Investment Q&A

Q: Good Morning 5i,

There are reports that the price of oïl could hit $50 by early next spring seasonal down trend. I am holding 5% of my portfolio of each in CPG,SGY and FRU. All of them are for the dividend. Also, I hold ECA (5% of the protfolio) for growth.

Since, the reports are saying price decrease, what would be the strategie for me at this time. Naturally I am under water on all of those stocks. Selling for tax season would be one strategy and the other is hold on to get the dividends.

Do you have any other strategy? Am I too heavy weitghed in the sector?

Thanks

Paul

Q: What are your thoughts on the Q3 results? What impact will the Red Chris mine have on its metrics?

Thanks,
Steve

Q: Hello Peter,
Is there additional information on PHM from your previous answer as the stock continues to move higher? Also, what is your sell strategy for small caps versus large caps? Do you sell to get back to your weighting (assume you had 3 percent) or let the winners run until the fundamentals are no longer in play? My main concern with the latter is if the fundamentals deteriorate, the stock may take a huge hit. Any comments please ?

Q: Hi Guys
What would be your determining factors on deciding at what price to enter a stock like this. What stands out as being most impressive. It looks to be a good free cash flow generator
over 10 years, EPS 10yr average around 20%. Forward P/E at 35x seems high. Would the stable earnings over a 10 year period justify the valuations. Looking forward to your opinion.

Thanks Gord

Q: lately mnd is not taking part in the lift of the gold sector.
Any reason for this?
What is your outlook for mnd?

Q: Why is its yield of 2.9% lower than each of the Individual Banks which are all higher than 3.5%?

Thanks, Austin

Q: Hello,
I am planning on adding these companies to my diversified Canadian portfolio as 4% positions each. I am striving for some US exposure--sj, fsz, some growth--phm, and some stability--kbl. Would you please comment on my choices. Is this a good time for each of these? Any more appropriate stocks at this time? Thx Kate

Q: Hi Peter & 5i Team,

Would you please consider the following requests:

1. Commenting on every covered company's quarterly results as soon as you have had the time to look at them without waiting for a member to ask. This way all members could benefit in case no one asks about a certain covered company.

2. Every Friday, posting the names of covered companies scheduled to report quarterly results the following week, so members can look out for the results as well as your valued opinions of the same.

Many thanks

Francis

Q: I own the Vicwest convertible debenture. The conversion price will no longer be of any consequence after the takeover. Do you know what will happen to it once the takeover of Vicwest is complete?

Q: Hi Team

Can I get your opinion on Enbridge Income Fund Holdings Inc ENF-T versus Brookfield BEP.UN-T for a non-registered account with both objectives of longterm growth and safe yield. (for long term hold.)

they seem to have similar yields yet different P/E ; P/book ratios and payout ratios ?

please tell me if

1. are they in similar sectors (? utility)

2. are they subject to similar or different economic pressures.

3. are yields more secure one or the other

4. is growth better on or the other.

5. is the yield on one more tax advantageous versus the other

6. subjective , but is one "bluer" chip than the other

thanks

Ernie

Q: Hello,Please list your favourite companies in your preferred sectors which benefit most from U.S. exposure.
What is your opinion of AGT?
Kudos to your super team and all the smart members who ask the "right " helpful questions.

Q: Please suggest 3 low beta blue chip CDN stocks for RRSP Investing and 3 of similar quality for my TFSA . Thanks. Richard

Q: It appears hrx blew the quarter right out of the ball park. I know you should not fall in love with your stocks but I find management does everything right here and that we are in a bull market for military and commercial aircraft replacements. Agree? I am thinking of making hrx a 5 percent weighing even though there is no dividend.

Q: Hi, one of my friends was asking what I thought of the Allegro Moderate Portfolio A mutual fund. First, the performance is rather mediocre. Second, the MER (2.54%) is fairly high, but non uncommon in the fund industry, for a balanced fund. It is a fund of funds, which are all Investors Group products. Not that all their funds are not worth owning, but this product seems obviously designed to be most beneficial to that company. I was not impressed with this feature. I also noticed that many of the funds included in this product are of the "A" class (based on GlobeInvestor). Does this means that there are also MERs of 2%+ that also apply. If so, it is outrageous. I told her she need to find out from her advisor, but I was wondering whether my read of this last feature is correct.

Q: Your opinion Please?

Q: Just observation.Over the last 2 quarters,noticed 2 stocks,SJ & CGX(both in the Model Portfolio) appreciated after missing Revenue &/or EPS estimates.Both reached 52 week high,SJ on Nov 14,& CGX on Nov 13. On 8/20,V Hirsh on Market Call stated that she loves SJ which has great management.Last Q was a little weaker as the cost of treated wood rose.Next Q also might not be fantastic.But growth for the next 2 years is fantastic.Also grow by tuck in acquistion. CGX's Ceo,Jacob appeared on BNN immediately after earnings release & went through the details-beat all metrics except for the poor 2014 summer movie slate,but expect 2015's to be better. Thanks

Q: I recently saw a list of Div Stocks with Discounts via a DRIP. How do I avail of the Discounts? e.g. BTE with a Div of 6.4% + a 3% Disc.

Thanks, Austin

Q: Hello Peter & Team,

Have you come across these foreign companies in the tech sector and, if so, is there any opinion you could offer on their current financials and future prospects as they are expanding globally, although they are still relatively small. Any information you have would be relevant and a good starting point for further investigation, or not, depending on your answer!.

Thank you.

Q: Hello Peter & Team,

Could you give provide a "mini-report" covering the reasons for inclusion of Valener within your income portfolio. Obviously its yield is one factor but your views on management, its position within the industry etc would be appreciated. Apologies if this has been provided previously, I may have missed it.

The service you provide is undeniably the best I've come across. Thanks.

Q: Hi Peter
Could I get your view of thier 3Q results and why they may be down on the day even though the vast majority of oil stocks are up. Thanks Gerry