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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: Hi,

As part of my overall portfolio, I've had a strong weighting in oil and gas for about 9 months. My holdings include CNQ, POU, TOU, CPB, BTE, PEY and VTE. Oil and Gas stocks have been getting hammered recently, albeit after a strong run up. Is it time to add more to these existing names or will the correction continue during this slow period for the market?

Are you comfortable with all these holdings or should I sell some to replace with other names?

Thanks for your help,
Jason
Read Answer Asked by Jason on July 16, 2014
Q: Hello 5I, is this new offer from InnVest "good enough" to accept in your opinion? ("InnVest") (TSX:INN.UN) announced today that it intends to increase the purchase price under its existing offer to purchase up to $28,750,000 of the outstanding principal amount of its Series G Convertible Unsecured Subordinated Debentures (the "Debentures") from $1,060 to $1,080 (the "Increased Offer Price") for each $1,000 in principal amount (the "Offer"), and proposes to amend the conversion price for each InnVest unit to be issued upon the conversion of one Series G Debenture under the trust indenture governing the Debentures to $7.50 rather than the $8.00 originally proposed (the "Indenture Amendments").
Thank you
Read Answer Asked by Alayne on July 16, 2014
Q: Hi,
Can u give an opinion on Ocwen Finacial OCN-N. Buy/Sell/Hold. Is it a strong company that is out of favour? I own & it performed well during the us housing recouvery last year but tanked when that fizzled as well as possibly on the news of an invester law suit.
Read Answer Asked by LJ on July 16, 2014
Q: Hi Peter & Team! Most of my investments are large cap stocks and I hold a well diversified portfolio. My TFSA represents a small portion of my overall portfolio and I'd like to add 3-4 stocks with some strong growth potential recognizing of course that I would be assuming some risk. Could you recommend some names for consideration at this time? Thank you, Ian
Read Answer Asked by Ian on July 16, 2014
Q: Hi 5i: Just a comment relating to your recent mention of Bankers Petroleum (BNK) as maybe riskier than oil producers with primarily Canadian operations. Your point makes sense from a political perspective but I've been thinking about whether having some diversification away from the North American (WTI) commodity market may help to smooth things out for people with oil production exposure. It seems like some pundits are forecasting periods of much lower WTI pricing as the NA oil glut develops over the next few years. I think Brent oil pricing has some history of maintaining higher levels while WTI has dipped. Thanks.
Read Answer Asked by Lance on July 16, 2014
Q: How do you figure out if a company is earning enough to pay its dividend? Is the earnings per share value after the dividend is paid out? I am not talking about a oil/gas stock but just a regular equity. STB specifically.
Read Answer Asked by Ning on July 16, 2014
Q: can you comment on XSR results just out. Revenue growth looks good and lower debt costs helpful. Is this a decent entry point for income/growth investors? thanks
Read Answer Asked by Scott on July 16, 2014
Q: Hi Peter and team,

Please give me your valued opinion on the receently listed IPO Datawave (DW)?
Read Answer Asked by Stephen on July 15, 2014
Q: I have always been leery of investing in the auto industry because of its cyclicality. However, you have been quite positive on three companies - Magna, Linamar and AutoCanada.

I have a two part question. Which do you prefer between Magna and Linamar and secondly, if I purchased one of those companies, should I expect it to react similarly to changing economic conditions as ACQ would (ignoring any company specific issues)?

Thanks and hope the training is going well.

Paul F.
Read Answer Asked by Paul on July 15, 2014
Q: Hi
I was wondering if I should sell IPL in my rrsp to buy VNR.
IPL has done very well over the past year. VNR has a higher dividend but is actually down over the past year.
Which do you think would have the greatest upside over the next 3 years?
Thankyou!
Read Answer Asked by maida on July 15, 2014
Q: could you compare DEE/RMP/RRX/RTK as to current and growth prospects
Read Answer Asked by don on July 15, 2014
Q: I would like to buy into the cannabis industry. Can you suggest one Canadian and one US stock that may be worth researching?
Thanks!
Read Answer Asked by Tim on July 15, 2014
Q: Your opinion please on tn.un for income and some growth. Also I own ipl.un, could you list 3 or 4 pipelines in order of preference. Thanks for your great service. Gerry
Read Answer Asked by Gerald on July 15, 2014
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