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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: With the recent moves in the price of oil and nat gas what is your perception on the survivability of Kelt in this environment. Also what percent of production is oil and gas.
Read Answer Asked by William on January 07, 2015
Q: I am confused, are they paying an annual declared dividend or are they paying an annual special dividend- depending on how the year has unfolded. And what is your thoughts on the companies prospects going forward.
Read Answer Asked by Warren on January 07, 2015
Q: bdi sorry for being stupid but your comment "Yes; patience will be needed, but in our monthly review for our Model Portfolio we just added a 1.6% weighting to our Black Diamond position.
View 5i Reports on this Company. if you added a 1.6% weighting shouldn't the new weighting be higher than 1.6%
Read Answer Asked by andrew on January 07, 2015
Q: I am very curious about exactly how oil/natural gas price hedging works. Who takes the hedge bets and are they sufficiently funded to meet their obligations now that most, if not all, hedges have to be paid due to low commodity prices? In addition, typically, how much would a company pay to hedge the price they wish to guarantee and has anyone ever defaulted on a hedge?
Thank you.
Steven
Read Answer Asked by Steven on January 07, 2015
Q: Happy New year to Peter and the rest of the 5i team

Yet another question on a U$ equity which I know is always "a little" out of bounds but... this is a very large cap company that has some significant upside from what I can see. Yet it continues to go down reaching it's lowest point today since Nov 2012.

7X 2015 projected EPS, 25% increase in backlog, Q3 GM up Q over Q, and an expectation of a considerable increase in revenue moving forward.

What am I missing here?

Thanks for all you do

Gord



Read Answer Asked by Gord on January 07, 2015
Q: currently have only Canadian index funds in bulk of portfolio;
plus a dividend fund... am considering the addition of the banks and insurance etf to take advantage of the pull back in the banks and the long range benefit the interest hikes could give impetus to the insurance industry. your thoughts??
Read Answer Asked by edward on January 07, 2015
Q: What are you some of your recommendations for $US denominated bond etfs? Should I be selecting short, intermediate or long term bonds (or broad-based)?
Read Answer Asked by Eugene on January 07, 2015
Q: I've been watching GUD for the past couple of months looking for an entry point, and hasn't seemed to pull back at all with the rest of the market. I know you advise against timing the market, but do you think now would be a good time to jump in? Or do you think there will be more volatility in the short term? Also, what 2-3 other growth companies outside of oil and gas would you recommend for a TFSA with a 3 year investment horizon?

Thanks
Read Answer Asked by Jordan on January 07, 2015
Q: I have been researching Ridley, and have noticed that they seem to have paid generous dividends (all by way of special dividends, annually) all (well, three years, anyway) in excess of per-share net income and very close to or sometimes exceeding per-share cash flow.
That doesn't appear to be sustainable -- or what am I missing or misinterpreting?
Have the last three years merely been a "catch-up" to investors for prior years without dividends?
I understand that dividends under a policy such as theirs (i.e. special dividends) is less certain than a regular quarterly or monthly stream, but how much comfort level can we take on future dividends from RCL?

Thanks for doing your part in distinguishing investors in quality companies from "investors" in the market!
Read Answer Asked by Lotar on January 07, 2015
Q: Happy New Year! We have exposure to the above Banks. After these 2 day's of decline I am concerned about the future and we are considering selling them now and coming back later. Would you consider this the right move OR would you advise to stay the course. Some of this Bank money will be used mid summer for a new house build so we need to make as few mistakes as possible right now. Thx for any help you may be able to give.
Read Answer Asked by Dave on January 07, 2015
Q: What is the best method for an average investor to hedge these low energy prices for our benefit at the pump long term
Read Answer Asked by Eric on January 07, 2015
Q: I realize that forecasting the bottom of oil prices is not possible, but just for fun, if you think oil will see $40 and possibly less, would you sell your various oil holdings now - bte, cpg, sgy etc, even if you have a 50%+ loss??
Read Answer Asked by Mark on January 07, 2015
Q: You have not been asked about IVW for some time. It has done nothing for years and now at $0.05 it seems to be at a multi-year low. Provided it can survive until economies around the world begin to pick up, it may be a good "bottom fishing" opportunity. Do you have a current view on this Company?

Don
Read Answer Asked by Donald on January 07, 2015
Q: Follow-up to Matthieu's question:
My layman's understanding of the car dealerships has always been that they make relatively little profit on actual car sales but rather on follow-up service and repairs. If that is the case, it would seem to me that any "temporary" (e.g. < 2 years)reduction in Alberta car sales should not have a drastic effect on dealership profitability. Consequently, I do not understand why ACQ stock is being hammered so severely in the current environment. On the contrary, it now seems to be a good buying opportunity.

I would appreciate your comments. Thanks!
Read Answer Asked by Gregory on January 07, 2015
Q: What is the criteria for choosing a stock for a DRIP portfolio ? Assuming the company I consider has a 5i Research report, What attributes should I be looking for (low debt, clear growth plans etc. )

Thanks!
Read Answer Asked by Alon on January 07, 2015
Q: Would you consider this fair value or expensive?...looking at it for the
Risky part of the portfolio...
Thank you
Glen
Read Answer Asked by Glen on January 07, 2015
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