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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: A portion of my overall portfolio is perpetual preferred shares (down 4.5%) and I am considering selling and replacing with rate-reset preferred shares. I would appreciate your comments on the two types of preferreds and your recommendation for 4 or 5 rate-resets. In addition to the BCE.PR, I currently hold BAM, GWO, MFC, and SLF preferreds.
Read Answer Asked by Bill on October 14, 2014
Q: What is your outlook for Ithaca the stock has been slammed hard in this downturn.
Read Answer Asked by Keith on October 14, 2014
Q: Hello,

Interesting times, and I'm already seeing opportunity, though am waiting.

I've recently read some bullish articles on SA with respect to Richmont Mines. The most recent article mentioned RIC upping their YTD production by 68% (http://seekingalpha.com/article/2552425-update-richmont-mines-reports-year-to-date-gold-production-up-68-percent).

I see many positives with this company (please correct if wrong):
- 32 million Cash
- low debt
- $800 / oz cash costs
- mines in Canada

Since 2012 I see 5i has a varied opinion on this stock, including it being a good takeover candidate. Could you update on your opinion of this gold stock?

Thanks,

Cam.
Read Answer Asked by Cameron on October 14, 2014
Q: I wish to purchase a dividend paying company, where there is some chance for growth and am thinking about one of the rails, (although perhaps a U.S. rail company but don't know any) or a pipeline company. Am I correct in thinking that the rails have a pricing power authority that trumps pipelines, pipelines being more closely tied to commodity price. Thank You
Read Answer Asked by Phyllis on October 14, 2014
Q: Hi - can you help me understand a few things about this type of correction?
1. Who would be doing the majority of the buying on these incredibly volatile days? Is it primarily institutions that are moving these markets?
2. What is the impact of ETF and mutual fund rebalancing on market movement? Presumably every index-based fund has to buy and sell the same securities at the same time to keep mirroring their index. Would this not magnify normal market movements?
3. Is there any advice specific to retail investors that can help to minimize the impact of this volatility?
Read Answer Asked by David on October 14, 2014
Q: May I have your opinion on this fund. I realize the fees are higher that you like. It pays a good dividend, has a book value of $ 6.24 It has always paid its distribution even during the 2008 - 09 market decline.
If there is a better stock with a similar dividend in the oil sector please advise.
Read Answer Asked by Pete on October 14, 2014
Q: Hi Peter any thought on the upcoming Seven Generation IPO?
Read Answer Asked by steve on October 14, 2014
Q: I have sold a few losers in the last month and now have ample cash. Given the recent drops, is there a time limit before I can buy back a stock at a lower price. Any tax problems?
Read Answer Asked by Edward on October 14, 2014
Q: Good morning....At what per barrel would the oil stocks "most likely" be required to look at cutting dividends....ie. CPG, SYG,WCP etc...what can they be sustained at?

Thanks
Read Answer Asked by Matthew on October 14, 2014
Q: I've been following 5i for a while now and am very grateful for your unbiased advice and responses. I couldn't afford to buy ALL of the stocks in the Model Portfolio when I first joined so started out with 6. I now have BNS, FSV, MG, STN, SYZ and TOU as these seemed a fair "micro model" group. Although they've taken a hit of late, I'm holding long and am still pleased with gains so far this year. I'll soon have a bit more cash to buy - should I stick with these 6 and do some re-balancing and adding, or would you suggest a few more from the Model, and if so, which ones. I'm in for the long haul.
Read Answer Asked by Chris on October 14, 2014
Q: Peter and team,

I have been looking for a good water idea for a long time and came across American Water Works on the US exchange recently. The 5 year chart looks good and the dividend has been increased steadily.

What are your thoughts on this company and investing in this stock?
Read Answer Asked by Marc on October 14, 2014
Q: This engineerinf firm in the states has low debt and a reasonable dividend.What do you think?Thanks Don
Read Answer Asked by Don on October 14, 2014
Q: Hi Peter and Team: Can you provide me with an opinion on this stock? A good entry point?
Read Answer Asked by Ford on October 14, 2014
Q: I am looking at ensuring that I have diversification in my portfolio, which hasn't always been the case. I am still heavy in energy. I would like to add a health care position. I have gone through most of your recommendations and I don't see anyone stock that is obvious. I know that KBRO is indirectly related, but it is considered an industrial. What would be your recommendation for healthcare. I really appreciate your service, and I find that I learn something everyday. Cheers.
Read Answer Asked by Colin on October 14, 2014
Q: Probably not the best time to ask this given all the current excitement buy how do you guys determine which stocks and how many you cover and do you consistently try to weed out the weaker companies (c rating and below?) and replace them with stronger options?
Is there a fixed # of stocks you will cover and what criteria do you use to drop a stock?
Read Answer Asked by ralph on October 13, 2014
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