Investment Q&A

Q: Hello 5i team,

I would like your opinion please...

Warren Buffet is not the end all do all but there is no question he has some very solid insights. One of his idioms is "be fearful when others are greedy, and be greedy when others are fearful."

With the recent falling of O&G stocks like WCP, I have been watching Relative Strength Index (RSI) with the hopes of finding an over sold equity and taking advantage.

On a RSI scale of 0 - 100 it is widely thought a stock is considered to be oversold if the RSI falls below 30.

on Thursday WCP RSI was 29.5 after changing hands as low as $11.395 per share. By comparison, the current RSI reading of the S&P/TSX Composite Index is 44.9.

Today WCP is trading around $11.60. Would you consider WCP oversold at this time and that taking on a "greedy" attitude would be wise? Or would you advise to wait until after tax loss season is over before moving in today?

Thanks for all you do

Gord

Q: Does the lower price of oil increase the risk of default in some of the holdings in this ETF? Thanks, Joe

Q: Do you think the dividend cuts to the energy sector are priced in yet?Is this a good time to start a position? It is near its 52 week low.

Q: I believe that SGY will rebound sharply but want to use a five figure loss to reduce my capital gains this year. In the meantime what stock or etf would you recommend to replace SGY either temporarily or long term.
Thanks for the great service you provide.
Alex

Q: Dear Gentlemen,
I am using both 5IR portfolios + the Summary list.
1)In Income.Port, stocks like ET, BCE, L, SGY, T, WSP are not in your Summary list, that means You don't follow them ?
2)One stock in Income Port need a minimum rating or considerations of ?
3)Its possible to add Sectors (and rating) in Income Portfolio ?
Thanks
Best Regards.

Q: I see CXR is falling. Any news you can detect?

Q: What do you think of buying a 5% position in FFH as a hedge against shocks to the market? It seems to be negatively correlated with the general market. Also what do you make of its recent significant rise?
Thank you for your advice.

Q: Looking at fixed income and interested in CBO. Some credit unions, however, are offering a five year GIC for 3.01 per cent. I have always heard that with bonds or gic's you will always get your money back. But, with etf's, it can be a little riskier, as you don't own the bonds directly. Essentially, i am afraid of getting bitten by a bond etf and am thinking about this relatively high paying gic as a solution. Is this a good strategy and do i really need to worry about bond etf's
Thanks claire

Q: Hi,

Do you have any comments on OTC's definitive agreement to acquire Actuate Corporation (NASDAQ: BIRT), the leader in personalized analytics and insights.

To me it seems complimentary.

Thank you.

Regards,

Michael

Q: Since certain sectors (such as Energy) have fallen so much, do you recommend people rotate to keep portfolio weightings in check from before? For example, I had about a 10% weighting in energy before the sector meltdown, so it's closer to 5% now. Should I reduce some weightings in others (eg. consumer staples, tech, etc) to bump up Energy? I would plan to reshuffle after a recovery...

Thanks!

Q: I presume everybody uses Stockcharts to sneak a technical peak .
In addition to the default MACD and RSI , I insert Bollinger Bands and Full Stochastics ( they are fun and easy to use ) .
I realize that you don't put much faith in technical analysis , and that you subscribe to a more sophisticated service .... but which oscillators do you suggest for lowly "Stockcharts" people ?

Q: Hi guys,

I don't that your service doesn't focus on U.S. stocks, but my question is more of a conceptual one. I own J&J and Abbott Labs in the Healthcare space in the U.S. They both have over 50% of their sales outside of the U.S. With the rising U.S. dollar, would it be prudent to switch the more domestically focus healthcare companies, such as CVS since I want to maintain my exposure to the Healthcare sector.

Thanks,
Jason

Q: you mentioned the acquisition to be accredited for gxi.
Thought the market thinks different.Why is this?
You think gxi is a good buy at this moment?

Q: Hi team, without regard to sector, but with the exception of oil and gas, I have some cash and would like to pick up 2 or 3 oversold stocks. Could you suggest 5 good quality good value stocks? Thanks so much.

Q: I own MA and have done well with it. Can you please give me your opinion on the company?

Thanks,
Wayne

Q: Cequence has taken it on the chin like all other stocks in the energy sector. Are there any concerns going forward or is it simply caught up in the selling tsunami? And if it is the later is it now cheap enough to consider adding to my position? I'm thinking a number of the energy stocks should have a fair size bounce in the new year. Your thoughts would be appreciated.

Q: Both ETFs have taken off significantly after Nov. 24, the opening of the Shanghai Exchange. Which of the two might have further upside potential, and are they relatively 'safe' as investments?

Q: Would appreciate a current opinion on Parallel Energy. Thanks

Q: Hi - the shares have been crushed in the sell off, are they a likely target or can they do the acquiring in this environment? what is their balance sheet like and any dry powder ? thanks

Q: Hi Peter and company. I would like a look into these as we head into tax loss season. I am interested in your analysis in these holdings... JOY,WRG. I spoke to management about the dividend in JOY but I do not trust the answer I received. Your thoughts... If I could impose these two I recently purchased for catalyst's in the near term... POE, MMT... I read many things on these company's from a variety of sources but they lack your honesty with NO BIAS.
Thank you as always Jason