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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: Hello 5i team,

Please help with my education.

I have read "The Company (TOU) has 327.6 mmcfpd of natural gas production hedged at a price of $4.38/mcf during the first quarter of 2015."

Today NG is at $2.94. Can you explain TOU's hedging on this commodity, why $4.38 and what it means (or what they think will happen) moving forward? Hope I asked the correct question.

Thanks for all you do

Gord
Read Answer Asked by Gord on January 08, 2015
Q: SGY Paul Colborne has stepped down as Chairman, however remains as CEO. Dividend cut by 50%. How secure is their reserve credit line?
PETER, You know the management of this Co personally. What is your current judgement?

ARX New issue as a Bought Deal. Current price is now down approx. 33% to 22.5 from 33.68. Does this represent a buy or a sell after the rebound in O. Thank you - Bob.
Read Answer Asked by Robert on January 08, 2015
Q: Thanks for the great service...I hold a small percentage of my portfolio in energy but these two are both down in the 70% range...should I move out of these on one of these rallies or do you think these companies will survive this rout in energy names...
Read Answer Asked by gene on January 08, 2015
Q: In replying today to Paul's question about chartwell versus leisureworld, you refer to them both as REITs. The TMX website's sector description for chs.un is REITs and for LW it is healthcare. I was considering LW for exposure to the healthcare sector, but don't want to load up on more REITs. Any thoughts?
Thanks!
Read Answer Asked by chris on January 08, 2015
Q: Do you have any thoughts about the management changes at Surge? Good or bad? Will the direction of the company be the same? Any ideas of possible take overs in sight?

Keep up the great service
D
Read Answer Asked by Drew on January 08, 2015
Q: In responding to Scott's Jan. 7 question about CRH Medical, you mention that "names like PHM are 'roll-up' companies. What is a roll-up company?
Read Answer Asked by chris on January 08, 2015
Q: Hi Peter & team, SAN was halted and now is back trading. They announced a Priv. Placement of Senior Notes. Would you consider SAN a buy?
Thank you!
Read Answer Asked by Silvia on January 08, 2015
Q: Leisureworld (LW) or Chartwell (CSH.UN)? I am looking to buy and hold for 3-5 years and interested in both growth and dividend.
Thanks always for your great advice,
Paul
Read Answer Asked by Paul on January 08, 2015
Q: Some analyst are saying that gold and silver might preform better this year. I do not have any precious metals in my portfolio and was thinking of adding a silver or gold stock. I am looking at Eldorado gold, first majestic silver, fortuna silver and pan American silver. what are you thoughts? brenda
Read Answer Asked by brenda on January 08, 2015
Q: I read in the news that EXFO, an opto-electronics instrumentation company in Quebec City, wants to buy itself back (translating from the Journal LesAffaires). It says that the stock is jumping. Can you explain to me why it is that the stock jumps in that case? Why wouldn't the company buy my shares back close to the current price? I bought my shares around 4.80 so I've been 15% under water for the last while.
Read Answer Asked by Matt on January 08, 2015
Q: Hello,
In the larger cap oil names, which one would be your favorite for 5 year + and very briefly why (or combinaison of names). I had in mind suncor, cenovus and cnq. Thank you.
Read Answer Asked by Pierre on January 08, 2015
Q: As a clarification to my previous question concerning an investment in VSC would you please explain the difference between an indicated yield of 2.6% and the yield to maturity of 2% for this ETF. What actually ends up in my pocket?

Thanks Team
Read Answer Asked by Warren on January 08, 2015
Q: Hello Peter,
I have read your responses to the questions relating to the two companies and appreciate the detailed responses. I have done very well with both and now am wondering if it is worth adding to my positions or should i wait. BAM represents 5 % of weight and BIP represents 3 %. I know it is in a different industry but I was thinking of reducing CGI group which has 6% weight to 4% and adding the proceeds to BAM or BIP. I have more in BAM as it is more diversified. Rather than adding more stocks, i just want let my winners run and add to them. Thanks again for your unbiased advice.
Read Answer Asked by umedali on January 08, 2015
Q: Hi Peter, I have very little oil and gas exposure in my portfolio other than thru etf's. What stocks can you recommend I can buy at this point for king term growth (10 years) and dividend income? Thank you
Read Answer Asked by Vineet on January 08, 2015
Q: Hi team, I noticed some of the pipelines are getting caught in a downdraft to add to the pain of my oil company holding. However I was thinking of buying a few pipelines like VSN and IPL in my TFSA, but before I do I wanted you opinion on the relatively new midstream ETF: HOG.Is this ETF too small at this point to buy a position, or should I just go back to buying individual names like VSN and IPL. Thanks as always, you are a great team.
Read Answer Asked by Ray on January 08, 2015
Q: I constantly keep approx. 150k in cash equal to 3-4 years of withdrawals (1.25% interest) to fund annual cash requirements in addition to gov't pensions. Would you recommend buying VSC to raise my interest received to (currently) 2%?
Thanks to All
Read Answer Asked by Warren on January 08, 2015
Q: Do you know what percentage of Wajax's revenues is from the oil and gas sector? And how do you feel about it now that it is at an all time low? Thanks, as always.
Read Answer Asked by Alex on January 08, 2015
Q: Hello Peter

Currently my portfolio has 11 Canadian companies :CSU,AYA,ESL,DHX.b,CCL.b,MG,IPL,RY,SJ,BYD.un,ATD.b .I want to duplicate each of them in the USA companies within similar sector/industry and pretty the same performance.
I know it is not easy, please help me if you can to provide me with the tickers of the USA similar companies.

Thanks Andrew B.
Read Answer Asked by Andrzej on January 08, 2015
Q: I have virtually no exposure to oil in my current portfolio and I'm thinking that CNQ, trading at the sub $30 mark offers an attractive entry point. I like CNQ because of it's size, dominance over the land base and operational efficiencies.
If oil continues its slide, do you believe CNQ will continue to go lower as well? How safe is the dividend at this point and / or if oil continues it's decline?
Thanks!
Read Answer Asked by Chad on January 08, 2015
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