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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: Hello 5i team,
Which 3 of the following 5 energy producers would you select and why?
Baytex BTE, Crescent Point CPG, Tourmaline TOU, Vermillion VET and Whitecap WCP.
Thanks,
Tony
Read Answer Asked by Antoine on October 08, 2014
Q: My portfolio weighting of VET is about 4.6% but I am currently down 11% since
this summer. If this decline is mostly commodity related and sector-specific ,
do you foresee any decrease in surplus supply with a potential share price increase during the upcoming winter season ? Do you feel that this is a long-term trend due to oversupply from shale and fracking projects?
Read Answer Asked by Oleh on October 08, 2014
Q: Hi team:
I owned XTR for a few years in my RRSP, it generates about 5% yield per month but compared to FIE, another ETF, it has underperformed, the later has alot of Cdn Banks in it, probably accounting for the better performances; as the interest rate might edged up slowly, it could put a negative return on XTR as it has more bonds and preferred shares in its holdings, as an investor in his early 60s, I wonder if I should switch XTR (about 50%) to FIE due to the impending interest rate increase which they have been talking for the last 3 years ? Thanks! have a good day and looking forward to hear from you
Read Answer Asked by Michael on October 08, 2014
Q: Dream Office REIT has been lagging recently. Presumably due to interest rate concerns and increased future office supply particularly in Toronto. I'm thinking the stock looks reasonably cheap now and maybe the bad news is mostly priced in. Do you think the distribution is safe? How correlated is office property to residential real estate should we see a housing correction? Thank you.
Read Answer Asked by Greg on October 08, 2014
Q: Please advise the % weightings of the various sectors in the TSE 300 & the S&P 500 and your current recommended % weighting in the various sectors of The TSE 300.
Thank you
Read Answer Asked by Terry on October 08, 2014
Q: I have purchased cum before on your recommendation but sold all my shares at higher prices. Is it time to buy some shares for growth for 2-3 yr. period. Also, who are the sellers in SGY and WCP to drive the price down? My idea of SGY with all this hedging is that it was a good price at $8, so it must be a bargain at $6.60?
Read Answer Asked by Rene on October 08, 2014
Q: Hi , Do you think were heading for a Bear market and if so when do you think will be in one , the other day I read that we are currently in the eight inning of the Bull market how long will this last before the bear arrives.

Thanks
Read Answer Asked by Costa on October 08, 2014
Q: I would like your opinion on canexus as I see it has been badly beaten up. Do you feel this is an opportunity to enter at this time. Thank you
Read Answer Asked by Loretta on October 08, 2014
Q: Saw an advertisement for this company on the last page of the Financial Post, today. It is bidding on contracts to supply body cameras for police - a timely device considering the problems in the US lately. It is very small mkt cap at the moment. What are your thoughts on GSI (venture exchange), and who are its competitors? Thanks, as always
Read Answer Asked by Lionel on October 08, 2014
Q: Hello Folks at 5i,
I am selling my condo here in Ontario and almost ready to "hit the road" and not come back to Canada on a full-time basis but I do have a worry on how to invest the proceeds ($350,000). I do have $250,000 account of which 60% is invested in the model portfolio and about 40% in the income portfolio. What should I do with the rest and how soon should I be fully invested? I do have a high risk tolerance and a excellent pension to cover all living expenses and then some. Thanking you in advance for your excellent service ...
Read Answer Asked by Rick on October 07, 2014
Q: Hi 5i,

Like others here, really like what you do, and have found your work more valuable than that of other groups I follow/subscribe to.

Over the years I have learned that the management of a company is one of the most important factors in making a successful investment. I would very much appreciate a one liner (or addition to the "Report Card" section of reports) which would speak to how effective/honest/reliable/capable the management team is.

You often address this in the question section, which is valuable for non-reported companies, but seeing it embedded in the reports would be great.

Thanks again,

Cam.
Read Answer Asked by Cameron on October 07, 2014
Q: comment only a lot of concern about surge most clients of this site are investors not traders syg operates in three diff basins has a excellent hedge plan and a out standing mang team with lots of skin in the game don't be a leming and jump off of the cliff with the traders
Stan
Read Answer Asked by Stan on October 07, 2014
Q: Team,

E or MCR, which falling knife do you prefer standing behind? I own small positions in both as part of a basket of small caps, but they are both back under my 1% threshold where I either have to add to the position, or cut it loose. I'm thinking of selling one, and topping up on the other. thoughts?

As always, thank you!
Read Answer Asked by Ray on October 07, 2014
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