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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: Could I have your assessment of PHX Energy Services? As I look at a series of 5 year graphs I see:

Revenue - up for 5 years
Net income - up
Dividend per share - now at 6%
Earnings per share - up
Cash flow - generally flat but positive in 2013
Cash - lots at the of 2013
Assets - up
Debt - down

Is the drop I see in the share price a reflection of the general market conditions or is there something at the company I don't see or read?

Thanks for your response.
Read Answer Asked by Ronald on October 15, 2014
Q: Please provide your thoughts on two funds in the precious metals sector.
1. Sentry Precious Metals Growth Fund
2. Precious Metals and Mining Trust

Are either worth keeping and are there EFT's that you would recommend instead?
Read Answer Asked by Todd on October 15, 2014
Q: Hello,

I am thinking of swapping out Akita Drilling(AKT.A)for High Artic(HWO) based on better valuation metrics, superior dividend yield,and lack of a dual class share structure for (HWO). Is this a decision that you would concur with? Although I like the yield on HWO, I am primary focusing on capital appreciation potential.

Thanks!
Read Answer Asked by WAYNE on October 15, 2014
Q: I bought Whitecap and SPE a month ago for the grandchildrens RESP. Are you satisfied these things are ok for the long run?
Read Answer Asked by Nick on October 15, 2014
Q: I have previously trimmed some of my winners in your model portfolio (esl,aya,syz,etc)and have a large capital gain.I sold my BDI today to offset some of that gain and plan on repurchasing it in 30 days.This stock has not performed well,even before the meltdown(they all cant be winners!!).Just wondered what you think.
Read Answer Asked by terry on October 14, 2014
Q: Hi 5i team. I hope you had a great Thanksgiving. I have held Stantec in an unregistered account for several years, selling some a couple of times when I thought it really couldn't get any higher, but it did. My question is, is it still a high growth stock? I am thinking of donating100 units to Doctors without Borders, and then buying them back, but in my TFSA in January. Does this make sense?

Many thanks

Read Answer Asked by M.S. on October 14, 2014
Q: Peter the reason trinity has declined so much is because, the thinking is that oil below 85 dollars will cause fracking to slow down because it is not economical and then railcars will not be needed to ship oil, therefore trinitys business of making railcars will not be so good. Publish if you wish. Dave
Read Answer Asked by david on October 14, 2014
Q: Is this fund affected by the falling Canadian dollar?

Thanks
Dolores
Read Answer Asked on October 14, 2014
Q: Hi guys its easy to look back now and say I should have sold some of my winners earlier to have a cash position to buy more now with this correction but if that wasn't the case what does one do now, just wait it out, is buy and hold wrong? Thanks, Nick
Read Answer Asked by Nick on October 14, 2014
Q: Hi Peter and team,

What is your opinion on Trinity Industries(TRN-N)? Is this a good stock for growth in the next 12 to 24 months?

Thanks in advance!

Michel
Read Answer Asked by Michel L on October 14, 2014
Q: My partner and I currently have about 16% of all stocks we own in RRSP, Non Registered and TFSA accounts as Canadian oil and gas (excluding oil service, pipelines, etc.). I have brought this down from 19% based on a previous recommendation from 5i. Within the oil and gas stocks I hold, 45% are in Canadian Natural Resources (CNQ), 24% in Suncor (SU), 12% in Husky (HSE), 10% in Cenovus (CVE), 3% in Vermillion (VET), 2% each in Paramount (POU) and Tourmaline (TOU) and 1% in Enerplus (ERF). I feel I probably have too many oil and gas companies in my portfolio and would like your thoughts in consolidating. Reading your previous posts, I get the sense that all of these are good companies thus there isn’t a compelling reason to sell any. However, it seems from your posts that some of my smaller holdings and perhaps Surge and Whitecap, could be increased at the expense of some of the majors with the reason being higher growth for some of the smaller companies. Can you give me your thoughts on the best thing to do with my oil and gas holdings? You suggested some time ago that the larger companies would hold up better during a market downturn. Based on this logic it seems like a perfect time to reduce holdings in some of the bigger names and buy some of the beaten down smaller companies.
Read Answer Asked by ED on October 14, 2014
Q: Hello 5i,
I’m in effect building my own mutual fund and have been studying portfolio asset allocation recently. My portfolio is evolving over time and looks like it will contain approximately 80 to 90 stocks upon completion, which is 10 years away. The covariance between the different asset classes and beta of the individual stocks is currently where I want it to be. My concern is the original set up of 50% Canadian stocks and 50% world; I also have a break down within ‘world’. I’m happy with the way the overall portfolio is taking the current pull back and would like to make it even better.
The question is:
To reach the optimum setting at the higher level (world), what should I be allocating percentage wise?
Your help is appreciated,
Read Answer Asked by Mark on October 14, 2014
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