Investment Q&A

Q: Hello!

What are your thoughts on Calfrac Well Service as as short term investment. The company enjoyed a pretty good rebound since the 2015 crash but now is trending at the 52 week low. Given the uncertainty and volatility of the oil prices do you feel like now would be a good entry point as some oil stocks appear to be oversold?

Regards,

Irek

Q: Hi team,
With the price of oil in a bear market and Trican shares tumbling,at what price would you consider the stock oversold? I am looking at dollar cost averaging since I am a shareholder after the canyon services purchase. Am looking at a two year time horizon to hold Trican shares. Many thanks,
Jean

Q: Any thoughts on the Score. The website and app looks really impressive. Easy to read informative articles. Up to minute updates. 20 cents seems really low. Any potential.
Thanks. Barry.

Q: Good day gentlemen,

I'm down 10% on a 1.5 percent position in goeasy. The stock has been weak as of late, and I noticed in the last Little while you have not included in your favourite growth stocks when asked for your top conviction stocks.

Would you endorse averaging down? And If so, would you wait for positive stock moment first? The
Thx
Karim

Q: I own AGU for income, but am concerned with the POT merger. Would either CHE>UN or RUS be a better replacement for income and if so which one do you prefer? Thanks

Q: Good Morning
Both AYA and ITX seem to be recovering now. They both seem to have their issues behind them for now. Would 4% of a portfolio split between the two be too much. Risk is not a worry.
Thank You

Q: As part of the US component of my equity portfolio, I own the above three funds/ETFs. I would like to reduce the count by one. Which two holdings should I keep and which one should I sell?

Q: Hi Peter, Ryan, and 5i Team
I have had one eye on this company's stock price for a while. Are there any qualities that would make this company worthy of an investment?

Q: Sent notice of AGM on 29th. there is no referance to sale.
Is there upside to continue to hold this?
Yogi

Q: I have 100K to invest, with the requirement that it all be in dividend tax credit eligible stocks, income and minimal overall risk are more important than growth in this account. I would like to keep it to no more than 10 names at approx 10K each, so far I have come up with BNS, CM, ENB, TRP,BCE,FTS,NWC, T, ALA,SLF. Do you have any concerns or suggested additions.

Q: This vitamin, and supplement company is going public what is your opinion on it?
Would you buy on the IPO? thx

Q: I know these iShares ETFs were just released, but wondering if you were able to form an opinion on these based on its current holdings. The MER seems quite reasonable and am wondering you feel these would be suitable to gain diversification outside of Canada.

Thank you!

Q: What do you think of SOCL US ETF ? Would you buy it at this price or you think the Canadian Dollar might rise in next few months. Thx

Q: The data I have is showing that Frontera Energy(FEC)has a much higher net margin than PXT, RRX and ERF.(does this mean that it has a better cash flow?) How do you rank these companies in term of buy, hold or sell and best to worst?

Thanks.

Thanks

Q: I am interested in investing in dividend growers that 5-6 years from now would be yielding in the 4 to 5% range. At that time I would change from DRIP to cash payments. Therefore I would accept a lower yield now but would grow to that range. What would you suggest?

Thank you

Paul

Q: Hi team:
I do not want to invest out side Canada more then what I already have.I would like to invest in Canadian companies that have much of their income in other countries mostly Europe and developing markets.Could you provide a longish list of possible good investments with the above in mind. It would help if the were safe and had a div. Please include ETF'S if you like.
many thanks
Yossi

Q: Is there any advantage to use a fixed income ETF instead of using an account at Tangerine that pays 2%?
If there is, what would you suggest to use in the fixed income part (which is close to nil) of my unregistered portfolio?

Q: can you give me an opinion on kinross gold td has it as an action list buy

Q: Corning seems reasonably priced with rising trend. Your thoughts, please Thanks Jim

Q: Dear 5i,

I am aiming to configure a fixed-income allocation that is an equal compromise between safety/security and long-term total return potential. I would like to choose ETFs that are versatile enough that they may continue to be reasonably held irrespective of changes in market, interest rate, inflation, and economic conditions. Which configuration do you think would be most appropriate for fulfilling this mandate:

1. 100% VAB
2. 50% VAB, 50% VCB or ZCM
3. 25% VAB, 25% VSB, 50% VCB or ZCM
4. 50% VCB or ZCM, 50% intermediate-duration (~5 years) Canadian government bond ETF (does one exist?)
5. another configuration (please suggest)?

I would prefer to avoid the higher risk XHY and CPD. Why does 5i prefer CLF (VSG is cheaper and similar) and CBO (VSC is cheaper and similar)? VCB is relatively new and has only $12.7M in net assets at this time, is this a problem? Or should I opt for the costlier but similar ZCM?

I realize there are actually many embedded questions in this 'question', so please deduct as many credits as appropriate. I am sure your answer will be well worth it.

Thank you.