I suspect BTE is the most at risk. Do you agree?

What about shuffling the deck...sell BTE and allocate some of the proceeds to CPG and SGY?

To diversify within the oil & gas sector, which dividend paying natural gas stock would you recommend?

Thanks,
Steve
Read Answer Asked by Stephen on November 28, 2014
Q: Hello Peter & Co,
Judy asked on Nov 27 about withdrawals from a RRIF. I am 71 and I understand that in a RRIF any withdrawal from any type of security is considered as retirement income; it is treated as cash and therefore taxed as such. In a tax sheltered account, there is no such thing as capital gains or dividend tax credits; when an income is withdrawn the whole amount is taxed as cash income. The reason is that all contributions one has made to an RRSP (within the prescribed limits) were tax deductible. The taxes one has not paid then will have to be paid later but, in counterpart, all the gains made were free of taxes thus boosting the compounding effect.
Regards,
Tony
Read Answer Asked by Antoine on November 28, 2014
Q: Hi,

I was listening to an expert on BNN say that our railroads growth are " in their final innings"? Do you believe that and why?

Also, are their any us railways you recommend or an ETF?
Read Answer Asked by Graeme on November 28, 2014
Q: Hi : your analysis of the latest results - growth looks good but payout of 104% seems high. Is debt of 56% not pretty conservative for a REIT? 96% occupancy seems very impressive.
Read Answer Asked by Scott on November 28, 2014
Q: I would like your opinion on Bonavista.
tks
bob
Read Answer Asked by cecile on November 28, 2014
Q: Both these companies came down sharply in today's market, apparently due to the drop in oil prices. This surprised me as I thought the companies relatively immune to the price of oil. Could you explain the relationship here and how you see the share prices reacting if oil stays at the current level or continues to drop lower? Thanks.
Read Answer Asked by John on November 28, 2014
Q: Can you please list 5 oil stocks that have no debt and that are worth buying during this selloff? Someone on BNN mentioned that RMP has no debt, is this true? Thanks
Read Answer Asked by Roy on November 28, 2014
Q: The energy sector got "kill"today without the US market,which will open tomorrow.Is this good time to enter a new position in SU & VET.Really appreciate your usual great advices & services
Read Answer Asked by Peter on November 28, 2014
Q: Hi Peter. LAB has made a conservable acquisition. Do you see this as another Amaya success story?
Thanks.
Cam
Read Answer Asked by Cam on November 28, 2014
Q: curious as to why you wouldn't recommend to sell surge at the start of this week when it looked like opec wouldn't cut. and then to buy in at a lower price. the stock is down about 25% in the last 4 days alone.
Read Answer Asked by david on November 28, 2014
Q: I'm considering purchasing more BAD on given the current weakness and am thinking it may even go down further with tax loss selling. What holding period should I be looking at (I saw you say to another question that six months is too short due to the volatility of the sector).
I purchased at a much higher price but don't want to end up throwing "good money" after "bad" --lol -- no pun intended
Read Answer Asked by Brenda on November 28, 2014
Q: I hold Crescent Point Energy, Inter Pipeline, and Parkland Fuel. With the volatility in oil prices the past few weeks all three are generally moving relative to movements in the oil price. This makes sense for CPG and IPL as they will be directly affected by lower oil prices and related volumes. However I'm not sure why PKI would be so closely tied to oil prices as they are a distributor and presumably lower fuel prices may actually cause an increase in consumption. Do you have any thoughts?
Read Answer Asked by Brian on November 27, 2014
Q: Now that this bond has recovered, would you advise continuing to hold it or sell it. My portfolio is based on your growth model, and it represents about half my assets. I also have a pension that I live on as a retired person. Many thanks, Peter and 5i team!
Ellen
Read Answer Asked by Ellen on November 27, 2014
Q: Good morning,

My portfolio is pretty well diversified and do not keep more than 5% in each of my holdings. I have money right now that I would like to invest.
One of the sector that I do not have any investment is in the health area. Would have a company or an etf to recommend?

Thanks

Paul
Read Answer Asked by Paul on November 27, 2014
Q: Hello Peter and Staff;
Is there any downside to purchasing an ETF in December, in terms of distribution of units. I know in the past when I have held mutual funds, I have taken a hit early in the new year which pertained to a fund timing purchase in the last couple of months of the previous year. ?any similarity in operation of etfs and mutual funds in this regard?. Thank you very much
Read Answer Asked by Phyllis on November 27, 2014
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