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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: Good afternoon...I am looking at adding to my portfolio with available cash...based on your current portfolios and stock prices can you advise what are the top 6 you would currently buy based on current price and future growth/dividends...

Thanks again
Read Answer Asked by Matthew on May 23, 2014
Q: Peter what do you think of buying CQE right now?
Read Answer Asked by Martina on May 23, 2014
Q: Hello again 5i,
Another question regarding my intention to sell stocks in my RRSP and buy fixed income. I have wondered, since I already have the stocks, whether I wouldn<t be better to simply put a stop loss on the security and let it ride, rather than selling it outright. That way I would still have the income from the stock and would be protected in case of a downturn. If the stop was triggered, then I could buy fixed income. What are your thoughts on this stragegy? Am I missing something?
thanks
Read Answer Asked by joseph on May 23, 2014
Q: Hi guys

Of the oil and gas companies how would you rank DEE?
Do you see it as a possible take out candidate?
Thanks
Hersh
Read Answer Asked by Hersh on May 23, 2014
Q: I am looking at Long Run (LRE) as as high-yield play. Could you comment on its recent dividend policy, sustainability and payout ratio going forward. Also, I note that some of the senior management comes from Penn West. Are these the same people that mismanaged Penn West for so long? Note that my objective with this investment would be income over growth.

Thank-you
Read Answer Asked by grant on May 23, 2014
Q: Peter, thank you for all the sound advice you offer to us. we keep hearing that what goes up must go down. I remember back in 2004 people saying bank stocks were a no brainer as they kept going up although we were starting to see some segments of the economy ie car indusdry showing signs of weakness. However the stock market continued in a positive trend for another few years. Should we be concerned at this junture or continue to have faieth in the capital markets? Would you consider this to be a hold period and buy on weakness or sell on strength so you have cash for a future downturn. I realize you do not have a crystal ball and no one can time the market but there are trends I am sure you have seen.thank you again for the service you offer.
m
Read Answer Asked by Maggie on May 23, 2014
Q: good evening,
just wondering your thoughts on XDV growth over the next 6 months?Thanks!
Read Answer Asked by Patricia on May 23, 2014
Q: Good morning 5i!
Pembina’s (PPL) rise has resulted in it being 14.7% of my portfolio (retired, for dividend income), with the dividend now being less than 4%. I own 14 stocks, and am also in the oil/gas/energy world with a full position in ENF and a minor holding (.8%)in the more speculative/risky ABM.
I am considering trimming to a position of 10% or slightly less and biting the capital gain bullet. These funds I would invest in Crombie (CRR.UN). The increased dividend (CRR.UN pays a distribution of 6.67%, AFFO payout of about 89%) has about a 3 or 4 year payback on the extra taxes for 2014. I own other reits (about .75 positions in each of CAR.UN, HLP.UN, and MRG.UN) but nothing in the retail sector.
Crombie had a 90% ROC last year, and over the previous few years an average ROC of 62-65%, so I realize it will result in more taxes on an ongoing basis. I see no easy way for estimating the future ROC, and the net tax effect. I have every intention of holding CRR.UN indefinitely.
I would appreciate your comments on the advisability of this “rebalancing”.
Thanks!
Read Answer Asked by Paul on May 23, 2014
Q: Hi,

Would you buy Y at the current prices. Why is their PE ratio so low compared to other companies. If you have to choose the best groowth stocks right now which stocks would they be.
Read Answer Asked by Imtiaz on May 22, 2014
Q: Hello 5i team,
I have been reading your general guidelines on asset allocation in the various comments and have decided to add some fixed income in my portfolio.

My plan, in this case anyway, is to sell some companies that I hold in my RRSP and buy them back in my non-registered account.

One company that i am considering selling is Atco. Now, my question is whether, at this point in time, i would be better to buy back Atco, or one of its peers instead. I note in the RBC site that it cites Enbridge as a peer. I am not sure that they are the same but maybe so.
So, my question is whether i should buy a peer company or buy back Atco at this time? And on what basis would you decide this?
I should say that I suspect that Enbridge is fasting growing than Atco and has a higher dividend. I should say that I don<t immediatly need the dividend. Really appreciate your service and thanks for any help
Read Answer Asked by joseph on May 22, 2014
Q: I'll need more great information from you guys.
Two of my holdings, Glenworth GNW is down about 7% from its recent highs. I have a small position I am wondering if I should add more if it looks like it is going to move back up.
A while back you had said that Cardiome PHARMA was okay, since then, the stock is down about 18% after I guess a bad quarter. I've had this stock for quite a while and it seems to be very disappointing. Is there any hope for it?
Thank you,
Dennis
Read Answer Asked by Dennis on May 22, 2014
Q: gwo and hwo what do you think of these companies and which do you prefer for income and growth. thanks
Read Answer Asked by don on May 22, 2014
Q: Why is HWO down in the past few days and do you still think its a good long term hold?

Thanks
Read Answer Asked by Graeme on May 22, 2014
Q: Good Morning, could I please have your updated view on CSE and any comments related to their recently announced financing.
Thanks
Read Answer Asked by Robert on May 22, 2014
Q: Peter, NVC ctarted trading yesterday on the NASDAQ with 125m shares moving, symbol NVCN. They still do not make, and in fact still lose money. Do you still think it is best to await profitability before jumping in, despite the added exposure. Thanks
Read Answer Asked by David on May 22, 2014
Q: Are any of the companies in your model portfolio besides Magna available on the US stock exchange? I'm going to have some US dollars available that I would like to use on a model portfolio stock if possible. thx!
Read Answer Asked by John on May 22, 2014