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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: Can you give me your opinion on Journey Energy? I realize it is new, but it third quarter results looked good. Is it's dividend secure? Does it have much debt? Thanks for your help.
Read Answer Asked by Donald on November 19, 2014
Q: Hello 5i team.

I have read that your favourite US dividend ETF is VIG. I own the TSX listed version (VGG) in my RRSP. Although, there is no withholding tax on dividends in an RRSP, there seem to be some erosion from taxes within VGG itself. Can you recommend a US dividend etf that is efficient to hold within an RRSP?

I note that the total return of VIG has been less than VV. Is this compensated for by lower volatility?

Thanks,
Hans
Read Answer Asked by Hans on November 19, 2014
Q: Are you able to indicate what the Bnn policy is with respect to the top picks? I had been wondering what it is. Some times you hear a guest mention a restriction on their buying of the top picks and other times I could have swore I heard them say they were buying the stock the day before or even that day. Thank you.
Read Answer Asked by Christopher on November 19, 2014
Q: Hi Peter,

I was planning to add ZIC, BMO Mid-term US IG Corporate Bond Index etf, to my portfolio. It has a yield of 3.4% and the weighted average duration is 6.51 years.

What are your thoughts on buying ZIC at this time and your general opinion on bonds at this point in the economic cycle?

Thank You
Read Answer Asked by Michael on November 19, 2014
Q: I understand the Q3 report showed a dip in new car sales which spooked the market a bit. With the sharp decrease in the oil and gas market, I wonder if the Prairies will experience a downturn (or sideways) movement in the economy, or at least give the perception of tougher times. New car sales might be the first to suffer. This could cause some negative news for the next few quarters. On the other hand ACQ might pick up some cheap acquisitions. I love the company but I wonder if it might be best to get out until the dust settles. I would appreciation your advice.
Read Answer Asked by Jim on November 19, 2014
Q: Hi,

With a view of investing in severely beaten down companies which ones do you think have the most potential of recovery. Can you provide 5 names (excluding the precious metals sector). Thanks
Read Answer Asked by Imtiaz on November 19, 2014
Q: Hi all. I purchased shares in the above a few months ago and it has been doing nicely. However, I note that you are recommending EPI. Can you please tell me the main differences. Would you Recommending making a switch?
Thanks.
Read Answer Asked by Janice on November 19, 2014
Q: Hello Peter,
Is the stock price ahead of itself for Amaya? Would you consider it as a hold, add or trim to one's holding. I have about a 3 percent weighting. thanks very much
Read Answer Asked by umedali on November 19, 2014
Q: Hello.
I read on BNN that Penn West (PWT.TO) is seeing some aggressive insider buying. What are your thoughts? Stock is inexpensive ($4.76) with a whopping 11.75% dividend. Sustainable?

http://www.bnn.ca/News/2014/11/18/Insiders-are-buying-shares-of-Lightstream-Black-Diamond-and-Penn-West.aspx

Thanks
Read Answer Asked by Giovanni on November 19, 2014
Q: I have most of my portfolio in cash and equities. I don't understand bonds very well and I'd like your recommendation on a long term bond for a RRSP.

Thanks
Charlie
Read Answer Asked by Charlie on November 19, 2014
Q: Hello Peter,
Since the article in the Globe about Nuvo Research, the stock has surged. Is there other news you are aware of that is moving the stock higher? Also, Concordia's numbers were excellent even though they missed the estimate. Is this the reason why the stock is flat since the earnings and in general when companies continue to increase their revenues and Earnings but miss estimates, is this a bad sign for a stock as i thought the analyst estimates was just one factor in buying and selling not the complete reason for owning or selling the stock. Thanks for your advice.
Read Answer Asked by umedali on November 19, 2014
Q: where is the best place to find out what % of a companies stock insiders own.tks
Read Answer Asked by andrew on November 19, 2014
Q: Hi Peter,
I am planning to initiate position either in FRC or MTL but confused as I don't know which is better investment. Pl provide your analysis keeping in view declining oil prices and glut in production of oil in USA.
Regards,
Read Answer Asked by inderjit on November 19, 2014
Q: Hi Peter, currently I have REITs AX.un, BBT.un, CAR.un AAR,un and RMM.un, They been paying nice div. I am loosing capital on RMM and would like to replace it with either ATD.b,ZUH, XHC, ZGI or ZLB.
Would appreciate your advise.
Joe.P
Read Answer Asked by Joseph on November 19, 2014
Q: Hi Peter & Team
Have you looked at Avon Products. Is it a Hero (in disguise), or a Zero
Thanks, as always
Read Answer Asked by Conrad L on November 19, 2014
Q: Re Feizal's re P.Hodson's top picks on BNN.The 3 picks on Oct 27 were GC(up 17%),TMA(7%) & XTC(11%).You can see the importance of the picks. My request is that if You can provide us with your top 3 picks on your monthly update on the 2 portfolios.There are many benefits to members such as rebalancing of portfolio,entry point(know You do not like timing),confidence @ that point of time etc besides the above appreciations of your picks.Thanks a lot for your consideration
Read Answer Asked by Peter on November 19, 2014
Q: In my portfolio I have Rio Can to cover my real estate, and I am wondering if First Service would be a better choice. I just have a small gain on Rei.un plus the dividend. Should I sell Rei.un and buy FSV? I have all the other names in your model portfolio except SYZ, & DSG.
Thanks very much for the wonderful service!
Read Answer Asked by Shirley on November 19, 2014
Q: Hi Team,

I'm looking for a single etf or low cost mutual fund to diversify my tfsa portfolio which currently holds only Canadian equities.

A fund that caught my eye was prpfx which is supposedly modeled on the "permanent portfolio". What are your thoughts on this fund.

Are there other products that contain fixed income and international equity which you would suggest I consider? Do you have a favorite?

Thank you very much for all of your helpful answers.
Read Answer Asked by Geoff on November 19, 2014
Q: I just looked at the 5 year chart for this company after it dropped yet again today.
I know you have looked at it and apprently there is no "news" to justify this degree of downward momentum.
However, no other time period in the last 5 yers comes remotely close to this kind share price decline for WEQ.
In your experience, when you see this kind of dramatic sell off do you often find that it turns out to be insiders or folks close to insiders selling on information that the rest of us do no have access to?
I have held this company for many years and done well by it, but now my instincts smell a "rat". Am I justified in feeling this way?

Thanks for another learning experience.
Read Answer Asked by Donald on November 19, 2014