Investment Q&A

Q: i know nothing about hedges, debt to cashflow etc. but would like to know if these companies can survive until the next upswing in the oil market. im down 60% in both,but have not bailed ...yet. tkx pat

Q: My understanding is that you view Germany and Japan as the 2 countries to benefit most from low oil prices. This being the case could you recommend etf's that that would give maximum upside preferably in US dollars. Dividends are not important to me for this investment. Thanks for your great service.

Q: Hi Peter and Team,
From what I see in the Q&As today, there is a relative theme of this being one of the worst days, in a month or two of historic volatility. I`m afraid this question will not be any different, and I ask it in a more general context. Notwithstanding today`s 5% drop, on top of a couple months of , in my view, over selling, why does the market treat this stock in the same vain as an energy stock? In effect, you would think that lower priced oil / byproducts should be a stimmulus to LYB`s bottom line. With a very attractive valuation and what seems to be a positive outlook for the company, considering the potential of the US economy in the upcoming near future, can you offer insight as to the recent flogging? I look forward to your response on this one, I`m in the dark here. Thanks as always, Rick.

Q: Hi Peter - I am light on utility stocks and would like your comments on the following beat up utility stocks and how you would rank them currently based on 2-3 yr total return. Stocks are ALA, PPL, IPL, CSE, KEY, TRP, ENB. Thanks for your great service!!

Q: Hello 5i team

Your opinion please on 3rd quarter fiscal 2015 report and your thoughts on VXS moving forward. It is up 17% today on good numbers.

Thanks for all you do

Gord

Q: Hello Peter, Could you explain your process on how you come about your conclusions on companies? Do you meet with management? Do you go over their reports? Just wondering how you have time to evaluate companies and manage 5i?
Thanks

Q: Hi Peter and Ryan. If I were to have 20% of my portfolio in the model portfolio and 40% in GICs what ETF or ETFs would you use for other diversification?

Thanks

Q: what are your thoughts on this reit with its exposure to alberta.

Q: Please tell me about this company.it dropped significantly.
Since it is royalty based I thought is should be reasonable stable .it pays a good dividend

Q: I'm looking at SGY : TSX and ERF : TSX. In your opinion, which is a better buy?

Q: I'm looking for a way to play the drop in oil prices. With Abe getting re-elected and Japan being a large importer of oil, I was thinking CJP may be a good way to play the drop in oil. Also was thinking about ATD.B for another way. Could I get your thoughts on both strategies.

Q: There must have been a miscommunication, I was referring to "WORLD POINT TERMINALS" WPT : NYSE
NOT Westport Innovations.
Thank-you for taking the time to answer my question.

Q: Hi team. Can I get your opinion on which is a better buy BCE OR T.

Q: Hi Folks. i am looking to add some Canadian technology. Could you tell me your favorite large cap and favorite mid cap. I'm looking at GIB.A and DSG, but I'm open to your suggestions. I already have full positions in CSU and ESL.

Q: On November 21st, in a reply regarding the ZIN ETF, you said that you like the industrial sector. I have been buying ZIN every week over the year, after realizing that it contains numerous companies recommended by either you or analysts on BNN (CN rail, CP rail, Transforce, CAE, Stantec, WSP, Badger, Westjet, Air Canada, etc). Now three things have changed: (A) oil is 40% cheaper (B) this ETF 13% percent down from its high (C) Poloz remarks have caused uncertainties with Canadian banks. Considering this, I feel it's the better place to add new money. My question is: do you think that ZIN is likely to outperform canadian banks over the next year? Thank you!

Q: Seasons greetings 5i.

What are your thoughts on an entry point Trimac.


Thank you

Q: What is your opinion about this oil company at present oil turmoil?Thanks.ebrahim

Q: Is this fund forced to buy and sell the oil companies even when they know they are likely to go down? Can they pick and choose what and when to buy? What effect does the price of oil have on this fund? Should I be worried about holding it if I beleive Oil will stay down for a couple of years at least? How safe is the fund for a 2 year hold as I'm down quite a bit on it but have held for a while and my dividends have made up the difference in the capital loss.

Q: Hi,

Is your long term prognosis for oil changed at all? I'd like to buy more oil stocks when we hit bottom but fear that it may be years before it recovers? Or never?

If you had to get out your crystal ball when would you guess we'll see oil stocks recover?

Thanks

Q: I am thinking of moving my 128 shares of aapl into my TFSA. I have a profit of 58% which I would have to claim if I do this. Do you recommend placing US stocks into the TFSA or is it better to stay with Canadian companies? I am expecting Apple to continue to do well in the new year and would like to make the most of the profits with it being in the TFSA!