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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: My energy sector exposure is currently at 5% of my portfolio . I'm a long term, high risk investor.
I'm most concerned with;
SDX @ - 57%
E @ - 60%
MCR @ -70%

Would you suggest selling these and moving into something like WCP, PEY, TOU, VET, RRX or SGY? In hopes of more upside? If so, which one? I wouldn't benefit from any tax loss selling. I'm planning on bringing my energy sector up to 15% in the next could of weeks.

I also own ECA, BEP.UN, BAD and a 1/2 position in SGY.

Thanks!
Read Answer Asked by Shawn on December 17, 2014
Q: We want to buy a bank today and would be interested in a opinion between TD, CM and BNS. INK research had a report indicating BNS was at the bottom of their list and your team has a high opinion of BNS. Hope you can clarify
thx
Read Answer Asked by Dave on December 17, 2014
Q: The airlines, in both Canada and the US, have really been getting hammered the last few days. Do you have any idea why? I would have thought falling oil prices was a bonanza for them.
Read Answer Asked by John on December 17, 2014
Q: In your answer to Pierre about Russia you say that NA markets are concerned about a Russian collapse as in 1998 but you did not specify exactly what affect this would have on our markets. Could you please elaborate. Thank you
Read Answer Asked by Alayne on December 17, 2014
Q: Hello,
Most O&G stocks are bouncing back today but HWO doesn't participate in the run. Any ideas why?
Thanks.
Read Answer Asked by Michael on December 17, 2014
Q: Could you please give us an update on Cardiome Pharma. Would you consider it a buy at this stage?
Thank you for all your sound advice.
Merry Christmas and a Happy and Healthy New Year to you and your group.
Shirley
Read Answer Asked by shirley on December 17, 2014
Q: Yr thoughts plz given the present oil debacle.

Read Answer Asked by roger on December 17, 2014
Q: I add new money to the model portfolio on a regular basis, is the idea to always top up the companies which have the lowest current % allocation (for example BDI and G) or what do you recommend for new money in the Equity portfolio?
You have a 1/2 position with the new names (FM and WCP), I assume thats the recommendation until you change that?
Read Answer Asked by William on December 17, 2014
Q: Would you say that holding Canadian Financials (Banks and Insurance)is a decent hedge re: increased interest rates.
Thanks
Read Answer Asked by Gary on December 17, 2014
Q: Hello 5i,
I've been patiently waiting on the sidelines the last few months waiting to get into the oil and gas sector.
I know it is impossiblre to time the bottom but it is looking like the massive daily drops in oil are slowing.
What would you recommend? Jump in now or pick away over the next few months? Do you have any favorites at this time?
Thanks
Dave
Read Answer Asked by Dave on December 17, 2014
Q: Want to invest in railway for long term. Which do you prefer CP or CN. Thanks
Read Answer Asked by David on December 17, 2014
Q: Merry Xmas to all. Could you comment on S? Todays action, Also cdz, Thanks and Good wishes in 15. Thanks, Cliff
Read Answer Asked by cliff on December 17, 2014
Q: Rocky Mountain has had quite a tumble since Q3 earnings were announced and is now trading at a level not seen in several years, now yields over 5%. Point and Figure has a target of $4.50 on this downtrend which may be aggravated by tax loss selling. Would you expect a rebound in Jan. and if long would you continue holding? Thanks, J.
Read Answer Asked by Jeff on December 17, 2014
Q: What are your thoughts on Enbridge and Pembina Pipelines now after the big drop? Is it a good entry point or will there be more weakness if the price of oil continues to drop? Also, Will they be affected if interest rates start to rise in the States next year? Which one do you prefer?

Thanks
Read Answer Asked by Mary on December 17, 2014
Q: If taking up a position today, would you prefer Jean Coutu (PCJ.A) or Ridley (RCL) in the Consumer Defensive sector? I'm looking for a mid-term hold with some growth to help offset (ride-out) the present oil sector decline. I like the oil sector, and tend to usually be a bit overweight in my portfolio, but reason must prevail, given the volatility at the moment. Thanks, as always, for your wisdom. (In the event you don't like either name suggested, is there something else in the Consumer Sector you would prefer?)
Read Answer Asked by Sylvia on December 17, 2014
Q: Hi Peter and company. I have to ask this question which many are thinking. Could you and your team give 5 or 6 names that are considered high risk but on a oil recovery should have a large rebound. Some of these above stocks mentioned are down 70% plus from there highs. I was hoping for your expertise on figuring out which companies could survive...balance sheets,cash flow etc. Or do you have other names that your team is more comfortable with.

Thank you as always Jason
Read Answer Asked by JASON on December 17, 2014
Q: Let's say a couple has a $200K diversified portfolio of 25 stocks held in 3 or 4 registered accounts with no duplication of stocks between the accounts. How would you handle it if they had $200K in additional new funds to invest in non-registered accounts? I assume it would be appropriate to add some new names to the existing portfolio but what would be the best way to add to existing names? How many total stocks would be a good number? Would it be prudent to avoid having the same stock in more than one of these accounts in this type of scenario? All accounts would have a long-term time frame.
Read Answer Asked by Lonny on December 17, 2014
Q: I have been an investor for many years and truly enjoy the process notwithstanding the ability to make money. As such I have, over the years, read and studied a great deal on this subject matter. We have always been thought that the market has 3 dimensions. Fundamental, Technical and Sentiment. This has been the model for 100 years. Well I guess things change and I do believe we need to add another dimension. Machines or Algorithmic Trading. I see glaring examples of this everyday in real time. Could you give us your thoughts on this and how one should prepare himself to deal with this fourth dimension? Regards
Read Answer Asked by roland on December 17, 2014
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