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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: We currently hold TD, BNS and BMO. Is there any advantage to holding ZWB instead of individual Canadian banks in the current market environment? Would the covered-call overlay produce additional returns over holding the individual banks?
Read Answer Asked by Allen on July 21, 2015
Q: Canadian wholesale sales fell over 50 billion dollars in May according to statistic Canada. Since all the analyst's were expecting it to hold steady I would think this is the cause for the poor market conditions today?
Read Answer Asked by ron on July 21, 2015
Q: Which 3 companies would you recommend to buy with our weak dollar?

Thanks
Read Answer Asked by thomas p on July 21, 2015
Q: Do gold-producer stock-price declines suggest sector capitulation? Understanding that gold itself may be range-bound for some time, is there bounce potential for the producer stocks? Wrt FNV, how does one assess the relative contributions of gold vs. oil+gas? Please feel free to suggest an alternate vehicle for this sector; I never expected to see so many 'blue-chip' producers so far down.
Read Answer Asked by John on July 21, 2015
Q: As we all know now both roger greene and michael dalsin now own zero shares.In looking at insider trading report.They both sold 1 million plus shares in the market.Then they had a private sale of all the shares they had left.To me the public sales helped the price to where they did the private sale.How can one have confidence with these actions.Transparency in the markets is key.Who did they sell to?CONFUSED.
Read Answer Asked by glenn on July 21, 2015
Q: Hi Team,

Blake asked a question about Goldcorp (G) and you suggested the possibility of exiting the materials sector altogether.

As a long-term, value contrarian should I be looking at that as a buy signal, now that it looks like capitulation is occurring? ;-)

Seriously, if you were to pick a handful of materials companies that will survive the onslaught which ones would they be? The more down trod the better (but still able to survive).

Sorry, I don't mean to be cheeky. I totally respect your advice and service and follow it daily. Your advice has helped me make a good chunk of money, which would not have happened without my membership and I really appreciate it. Don't know where I'd be without you!

Cheers, Michael
Read Answer Asked by Michael on July 21, 2015
Q: Good morning Peter. I would like to invest in the metalls/resources sector for 3 year hold as current prices seem to be historically low. Can you suggest 5 good company's that can sustain the current downturn (lower debit, good assets, reasonable cash flow) that look very attractive at current price levels. Thank you for your great service.
Read Answer Asked by Vinod on July 21, 2015
Q: LOOKING TO SWITCH D.UN FOR SOT.UN . CURRENTLY HAVE 15 PERCENT WEIGHT IN REIT SECTOR . HOLDING CSH.UN AND HR.UN AS WELL .
Read Answer Asked by Ken on July 21, 2015
Q: Hi 5i Team,

What are your thoughts on the current pricing of PHM? Do you think the price has hit a bottom yet? I have 3/4 position, so should I be adding or wait and see what the next results bring?

Also when is Concordia's next earnings report? Last earnings was OK, with light revenue, did management adjust guidance for this or was there just lag in sales say due to timing of acquisitions?

Thanks, Shane
Read Answer Asked by SHANE on July 21, 2015
Q: Released 2nd q results today. The trend seems upward. Would you care to comment on the 2nd q results?
Read Answer Asked by Murray on July 21, 2015
Q: Hello Peter & Co,
It was a brutal day for materials and energy,
I'm glad that my holdings in the Materials sector (5.7% of portfolio) consist of Chemtrade, Interfor (for US housing) and Stella Jones.
I wonder if I should further reduce my Energy holdings (4.4%) consisting of Tourmaline, Vermillion and Whitecap or get out completely; ditto for Energy Infra/Midstream (9.3%) consisting of Altagas, Enbridge, Inter Pipe, Keyera and Pembina.
Thanks for your input.
Antoine
Read Answer Asked by Antoine on July 21, 2015
Q: Peter; When a company does a buy back program what reporting criteria are they obligated to follow, i.e. are they " insiders" and have to report that way or just quarterly or ? Thanks.Rod
Read Answer Asked by Rodney on July 21, 2015
Q: Hello,

Your comments on Purchasing XGD for a possible trade by the end of the year?

Thanks
Read Answer Asked by Francesco on July 21, 2015
Q: I am acutely aware that Gold is down sharply today. You have already answered another member about the investors losing confidence in commodities.
Of the medium sized Gold companies CG seems to have held the price better than others though it is also down! For example compared to Alamos, Yamana, Eldorado and such.
I see not many questions on CG on members' questions. None for a year approximately. What are the companies that can be compared to CG?
Any opinions or comments?
Thanks in advance.
Read Answer Asked by Savalai on July 21, 2015
Q: I currently do not hold any precious metal stocks, and am very grateful for this. I know some of this is pure luck, and am wondering about your contrarian view on the sector. I see some stocks like YRI, G, ABX that have gone down so low that surely there is "blood in the streets". Is this a time to step in, or is this not 5i's style of investing? If this is not a recommended style, I would totally understand, but figured I would ask. Thank you!
Read Answer Asked by Mike on July 21, 2015
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