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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 and the team,

I acquired stn in middle of 2013 which did well in that year, then it stayed flat in 2014. Recently, it goes in opposite way from TSX like today for example. Anything wrong with this name? Should I sell it and move on to other name? Do their projects involve with energy related business? Their debt level is about 22.5% to their capital (based on data posted by TD water house), which is low comparing with their peers such as SNC. What is your view of this company this year?
Read Answer Asked by Lin on January 09, 2015
Q: Good morning Peter and the 5i Team,

Just a suggestion to Peter who recently asked a question about parking some cash for 6 months plus. He quoted an interest rate of 1.25% for "a high interest (LOL) investment account". Oaken Financial (a division of Home Capital (HCG) which is in 5i's Model Portfolio is offering 1.75% on their savings account. I have found dealing with Oaken to be very pleasant and they are certainly efficient.



Read Answer Asked by Jerry on January 09, 2015
Q: My Investment Adviser has recommended an investment in this IPO. Would you agree that this is a good opportunity in view of the Fairfax track record, and the expanding economy of India? Thank You
Read Answer Asked by Harold on January 09, 2015
Q: I own zero oil and gas companies. What would be your top 2 picks for aggressive growth once oil stabilizes.I understand that oil could still go to 30.would also like a dividend. Maybe mart and surge. Dave
Read Answer Asked by david on January 09, 2015
Q: I have 10K in my TFSA that I wish to use to invest in two companies which have the prospect of future dividend growth & long term price growth. With that in mind, the financial companies that I am think of are BNS, BMO, TD, CM, RY, SLF, & POW. Which two would you recommend, or is there a company that you would add to my list as a recommendation. Thanks. ... Cal
Read Answer Asked by cal on January 09, 2015
Q: Hi team, Your latest views on WIN please. What would be the best % allocation? Thank you!
Read Answer Asked by Silvia on January 09, 2015
Q: Hi team:
the XRE has broke through the 50 days and I believed the 200 days MA
I am aware that an increase in interest rate could have negative impact on the Reits
Is there any fundamental reasons to support the technical trend ?
thanks for educating us!
Read Answer Asked by Michael on January 09, 2015
Q: I am thinking about buying an ETF on the American banks , should I buy hedged or not?
Read Answer Asked by Melissa on January 09, 2015
Q: I think my question is a first. I would like to know the names (ticker symbols will suffice) of those gold and silver companies that provide a royalty stream. I thought I might find the answer in the "View by Category" section. I was astounded by how many questions you answer on the gold/silver sector. I'm thinking SSO, Silver Standard; and OR,Osisko would be good picks What would your top 2 choices be? I prefer growth as important as the dividend.
Read Answer Asked by Lionel on January 09, 2015
Q: My question is general in nature though uses phm as an example. PHM recently announced two LOI. The purchase price will be cash and PHM shares (in one case some 7 million shares). My question is, when a company purchases another in this way, where do the shares come from? Also, would this type of purchase tend to put a lid on price appreciation as the purchase shares hit the market? Thanks as always and best for the new year.
Read Answer Asked by Neil on January 09, 2015
Q: If you were to pick only one, which one for a 2 year time frame?
Read Answer Asked by Glenn on January 09, 2015
Q: Hi,
I currently have no healthcare exposure. I would to allocate 10% of my portfolio to healthcare. My question is would you put together your own mini etf of Canadian companies or purchase an etf like IBB? I was leaning towards my own. What companies would you suggest to construct my own. A mix of large and small companies would be great.
Thanks for the help,
Luke
Read Answer Asked by luke on January 09, 2015
Q: Is there an etf on the Toronto or US stock market to participate on the Shangai index?

What the difference between the Hang Seng an Shangai stock Market?

To wich of these markets are related xch and zch?

Regards
Read Answer Asked by Claude on January 09, 2015
Q: To team and peter
I have a small holding in my TFSA [ my only energy 2% ] should i add
or go with another energy stock. Can your team give thier opinion
on this co. buy, hold, or sell
GREAT SITE Thxs. Bob
Read Answer Asked by bob on January 09, 2015
Q: Seems like India has done very well and the preamble I hear seems to suggest that the same will happen going forward. I understand Prem Watsa is opening an India Fund, and there are the excel funds. Should I consider either of these or perhaps a couple of blue chips india stocks. What are your thoughts. I also would have the same question about investing in Vietnam, Thailand & Indonesia. Any suggestions would be much appreciated. Thanks.
Read Answer Asked by Maureen on January 09, 2015
Q: In a recent response on a question about Surge, you mention a bought deal but I can't find any reference to it. Can you let me know the details. Thanks.
Read Answer Asked by wendy on January 08, 2015
Q: Hi Peter and Team,
Using COS as a proxy for the oil price because its production is unhedged, Im uncertain if this asset is mis-priced relative to its peers and unto itself. For example, the last time COS was $8/sh was in '04 and oil averaged that year @$35/br U.S in inflation adjusted terms. If most often the market is efficient and correct, what do you think is really going on with this security? Something here is amiss. Thanks very much for your support.
Read Answer Asked by mark on January 08, 2015
Q: An observation re Warren's 2 ?s re VSC : I note from Vanguard's website that distributions paid are mostly "Other Income" (not eligible dividends) which are not as favorable for tax reporting.
Read Answer Asked by Terrance on January 08, 2015
Q: I have 5% weighting in the Materials sector between Russell Metals, Teck, and Rio.
Do you think I should drop any of these and if so which one(s).
And if so, should I replace with Goldcorp or Silver Wheaton or Quantum or any other that you may suggest.
Read Answer Asked by Deborah on January 08, 2015
Q: This is the only question I'm going to ask since start of my membership. I need to start investment in two registered account: RRSP and RESP. Both of them are over 80% cash. RRSP is for someone in 30s. I wanted to use the names that you already provided in your model portfolios, but most of them are already increased in value enough to make me skeptic of their further growth. I'm not sure if they have more room to go. So question here: Please provide me then names, best of crop, for a diversified portfolio with a long term approach. I have some XMA and ZWB in them which I can sell and switch to those you will name. Thank you
Read Answer Asked by Farn on January 08, 2015
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