Investment Q&A

Q: Of the 4 energy companies which one would you say if the safest to add to when considering debt and free cash flow. I am under weight in energy and would like to re-balance. Any insight would be appreciated.

Q: I own two drilling/oil services companies and I down significantly. You think these companies will survive the current oil downturn. Do they have solid balance sheet? Should I sell, hold or add more to bring my per share cost down? Do they still pay any dividend?
Thanks

Q: Would this be a good time to add to a position in atd.b and DH and to initiate a position in enbridge? Is there any reason not to?

Thank you

Q: What is your opinion on TRP in the short term? Should I expect some Tax Loss selling before the end of the year? Jeff

Q: Terrorists attack on Paris is truly tragic. Sadly this may lead to market correction. In today's Globe and Mail (net edition) there is an article by Reuters' Journalists about the possible short term correction and a "short squeeze" taking place in the near term. They don't expect any long term consequences.
What is your opinion and suggestions regarding portfolio management? Buy on this dip or just leave things be and monitor the situation?

Q: What percentage growth (separate from the dividend) would you expect for BEP.UN over the very long term, ie. 10 years plus? Thanks!

Q: Any thoughts on the proposed merger with GTE? Would you take shares of GTE or take the money (loss) and run?

Q: Any thoughts on the delay in reporting. Seems like incredibly bad timing.

Slainte, Irishyork

Q: After the recent drop, is the stock a buy, hold or sell.What is your long term outlook. Is the dividend sustainable? Thanks.

Q: Brendan Caldwell manages a Value-Momentum Fund. He says
that cars are not moving off the lots as before, and is
negative towards MG and LNR.

Have you seen stats to prove this?
I bought LNR recently and it has dropped sharply.

Q: if ccl is too pricey, would wpk be a suitable substitute?

Q: Hi 5i Team,

What are the chances of Calfrac (CFW) or Trican (TCW) surviving the next 12-24 months. Would either one of these or any other oil service company be worth purchasing during tax loss selling?
When you look at book value of these 2 companies is it calculated with or without debt factored in? Am I right to assume there will be write downs in book value coming?
Thanks, Shane

Q: Is there anything happening with this company?Did they halt ?

Q: Hello,

We would like to buy a healthcare stock and are considering ENL , CXR and GUD.
Which one would you prefer at this time for a 5 year hold period.

Thank you

Q: Caveat – you are not tax experts.
Can you direct me to a source, or can you comment on the COS/SU share exchange as to whether or not this is a taxable event?
Further, would the ACB of the SU shares received in the exchange be the ACB of the COS shares that are exchanged?

Q: Just my thoughts on the Cho 100 fund question. Post at your discretion:

Although I'm not a holder of this fund and do also strongly recommend Mawer, from a management perspective, I believe Chou is one of the best in the industry:

http://www.theglobeandmail.com/globe-investor/investment-ideas/strategy-lab/value-investing/a-fund-manager-who-refunds-fees-meet-francis-chou/article18405672/?service=mobile

Francis Chou has even refunded fees in the past for poor performing funds, and his value strategies usually take many years to pan out. A large cash balance is likely due to not finding many value stocks in current market conditions. This also provides the ability for the fund to 'pounce' when opportunities do come up.

Q: I have a position in GS. Could you please comment on recent results and your thoughts going forward. Many thanks as always.

Q: I like the long term potential within the Uranium sector for future electricity generation. I'm looking to invest in the sector for the long term ( at least 5 yrs +) as I believe there is a forecasted supply shortfall emerging between 2018-2020 that could last many years. BAN looks interesting but at $0.03/share also looks very risky with about $8 mill in debt. I'm also looking at Denison and UEX with no debt. Is BAN a survivor for the next upcycle? What do you think of a basket of these juniors?
Thank-you.

Q: Could you update your thoughts on Encore Capital - once again, a very solid quarterly result and yet the stock is dropping quite substantially (last update July/14).
Thanks,
Murray

Q: If it is important to look for well run companies, especially when the management has a lot of skin in the game then perhaps you could give a best guess opinion on this play. Although not on the I5research radar as this is on the NYSE I have a full weighting of Nordic American Tankers using this approach. They have a subsidiary listed company called Nordic American Offshore which has fleet of oil rig supply and service vessels. The owner and son recently bought a very large stake in the company they already held a large control over. Now they have used the parent funds to add another big chunk from 19.8 to 26.25 %. The price was $6.25. The last today was $5.55. I have an underweight position in Nordic American Offshore. Both are huge dividend payers. NAT is very liquid and NAO is small to ok on liquidity. NAT is extremely profitable and NAO is just below break even.
The question is, which would be the more growth play based on your past experiences. The parent or the child? Thanks for the great service.