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: If I remember correctly, did you ever mention that bloomberg had a feature that showed how companies reported earnings over a certain number of quarters? If so, is there any way it could be incorporated into the site? For example, include it in the monthly portfolio updates?
Thanks again
Read Answer Asked by Marie on August 18, 2014
Q: I intend to run with the following group of stocks. I have half of my equity holdings in XIU and the balance in: AVO,ESL,SYZ,AYA,BYD,DHX,LNR,CNR,QST,WSP,SJ,MND,VET HCG & SLF.

Do the individual names compliment each other and if not would you please suggest alternatives. Any other feedback is appreciated. Thank you.
Read Answer Asked by Richard on August 18, 2014
Q: Gilead Science GILD.US had 2 pieces of good news today. UK government has approved its drug for Hepatitis C at the full price charged in the US. Roche had its patent challenge rejected. GILD has moved up by about 2% on this news and is up about 20% since the beginning of June. This is now about 10% of my portfolio.
I would be grateful for your comments.
Read Answer Asked by Graham on August 18, 2014
Q: Between me and my wife, we have about 14% of the market value of our portfolios in 5 REITs: CUF, HR, AAR, TPH (I know, not strictly a REIT, but similar) and HCP-NYSE. Based on our cost the collective dividend yield is about 7.6% and we're up about 9% overall. Should we consider reducing our exposure to this sector (in light of possible future interest rate increases)? If so, which would you suggest we sell? Thanks.
Read Answer Asked by Chris on August 18, 2014
Q: Peter -any current thoughts on AIG post ILFC SALE -and as such new balance sheet flexibility?ALSO-any view on CHMT -Chemtura -Kim
Read Answer Asked by Kim on August 18, 2014
Q: Re Long Run Exploration (LRE) - is this a good entry point? Tx
Read Answer Asked by hugh on August 18, 2014
Q: While holding Health Lease HLP.UN til tendering, will the monthly interest still be paid? Thanks.
Read Answer Asked by Charles on August 18, 2014
Q: I have about 21% of our portfolio in oil with full positions in HSE,BTE,CPG,WCP,SU and a half position in SGY. Today's paper had a column in the business section disparaging the oil sands. So I am considering selling SU, increasing SGY to a full position and adding one more oil. We rely on dividends for 50% of our income, so - 1. What is your opinion of SU? 2. If I do sell SU, can you recommend another decent energy stock.
Read Answer Asked by Edward on August 18, 2014
Q: YOUR COMMENTS ON THE BLOW PLEASE
THANKS
YOSSI
Bellatrix Exploration: Deeply Undervalued And Likely To Achieve Significant Price Appreciation
Aug. 15, 2014 5:00 AM ET | 16 comments | About: Bellatrix Exploration Ltd (BXE) Subscribers to SA PRO had an early look at this article. Learn more about PRO »

Disclosure: The author is long BXE. (More...)
Summary

Bellatrix Exploration is a USD $1.3 billion market cap E&P with an average trading volume of US$3.3 million on the NYSE and $34.8 million with the TSX included.
Bellatrix trades at a discount to peers and must appreciate 76% to reach the median peer group multiples.
Bellatrix has net debt / Q2 2014 EBITDA of 1.2x, which is lower than 7 out of 10 peers, and affirmed production increases of 33%, which is higher than peers.
Due to increased firm service capacity, Bellatrix alleviated near term constraints on production growth. Their 2015 and 2016 gas plants will fully eliminate those constraints.
Continued increases in production growth, and a new PR campaign in the US will cause a re-rating of this stock. My 12 month price target is C$16.

http://seekingalpha.com/article/2425605-bellatrix-exploration-deeply-undervalued-and-likely-to-achieve-significant-price-appreciation?ifp=0
Read Answer Asked by JOSEPH on August 18, 2014
Q: Re EIF Exchange Income, are you still relatively positive on EIF after conference call? The market seems generally positive although the guidance for Westower remains a bit dicey with no improvement in margins until next year. Would you consider this high risk?
Read Answer Asked by richard on August 18, 2014
Q: The article from Bloomberg reflects my sentiments quite succinctly. I had bought AVO at $30 and is currently 3% of my portfolio. I am torn between diametrically opposite courses of action.
- The stock has tremendous potential but very risky. If I double my position, the cost base comes down and the percentage risk diminishes but the risked amount increases.
- I could hold on to my current position and I think the downside risk is a lot lower from this point on.
- Or I could take my losses and justify that not doing so would be an opportunity cost of investing elsewhere with lower risk; in case the gain in stock price is not substantial.
I ask your advice as a voice of reason. I have itchy fingers and very often gamble and very often the end result proves the old adage that I was lucky in love.
Read Answer Asked by Rajiv on August 17, 2014
Q: I own CXS since 2 years in my TFSA and am down over 35%. Should I continue to be patient? I am tempted to use the cash to buy either PHM or GXI. Thanks for the excellent and invaluable service.
Read Answer Asked by daniel on August 17, 2014
Q: Hi Peter, Ryan & Co.,

I came across this in a Rob Carrick column; you, and many of your members, might already have seen it but I enjoyed and thought that it might put a smile on a few faces for those who haven't yet seen it.
http://www.fool.com/investing/general/2014/08/12/an-honest-stock-market-update.aspx

Publish at your discretion, no reply necessary.
Have a great weekend!!
Cheers,
Mike
Read Answer Asked by Mike on August 17, 2014
Q: What do you think of the ETF XIT? I dislike how it has a small market cap, holds pretty much only 4 companies, and has a high MER (0.6%) but I really like buying the tech sector on dips caused by broad-market scares. It is free to buy (and sell) in an iTrade account. Holdings: 23% CGI, 23% OpenText, 16% Constellation, 8% DH. And unfortunaly, 16% BlackBerry. Any thoughts about this ETF?
Read Answer Asked by Matt on August 17, 2014
Q: I was considering take a position in IBG. Could you please comment on the latest quarter and would it be a buy at this point.
Read Answer Asked by Paul on August 17, 2014
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!