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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: I have been zero weight oil/gas for quite some time. I do not believe there is a long term sustained move in these commodities. That said, am I being foolish not to have some exposure. I have looked at BIR and it looks attractive. I was recently reading a big bank research report on the company that has a target price of 9.00. They are using a 65.00 oil price long term. They are a gas producer. Go figure. I get there is a correlation but what long term gas price are they using. 65.00 in my opinion is pie in the sky. All commodity investments in my opinion are not investments, but a trade. Maybe I have answered my own question.
Your thoughts.
Much appreciated.
Read Answer Asked by Bill on September 15, 2017
Q: Looking forward to fall gas trade.
Looking for some small or midsize gas producers that have access to the Alliance Pipeline. Could you suggest 2 or 3 good gas stocks to buy and hold to Xmas. Would Bonavista be one.
Thank you for your response.
Read Answer Asked by judy on September 15, 2017
Q: Hi 5i

I own most of BE along with AAPL,GOOGL,DIS, TD, BEP.UN and a few others. Want to add 2 of the above soon. Which 2 would you recommend now?

Also, I would like to know your thoughts on PEG/PEGY ratios. Do you use them and if so, how?

Thanks, Greg
Read Answer Asked by Greg on September 15, 2017
Q: Good morning. A few questions to help me with my portfolio and build my growing financial knowledge - appreciate your solid guidance!

While Norbord is showing as a "buy and strong buy" in the recent Thomson Reuters report, it's stock price currently above it's predicted position of $45 in 12 months. I recognize the repair efforts from the hurricane may benefit the stock in the short term. Would be great to hear your considerations on purchasing this stock at this time. And has the potential benefit in the short term already been accumulated in the current price?

With the recent drop in OG (38 to 27 cents), is there a way to tell if any big shareholder pulled out of their investment, or are other forces at play. Anything to be concerned about? I recognize this is a speculative growth stock and is risky.

This last one is more of an educational question. I recently bought LAC as a speculative add given the Asia announcement regarding the ban on gasoline cars in the future. The stock is incredibly volatile during the day. I am curious if this is due to "day traders" just trying to make a buck given it's volatility or some other dynamic is at play?
Read Answer Asked by Loretta on September 15, 2017
Q: Hi team, I have a spec position in a junior miner that has done very well while we wait for them to release drill results. In your experience, is it better to sell before the results or wait it out? The first drill result was very promising. I ask this question in the context of investing in the junior market. What has been your experience in investing in junior miners? Any strategies?
Cheers
Read Answer Asked by Seamus on September 15, 2017
Q: I am retired and living on dividend income. I would like to invest 10% of my portfolio in 4 stocks from your growth and balanced portfolios for capital appreciation. Which 4 stocks would you recommend that are at the best valuation, offer a margin of safety, and offer the best growth potential for a 3-5 year hold?
Read Answer Asked by Curtis on September 15, 2017
Q: Hi, can you please advise current PE ratios for each of these companies. Can you also rank them best to worst for adding a new position today for 3-5 year investment not taking into account sector diversification within the portfolio.
Read Answer Asked by Jordan on September 15, 2017
Q: What are your thoughts on JD.Com as a rival in the market place to Alibaba?

Motley Fool presented an interesting article recently to suggest that JD.Com's potential is/may be greater than Alibaba's given that JD's business model is more akin to Amazon. While BABA deals mainly in secondary merchants, as in EBAY, JD is selling its own products. The article cited impressive growth percentages showing how JD is outstripping Baba and is a force with which to contend.

I own both BABA and AMZN, but was thinking of making the switch out of BABA into JD. Any thoughts on their potential growth, their financials, etc. .... Notwithstanding your "non coverage of US cos" , which is always understood. Thanks.
Read Answer Asked by Sylvia on September 15, 2017
Q: Hi, this is a Warren Buffet Co. that I have had for over three years,and is at a high. Would you consider it a good time to sell? Or If you know anything about the company,would you hang on for a better return? I have a small profit.
If I sold I would buy something in your income portfolio, so if you think there is a better opportunity would like your opinion. I could buy any sector except financial,which I am fully invested.
Thanks for your thoughts.
Read Answer Asked by Brad on September 15, 2017
Q: Hi 5i, AT has dropped to 52 week low, is it a buy? Thank you
Read Answer Asked by Hue on September 14, 2017
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