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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
For the ETF investor, do you see the current market drop as a buying time? Are there Canadian and US ETFs that you would recommend now? VDU? CDZ?
Thanks,
Robert
Read Answer Asked by Robert on January 10, 2016
Q: What would be your recommendations for investment vehicles (with low MER) to hold cash at this time?
Read Answer Asked by Linda on January 10, 2016
Q: I own OCX, TD, and T and thinking of adding to all three as long term. What do you suggest?
John
Read Answer Asked by John on January 10, 2016
Q: Hi,
Can you give me your thoughts on the price weakness? Bip.un has been a strong and consistent performer in my portfolio. Is it a good time / price to buy here? Do you expect anticipate good upside over the next 12-18 months / longer or is there reason to be more cautious/sell?

Thank you
Read Answer Asked by Douglas on January 10, 2016
Q: If holding so called high interest saving vehicles (like TDB8150) in an investment account are subject to bail in legislation, where could one hold cash to avoid bail ins? Depositors in banks are considered "investors" under current laws and subject to confiscation in bail ins, but would you be exempt if you held cash in an investment account. You earn zero interest if you hold cash in an investment account so it would be hard to say you are an investor with that cash.
Thanks
Read Answer Asked by John on January 10, 2016
Q: Further to Arnold's question today, would you be confident in adding to a position in RX now? I have held it for quite a while and also observed the flat price curve; and have been pondering sell or add.
As technicians look at the RX chart, would they be thinking a "breakout" to the upside as more likely than to the downside especially when coupled with the metrics you and Arnold mentioned?

And of course suggest buying more?

Thanks.
Read Answer Asked by Donald on January 10, 2016
Q: Could you suggest a couple of companies that have strong financials and their dividend could survive if oil remains low for some time? Also with some potential for gains when oil recovers. Thinking of PSK or WCP.
Read Answer Asked by Andrew on January 10, 2016
Q: BIP.UN has give up all of the gains last year and is now trading at a 52 week low with a yield of over 6%. This looks like a great buying opportunity - do you agree? Thanks
Read Answer Asked by Gary on January 10, 2016
Q: Hello,
I am down 74% on Surge Energy and still hanging on. I understand their debt to capital ratio is 12% which seems low so I am expecting that they should be able to survive this crisis. The insiders are buying heavily. I am thinking of buying more at the current very low price now as I really only have a half position in it. Would you agree with this thinking and strategy? I dont need the money for a few years. Or should I top up my position in Whitecap which does not have the same low debt and heavily insider buying? Thanks for your help!
Read Answer Asked by Pat on January 10, 2016
Q: Why is CXI been steadily going down? Have you been in touch with any of the principals
Thanks
Read Answer Asked by Rick on January 10, 2016
Q: I purchased this company before joining 5i Research. It is turning out to be fraught with lots of problems, the most current being that they have received a letter from NYSE regulation stating that they are not in compliance due to the company's failure to timely file its 3Q report. If they don't respond by Feb. 5th the co. could be de-listed from the NYSE. So what to do with this stock at this stage? Hold or cut my losses?
Read Answer Asked by Jen on January 10, 2016
Q: Peter,
I read with interest today on Reddit about your investment education and experiences prior to starting 5i. I was struck by one comment, "There is guilt there but I am trying to make amends". It seems to me that the investment world is multi-faceted in its "guilt" and I would ask the following questions. Where are the investment regulators in this industry? And what are their rules on "conflict of interest" when it comes to investing? What about the individual investor's greed that drives them to ignore risk in an investment? Don't get me wrong - I am very happy that you started 5i - but I wouldn't beat yourself up about things beyond your control in the investment world.
Read Answer Asked by Linda on January 10, 2016
Q: Hopefully, this question provides a simple answer. I have approx $100k in liquidity that I'd like to 'park' in whatever equity or REIT you feel is risk averse and would provide some dividend or interest income - bonds aside. I can leave the funds there for 2 to 4 years. At 66 years of age, I cannot afford to lose principal. I am not concerned with currency fluctuation.
Read Answer Asked by Claus on January 10, 2016
Q: Hello Peter and 5i team,
These are the current holdings in our grandson's RESP [ a toddler ]. Please advise if the selections are still effective and any changes. What additions would you recommend for new money?
AVO, AYA, CPH, CXI, DHX.B, DSG, XTC.

3 ARE DOWN SUBSTANTIALLY [ AVO,CPH, AND CXI ]. Should we sell any of these holdings. XTC is up nicely. Do you still like this sector?

Thank you for your advise .

Read Answer Asked by john on January 10, 2016
Q: I have a small position in CXI. It's at a new 52 week low and I'm down 30%. Is it time to bail or time to buy some more. I don't need the cash anytime soon.
Read Answer Asked by Luca on January 10, 2016
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.
Read Answer Asked by Roland on January 10, 2016
Q: If buying an income bond fund should one keep the weighting to 5% of the portfolio?
Read Answer Asked by Anne on January 10, 2016
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