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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: After years of consolidation, do you think Canadian Oil Sands is due for a revaluation by the investment community? Looking at their capex programme, their big expenditures are out of the way in 2015. With the past CEO stating that their objective is to pay out free cash flow to shareholders, I think COS could increase the current dividend from $1.40 to $2+ if synthetic oil prices stay $90+ and production volumes stabilize.

Looking forward to your views. Thank-you for efforts.
Read Answer Asked by malcolm on January 23, 2014
Q: I sold half my position in Exchange (EIF) last fall to claim a loss. It has gone down further, and I am now debating buying back the portion sold. It is held for income, and currently represents 1% of portfolio, and my purchase would bring it back to 2%. Do you think this is a reasonable idea, or should I just sit tight? Or even sell the remainder? Is the dividend safe, and do you have any concerns relating to the new debenture offering? Thank-you for your consideration.
Read Answer Asked by grant on January 23, 2014
Q: Could you give as crisp as possible definition of the "industrial sector"?
Read Answer Asked by Jerry on January 23, 2014
Q: Hello, Peter
You provide a Great service, your no conflict approach is really one of a kind, and really appreciated. I wanted to know if you have any opinion on this small company i came across, automodular symbol AM. they seem to have no debt high return on equity do you know anything about this company thanks
Read Answer Asked by mike on January 23, 2014
Q: Hi - my TFSA of $32,000 is currently invested as following:

CDH - 50% (recently come alive again; still a believer :-)
Front Street Growth Fund - 7.68% (tough 2 years for Lamarche)
MEI - 25% (good long-term potential - liking it)
CASH - 17% (where to go?)

The goal of my TFSA is aggressive high growth. I like MCR; AVO; BYD.UN and DHX for the cash. Any comments and suggestions to potentially restructure the portfolio and deploy the cash to achieve diversified aggressive growth are appreciated. thx!
Read Answer Asked by Al on January 23, 2014
Q: I am considering PHE, but am concerned about it's size, and lack of liquidity. I would appreciate your insights.
Read Answer Asked by gordon on January 23, 2014
Q: Hi Peter:My riff has your model portfolio @$4.000 each company ($80,000) plus 2000 DH, 1000 MX, 1,500 ZUB and $65,000 cash. Would you recommend adding $2,000 to each company ($60,000) in the model portfolio? Other suggestions? I am 78 yrs old, in good health and so thankful for your services. Ron
Read Answer Asked by ron on January 23, 2014
Q: hi , so lets say that you knew gold was going down too $1000 oz and oil down too $60 a barrel , and bottomed there , what would you want to purchase if you had a couple hundred thousand to spend in the T.S.X. and how would you divvy it up? thanks , look forward to your answer.
Read Answer Asked by jim on January 23, 2014
Q: I am wanting more exposure to Amazon and Google. I own 35 shares of Amazon and 100 shares of FDN. I am considering purchase of 10 shares of GOOG, and possibly selling FDN. How do you rate the other holdings in FDN? Alan w.
Read Answer Asked by Alan W. on January 23, 2014
Q: Hello 5i crew -

I've had my eye on Element Financial for awhile now. I know you consider it expensive at this point. If you cannot recommend a price entry, can you advise of a metric or two you would watch before pulling the trigger?

How much faith do you have with Mr. Hudson as CEO? He seems to have big plans. My concern is his history. The Newcourt Credit Group that he had built didn't exactly end very well. Your thoughts?

Thanks.

Jim
Read Answer Asked by James on January 23, 2014
Q: Hi 5i team,

Couple of beginner questions: I've recently graduated, and am starting to build a portfolio for longer term savings. At the moment, I have 500 shares of Power Corp (POW), and another ~$10 000 cash that I'm looking to invest. First, how concerned with diversity should I be right off the bat? - that is, would you recommend taking a larger (say $5K) stake in 2 companies, or several smaller stakes in a number of companies? Would it be worth selling some of my stake in POW and invest in other sectors for more balance?
Read Answer Asked by James on January 23, 2014
Q: BLD. seems to have attracted 'some' attention. I got beat-up on this stock during the dot-com bubble. Do you have an opinion....is it worth a small investment? Best regards.
Read Answer Asked by Donald on January 22, 2014
Q: Apologies if you have already explained this: Will you be starting a new model portfolio in March or continuing with the same one? Thanks.
Read Answer Asked by Catherine on January 22, 2014
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