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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: I read in the news that EXFO, an opto-electronics instrumentation company in Quebec City, wants to buy itself back (translating from the Journal LesAffaires). It says that the stock is jumping. Can you explain to me why it is that the stock jumps in that case? Why wouldn't the company buy my shares back close to the current price? I bought my shares around 4.80 so I've been 15% under water for the last while.
Read Answer Asked by Matt on January 08, 2015
Q: Hello,
In the larger cap oil names, which one would be your favorite for 5 year + and very briefly why (or combinaison of names). I had in mind suncor, cenovus and cnq. Thank you.
Read Answer Asked by Pierre on January 08, 2015
Q: As a clarification to my previous question concerning an investment in VSC would you please explain the difference between an indicated yield of 2.6% and the yield to maturity of 2% for this ETF. What actually ends up in my pocket?

Thanks Team
Read Answer Asked by Warren on January 08, 2015
Q: Hello Peter,
I have read your responses to the questions relating to the two companies and appreciate the detailed responses. I have done very well with both and now am wondering if it is worth adding to my positions or should i wait. BAM represents 5 % of weight and BIP represents 3 %. I know it is in a different industry but I was thinking of reducing CGI group which has 6% weight to 4% and adding the proceeds to BAM or BIP. I have more in BAM as it is more diversified. Rather than adding more stocks, i just want let my winners run and add to them. Thanks again for your unbiased advice.
Read Answer Asked by umedali on January 08, 2015
Q: Hi Peter, I have very little oil and gas exposure in my portfolio other than thru etf's. What stocks can you recommend I can buy at this point for king term growth (10 years) and dividend income? Thank you
Read Answer Asked by Vineet on January 08, 2015
Q: Hi team, I noticed some of the pipelines are getting caught in a downdraft to add to the pain of my oil company holding. However I was thinking of buying a few pipelines like VSN and IPL in my TFSA, but before I do I wanted you opinion on the relatively new midstream ETF: HOG.Is this ETF too small at this point to buy a position, or should I just go back to buying individual names like VSN and IPL. Thanks as always, you are a great team.
Read Answer Asked by Ray on January 08, 2015
Q: I constantly keep approx. 150k in cash equal to 3-4 years of withdrawals (1.25% interest) to fund annual cash requirements in addition to gov't pensions. Would you recommend buying VSC to raise my interest received to (currently) 2%?
Thanks to All
Read Answer Asked by Warren on January 08, 2015
Q: Do you know what percentage of Wajax's revenues is from the oil and gas sector? And how do you feel about it now that it is at an all time low? Thanks, as always.
Read Answer Asked by Alex on January 08, 2015
Q: Hello Peter

Currently my portfolio has 11 Canadian companies :CSU,AYA,ESL,DHX.b,CCL.b,MG,IPL,RY,SJ,BYD.un,ATD.b .I want to duplicate each of them in the USA companies within similar sector/industry and pretty the same performance.
I know it is not easy, please help me if you can to provide me with the tickers of the USA similar companies.

Thanks Andrew B.
Read Answer Asked by Andrzej on January 08, 2015
Q: I have virtually no exposure to oil in my current portfolio and I'm thinking that CNQ, trading at the sub $30 mark offers an attractive entry point. I like CNQ because of it's size, dominance over the land base and operational efficiencies.
If oil continues its slide, do you believe CNQ will continue to go lower as well? How safe is the dividend at this point and / or if oil continues it's decline?
Thanks!
Read Answer Asked by Chad on January 08, 2015
Q: Hi Peter, team,

Could you give me your opinion and ranking on these two.I hold both and wondering if I should reduce, add or just hold. Do you see any upside catalysts this year? I suppose the biggest one for PPY is Petronas affirming its LNG plans. Do you think they will?

Thank you!
Read Answer Asked by Douglas on January 08, 2015
Q: Hello Everyone at 5i,

I am rebalancing my portforlio little by little and I'm looking at sector weightings.
Could you please check my notes on % holdings by sector, and let me know if you would make any changes to these numbers based on the markets today and in the near future, please.

In general I am a long term investor and can tolerate some loss/risk, and I frequently check market performance and make adjustments here and there.

Financials 15%
Energy 15%
Materials 5%
Health 5%
Tech 15%
Utilities 10%
Consumer Discretionary 10%
Consumer Staples 5%
Industrials 10%
Telecoms 10%

I have put Mg in Consumer Discretionary, and with a very good run, that sector has ballooned to 26%. I'd like to let Mg run. What is your opinion?

Your advice and opinions are extremely valuable to me. Thank you.

Gail
Read Answer Asked by Gail on January 08, 2015
Q: What are your thoughts on this company? I have a small speculative position in a USD SDRSP account. Any better alternatives in the same space?
Thanks for all your help.
Read Answer Asked by Gregory on January 08, 2015
Q: This is a response to Dave's question about Globeinvestor Gold. I too have been using this service for many years and was very satisfied with the Portfolio and especially the Screener. It no longer works with any level of accuracy, so I've spent some considerable time looking for alternatives. For the Portfolio management part, I've bought a three year subscription to StockMarket Eye ( I think it cost $74 cdn for three years. It can be down loaded for a free 30 day trial before buying. It is a very good Portfolio manager and allows you to report in numerous ways. I also subscribe to Finviz.com for an exceptional screener. Although it is a global screener, it handles the Canadian market info very well.(the subscription is free).
Read Answer Asked by Ed on January 08, 2015
Q: Hi Peter and 5i folks,

Love this service. I especially like the questions database which I consult on a regular basis. I also the quick return on questions asked in an often rapidly changing environment overlappded with long term "sage" advice. And I also think the new rules on question limits to be most fair.

It is now 2015 and it is time to add to my TSFA account. I am growth oriented now but will rotate to income in about 5-7 years. I am wondering if you could recommend 3-4 equities that have been over-punished (providing a good entry point) with the recent market pull back.

Pats on the back for a unique and valuable service !
Read Answer Asked by Jim on January 07, 2015
Q: Is trilogy a buy at $7, I can't see how it could go much lower.
Do they have financial issues, also your opinion on management

Thanks
Read Answer Asked by Doug on January 07, 2015
Q: i constantly read about a 20yr recession about to happen due to the debt of the usa federal government or is this just fear mongering. thanku
Read Answer Asked by dale on January 07, 2015
Q: FCX, with a P/E of 10.8 and a dividend of 5.55% seems an obvious buy (all else remaining equal) though despite a relatively high payout ratio (84%). Would this be your favoured blue chip in this sector?
Read Answer Asked by David on January 07, 2015
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