Investment Q&A

Q: Hi team:
great work as usual
I am about 10% up on ATH (no dividend) and PPY (no dividend)
I am considering selling ATH as PPY seems to have a better prospect (as a target of taken over as the LNG heats up more)

I have in my holdings the seniors CNQ, SU, HKE and CNQ (all up 25%)
In the juniors, I got RRX, DEE, and recently added small position in SGY,
In the services, I just added FRC and BDI

If I do sell ATH, would SGY and TOG be a good place to put the
money ? (I believe both pays a dividend)
I am already loaded in pipelines from PPL, TRP and IPL which has gone up 25% plus

thanks for the great work team!

Someone told me that this is an oil and energy bubble due to the Russian-Eukraine conflict, what is the fundamentals that
is leading to this run up in the oil and gas in your opinion ?
it has been very cheap prior to this event,
Michael

Q: What sector weightings would you recommend for a conservative middle age investor, with a balanced focus on capital gains and dividends. Thanks

Q: Hello 5i,

I am trying to decide between Valener (VNR) and Brookfield RP (BEP) for a diversified portfolio of income and growth equities. Income (primarily) and moderate growth is the objective for this investment. Do you have a preference between the two currently? Valener has a nice dividend but it has not increased since inception that I can see. Do you anticipate that distributions will at least keep pace with inflation going forward?
Thank you.

Q: What is your opinion of market neutral hedge funds as an alternative to bonds in a rising interest environment? Is such a product available through ETF's and, if so, what would you recommend or, if not, what is available to the retail investor in this area? As always, many thanks for your valuable insight.

Q: Can you give me your opinion on EWL. Thanks

Q: Hello 5i,
In my childrens RESP, I have AVO, CBO, CDZ, CF, DH, DHX, HCG, IWO,SGY, SJ, SLF, WCP, XGD and ZWB. IWO is about 30% because it is the only US stock but this is down about 7.5% , I do have a 6 year time frame, my thoughts are I will wait until IWO goes back up (hopefully it will) after that I will trim its level to about 5% weightage. Otherwise I am slightly overweight on CBO and SLF which I am quite comfotable with. I put in about $400 every month towards my 2 kids RESP. I am slowly trying to add stocks to match your model portfolio/income portfolio. Please advice whether I should trim add something. Your advice has been great and I hope you continue doing this for many more years to come. Thanks. Shyam

Q: Hi 5i,

I understand you don't really follow many US stocks, but I do value your opinions.

I currently hold the following US traded stocks in my RRSP: DD, GE, INTC, JNJ, PG, TWX. Would you consider these long term (5+ years) holds? Would you trim any of these?

I am considering adding 2-3 new US positions. Do you have any recommendations considering my current mix? (I've been considering DEO, UL, WAG, WFC. Not sure if these are good or not or others would be better).

Thanks in advance!

Q: Hi There
I am thinking of replacing one of my long time (2002)holdings (2%) CAR.UN with MRG.UN. CAR has not increased its dividend very much over the last few years and appears to be stagnating from what I can glean. MRG appears to offer better metrics and better growth, as well as exposure to the US apartment market. I would appreciate your comments.
Thanks as always
David

Q: GH - There were 23,501,666 Shares issued and outstanding as at March 31, 2014. Of this amount, 13,182,615 Shares constitute the "public float", calculated in accordance with the rules of the TSX. What is the "public float" and where are the other 10 mill. shares? Where can I find info on share buybacks? or do you have info on buy-back history of GH? Thank You

Q: I am looking to add a consulting company to my portfolio and was wondering which would you recommend. As you have two in your portfolios, STN & WSP which one would you recommend for capital appreciation and best in class.

Thanks for your assistance.

Q: I want to invest as per 5i Income Portfolio. But I already have 5% plus positions on BNS, ENB, and L. Can you suggested suitable replacements ? Or should I just follow the entire stock list. Thanks for your great service.

Q: Hi. Wondering what you think of axl?

Thank you, Louise

Q: Hi Any words of wisdom regarding Northwest International Healthcare MOB.UN Looking for yield and maybe a bit of growth

Thanks Ernie

PS Keep up the good work!!

Q: Hi Peter and Team,

Could you please provide an update on Merus Labs (MSL-T)? Is there any other Canadian company that you would prefer in this space? Thanks!

Heather

Q: What are your thoughts on Brookfield Property Partners (BPY-UN)? I have been hesitant to get back into the REIT's considering interest rates have nowhere to go but up, but Brookfield has some excellent properties.

Q: I have owned Talisman [TLM] for a couple of years and am under water. At this point in 2014 I have capital gains which would easily offset the loss resulting from selling TLM. I'm looking for a suggestion on the way forward given this comment on BNN.
"We believe this provides an opportunity for astute, patient investors as the stock sells at a large discount to comparable companies and we do not expect that to stay that way forever. Investors also get to collect a 2.5% yield."
I don't need the cash so could sit tight and wait until later in the year. My energy exposure is about 7%. As a retired person I look more for yield than growth but do hold a number of your recommendations such as Amaya.
Appreciate your thoughts.
Ron

Q: May 4/2014 For 2013 year can you give me total debt and cash flow for spyglass resource sgl and southern pacific stp. Thanks

Q: Hello, could I please have your opinion of Manac Inc, MA on the TSX Thanks

Lynn

Q: PKI -vs- CSS outlook?

Q: bpy.un -vs- hr.un for both income and growth?