Investment Q&A

Q: Hi Peter,
Now that you have released the income portfolio and have included Valener and sold BEP.un and IPL to make room for this name would you suggest we sell our utilities/pipelines to buy this? For example sell TRP to buy VNR? Thank-you.

Q: Hi,

Now that Telus has a new CEO, do you still agre with it as a long term hold?

Q: Good Day,
My question is about Input Capital (INP). Now that this company has completed it's first year, what are your thoughts? Seems to me that they are moving in the right direction and have deployed some more capital into new streaming deals. Your comments would be appreciated.
Thanks again for the great service that your Team provides.

Q: Hello Peter et al.

I am enquiring about your current viewpoint on Ithaca Energy (IAE)? Their year end results came out on Mar. 31st and they were within expectations. There was no surprises. I have traded this stock a couple of times now as it has approached the $3.00 mark and has always pulled back. I know that Stella is comming online at the end of 2014 most likely Q1/2015 based on their past experience and this past winter in the North Sea. They do have some debt currently however when Stella comes online the yearly cashflow will be around $2.00 per share. This stock is very cheap based on this metric. What do you see as the next catalyst to cause this stock to run. I am looking for a $4.00 target by the end of 2015. Am I dreaming or is this realistic for this stock if Stella comes in at 30000 boepd or better? Your viewpoint on this stock would be appreciated.

Thanks in advance

Brendan

Q: Hi Peter and team. I am thinking about buying Difference Capital. The share price has fallen quite low here. Do you have an opinion on them now that they have released 2013 financials? My feeling is that they are just setting up investments and taking losses to position themselves for the long term. I would look to hold 3-4 years. They have just added the former CEO of Descartes to their board and they seem to have a team of tech heavyweights on their team. Is there any problem that you foresee or warnings against this type of investment? Thanks!

Q: Hi all, I was wondering if you feel the 8%+ yield on TBE is really sustainable? At $2+ the stock looks inexpensive...Huge drop of nearly 25% in July...What's your take on this?

Thanks
Stu

Q: Peter; Is CIF big enough to take a 5% position or are there better ETF'S ? Thanks, Rod

Q: Would you endorse selling Legacy Oil & Gas to buy Surge Energy?

Thanks
Wade

Q: Sorry if this Q has been asked/answered before.
Can u tell me how you decided to remove the 6 stocks and add the 6 in the growth portfolio.
Tks.

Q: Hi.You keep talking about interest will be going up soon.Recently one of the bank decrease the interest for future mortgage and one does not get impression from all sources that interest will be down at least for next 3 years.I appreciate your response and the logic behind it.Thank you an have a good day.ebrahim

Q: Would loading up a TFSA with equally with 3 Cdn banks be a reasonable start for a 29 year old beginning investor? In the stupid question category: what does P & L stand for in the model portfolios? My racked brain has come up with only incomprehensible answers. Thank you.

Q: OTC
Open text seems to have lost its Mojo lately......what are your thoughts on the prospects for the company and the stock?

Thanks, Clay

Q: Could you please expand on the selection of CVD,CPD,ZRE and XHY for the model income portfolio. My concern is that theses ETFs likely have considerable exposure to rising interest rates and in the current environment may not have much appreciation/return potential. I have been holding CBO for the past year and while I have not done the actual calculations I suspect that any 'dividends/payout' may have been offset by the decrease in the price of the units. I realize that in an income portfolio one needs fixed income or similar holdings but were specific debentures, bonds etc. with a defined maturity date a consideration? I would like to ensure you that I am not questioning your choice of these ETFs, but would like to have a better understanding before I add them to the fixed income side of my own investment portfolio. Thanks for you help.

Q: Would be very interested in the 5i Team's view of the YRI/OSK deal announced this morning. Many thanks, Nancy

Q: In your income portfolio you have XHY, CPD, ZRE and individual companies. I could get almost the same with XTR and get a higher
yield.
Will I be ahead with XTR?

Q: Hi Team,

Considering your stock and ETF and Unit selections for your most anticipated Income Portfolio,
Starting with the $100,000, which selections out of the group would you purchase in a Registered account, and what would you choose in a non registered acct?

Thanks

Stephen

Q: Hi Peter and Team,

I have IPL in my RSP and PPL in my wife's RSP would you recommend switching both for ENB as per the new portflio?

Thanks, Irshad.

Q: Peter, I am interested in Valener in the income portfolio. Could you please tell me more about the company. Growth, safety of dividend, Good management? Thanks Ken

Q: Valener is in the income portfolio. There is no report on it and nothing recent in Q&A. Its trading below book and looks to be a buy.Would you just expand a little on your thinking...Thanks.

Q: Peter and team:

What is your opinion on Penn West Petroleum? We are holding it and are under water. Should we keep on holding or sell and move on?

SS