Investment Q&A

Q: Which of these 2 stocks offer the best value, and future
performance. Thanks, How

Q: Hi 5i team,
I'm thinking of dollar cost averaging either my Canadian Oil Sands holdings (purchased in 2008 for an astonishing $39/share) or Goldcorp (bought in early 2012 for cringeworthy $47/share). My time horizon is 3-5 years. I have similar weighting in my portfolio for both oil/gas vs mining sectors. Both these battered stocks pay dividends. Which of these 2 would you suggest I choose now to dollar cost average? I'm working under the assumption neither company looks like they will become insolvent and declare bankruptcy.

thanks

Q: Would either of these companies be affected by the reduction in spending in the infrastructure projects in the oil and gas sector?

Thanks and Happy New Year

Dave.

Q: What does 2015 look like for WEF? Is it a good time to buy?Any possible takeover bids? Thanks...Happy New Year

Q: I bought 300 shares of POT in Feb 2011 just prior to the 3 for 1 split. With a cost of $60.00 a share I have sat on these shares hoping for them to regain their value. The classic holding on way too long. I sold a third of them when the price hit $40.00. Would you suggest selling the other 200 shares now, taking the loss and moving on?
Thanks,
Toni

Q: Hello,

Would you prefer one over the other, and if yes, which one and why? Do you think the pharma sector will do well in 2015.

Q: Hello Peter and team,

I am getting ready to make my 2015 TFSA contribution on Jan 2nd, and with some cash in that account I would like to invest in one or two growthy stocks. What are your top 5 suggestions for a TFSA at this time (holding period is 3 years minimum).

Also can you list your top 3 TFSA suggestions in the Information Technology and the Health Care sectors.

Please rank your choices highest to lowest.

Happy New Year,

Paul J.

Q: Hello,

I just found out that instead of getting shares of Transforce (TFI)the CSS stock was sold and I got cash.

Do you recommend buying TFI at the current price?

Merry Christmas and Happy New Year!!!

M

Q: I don't know if I agree with what sector the TMX site says all companies are in. What sector would 5i put the following stocks be in:
AYA, DH, DCI, SPB, pipelines.
Also, once an investor joins the wait list for a review, is there a rough estimate of timing?

Q: Hi Peter
Our annual stock picking contest starts on Jan2nd ---WE each pick 2 stocks--throw in $100 each and the best growth wins
Can you tell me the 2 that you would pick? I am not adverse to trying to hit a home run with a penny stock if you so chose
Thanks

Q: Merry Xmas

And many thanks for your advice! I'm a long term investor looking for reasonable stable growth over five years.
Which of these growth companies would you recommend? Atd.b, CTC, or National Bank at these levels?
Which of these energy companies would you recommend, PPL, BAM, or BEP at these levels?

Q: Please recommend appropriate broad based ETFs (preferably low MER) given a 10 year plus investment horizon for:
(a) The Canadian market
(b) The US market
(c) The World (ex US) market
(d) Bond exposure

Q: Happy Holidays! All the best to you and your families! I currently have a 1.5% weighting in Catamaran and would like to slowly bring it to a full position in my portfolio. Do you feel today's price is a good time to start adding? Also, do you have any suggestions for a cyber security stock in Canada or the US, something like PANW? I have long time frame and high tolerance for risk.

Q: What blue chip companies look good now and for 2015?

Q: It seems that noses are out of joint in the recent Couche-Tard acquisition of The Pantry. With an investigation being launched against The Pantry directors for an alleged breach of fiduciary trust, what would be the implications to ATD? Would/should ATD walk away from this deal, or would/should it simply raise its share price, if it is found that they did indeed "underpay" for Pantry shares. Your analysis of this situation would be appreciated. Thanks, as always.

Q: Please advise which of the listed companies you are comfortable increasing to a 5% weighting at this time: AVO, ESL, AYA, BYD, DHX, LNR, CNR, QST, WSP, SJ, HCG, OTC and PRW. Thank you and Merry Christmas

Q: Hello 5I,
Is there any reason that the natural gas price was down (lower than summer season) in the last few trading days beside the warmer weather & storage level a bit higher than last year
(5 bcf) ?

Thanks
Loni

Q: Hi 5i team,
being an active investor for about 20 years, I calculated my industry allocation for the first time (meaning: I focus more on company selection): consumer staples 22%, industrials 20%, consumer discretionary 15%, materials 13%, financials 11%, energy 6%, healthcare 6%, technologies 6%,utilities 0%, telecom 0%. I invest in companies that I understand the products, and financial statements (including notes): my "financials" do not include banks or insurance companies.
On these information only and the fact that I won't be needing this capital for the next 20 years: how would you qualify my investor type/profile? What type of economy (refer to growth, inflation, etc.) should I be afraid of? What should be the first corrections to be made to my asset allocation (please suggest companies to buy)? Which industry weights should I aim (S&P/TSX seemed flawed, is S&P500 better?)? Any other comments would be appreciated.
Thank you, and the best in this holliday season, Eric

Q: Just following up to an earlier question: Would you rate PLI, CHW and BXE as holds?

Q: I still own and owned loblaws during the spin off of choice properties REIT. I was eagerly waiting for my share of the REIT but alas none appeared. I now see the REIT trades on the TSX. I still,do not understand what happened. Who got the shares? I recall when other large companies sun off portion of their business shareholders received shares of the spin off. Can you please explain what happened.
Manfred