skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Could I please have your thoughts on the direction (down) of this fund and whether it is likely to continue. I have held it for years and am now slightly underwater on it - but do not want to lose more.
My objective right now is to raise cash to hopefully take advantage of buying opportunities in some of the areas that have beenb brutalized.

Thanks.
Read Answer Asked by Donald on December 11, 2014
Q: (sorry, i was unable to enter thus question without entering a symbol)
Would you please comment on 3 things... 1 What industries in Canada other than airlines will most benefit over the next while by the drop in oil..2 same question for US market and 3 what foreign country etf ( eg,EWG? ) would most benefit by the drop in oil?
Read Answer Asked by lyle on December 11, 2014
Q: Of all the A-B companies you cover, could you indicate one or two in each rating category (A, A-, B+, B) that you consider to be the best "bargains" at this point. By best bargain, I mean considering risk/reward profile, you look at the share price and say, "Wow, I can't believe that this stock is trading at that low price." (I'm guessing: (A: Stantec), (A-: BNS), (B+: GIL or BAD?), and (B: NAL or ACQ?) What say you? Others?

Also, if possible, of all companies at any rating level (A to B-) on your "watch list," could you indicate one or two similar bargain companies? Energy sector included.

Thank you,
Cheers
Read Answer Asked by Gordon on December 11, 2014
Q: Good Morning, CSE now yields 8.25%. Any risk to dividend cut? Do they have any material exposure to the energy sector? I have a small weighting and am thinking of adding more to my income portfolio.
Read Answer Asked by Robert on December 11, 2014
Q: Hello Peter & Co.
I hold AVO and am down 45%, I also hold BDI and am down 58%. VET is down 26%, QST down 16% and PEY also down 16%.

I have a small capital gain this year. I'm thinking about unloading these (for sure AVO and BDI, not so sure on the others)and investing the proceeds into my S&P500 ETF VFV, to increase my US exposure and eliminate the dogs in my portfolio, also helping with my tax situation. What's your philosophy on selling the dogs and tax loss selling in general?

Read Answer Asked by Andrew on December 11, 2014
Q: I hold both SPB(in your income portfolio) and WCP(in your model portfolio). Do you still support both of these companies? Are their dividends secure? Is there any news regarding each of them or are their respective pullbacks just part of the energy collapse as of late. Would you suggest I continue to hold them? Thanks, as always for your valuable guidance.
Read Answer Asked by Les on December 11, 2014
Q: Are there any CDN or US ETFP's that you like for small cap or large cap exposure? What if one enhanced them with specific stocks to increase specific sector exposure?
Read Answer Asked by Gregory on December 11, 2014
Q: At what price do you see a barrel of oil bottom out at??? and when
Read Answer Asked by Eddie on December 11, 2014
Q: I have 4.2% in SU, 3.43% in HSE and 2.6% in CVE, about $67,000 total. Right now they are underwater, SU 12.3% and HSE and VCE about 19.8%. Hold for the dividend? Or sell and invest in ? We do need dividend income as we have no private pension s.
Read Answer Asked by Edward on December 11, 2014
Q: Peter I hold 15% in the energy space and I think I am reasonably diversified I hold BTE SGY and WCP my plan is to wait this out for as long as it takes. I response to a ? this morning you agreed with investor to lighten up on SGY .
Do you think I am out of line to wait this out .I find you comments and positive feedback invaluable in this current meltdown.I also have a 6% plus holding in IPL
Kind Regards Stan
Read Answer Asked by Stan on December 11, 2014
Q: Hi Peter and Team:
In my Tax saving account, I bught SGY at 7.99 in August 2014 & QST at 3.65. Now SGY is down to 3.65 & QST is down to 2.80. what's your suggestion? do I sell or hold? what do you think those 2 companies fundamentally? I am long term investor.
thank you so much for your excellent service.
Read Answer Asked by hong on December 11, 2014
Q: Peter and Team,

This is sort of a follow up from another member's question today on MFR.UN and my questions from the past couple days on bond ETFs.

What is the better choice between HFR and MFR.UN? HFR doesn't appear as volitile but its yield is lower along with lower fees. My head tells me HFR is safer but I'm surprised by the high yield on MFR.UN.

Thoughts?
Read Answer Asked by Marc on December 11, 2014
Q: Hi Guys:
the only "energy" related stock I have is Gibson(GIB) and I'm down 5% 5%. I would like to jump in on one of these since they have had a big downturn, Would Suncor or Halliburton be the best to buy at these discounted prices. I noticed that the Royal Back\MorningStar rated it a very strong buy.

What's you opinion SU with a 3.45% dividend or Halliburton with a 1.98% dividend
Read Answer Asked by JOHN on December 11, 2014
Q: Hi Peter, I bought this in June for $55 (must have split stocks) anyway, there was a lot of insider selling on Monday. Should I be concerned and maybe sell this stock?
Read Answer Asked by Jeff on December 11, 2014
Q: This ETF seems to be imploding. I really don't understand when I compare to CBO. Your thoughts and comments would be appreciated.
Read Answer Asked by roland on December 11, 2014
Q: HiTeam
At what point (oil price) is COS not profitable? I have bought in around $12 thinking it was fair value. Was I right about that?
Would any oil sands companies be seriously threatened by low oil prices?
Is COS debt manageable?

Thanks in adavance..
Read Answer Asked by John on December 11, 2014
Q: I'd like your opinion about acquiring 1/2 position in HNL for a shorter term hold (and longer if necessary). Is the high dividend sustainable with the way things are looking now? Do you think the stock price will get hit hard in the next week given tax loss selling?
Grateful, as always, for your comments.
Read Answer Asked by Brenda on December 11, 2014
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!