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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: Hello 5i team,
I hold the model portfolio plus about another 10 stocks. In regards to Ambev which is trading near it 52 week low. Do you see much growth in Ambev over the next 2 years? I am down about 12%. I am debating on on averaging down OR selling it and adding that $US money to my Unilever holding and VXUS holding which have both been hit hard recently. Or I have the cash and can add to all 3 of those $US holdings (in-addition to other holdings in the model portfolio). Thank you for your advice.
Kerri
Read Answer Asked by KERRI on October 17, 2014
Q: Delphi has been reduced almost 50% from its peak in August despite having what appears to be a pretty good track record. Would you consider this a tremendous buying opportunity or with the recent fall in oil & gas prices perhaps its cost of production exceeds the value of what it produces and the company is more likely to fall further particularly if these prices persist for say a year or more?
Read Answer Asked by John on October 17, 2014
Q: Hi 5i,

Sometimes the market over-punishes a company, creating an excellent buying opportunity. Another factor could include a company with a poor communications strategy (doing well, just not communication the results well).

I mentioned Wi-Lan as perhaps the recent legal processes are being over-emphasized.

However, my question is, with the above themes, as of today do you have a few high quality income or growth companies (5 or 6) that are being over-punished, due to the current market conditions (and could be characterized as low-risk bargains). I am currently adding to my portfolio in small increments (not knowing when the bottom will arrive).

Thanks so much for great service.

Read Answer Asked by Jim on October 17, 2014
Q: I noticed Statoil is still declining while other oil majors are flat or bouncing today. What is your opinion on this company? I have a small position less than 1% of my portfolio. Should I hang on or cut losses? Is the dividend safe? It seems like its not afforded out of free cash flow.
Read Answer Asked by Andrew on October 17, 2014
Q: This is a very small company(I thus appreciate it is very risky). However, they have been around quite a while, have weathered a number of 'storms', and just released what seemed to me to be very good numbers. I have not been able to find out how much debt they may be carrying. I last asked about them in July and would much appreciate any updated information/opinion you may now be able to supply.
Thanks as always.
Read Answer Asked by Neil on October 17, 2014
Q: Peter et al,
The market is looking a little better today. Energy(CPG, BTE & SGY) constitute 20% of my portfolio. With some bargains out there, I am considering adding White Cap. I thought of adding more BTE but decided to diversify a little bit. Your comment on that, pls.
Also my wife has almost nothing but cash in her portfolio so I am trying to persuade to consider BTE. Could you recommend that to her (who is extremely conservative)?
Read Answer Asked by Gary on October 17, 2014
Q: I have a position in Ithaca that I intend to hold until they start production from the GSA deposit. That hopefully will be mid 2015. If that happens they are supposed to more than double their production to about 26000boe. They have about 50% of current production hedged at $102 until mid 2016. They claim to be on schedule and appear to be well financed. My question is about todays trading. For much of the day the stock was even or up a few cents. In the last hour or so one broker seemed to sell off a position and most of the trades had a symbol beside them and if you checked the expression MOC Trade appeared. I have never seen that before and wondered if you knew what it means. Thanks for any help. Joe
Read Answer Asked by Joseph on October 17, 2014
Q: This looks to be a good value and high dividend stock. Would this be a safe buy around this time
Read Answer Asked by Tony on October 17, 2014
Q: Hello,

From your model and /or income portfolio can you name a few stocks which look even more attractive from a value perspective after the recent correction. I would like to invest about $10000 with a 2 year time frame in an investment account with a growth focus (some dividents would be great too).

Also I am hoping Peter and Ryans talks at the Moneyshow would be posted on this site. Thanks. Regards, Shyam
Read Answer Asked by Shyam on October 17, 2014
Q: Hello Team,

Can we please get your outlook on the tanker/shipping industry, specifically DHT Holdings and Tsakos Energy (recommended at Canaccord). Frontline (FRO) had a good bounce from the March 2009 lows and I am wondering if that kind of reaction can be expected from these two names. What do you think of their debt levels and prospects. Finally, from a sector weighting point of view, would they be associated to the energy sector.

Thanks,

BK
Read Answer Asked by Bekaye on October 17, 2014
Q: Hello,

Leg is below $5.00 now and I got into it a few days ago. I wanted to take advantage of these low prices. I was told leg hedged a lot of their oil, is this true? Is leg a good entry point at these levels. This is my only energy position. When will all this oil volatility madness end?

Greg
Read Answer Asked by Greg on October 17, 2014
Q: How does this look to you at this time? I will have some money to invest about mid-November and have presently very little US exposure.
Read Answer Asked by Blanche on October 17, 2014
Q: Hi team. I would like your opinion on (AW.UN) A & W Revenue Royalties Income Fund.
Read Answer Asked by Robby on October 17, 2014
Q: Hello, Peter
I am holding 3000 share of any(Sphere 3D), and i bought them @$9, now it's 30% down, should i hold or sell? thank you so much!
Yingzi
Read Answer Asked by Yingzi on October 17, 2014
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