Investment Q&A

Q: Hello Peter and Team,
I need to consolidate my Utilities weighting in an otherwise diversified income portfolio. I need to keep 3 of the four listed, proceeds of the sale being re-invested into the residual holdings. Please rate these four against each other in terms of consideration of my preference for valuation and growth potential over an extended time frame of 5 years As always I appreciate your thoughts on this. Rick.

Q: well yri is hitting new lows,morningstar(i don't know anything about these people) has a strong buy with a nav of 12.00 a buy at 7.20 and sell at 18.60, they have mothballed c1 santa luz and have all in costs of 825-875 per oz. their uncertainty rating(morningstars)is high. sure do like bargains but i really dont know as most hate the gold sector at the moment. guidance and opinion is of great help. tkx pat

Q: Hi Peter, Do you know what percentage of revenues come from K's mine in Russia? Given that the situation with Russia is getting worse and worse, I'm worried the company could very well be a candidate for expropriation. What are your thoughts on that and how much more downturn can the stock have if that were to occur?

Thanks a lot!

Q: DHX keeps hitting new highs in this market. For sure a sign of a good company? If you were to readjust the growth portfolio would it make the cut?

Q: Hi, could you kindly share your thoughts on PTA. It's experienced a significant tumble lately.

Q: Peter et al,
I have shares in Exco (XTC) which I bought two months ago. I am also interested in Evertz(ET). Would it be better to buy more XTC or should buy ET. Thanks in advance.
Gary

Q: Hi Team,

I currently own some Enterprise but under water for about 15%. Is it wise to purchase more to average down? Thanks

Alec

Q: What are your views of VSN, ARX and SGY? I'm looking at purchasing these for my dividend portfolio. Thanks.

Q: Hi 5i Team.
One of the few remaining Mut. funds left from our "big broker" days is Mackenzie Sentinel Corp. Bond fund MFC756/856. We hold it in both our joint taxable a/c, and in our RSP's. It is a substantial holding at ~ 8.5% of our consolidated. We have done fairly well todate, but over the last month it has been on a steady decline (-1.7%).
With a MER of 1.75, we are contemplating taking our profits before further declines, and investing the proceeds in something like exch. traded fund CLF or perhaps splitting between it and a floating rate ETF.
Can you give us your opinion. Thanks

Q: Could I have your analysis and comparison of Long Run Exploration (LRE) and Surge Energy Inc (SGY). Production, sales, management, properties, future prospects, m&a and who is the better of the two at this point in time for dividend, value and growth?
Thanks for your help!

Q: Hi Peter and Team,
I hold full positions in the model portfolio except AYA, DSG, FSV, G, MG, SYZ and T. I hold full positions in BEP.UN, SLF, and SGY. I hold what started as full positions in AVO, DHX, TOU, BAD and QST. Thanks to your guidance my portfolio is up. I’ve trimmed some winnings down to full positions and would like to re-invest.
My question is more specifically on AVO (down 35%) and BDI (down 30%). I’m very concerned about AVO.
I am somewhat considering topping up on AVO and/or BDI back to full positions. I was also considering selling one or both ......or keep holding them and invest in 1-2 names in the model portfolio that I don’t already own?
Are you comfortable with AVO and BDI at this point in time? What 2-3 names would you recommend from the model portfolio (or outside the portfolio) if I were to buy new positions? I am a long term medium risk investor. Your guidance as always is much appreciated.
Thank you for the service you provide. It is very well worth it and you’ve helped me with my investing.
Best Regards,
Marco

Q: peter I hope your trip was successful.
Why the huge volume today on bce over 7million traded
Kind regards Stan

Q: With the pull back in the oil & gas sector, do you have a couple of junior names that seem like compelling values at current levels, or would you stay with bigger players until we get through October (seasonal weakness and a month when strange/unhappy events can happen in the market)? Thanks, Dave

Q: What are your thoughts on Encana for a long time hold after the Athlone takeover which was announced today?

Q: Peter and team: What is your view on the current correction that the market is going through? Will it test the 50, 100 or 200 day moving average? Is there support at any of these levels? Would you suggest liquidating some of the portfolio now or just ride this turmoil out?
SS

Q: Hi team:
there was a statement on the Globe and Mail on Sat that one of the Malaysian companies that has interest in the LNG in BC is threatening to pull out of the deal as there were too many red tapes to cut through
What would you think of ALA (altagas) and Pey (gas) as a long term hold, I am thinking of 3 years or more ? it is risky to buy or to add to an existing position ? they generate good dividends and I am looking for abit of capital growth as well, thanks

Q: Hello,
Is there any significance in the fact that some stocks that I own are added to S&P TSX Small Cap Index (BLX, CXR, HWO) and some others are deleted (FSV, PKI, WSP).
Thanks,
Tony

Q: This is just a comment -- which I should have added to my previous question this morning.

I remain absolutely astounded at the service that I garner from being a member of 5 I. Never -- ever -- and I mean "never" and "ever" -- have I been able to pose a question within an investment forum where my question was answered within 24 hours -- and usually in less than that. Today for instance, the ink was barely dry on my question when I received a reply that it had been answered!

I have been a member of a few newsletters and investment clubs wherein I was guaranteed a response to my investment questions. They were indeed answered but usually two or three weeks would elapse before the answer came, and they were so general in their responses that I would have acquired more knowledge by simply reading the Globe and Mail. In fact, articles in the Globe were more in depth, and on-point.

I have acquired a great deal of investment knowledge by reading your responses to all members and this membership is worth its weight in gold to me. (That is, it's worth it's weight in gold, when the market is treating gold more favourably than it is now!)

This is an amazing forum and 5I is a stellar representative of what all investment advisors should provide, but never come close to achieving.

Thank you for starting this service.

Q: 2.5 total investments . In view of. Current problems get out? Better monthly income funds? 80 yrs old.

Q: Peter is your shop expected to provide research on Transforce (TFI) in the near future ? Thank you kindly for your reply.