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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: I see that you are advising people to avoid purchasing RPL at this time. I have a small position and wonder if I should sell and cut my losses?
Read Answer Asked by Denis on August 28, 2013
Q: Hi Peter and Team, regarding Novus, NVS, I just read that Hong Kong Economics Times has a blurb about Yanchang Petrolium International Ltd wanting to fully acquire NVS for 500 million Cdn 'according to market sources'! Have you heard this through your sources by any chance? If possibly true, then would this value NVS shares at about 2.20 cdn per share (after debt repayment) or have I miss calculated? Is it just another rumour or will NVS be required to halt the stock and report on this if there's some truth to it? Your thoughts on this before markets open would be greatly appreciated. Thanks!
Read Answer Asked by Hussein on August 27, 2013
Q: Hi Peter & Team:

Could you please comment on Canacol Energy's (CNE) update today re their Oso Pardo well and how yoyu think this might affect the share price going forward.
Many thanks.
Read Answer Asked by Alexandra on August 27, 2013
Q: Gold & silver metal prices were up about +2% today.
XGD was down about -3.7% today.
Can you explain the logic in this???
Read Answer Asked by David on August 27, 2013
Q: why is timmins gold corp. not following the trend in the goldstocks?
Are there some underlying problems.
If not what would be a good entry point?
Read Answer Asked by Josh on August 27, 2013
Q: Hello 5i: Please comment on BX. I notice there is news of a lawsuit, but do you know of anything else to cause the recent drop?
Read Answer Asked by Gail on August 27, 2013
Q: TEVA has been a holding of mine for several years and has been the epitome of dead money. There's certainly been no growth and I wonder is the true PE 8X or 80X as some have it? Can you recommend an U.S. ETF that would represent the industry bearing in mind that I also hold Pfizer?

I note that Valeant is now in the top ten of large cap Canadian companies and do you think it can overtake companies higher up on the list such as Enbridge? Thanks, J.
Read Answer Asked by Jeff on August 27, 2013
Q: Re: VUN
I am a longterm investor and have become overweight Canadian equities particularly versus US equities. My question relates to whether I should buy the US broad index now or wait for a more substantial pullback?
Read Answer Asked by richard on August 27, 2013
Q: Hello, I am thinking about buying an life insurance company as a hedge against rising interest rates. I would switch funds that I currently have in Riocan REIT. Do you think that this is a good idea and if so which of the companies would you recommend ie Manulife, Sunlife, or Great West Life. or any other insurance company you like. Thank you very much for your consideration.

Read Answer Asked by Alan on August 27, 2013
Q: I have been following Chemtrade CHE.UN for sometime looking to add to my RRSP on a pullback. Like it for its good and stable yield. I noticed you cover Canexus CUS in your summary and it looks like a similar company with comparable yield. Which of these would you prefer and which would provide better growth in price and dividend. I notice that CUS has had quite a sell off recently. Is this a good buying opportunity.
Read Answer Asked by Bruce on August 27, 2013
Q: Hello. This is follow up on my prev question reg recomm for fixed income. Wanted to know what would you recommend for bonds, preffered, gold, real estate portion of portfolio. Like CBO,CHB,XTR,CPD,XRE or something else you like.
Read Answer Asked by RUPINDER on August 27, 2013
Q: Obviously the market is now turning. I have already sold some of my equities but gold silver and oils are now going to do better with the political turn of events in the offing for Syria. I already own G and SlW and done quite well. I also own su. Any other recommendations in the oils, gold and silvers. Thank you.
Read Answer Asked by Jim on August 27, 2013
Q: Can you provide your current opinion on Canwell (CWX) and how safe the dividend is? I've owned it for awhile, but have got burned a few times on stocks with high div yields. I do want to stay in this sector, so please advise if there is a safer stock in this sector. Thanks so much for providing this service! John
Read Answer Asked by john on August 27, 2013
Q: Could I get an update on what you think of Sherritt (S) I realize metals miners are down but it seems S must have another problem?
Thanks
Read Answer Asked by Doug on August 26, 2013
Q: Hi 5i,

Your thoughts on TTH (Transition Therapeutics)? I'm thinking of adding it to my portfolio for a speculative health care play. Have you met management? What are your thoughts? Many thanks
Read Answer Asked by Sasha on August 26, 2013
Q: As a follow up to Jacks question on Aug 23 regarding FAP: is there any history of them having cut dividends previously? Their payout ratio seems pretty high at present.
Thanks
Read Answer Asked by steve on August 26, 2013