Investment Q&A

Q: Do you think the dividend is at risk?

Q: I am 81 years old and need to cash in some of the following holdings. Forgetting allocations or other considerations, thinking only of which are most likely to do well in the next 2-4 years, would you please list them in the order in which you would sell, ending with those best kept if possible.
ATD.B
BAD
BIN
DHX.B
PHM
SU
VEF

Q: Please comment on the Shaw media acquisition. Does it look good for a long term hold for income?
Many thanks.

Q: Could you give an outlook for this company.
Any reason of the low shareprice?and is dividend safe?
I am looking at tcn or bip-un as a potential buy.
Which one would you choose and why?

Q: Hi 5i, what range of capitalization would identify stocks in the micro cap , small cap, mid cap and large cap categories. As always, Thanks for your great service.
Ivan

Q: What do you make of a market that starts with hundreds of points up and end with hundreds of points down or vice versa. From your experience is that an indication of bull, bear or nothing can be concluded from these actions. Does history give us any indication what to come or is this a normal gyration of the market and unpredictable investor's reaction?

Thanks

Q: The first three stocks are good ones. Yet, they are all down, respectively by 21%, 28% and 57%,

Would you still advise staying the course ?

The current market is pretty bad. Very few places to hide !

In this really bad environment, is the stock market the place to be ? My only good stock since some time is CSU, but it stands like an exception. Lately, not much money to be made in the stock market. Do you concur ?

Amaya has been a great promise, and a great disappointment...

Q: Good morning,

Could you provide 5-6 stocks in Canada that will benefit the most from an increasing US dollar and that you like for investment purposes right now
Please rank based on best expected performance over the next 12 months.
Do you believe the US dollar will continue to appreciate over this time period?
Please exclude commodity sector.
Thanks for the excellent service.

Q: I currently have 2786 shares of DIV and enrolled in the Drip. It hit a 52 week low today. Any concerns with this? My weighting is 2.84% Also a news release reported that management will take compensation in restricted shares. Is this a positive long term?

Jimmy

Q: Big move on DIV today, down 8% as I write this. I have not found any news that would cause this, I can't see the crude move having this big of a one day effect. Good volume too. Appreciate an education here if i'm missing something, thanks.

Q: Just a comment: you like to repeat that we never had 10 year loss for any major market. Well, we are very close to this here in Canada: April 21, 2006 S&P/TSX Composite close was 12437, as I am writing this the index is 12241... While we don't have 10 year loss yet, we have 9 years and 9 months loss. Regardless whether we blame it on oil, Canadian bureaucracy and unions, or ignorant and corrupt politicians the fact remains that investing in stock market in Canada in the past 10 years was the worst mistake one could make...

Q: Hi Team,

In the past you've said: "The main drivers to equities are (1) earnings (2) interest rates and (3) money flows (people going to cash/shifting from bonds to stocks)."

I know what earnings are doing (US/Canada - slowing but still positive); what rates are doing (US up, Canada flat or down); but I don't know what money flows are doing.

Any thoughts?

Thank you, Michael.

Q: What stocks would currently meet David Stanley's/Ross Grant's Beating the TSX (BTSX) criteria?

Q: Hi Friends! My question is more general in nature. Most people including myself have a very general understanding of how financial markets and government monetary policy works. In an extreme situation where there is a breakdown of the financial system how can an investor maintain some sort of reservoir of value in the event most traditional investments had little value for a period of time? Sort of extreme I know but I think many average investors wonder about this scenario. Ian

Q: I am thinking of buying LNR after this pull back. Would you agree or do you think that the auto sector is near the end of it's cycle?
Thanks, Michael

Q: Hello Peter & 5i team,
I digested Ryan's blog on changes in currency regime and I kept my cool in the first few days of 2016. It is now time to get your opinion on my portfolio; these holdings served me well in 2015 with a 14.1% total return but are they still valid for 2016)
Consumer 22.2% of portfolio (ATD,BYD.CCL,CGX,DOL,LNR,MG; thinking of adding WPK and XTC)
Energy 4.6% (TOU,VET,WCP)
Energy Infra (4.8% (ENB,KEY)
Financials 11.5% (BNS,CXI,EFN,SLF,TD0
Health 6.6% (CRH,CXR,GUD,PHM,RX)
Industrials/Infra 8.6% (BIN,BIP,BOS,CNR; will exit BIN)
Materials 5.8% (CHE,SJ; thinking of adding IFP/WEF)
Tech 23.7% (CSU,DSG,ESL,GIB,MDA,OTC; thinking of adding KXS)
RE,Telco,Util 12.3% (BCE,BEP,CIG,FSV,TCN)
Your guidance is most welcome; I don't mind that you deduct more than one credit.
Happy New Year,
Antoine

Q: I own OCX, TD, and T and thinking of adding to all three as long term. What do you suggest?
John

Q: Belated Happy New Year 5i and all members.
My wife and I have some cash in our account - where would you bet putting cash to work in this environment? - stay in cash, bonds or bond ETF or in equities and if equities what sectors do you prefer and some possible names.
Thank you kindly.

Q: Hi 5i: A few months ago in response to a questioner who asked why AGT was going down, you noted that it had rather a lot of debt. Could you provide a few more details on its debt situation now? Also, has it met analysts expectations recently? Many thanks.

Q: hi experts; equal was bought out by petroflow in the u.s. I have debentures coming due march31 2016. I seem to remember the money was put in trust to pay the db's. now that petroflow is in chapter 11 will we still get paid out. thanks as always--- brian