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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: Hi Peter,
How would you suggest playing Ithaca Energy(IAE) after today's excellent drill results on the Stella field? I am up 15% on my holding, over a period of 18 months, but still believe that it is undervalued by 50%. Thank you for your help.
Read Answer Asked by Jean on September 11, 2013
Q: The Russell 2000 Index Fund [xsu] has run quite a way but is it still a good investment?It's hedged to the Cdn dollar but would an ETF in US funds be more prudent? Your comments are always appreciated.
Dave
Read Answer Asked by Dave on September 11, 2013
Q: I really appreciate the Q&A and your service. What is your opinion of Major Drilling ($7.49) B, H, S?
Thank you.
Read Answer Asked by gord on September 11, 2013
Q: Question on SNC Lavalin (SNC). Their earnings are supposed to jump next year to $2.79. However, from there, their earnings are supposed to fall to $2.23 by 2017.

CIBC issued a report on SNC on Sept 4 where they value their operating business at $19 a share, their infrastructure concession investments at $28 a share, and their net cash at $3 a share.

Is it possible to reconcile both ideas? Is it possible to think SNC earnings per share will fall to $2.23 by 2017 but also think the sum of their parts is worth $50 today?
Read Answer Asked by john on September 11, 2013
Q: I wonder if your view of RNW as an income stock has changed in the past month. Compared to AQN, FTS, BEP.UN and CSE, it has held its value while the others have lost 2-7%. It pays a healthy monthly dividend with a decent payout ratio and its power contracts are reasonably long term and I understand protected from inflation. Other than it is new, is there really anything to dislike. Thanks.
Read Answer Asked by richard on September 11, 2013
Q: HI TEAM
TZZ,FC,MKP.
How would you assess the mortgage corps in general and the above specifically. I am thinking of initialing a position.Has this sector suffered from the interest rate hikes ? which would you buy and why.
your teem are the best
thanks
Read Answer Asked by JOSEPH on September 11, 2013
Q: Thoughts on bond allocation in this current environment? I'm relatively young and have an aiming for a total allocation of ~15%, specifically in XBB.

Thanks.
Read Answer Asked by cary on September 11, 2013
Q: Hi Peter and Team, can you please provide your thoughts and comments on Pinecrest's, PRY, news releas regarding new business model. Thanks!
Read Answer Asked by Hussein on September 10, 2013
Q: I am a little overweight in utilities and am thinking of selling some TRP. I am thinking of buying AFN, NBD, MX or VET. Do you prefer one over the other? BAD is clearly an excellent company but I get the sense the stock has gotten ahead of itself.

8.3% of our portfolio is in energy - mostly gas (ARX, PEY & BNE) - not sure if I would be getting overweight in energy with the addition of VET.

Your thoughts would be appreciated.

Thanks
Read Answer Asked by James on September 10, 2013
Q: This is a repeat of a question that I believe did not get through because of a time out.

It's almost a year since I purchased a 5i membership and will happily renew in Oct. I find the the Q&As most interesting and the more I read I find I seem to be picking up on subtleties. I do have a problem understanding what seems to be a subtlety with the grading system. It seems that 5i considers B- and certainly C+ companies more risky but suitable for income. I would think that someone requiring income would be looking for less risk and security of income.

To give you context I have recently taken control of my investments at a discount brokerage to reduce cost. I'm working toward building a portfolio that will provide 4% annually as a living allowance within a year plus a little extra to cover inflation and the odd treat. I hope I'm not being too optimistic or aggressive.

I now hold B- and C+ with AFN, CS, MCB, NAL and EH and wonder if I should consider replacing. I also hold 12 A to B stocks, a couple of blue chip Canadian large caps as well as ETFs that give me Canadian, US, Global less US and fixed income to round out the holdings.

I would appreciate comments on B- and C+ companies and my use of these as well any other thoughts you may have.

Many thanks,
Brian
Read Answer Asked by Brian on September 10, 2013
Q: Hello 5i staff, John Degoey recently picked FSL on BNN Marketcall. Could I please have your opinion on this ETF? Would you expect money market returns or better? Do you see much risk here? Thanks again for the excellent service
Read Answer Asked by Frank on September 10, 2013
Q: Peter what is your outlook for gvc?its almost at an all time low.
Why so low?
could they be a take-over candidate?
Read Answer Asked by Josh on September 10, 2013
Q: Could I get an update on AuRico (AUQ). I can't understand why it is doing so poorly.
Should I get rid of it or add to it?
Thanks
Read Answer Asked by Doug on September 10, 2013
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