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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: Hello team,

I was wondering if you had an opinion on Valero. It would seem that in this environment it would flourish with the availability of cheap oil. The stock has fallen from over 73 to the 53 level and has an interesting multiple and dividend. What am I missing here?

Also, have you ever considered adding a U.S. portfolio to your roster?
Read Answer Asked by Suzanne on February 09, 2016
Q: Hi Peter, Considering current downturn in biotechs and future overhang of US elections, do you think I would be better off to wait until August/September this year to pick up CXR or NHC? Also I read biotech prices are inversely proportional to interest rates. So do you think it is a good bet to hold CXR at this time when fed is tightening? I have 30% of my portfolio in cash. Should I hold off until August or September(weakest month)to deploy them for a 10 year hold?
Read Answer Asked by Sridip on February 09, 2016
Q: Hello Peter and the 5I team

What are signs of a value trap?? Do you have a check list that you can follow? I am wondering if MG could be a value trap. I heard that a good sign of a value trap is a low P/E ratio compared to historic levels ( this may seem like a obvious sign). What things do you look for? I was wondering what your general opinion is on MG and do you feel that the car parts cycle is over or on a decline?

Thanks
Read Answer Asked by Darren on February 09, 2016
Q: Today David Rosenberg recommended buying high-yield corporate bonds, presumably because bond prices would go up when the stock markets go down. What is your view of this strategy? Any ETFs that you would recommend, Canadian or US?
Read Answer Asked by Kurt W on February 09, 2016
Q: I have a few shares of this stock, have not seen any negative news to cause it to go down so steeply. Would you happen to have access to details I may not have access to that would explain the downturn? Many thanks, Helen
Read Answer Asked by Helen on February 09, 2016
Q: Gold and related stocks have had quite a run lately. Might this be seasonal or longer lasting?
I am wondering, if investment in any of the companies indicated or the ETF might be worthwhile. BTO, a stock considered solid, has not really participated as much as other stocks - any reason?
Thank you for your input!
Read Answer Asked by Sigrid on February 09, 2016
Q: I own, any particular reason to sell. can you tell me what is holding this stock back?
What are your favorite gold 5 stocks in this market? Thanks.
Read Answer Asked by Maureen on February 09, 2016
Q: Hi 5i. With CAD at a relatively low level against the USD, should one sell unhedged ETFs and buy hedged, on the theory that long term the CAD will likely come back up toward US$1?

If not, why not? Held in RRSP if it makes any difference.

If so please provide favorite ETFs that are similar to: VUN, XEF, VEE. Thanks.
Read Answer Asked by Chris on February 09, 2016
Q: What would be your top three recommendations for playing an increase in gold prices. Please include one explorer, one producer, and one royalty.
Thanks.
Read Answer Asked by Tim on February 09, 2016
Q: what do you think of this one , safe to add it to a portfolio? Or avoid it for something else? thanks
Read Answer Asked by jim on February 09, 2016
Q: In this space, would you buy either or both of the above.
Are there other stocks you would prefer in this space or in the pipeline space?
Thanks again.
Read Answer Asked by Maureen on February 08, 2016
Q: HI there team. May I get your opinion of RNN Rexahn Pharmaceuticals in NYSE. Thanks!
Read Answer Asked by Robby on February 08, 2016
Q: The last time you commented on Kinross Gold was almost a year ago, February 17 2015. (... that I could find...) At that time, it seemed you felt investors would be better off in just about any other gold company than Kinross due to its debt and other issues. Do you still feel the same today? I'm just wondering why the stock is shooting up -- I don't see any substantive reporting -- so what am I missing? Is it a good buy? or a trap? If so, could you state your preference in the gold sector, other than AEM or Goldcorp. Thanks.
Read Answer Asked by Sylvia on February 08, 2016
Q: I am interested in returning to the gold sector but would appreciate some insight as to what you would prefer, I'm agnostic. Would you pick bullion, a producer or two or an etf of producers. Any ideas of where to go, specifically and generally would be wonderful.
Thanks
Read Answer Asked by Kyle on February 08, 2016
Q: I am wondering how you are viewing the US economy these days. You had been rather bullish on for several months and other than the latest jobs report, it seems to be doing ok. Is the market not in step with the economy at this time, for whatever reason, or has something fundamentally changed? I hope I am not being naive in thinking that the Fed had not idea what there were doing when they signalled a strengthening economy by raising rates.

Thaks for the insight?

Paul F.
Read Answer Asked by Paul on February 08, 2016
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