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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 5i team!

With $47 oil would you know what SGY's approx. net back is? I know it was disclosed in the recent quarterly release at much higher oil prices, but the royalty rate also fluctuates. I am looking to go overweight in my portfolio with SGY and am willing to be patient with low oil prices for 2 to 3 years, but I am wondering SGY's "going concern" (risk of bankruptcy) with prolonged low oil prices. From my perspective if SGY is still making money at $30 oil when their hedges roll off then the long term investment should pay off?

Thanks for the advice and looking forward to the 5i Conference!
Angelo
Read Answer Asked by Angelo on January 22, 2015
Q: Would MCEP be a good stock to purchase.Eddie
Read Answer Asked by Eddie on January 22, 2015
Q: What do you think of this fund as it is showing good return
Read Answer Asked by Ron on January 22, 2015
Q: Further to Claudette's question on DRT; Mr. Nutall said the the company had a 25% organic growth. How is that possible when its PEG ratio is less than one? Is there some other metric that provides an answer? We often hear on BNN that organic growth is very positive for stock price appreciation.
Read Answer Asked by Lionel on January 22, 2015
Q: Currently holding MAL, and somewhat disappointed in recent results,not sure why their price has fallen, and am considering either switching from MAl to CAE, or adding CAE to have broader coverage in this industrial space. Appreciate you input with thanks. JIm
Read Answer Asked by James on January 22, 2015
Q: Most recent question and response on this company was July 2014. I wonder if your opinion is much the same as at that time, or do you see an improvement; or perhaps a falling off since then or in the cards for a bit later. Importantly, do you see the dividend which is north of 10% as safe. Thank you very much for all you do
Read Answer Asked by Phyllis on January 22, 2015
Q: Hello team,
I have 7% gain on my holdings of MOS(+ US$ gain). Does it make sense to sell it and buy AGU or POT in Canadian $ ?
Thank you always!
Read Answer Asked by Issaku on January 22, 2015
Q: I know that you like Stantec as a good, solid performer. I own both Stantec and WSP Global, 4% each. My other holding in industrials is CNR, at 8%. (it's grown nicely and am loathe to part with it yet.) My question is: how do you think Industrials will perform in this environment. Seems like Stantec has been taking a rest for a while. I was thinking of switching Stantec for CGI group, which would increase my holdings in Technology to about 19%. I'm looking for a good company with a bit more "ooomph" in it right now, regardless of sector, but CGI's growth appeals to me. Your comments are always valued.
Read Answer Asked by Sylvia on January 22, 2015
Q: I understand Boralex just finished a successful equity offering and completed an acquisition. I understand the stock has just been upgraded to outperform - what would be your view?
Read Answer Asked by Murray on January 22, 2015
Q: You last commented on First National last August. Could I please have an update, especially in relation to the drop in interest rates. Thanks!
Read Answer Asked by Paul W on January 22, 2015
Q: Hi guys, wondering what you thought of is hares global healthcare and bmo global infrastructure as investments at the present time.zgi and xhc . Are the mer's ok and are they a good hedge against our weakening dollar? Do you have a better ETF recommendation or specific stocks in these areas you prefer. Thanks Darryl
Read Answer Asked by Darryl on January 22, 2015
Q: Hello Peter and the 5i Team,

My wife's TFSA consists of AP.UN, DH, and KBL. There's also a small amount of CDZ where accumulated cash is deposited. Both AP.UN and DH are enrolled in DRIP's. For this year's contribution, we are considering either CXI or DHX.B. Given that DHX Media pays a small dividend and has a DRIP that gives a 3% discount, but CXI 'might' have higher growth (with no dividend) which stock would you think would be the best for this year?
Read Answer Asked by Jerry on January 22, 2015
Q: BCE and BAM have been going up lately. I am up quite a bit on both. The PE of BCE is quite high. Do you think it is time to trim it and pick it up when it goes down or use the proceeds to buy Rogers? What would your view be on Brookfield Asset Management. Thanks very much.
Read Answer Asked by umedali on January 22, 2015
Q: how do you apply sector designations to some etf's that cross many sectors; eg xcs or even xhy and xlv (health)
Read Answer Asked by wayne on January 22, 2015
Q: Hi Team
Could you recommend two good growth companies, suitable to a TFSA, that will benefit from the weak loonie and a recovering U.S. economy.

Thank You
Clarence
Read Answer Asked by Clarence on January 22, 2015
Q: STB - I know it's not a strong Balance Sheet - too much debt, etc. etc. but it has given my wife nearly 8% for over 3 yrs.& that huge French transportation co. has kept buying 95,000 shares per month for over 18 months. I can't find out anything else - can you?!

SGY - Insiders keep buying large - even last week. Any news??
Thank you.
Read Answer Asked by Robert on January 22, 2015
Q: Your opinion on these two, please: DRT for growth, EIF for high income with some growth. Thanks, Ted.
Read Answer Asked by Edward on January 22, 2015
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