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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 5i team,
I get why oil production companies, especially smaller ones, have been hammered in this unbelievable oil price collapse. I don't get why the pipelines have also had big stock price falls, especially when you include consideration of the deflationary effect of the oil price fall. Eg IPL's stock has fallen 21.6% (37 -> 29 approximately).
Have stock traders overdone the pipelines selloff?
thanks, Mike
Read Answer Asked by Mike on January 14, 2015
Q: Hello,

I wonder how often you revise the ratings given to your coverage universe file.

For example, February 27, 2014 you writed a report on Enbridge with a grade of A-, since that time I have not seen a report on Enbridge ENB but is still A-

Does this mean that you are always confident Enbridge and your opinion on the title identitique.

thank you
Read Answer Asked by Gabriel on January 14, 2015
Q: i have fairly large positions in air canada and chorus and have done very well , i know you hate them both, but what do you think of todays agreement. dave
Read Answer Asked by david on January 13, 2015
Q: It looks like oil stocks have bottom out if one is intrested to buy now which energy stocks are best under the current circumstances,or you still believe to avoid them?much apreciated.
Read Answer Asked by nizar on January 13, 2015
Q: While I am not sure where oil prices will bottom whether that is $30,$20 or even lower, they will bottom at some point. I would like to follow a short list of 4-5 energy producers that are financially sound and have the most potential for a strong rebound when prices strengthen. An alternative is to buy an ETF like XEG or perhaps a fund like Sprott's energy fund. I would appreciate your views and a short list of companies that I could buy for potentially strong gains in the energy sector if and when that happens. Thanks.
Read Answer Asked by John on January 13, 2015
Q: Hi Peter /Group Can you please enlighten me on the news that came out today and caused WEF stock to drop over 5% Is it a short term adjustment or can it cause longer term issues for the stock price. I have no idea what the news means?? Thanks I appreciate your knowledge/direction
Read Answer Asked by Terence on January 13, 2015
Q: Hello Team
From reading some of your Q/As about Metro (MRU), I understand that Metro owns 32+ Billion shares of ATD. Is there any news about Metro to be concerned about? and would any negative news affect ATD??? Thanks again for a quick response to my previous question not related
Read Answer Asked by El-ann on January 13, 2015
Q: Hi Team,
Could you give me your thoughts about buying Apple today prior to earnings which are expected to be a blowout plus their balance sheet will continue to show an enormous cash position. I am looking for a trade opportunity as well as a hold.

Thank you
Read Answer Asked by Douglas on January 13, 2015
Q: Is there any other update on CFN? Do you see ...deal failing and it dropping back to low levels again?
Read Answer Asked by S on January 13, 2015
Q: Why is GLN still trading at such a discount (almost 4%) to its "cash" tender value (and even more with respect to the current BCE share value)? The Rogers injunction issue seems to have been resolved and no other obvious "deal-kiillers" have come out of the woodwork.

It seems to me that the risk/reward ratio is very favorable to purchase GLN now. I would appreciate your opinion.

Thanks!
Read Answer Asked by Gregory on January 13, 2015
Q: AVO represents 5% of my folio holdings; should I half since it looks like it's going nowhere and redeploy to OG sector? My IT exposure is currently 16% and OG is at 8%.

Merci Charlie
Read Answer Asked by Charles on January 13, 2015
Q: Hello,
What are your thoughts on First Mineral? I hold half position in FM and was planning to increase it to a full position. The stock is down 13% in the past 3 days - should I take it as an opportunity or a warning? I am considering holding the stock for 2-3 years. (My current exposure to energy and materials combined is 25%)
Thanks.
Read Answer Asked by Michael on January 13, 2015
Q: I don't know if this question has been asked. (I'm sure it has, but here goes anyway...) Do you foresee a time when you might start covering US stocks? Or at the very least, starting a US Model Portfolio, which would be great to see here. In this environment, where everyone is saying "invest in the US" it becomes crucial to have a source of reason to turn to when picking from the infinitely large minefield of companies that make up the US market. I, for one, would not be averse to paying extra for this service so you could hire some like-minded people to initiate this. Thanks for listening.
Read Answer Asked by Sylvia on January 13, 2015