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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 Peter....My energy sector positions makes up about 20% of the portfolio. This weighting is about 5 times the weighting of the 5iR model portfolio. With this in mind, I considering right-sizing, decreasing the weighting? And at the same time, this would consolidating the positions rather than having a number of borderline 1% holds that for me, likes spread the risk among a number of similar holdings in the energy sector.

Here are the positions with weightings. Badger 1.1, CanElson 1.2 PHX 2.4, Lundin Petro 2.4, Vermillion 1.4, Baytex, 1.1, Cenovus 2.0, Energplus 1.2, Painted Pony 1.4, Surge 1.0 and Tourmaline 3.4. These are held in a growth/capital appreciation non-registered account....that is now more fairly sector diverse since being a follower of 5iR.

What weighting or allocation % for energy would you suggest for this economic environment? And what stocks should I continue to hold or stocks that should be the core ones? (Could Badger be classified as Industrial?)

Many thanks.....Tom M
Read Answer Asked by Tom on March 17, 2014
Q: American Hotels Income Fund (HOT.UN)released its Q4 and 2013 results this morning-- and the market seems to be punishing it for the results (down over 7%). The results didn't seem too bad, with continuing expansion tied to long-term railway occupancy guarantees, etc. Could I have your views on the results and the security of the nice distribution?
Thank you.
Harold.
Read Answer Asked by Harold on March 17, 2014
Q: Wow a busy day with questions. I am writing for your assessment of badger's financial today. They appear to be great but management seems to have the most conservative comments in light of their result. l was disappointed not to see a dividend increase could that be staged for the end of the month to give the stock a second bump. Happy St. Patrick's Day Mike
Read Answer Asked by Mike on March 17, 2014
Q: Thank You for answering my early question but if you have a profit when selling your stocks and not a loss do you still have to wait the 30 day waiting period before buying back in.

Paul
Read Answer Asked by Paul on March 17, 2014
Q: Fairly muted market response to BAD's q4 report. Numbers look god on their face. Is the mention that there were weather-challenges in q4 and that these are still present in q1, part of the reason for this response? Maybe the lack of divi increase? The market was also weak today.
Your comments would be greatly appreciated.

Thank you.
Read Answer Asked by frank on March 17, 2014
Q: Good Afternoon,

I was interested in knowing if when I sell all of my stock holdings in a company is there a 30 day waiting period before I can buy back into it.

Thank You
Paul Bohusz
Read Answer Asked by Paul on March 17, 2014
Q: Hello 5i,
I own two OTC stocks China based which are, Bank of China Ltd (BACHY) and China Mobile (CHL); they were bought for a long term hold and are down marginally. What do you think of the long term prospects?
Thanks
Read Answer Asked by Mark on March 17, 2014
Q: I have ACM COMMERCIAL MORTGAGE FUND as a holding in my RRSP. This has been a steady performer for the past few years. With fears of rising interest rates, would a fund such as this be adversely affected by rising rates in the future and if so could you recommend a suitable replacement for ACM (an ETF or possibly a Mawer Fund)which would have about the same performance but not be affected by rising rates. Thank you.
Read Answer Asked by Alan on March 17, 2014
Q: SGL
Hi Peter and Team
I am a long term holder (from the Avenex meltdown) Do you think there is a chance management can work through the problems over a year or two OR is it time to move on?

Thanks Jim
Read Answer Asked by James on March 17, 2014
Q: I have set up two trust accounts for my teenage children. The intention is to buy a couple of dividend paying stocks with a drip, the idea being to set them on a path to financial literacy since I'm not convinced they will learn this at school. As they turn 18 I will transfer the proceeds into their first TFSA for them. I will research my own portfolio for ideas - PKI comes to mind - but would you have an stock recommendations that meet these criteria:

1) 5I approved
2) div of min 4%
3) with a DRIP

Thank you!
Read Answer Asked by Kim on March 17, 2014
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