Investment Q&A

Q: Hi Peter
I suspect I have been overweight in oil/gas and have lost more "paper equity" as it has been dropping though I prefer to think I have still spent it on "good companies".
When you say 10-15% energy weighting and that TSX is 21% or 25% do you include
a)PIPELINES like ALA,ENB,IPL,KEY,PPL,TRP
b)SERVICES COMPANIES LIKE BDI,CFW,FRC,HWO,PHX,PD,SVY
c)OIL BASED OTHERS LIKE BAD,MTL,PRW,QST
Thanks for all you do
Dennis

Q: Hello team, DHX is not reacting too well to today's news....they announced additional Teletubbies licensing deals. It has had a big run this year. Maybe it's just some people booking profits (?). What are your thoughts please.

Thank you!

Q: Hello Peter and team. I currently own TVA.B. Yes I know! Look at it this way: we all make mistakes. Part of the learning process. At any rate, I see today that Moses Znaimer is possibly interested in purchasing the Sun News Network from Quebecor. It is my understanding that Quebecor's subsidiary TVA.B owns 51%. If this deal ever materialises is there any possible upside for TVA.B. The corporate structure is so complicated that what I think is real may not be.
Cheers

Q: Kevin O'Leary was on BNN and said he hopes oil goes to $35 a barrel. He mentioned that we should instead be investing in the S&P 500 like he has. Now he says a lot of junior oil and gas companies are going to go bankrupt. Why would a Canadian, and a owner of a fund company add fuel to the fire of panic. Do they have alterior motives to help drive the price of oil and gas stocks down?. Are they shorting? CNQ chairman Murray Edwards said that he predicts oil will drop to $30.00 a barrel before it rises again. Why don't they just keep quiet rather than add to the panic selling? What is in it for them to say these things which are only their opinions.

Q: Stantec recently had a 2 for 1 stock split that is currently reflected on the stock market but 5i files are still showing the pre-split price. Does your system not update stock prices of stocks you provide a profile and rating(A)on when there are material changes in a stock?

Q: Could I have your opinion on Nuinsco Res.

Thanks

Q: Hi Guys
In a related question to my last one would you suggest Callidus Capital or Currency Exchange as a buy with growth as a consideration at todays levels. I would like to enter either position slowly over the next few months,year. Also if you could answer why the choice or do I add both?
Thanks

Q: Thanks for a great service...I hold both wcp and bdi and a little sgy...my energy holdings are 3.5% of my portfolio ...my question is with wcp and bdi down approx. the same would a sell of bdi and a buy in wcp make any sense as the producers will probably go up quicker than the service related stocks.

Q: When an oil company announced a reduction in capital expenditures for the coming year, how quickly does that reduction get put into effect? Do they actually start reducing spending immediately or is just an indication of where they think they will be going? I am wondering if the announcements coming out of the oil patch are as much for PR purposes to calm investors or if they are real. I ask from the point of view as to how these announcements should be viewed as they affect oil service companies like BDI, BAD etc

Thanks.

Paul F

Q: Hello team,

Bad, bdi,byd.un, cgx, esl, lnr, sj, slf, stn are the holdings in my child RESP and would not be needed in the next 3 years (grade 9). We have accumulated enough contribution for a new position, would you suggest buying another new position, adding to the current down ones (equal weighting) or getting an ETF for diversification?
If you suggest a new position or an ETF, could you suggest one or two of each to pick from?

Thanks for the great service.

BK

BK

Q: This is just an information post relating to the concerns about the oil glut. I found the attached post useful and informative. Like 5i I find Jeff Miller to be a voice of reason in times of tumult. As he notes, when consumption is 92.5 million barrels a day how significant is a "glut" of a few billion barrels. Next year consumption is projected to grow by almost 700k bbls/day and that's based on $100 a barrel. At todays prices will consumption increase. Will production drop.Are all geo-political risks off the table.
5i has has identified some excellent companies in the energy sector, some might appeal to a contrarian investor.
Just some thoughts as Christmas music plays on the radio and snow blankets the trees in the back yard.
Happy investing
Mike

http://dashofinsight.com/crucial-facts-energy/

Q: Hi Peter and Team
Today there is some movement in this stock. I see no news as to why. I quickly checked TMX and it seems to be between only a few sellers/buyers. Any insight on this move. Also do recommend adding to a position (slowly) at this point. My weightings in this sector and stock are balanced at present.
Thanks
you Guys are Great!

Q: Being small do you feel the yoho can grow at this stage?

Q: PLZ RECOMMEND A CANADIAN DIVIDEND ETF OTHER THAN ZDV WITH LIMITED OR NO EXPOSURE TO THE OIL PATCH.
MANY THANKS

ROGER

Q: If you sell a stock in a Tax free account that results in a capital loss does the loss provide you with additional room within the tax free account over and above your annual contributions?

Q: Energy and related stocks.
Like me many subscribers are seniors. I have a large holding in the above ( oil, NG, pipe line, services ect.) and am worried.

How do you see 3 TO 5 YEAR OUTLOOK for the above and what factors might play in to a reasonable assumption. How long might it take to balance supply and demand, as many say that $60ish oil will weed out some producers and reduce capex spending on new drilling . I understand that it is impossible to time the market but can you assume a reasonable oil price at sustainable levels of $70 to $80 oil and $4 for NG. any comments would be very helpful.
thanks
Yossi

Q: please give me an update on your thoughts for industrial alliance... the stock seems to be quite volatile on a daily basis!!
ed

Q: Hi Peter and 5i Research Team, Can you please advise on the outlook for US retail and specifically for Kroger. Would you consider it a buy here?
Thank you. Linda

Q: Hello Peter & Co.
Financials represent 7.6% of my portfolio; it comprises BNS, EFN, HCG and TD. I have room for one more holding and hesitate between SLF and ZUB.
Your input is always most appreciated
Tony

Q: Peter, I know that if you sell a stock at a loss you must wait 30 days to buy it back to avoid the artificial loss rules. But if you sell a stock with a gain to offset losses, can you buy that stock back right away without any tax consequences?