Investment Q&A

Q: Hi Peter,
Is there a rule(s) that you use to determine when to sell a losing position? I seem to always let certain positions drop 50%+, end up getting frustrated and selling. Some of my current losers include ARE, LOY.V, AVO, SGY. All are approaching 50% loses. On the flip side, what rule(s) do you use to determine when to sell a winning position? Thanks for all you do.

Q: I've been adding a bit to CLO, WCP, and CNQ as the price of Oil has tumbled. CLO,WCP,MX,RRX,ENF,CNQ represent about 15% of my portfolio. Do you think its worth adding more at this stage of just holding on?

Q: Hi 5i team,

A few weeks ago I dumped a whole bunch of COS shares at the open of market. I've never really understood "who or "what" is buying these shares that I'm selling. In Particular, it seems no one in his or her right mind would be an active buyer of oil stocks, yet someone is on the other end of my trade accepting the garbage that I am throwing out. Who is it? Is it ETF's that are required to purchased stocks to keep their balance of holdings equal? Or something like this? Thanks!

Q: Good Morning
I have a very small Oil & Gas holding and would like to gradually raise my holdings to approx. 10%. I am looking at using XEG & ZEO in equal weights. Would you recommend this strategy or do you have an alternative?

Thanks to the hard working Team

Q: Is EMA a good stock investment??

Q: There is currently blood on the streets in the energy and banking sectors (as well as others). Should I be backing up the truck or do you think signs are pointing to bigger problems
Thanks

Q: With the TSX down so much today I decided to do a little gambling, and purchased April calls on BTE and CPG. Can you recommend one or two others that you might prefer?

Thanks for your help,

Glen

Q: Hello: I am seeing the stock price go down a bit, and have been hoping to buy ESL in the near future: do you see any specific problems for why the stock price declined yesterday? Thanks so much,
Marilyn

Q: You may have received this previously as I was typing it - it seemed to disappear and I hadn't submitted it or finished.

MAC D available with my Scotia Itrade account - what am I looking for high numbers/low numbers, straight lines, crooked lines?

Oil last got this low middle of 2009. ACQ my cost $76.00 - is falling faster than my oil stocks. Will it see $35.00 before it sees $55.00? I read your questions and answers and in the past you have said you have not noticed any negative news about ACQ.

CXI currency - big drop December 8th. Any news?

Hopefully the questions were not too long.

Thank you, Dennis

Q: Could you please give an update on WIR.U
Do they have enough cash to pay their dividend, and do you think they are in a position to acquire more assets.

Q: Which of the two companies would you consider a buy (for the long term) at present?

Q: Good Morning 5i

In this current market, can you give me three oil or gas names that are now attractive to pick up. I want stocks that would rise over a three year period based on premise that current cuts are short-lived or that the companies will do well by acquisition in a downturned market.

I'm looking for a three year hold.

Thanks for all you do!

Q: What do you think about the class-action suit against weq,about quarterly earnings lower than anticipated?I own the deb.
thank you
m.

Q: How significantly do you rate any concerns about a US bill getting passed regulating or banning internet gambling? Thanks.

Q: Hi Peter
Any bad news today?
Thanks
Dennis

Q: with so many companies getting crushed, it's hard to pick the best ones. which company offers the best risk/reward profile in the energy space over the next 5 years?

Q: What do you think about this company at the new lower oil prices. I heard on BNN today that it is one of the companies able to manage paying dividends with lower oil prices alongwith ARX, WCP, PSK etc.

Q: Peter and Team,

Of my invested assets, I currently have 2.5% cash, 5% bonds (CBO ishares ETF), and 92.5% in stocks. The stock portfolio is diversified as I have tried to model after 5i methodology. I do have other cash outside of my current invested assets that amounts to the equivalent of approximately 25% of my invested assets.

I have been trying to increase my allocation to bonds a little bit because I like yield and feel like my allocation to bonds should be higher than it is for risk-management purposes.

My question is two fold:
1. I am 32 and wondering what allocation I should have to bonds?
2. Is there a bond or other yield vehicle that is similar to CBO that is exposed to international companies or companies that get earnings from international sources like Brazil, India, China, etc. I like CBO because it is short (less than 5 years) duration corporates.

My expectation is to trim some huge winners in the stock portfolio soon that will give me approximately 5% more of the portfolio to put into my fixed income allocation.

PS. I'd also consider floating rate stuff or things that reset with LIBOR or things of that nature as well.

Thanks!

Marc

Q: This maybe a silly question, but what's meant by full or half position... specific no. of shares or lots?

Q: Hi Team
I want to enter into the pipeline area and buy 1 or 2. With the recent pullbacks how would you rank PPY IPL KEY and ALA in order of preference

Thanks Jim