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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: I am interested only in income from the following companies: Freehold Royalties, Prairiesky Royalty and Enbridge Income Fund. Would you recommend a buy for any of these companies at this time? If so, will you rate them?
Read Answer Asked by William on August 02, 2016
Q: Hello Peter,
I was expecting Fairfax, CRH medical, and Constellation to go up significantly after the earnings announcement. Fairfax dipped, CRH and CSU went up slightl. Any comments please? Do you think it is too late to enter Electrovaya at 3.40 or above? Also, do you think Knight (gud) is a type of stock you can buy and hold it for years given the credibility of the management team? Thanks very much.
Read Answer Asked by umedali on August 02, 2016
Q: What do you think about Cameco? It has had a large fall in the past day. Is the price low enough to buy and wait now? Is the dividend safe? Tim G, of Cameco said that they do forward averaging currency contracts for currency price protection. What kind of exchange prices are they getting now and when will it change to the current exchange? Once it does that should help their bottom line, I believe.
Read Answer Asked by Frank on August 02, 2016
Q: In the past I have just held a few stocks (PHM was one of them) but am now planning to take a much larger position in the Canadian market and would very much welcome your opinion, comments and suggestions on the list of stocks I have chosen. They were chosen largely based on their current price and the apparent opportunity for capital gain. What do you think.

Bob
Read Answer Asked by Bob on August 02, 2016
Q: Hi Peter and Staff
I realize no one can predict this volatile commodity pricing . I have rode oil down for its highs waiting to capture "some " of my losses back before getting my oil weighting down to a more reasonable level than it was then or is now ( currently about 10 percent) . I sometimes think oil is the same as farming - no pricing power - no limitations on supply. Eric Nuttall was preaching optimism again on BNN on Friday. Then again he said Baytex at $9 as it touched a couple months back was already pricing I oil at $60. So do you think that for a patient investor (willing to wait 2-3 years for some decent gains) , there is a decent upside coming in that timeframe?
Thanks for all you do
Dennis
Read Answer Asked by Dennis on August 02, 2016
Q: Good Morning Peter, Ryan, and Team,
One of my accounts mirrors the Balanced Equity Portfolio very closely and has nicely chugged higher over time. (Thank you for that) I took a half position in NFI after it was added to the Balanced Equity Portfolio. The only company missing completely from my account is Magna (MG-TSX). My question is
because I have limited cash (just at present) should I add to New Flyer to make it a full position or initiate a position in
Magna ??? Magna looks very cheap after coming way down post Brexit but New Flyer looks very good from a momentum prospective. Thank you as always for your sage advice. DL
Read Answer Asked by Dennis on August 02, 2016
Q: I am just curious about a lawsuit against becker about one of their properties in Listowel, Ontario. They are mentioned as co-defendant. Becker completed a very expensive environmental assessment of all their properties a few years ago and nothing significant was found. Becker has been for sale for a few years and do you see any roadblocks to a sale based on this lawsuit and how significant this lawsuit to any potential buyers? Thanks.
Read Answer Asked by David on August 02, 2016
Q: Hello Peter and 5i team,
My YTD numbers are nothing to write home about; the main reason being that I have no exposure to gold, silver and base metals. However I'd like your opinion on the quality of my holdings within the specified market segment shares:
Consumer 10.9% (ATD,BYD,CGX,DHX,DOL)
Cyclicals 2.4% (LNR,MG)
Energy 4.1% (TOU,VET,WCP)
Energy Infra 3.7% (ENB,KEY)
Financials 10.3% (BAM,BNS,CXI,DH,EFN,SLF,TD)
Health/Pharma 4.4% (CRH,CXR,GUD,PLI)
Industrials 9.8% (BIP,BOS,CNR,KBL,MDA,MSI,STN,WSP)
Materials 7.4% (CCL,CHE,SJ)
Technology 15.1% (CSU,DSG,ESL,GIB,KXS,OTC)
Util/Telco/RE 11.8% (AQN,BCE,BEP,CIG,FSV,TCN)
Cash 20.9% (one third of which is set aside for my 2017 income)
Thanks,
Antoine
Read Answer Asked by Antoine on August 02, 2016
Q: I currently hold BPY (up 50% over cost) and H&R in my portfolio 4% and 3% respectively.
I am considering swapping BPY for BEP for the additional income. Your thoughts?

I also plan to crystallize my capital losses and purchase the following ETFs:
Non registered:
ZPW – US Put Write
ZWE – Europe Covered Call hedged to CAD.
ZWH – US covered call
CPD – CAD preferred
XRE – Capped REIT

Registered (RRIF):
PGX:US – Preferred.

Each would constitute 2% - 3% of my portfolio. Diversification is my intention, but risk and surety of income is the primary consideration in all of the above noted.

Again, your thoughts.

Thank you for considering my questions

Gail
Read Answer Asked by Gail on August 02, 2016
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