skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I bought some Aecon in November, hoping the election would provide a boost, but it hasn't. In terms of infrastructure, I note that WSP is in your income portfolio. If I only held one infrastructure stock, would you recommend WSP?
Read Answer Asked by Stephen on January 14, 2016
Q: Hi 5i GUD-T has been in a down turn. Why? Is it still a buy?
Read Answer Asked by Gordon on January 14, 2016
Q: BPF.UN is down ~ 10% over the past 3 days; considerably more than the TSX.

Any idea why?
Read Answer Asked by Douglas on January 14, 2016
Q: We depend on dividends for 50% of our income and now have full positions in BCE and T in our joint account. I would like your opinion on adding either SJR.B, which I prefer for the higher interest and monthly dividend, or RCI.B. I have several reits and AX, along with others, has dropped like a brick recently. Time to sell? - Ted
Read Answer Asked by Edward on January 14, 2016
Q: DFN pays dividends on a basket of largely banking and other large companies. Over the last few days it has dropped to levels not seen since 2012. Since the companies it holds have not dropped back anywhere near so much what could account for such a collapse?
Read Answer Asked by James on January 14, 2016
Q: I would appreciate your opinion on which of the three oil producers I mention are best positioned for a dramatic turnaround whether due to takeover or a reversal in oil's fortunes. On a related note, which is your preferred choice of pipeline company from a reliability of dividend perspective?
Thanks for all you do.
Read Answer Asked by David on January 14, 2016
Q: Hi 5i team,

What do you think of ATCO at the current price for a long term hold? I am looking for some growth and dividend income.

Thanks for your insights on this stock!
Read Answer Asked by Michel L on January 14, 2016
Q: Hi Peter,

I'm 32 years old and have $150k in new cash from the recent sale of a business. I'm looking at investing these funds in a variant of your Balanced Equity profile. I'm ok with risk and am wanting a long term investment with a higher upside. Are there are any changes that you would make to the portfolio to match my situation?

Thanks!
Read Answer Asked by Andrew on January 14, 2016
Q: ZWE
YOUR EVALUATION AS AN INCOME, CAPITAL PRESEVATION ANS EUROPEAN EXPOSURE PLAY ???( NO CAPITAL GAIN EXPECTED AN VERY LITTLE EU EXPOSURE )
THANKS
YOSSI
Read Answer Asked by JOSEPH on January 14, 2016
Q: Barry Critchley in the FP this morning, reported that both TD Bank and CIBC will be buying back big chunks of shares under NCIB. What does NCIB mean? And, as the article states, each purchase (at a discounted price) won't affect the daily price, it should have an appreciating effect on the price since there would be fewer shares for the same total value of the banks, should it not?
Read Answer Asked by Fred on January 14, 2016
Q: Both of these appear to be breaking down technically at the moment. Would $38.00 and $55.00 be considered good entry points.
Thanks in advance
Read Answer Asked by Rick on January 14, 2016
Q: your analysis of the results today please. Looks like the turnaround is going well, big increases in EBITDA and debt down significantly. Div increase also a good sign. what is the valuation like, sector compare? Takeover candidate?
Read Answer Asked by Scott on January 14, 2016
Q: Currently have 0% weighting in materials in an otherwise diversified portfolio. With the ability to hold for the next 5-10 years, what would you recommend as your top 5 materials companies?

Thanks

Robert
Read Answer Asked by Robert on January 14, 2016
Q: Good morning Peter, Ryan and 5i Team - I'm looking to add to my current position in Alta Gas (ALA). Can you provide your opinion on ALA with the objective of safe dividend and some slow steady growth as the sector recovers? In your previous response on Dec 24 you thought it was trading a bit high based on P/E but it has come down since then. Thanks again - John
Read Answer Asked by john on January 14, 2016
Q: Hello,

SWKS has been a top pick over the last two months twice by Bruce Tatters on BNN. Unfortunately, I own this stock and it continues to escalate on the down side. I get bits of negative information from my Itrade account about it. However, you will know a lot more about it than I do. Should I take my losses?

Dennis
Read Answer Asked by Dennis on January 14, 2016
Q: Hi Peter and associates:
On Dec 29, commodities on Bnn, Andrew Bell had a list of Canadian oil co,s which are the largest producers of condensate
also known as Diluent, used for shipping bitumen. I wanted this list but BNN did not record the clip of this part of the show.
Could you provide the names of Canadian oil co's which produce it. Also, I submitted a question on the night of Jan 11 and have not received a reply. I appreciate your help.
Thanks,
Ben.
Read Answer Asked by BEN on January 14, 2016
Q: Good morning,

I am looking to find the relative exposure of the big 5 banks to the oil and gas sector. I understand that thus far that the effects of the downturn in the oil patch have been somewhat benign, but it would be helpful to know the potential relative effects of a protracted low oil price on the respective banks (ex National and Cdn Western) based on their exposure to the sector. As well, could you please pass along the bank that you feel is most insulated.

Thank you for your response,
Brad
Read Answer Asked by Brad on January 14, 2016
Q: I hold Chartwell REIT and Chemtrade Logistics, 3% and 2.7% respectively. Am looking to add to either (or both?) in this market downturn, for income. What is a good weighting for these companies, and which is the most likely to withstand another barrage of sell-offs? (That is, which sector, which company, is likelier to do well in such an environment.) Thanks!
Read Answer Asked by Sylvia on January 14, 2016
Q: Canadian banks have all dropped in value YTD by up to 6%. I understand that this is due in part to concerns about energy-related loan losses as well as high consumer debt levels. What is your call on what will cause the declining trend to stop, and when that might be ? From a technical point of view, where is the support level for RY ?
Read Answer Asked by Don on January 14, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!