Investment Q&A

• Chevron Corporation (CVX)
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Q: Hello:
I have held CNQ, CVE and SU for a few years in my portfolio
How would you feel if I sell part of CNQ or CVE and invests it
in Chevron (NYSE); the performance of the later is far better
than the Canadian oil companies that I have held
I do have a small position in TOU, thanks

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Read Answer Asked by Michael on October 30, 2013

Q: Re: XCS; a small cap index ETF, the performance has been less than stellar if one compared it to Mawer small cap fund (closed to new investors); is there another small cap index other than
IWO (US) that you could recommend to look at ?
Secondly, is there a seasonal time to be best at small to mid caps ? Thanks!

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Read Answer Asked by Michael on October 30, 2013

Q: Should a 5% gold portfolio weighting be in gold stocks or physical gold? Do gold etf's work for this and what (if any) gold etf would you recommend? Thanks

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Read Answer Asked by Ronald on October 30, 2013

• Stars Group Inc. (The) (TSGI)
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Q: Hi All
Do you think AYA and WCP are still a good buy at today's prices.
Concerned they may have maxed out for a while. Your opinion is, as always,greatly appreciated.
Many thanks for your excellent service.

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Read Answer Asked by Rob on October 30, 2013

Q: RSI
Hi, I am holding Rogers Sugar and it seems to be on a constant downward trend this past while. Do you have any idea why and should I hang on to it? Thanks, I really appreciate your advice!

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Read Answer Asked by Pat on October 30, 2013

• Tourmaline Oil Corp. (TOU)
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Q: My oil stocks amount to 9% of the total portfolio. Holdings are SU and CPG with 3% ea and IAE, LEG and TOU at 1 % each. Would it make sense to sell IAE and LEG and add those funds to TOU. All three of those stocks project a substantial potential increase in future cash flow. Or would it be better to sell the SU and put those funds into TOU.

Many thanks. Great service! Bob

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Read Answer Asked by Robert on October 30, 2013

• Agnico Eagle Mines Limited (AEM)
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Q: Just a follow-up question on AEM...does Bloomberg show how many ounces it produced in 2006? I'm just trying to get a sense if gold production has increased along with the share count...or put another way if the ounce of gold per share has matched or bettered the share increase.

Thanks

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Read Answer Asked by James on October 30, 2013

• Liminal BioSciences Inc. (LMNL)
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Q: Hi Peter,
I red your answer on to susan PLI. Would you suggest to stack up then and put it away for 3 years?
Thanks,
GAB

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Read Answer Asked by Bayegnak on October 30, 2013

• Open Text Corporation (OTEX)
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Q: Hi Peter and team,

Any thoughts on the 4.6% drop in Open Text today? Would you continue to hold this stock for future growth/income or would you suggest replacing it with one of your other names in your portfolio?

Thanks as always,

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Read Answer Asked by Jonathan on October 30, 2013

• RIFCO Inc. (RFC)
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Q: What are your thoughts on RFC rifco at current prices? Are they becoming too expensive to buy into?

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Read Answer Asked by Eric on October 30, 2013

Q: Hi Guys: any comments on the DHX deal- cant blame them for selling stock here but is this a decent price for us? this will boost the balance sheet as well?

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Read Answer Asked by Scott on October 29, 2013

Q: Can I get your opinion of TML ? Thanx Robbie

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Read Answer Asked by Robert on October 29, 2013

Q: Hi 5i I noticed your recommendation to one reader to look at the ETF XCB. XCB has dropped a bit in the past few months, what do you think would be the driver to increase the price. Also is the dividend a true dividend or is it interest, and why does the dividend fluctuate from month to month. Thx Gerry

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Read Answer Asked by Gerry on October 29, 2013

• Liminal BioSciences Inc. (LMNL)
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Q: Hi Peter,
Raising cash seems to be causing PLI to drop like a stone. I just bought it last week and am wondering if I should get out now before I lose too much more... Susan

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Read Answer Asked by Susan on October 29, 2013

Q: 01 Communique case against Citrix back on the front burner after patent validated: http://stks.co/jrPK

Game changer for T.ONE? Hope for Wi-LAN?

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Read Answer Asked by Richard on October 29, 2013

Q: Hi Gang. I have about a 20% position in Financials and am looking to either (1) average up on Home Capital Group from a 3.3% position to a 4%+ position or (2) I may start a 2.5% position in Equitable Group (EQB) because of its growth prospects and ultra low p/e.

Other possibilites instead of adding to my financial weighting is VRX or CSU because I am underweight the Pharmas and Tech. Your thoughts would be appreciated regarding my weighting in the Financials and HCG vs EQB at current valuations.

Thanks, as always.

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Read Answer Asked by john on October 29, 2013

Q: Hi,

Have you heard about a company LXV. This company is launching a social website Mobio on Dec 1. The company is already up a lot in the last few days and the volume has picked up by 20 times. Is it worth the risk?

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Read Answer Asked by Imtiaz on October 29, 2013

Q: Hi,

What do you think of XLA? Or is there another emerging markets ETF that you'd recommend, preferably with a dividend?

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Read Answer Asked by Graeme on October 29, 2013

Q: Thanks for the great service you provide, first of all! I am a new member and am learning by the bucketload, both on your Education section and the Q&A.

I have one quick question on Osisko & Detour: I've reviewed the many answers already provided herein, but I fail to find what the production costs, all in, would be for Osisko &Detour Gold.
In a "flat" gold market it would be of value to know which of the small/juniors are likely to survive, given the related costs of production. Thanks!

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Read Answer Asked by Sylvia on October 29, 2013

• Maxar Technologies Inc. (MAXR)
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Q: HI Peter and 5i team
Could you suggest some companies to disperse about 60K of RSP money? It will remain untouched for at least a year. The rest of the portfolio (unregistered and RSP)is reasonably split among Telecom, Utilities, Real Estate and Financial.
Thanks

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Read Answer Asked by Bob on October 29, 2013