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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 considering adding an oil producer (WCP) to my portfolio which has 2% invested in PEY, TOU, & VET. My thinking is that if the break-even for most North American producers is $70- 90.00, and even the Saudi's are at $27/bl, then $47.00 is not sustainable. The big question is how long the price stays low.
Would you recommend starting to add WCP and building over the coming months or are there indicators you would want to see before making the investment.
Many thanks
Mike
Read Answer Asked by michael on July 28, 2015
Q: What's your assessment of this new auto REIT and the safety of the 8% yield? Do you know when they will pay the first dividend?
Read Answer Asked by Gordon on July 28, 2015
Q: Hello Good People,
I just received notice that CDI and TDG are going to be one. The offer is $5.90 per CDI share or approx 1.0631 TDG shares, which one should I accept. Many thanks for help.
Bob.
Read Answer Asked by Robert on July 28, 2015
Q: This company is advertised as Royalty play with 3 mines in Canada and 3 mines in Australia. Can I have your opinion as an investment now.
Best regards
Harold
Read Answer Asked by Harold on July 28, 2015
Q: Is there a specific reason why gold stocks are down a lot more than the spot price ? Is it only related to the China purchase being way lower than anticipated ?

Do you recommend adding to Goldcorp at these levels. I now have a 3% position ? Thank you.
Read Answer Asked by Pierre on July 28, 2015
Q: I bought some fairfax preferred (4.75%) a few months ago thinking the downside was limited. However, I am already down about 13%...

I also own the laddered preferred etf ZPR which is down more than 20%.

Can you please explain briefly why they are down so much and what should be anticipated at maturity for the fairfax shares. Thank you.
Read Answer Asked by Pierre on July 28, 2015
Q: Would you recommend FN/MKP at this time, do you think the dividend is safe, would you think these stocks will take more of a hit? Would this be an OK place to park cash for 1 - 2 years. When interest rates rise, will the stock price erode further? What is the payout ratio. I Understand that this investment would be mainly for income?

Thanks for your service,
Read Answer Asked by Ozzie on July 28, 2015
Q: Although my exposure to oil is manageable, I have accumulated over time various small positions in oil related companies such as: cos, bxe, rmp, cfl, bdi, frc, sgy, bte. I am trying to consolidate into only a few names going forward but was wondering if any of those name are now outright sell. With the current selloff I am either even or down on the names. Thank you.
Read Answer Asked by Pierre on July 28, 2015
Q: Hi Peter: A while ago you commented on huge trading activity of funds at the end of a quarter. Would the end of the quarters be end of March, June, Sept. and December or some other end points?

Derek
Read Answer Asked by Derek on July 27, 2015
Q: I own Cigna. Would you wait for the deal to be approved by regulators or sell now?

THX
Read Answer Asked by Greg on July 27, 2015
Q: Hi,
Do your comments to Blake's question this morning apply to both First Service and Colliers? If not, perhaps you could also comment on Colliers. Thanks for taking the time to clarify.
Read Answer Asked by Christopher on July 27, 2015
Q: Do you know when Guestlogix next earnings report will be released and what are you expecting to see in the results?
Read Answer Asked by Gordon on July 27, 2015
Q: Hello Peter & 5i team,
I have reduced my exposure to energy producers last fall to 5% of my portfolio (TOU,VET and WCP) and I'm not giving up the ghost, yet.
I had also reduced my exposure to pipelines and mid streams to 10% of my portfolio (ALA,ENB,IPL,KEY and PPL) and wish to reduce it to 5%. I could reduce the weight of each holding or keep only 3; which 3 do you suggest I keep?
Thanks,
Antoine
Read Answer Asked by Antoine on July 27, 2015
Q: I would like to know what valuation model could be used for an early stage exploration company that has not booked any reserves. I am looking at some old analyst reports and they are using a Net Asset Value model and assigning Chance of Geological Success as high as 25-35% on some wells. How would one come up with a realistic CoGS number in this case. Nuttall says CoGS should be 3% so now my range is between 3%-35%. Can I just put in the mid?
Read Answer Asked by Kreshnik on July 27, 2015
Q: I would like your thoughts on COS. This company should logically get taken out as it owns a stake in Syncrude and nothing else. With there debt load and oil below 50 dollars do you think this increases the chances of that happening? THANKS
Read Answer Asked by John on July 27, 2015
Q: What is the reason why DDC has fallen from $24 to $15.40 in 3 months. With the dividend of over 3% and possible recovery in the share price, would this not be a good investment for a 3-4 yr. time frame? What makes the price of diamonds go up?
Read Answer Asked by Rene on July 27, 2015
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