Investment Q&A

Q: Peter What is your current take on this stock I held it for a few years dead money /
Stan

Q: How low can oil go before its dividend is in jeopardy? Also, can I get your opinion on the recent announcement of new production? It didn't seem like a lot.

Thanks in advance!

Q: How will the lower price of oil affect revenues for Badger? How much of their business is energy related? I have held badger since it was an income trust and wondering if I should lighten up.

Q: Hi Peter and Team,

What are your thoughts on Argex Titanium now?

Q: In an earlier reply, you suggested FLOT over SSF.UN due to lower MER. Is this still your thinking or are there other options you refer? Thanks for all your help.

Q: hi peter;on dec 5 re xhy you said out of 137 energy co. there is only 8 that are ccc+ could you tell us the names of them or where would I get this info. thanks brian

Q: hi, what would your recommendation be for a china exposure etf. i heard a talking head say exposure to the shanghai index is best? thoughts? need something liquid too.

Q: Hello 5i,

Do you have a few biometric companies you like for growth in the sector? After reading this article, I would like to keep my eye on a few with some good potential. Cdn or US stock, either will do. Thanks for the excellent service. Gerald

http://business.financialpost.com/2014/12/06/banking-on-biometrics-how-youll-soon-be-able-to-pay-with-your-finger-access-an-atm-with-your-eyes/

Q: Hi Peter/Team I owen this transcanada pref. shares for some time and i wonder if it is worth holding it or sell it. thanks Jim!!!

Q: I noticed that on my TDW brokerage statements, the regular payment is recorded as a "distribution" even though it is summarized in monthly "dividends" total. It's made me question whether Boyd is paying out a dividend or something else.
Can you please shed some light on this before I contact the broker?

Q: Hello Peter, Ryan et al, I am with Paul K all the way. At over 70, retired, I have no where else to go for income with reasonable safety but banks, utilities, pipelines, REITs etc (throw in BEP.UN and BIP.UN). Fixed income? Bah! (I still have a few GIC's going to maturity). For sure, I have stuck my neck out and have a few stocks like ACQ, HLF, EH AFN etc. As for our golden years,we've been led to a place that is not what we expected to be (not your fault). I have a different take. As an INCOME INVESTER (there are very few of us left), I worry about, look at, first and foremost 'INCOME'. That means that if income keeps up with inflation (pray that it be low), I don't worry so much about what happens to the capital. There have been periods in the past when the value of stocks had gone down but the income kept up with inflation. So, the question is: would a portfolio of cashflow generaters that pay out most of it and growing the cashflow going forward be OK for someone like me? Yours with fingers crossed, Henry

Q: I am trying to establish an asset allocation program. I am 74 yrs old have some money in RRIF act's professionally managed and some money I manage myself. My desired return for my self managed portfolio is 5-7% with medium risk tolerance. Please suggest an appropriate allocation.

Q: Hi peter, I would value any comments very much! Cheers, Austin

Q: Hi 5i team,

Could you please provide me with two must read investing books that should be on every investors wish list for Christmas?

Much appreciated,

Jon

Q: Each Christmas I transfer a few DRIP shares to my children's Drip Portfolio.Your opinion on Penn West or Crescent Point
Thanks,
Dan

Q: This is the Warren Buffet backed company from China.I have held this stock from $10 down to $2 and back to $6,about 4+ years.In your opinion should I hold on,do not need cash,or would it be better to just sell and buy a more stable dividend stock in Canada.Could you recommend a couple replacements if I sell?
Thanks for any imformation, Brad

Q: Hi,
Can you please give an update on the recent reorganization?
Thank-you.

Q: Velan has been holding up well in this poor market could you please give me your opinion and future prospects of this company.

Q: What would your top 3 picks be for 2015 and the reasons why?

Q: It's understandable that Bloomberg (or 5i) can't spend excessive resources in ferreting out all the nuances of insider holdings. In the case of Slyce, further digging reveals that Business Instincts Group (5.4m shares) actually include the equity holdings of co-founders and current board members Cameron Chell and Erika Racicot. Also, BBG Equity Management (John Gabriel) and their 1.7m shares has been in the picture since 2008 so the only true 'outside insider' would be Salida Capital's holdings. I therefore suggest that true insider interest is closer to 14.3m shares, or 13.4% of total issued.