Investment Q&A

Q: This question may be duplicated. Something awkward happened during submission. Please delete if you got this twice.

I have very little exposure in oil and gaz, owning small portions of companies indirectly associated to the industry - QST, LSI and WPT/CLNE (big mistake). I have been closely monitoring the questions on O&G and would like to participate in its eventual success. I have seen questions on Surge (SGY), Spartan (SPE), Whitecap (WCP), Vermilion, Black Diamond, Peyto (PEY) and Tourmaline (TOU), High Arctic Energy (HWO), Baytex (BTE) all of which appear to be well liked (but I can't buy them all). I have also seen comments on others such as RMP Energy, Raging River, Rock Energy and Parex PXT which are debt (or close to) debt free, which is very important in these strenuous times.

I am a very long term investor and would like to keep my risk to a minimum. Normally, I am open to more risk but I believe that there is sufficient blood on the street that we can obtain high quality businesses at same discounted prices. It is like going to store. Sometimes you can buy a high quality item at same or better price than something that is greatly inferior. It really depends on what is on special.

I would like to consider 2 O&G businesses that offer growth and 2 larger O&G businesses that offer good stability that will also bounce whenever the time comes. These companies may be on the above list or not. What do you believe are the best growth / stable companies on special that are of high quality and why?

I also have a side question. I am not very familiar with cyclical companies. Will I need to get ready to sell these stocks when they go back up OR do good cyclical companies have higher highs and higher lows over time? i.e. Can these be good long term investments?

I hope that we do no inundate you with too many questions but the feedback is priceless. I am definitely learning a lot by reading the feedback you provide to all of us. Thank You.

Q: I just read that you are providing an investment seminar on Feb 28, 2015. Some of us are not situated close to your Ontario office. Would there be opportunity to host a webinar (over the internet) so that those of us that are out of town can participate? Or can it be recorded for later playback? I think that members would be willing to pay some form of reasonable fee to ensure a profit can be realized by your organization.

Q: Hi Peter & Team.
I've made a reasonable return on Magna since picking it up on the pull back in October. I've heard a couple of analysts comment that they think the stock is at it's top. I'm ready to hit the sell button but would appreciate your thoughts. Thx Scott

Q: First thanks for all the great advice.
On tax loss selling, is a spouse considered "beneficial?" In other words can I sell something for a tax loss and if she buys the same stock within the next 30 days, do I lose the tax loss?
Second,is there historically or generaly a dip in upwardly momentum stocks after the Dec 24 deadline as people who want to take profits and want to move the tax gain into the new year. ie a stock like CSU, which is not a tax loss selling canidate, will managers in general wait to shave?
Many thanks

Q: Hi 5i: I hold Citigroup and am considering adding another big US bank. Do you have a recommendation? I realize you don't specifically follow US stocks, but your knowledge will surely exceed mine. Thanks.

Q: Good afternoon,

I read most of answers on this company and you not mention if the vnr increase it's dividend. I have look in their web site and no histry of their divided payout. When was the last time the dividend was increase?

Thanks

Paul

Q: What about nts? Seems to be getting closer to some big contracts. Buy on Dips or not? Very low volume most days.

K

Q: Hello Peter
Please provide me about two stocks names that you think may have the most upside with the current oil price decline .
Thanks
Warmest Regards
Claudio

Q: Your opinion and the reason for recent drop is appreciated.Thanks.ebrahim

Q: It has taken a hit lately, likely due to fear of rates going up. Is a still ok to hold for income or should it be sold to protect capital. Thank you.

Q: Hello 5i team,

I would like your opinion please...

Warren Buffet is not the end all do all but there is no question he has some very solid insights. One of his idioms is "be fearful when others are greedy, and be greedy when others are fearful."

With the recent falling of O&G stocks like WCP, I have been watching Relative Strength Index (RSI) with the hopes of finding an over sold equity and taking advantage.

On a RSI scale of 0 - 100 it is widely thought a stock is considered to be oversold if the RSI falls below 30.

on Thursday WCP RSI was 29.5 after changing hands as low as $11.395 per share. By comparison, the current RSI reading of the S&P/TSX Composite Index is 44.9.

Today WCP is trading around $11.60. Would you consider WCP oversold at this time and that taking on a "greedy" attitude would be wise? Or would you advise to wait until after tax loss season is over before moving in today?

Thanks for all you do

Gord

Q: Does the lower price of oil increase the risk of default in some of the holdings in this ETF? Thanks, Joe

Q: Do you think the dividend cuts to the energy sector are priced in yet?Is this a good time to start a position? It is near its 52 week low.

Q: I believe that SGY will rebound sharply but want to use a five figure loss to reduce my capital gains this year. In the meantime what stock or etf would you recommend to replace SGY either temporarily or long term.
Thanks for the great service you provide.
Alex

Q: Dear Gentlemen,
I am using both 5IR portfolios + the Summary list.
1)In Income.Port, stocks like ET, BCE, L, SGY, T, WSP are not in your Summary list, that means You don't follow them ?
2)One stock in Income Port need a minimum rating or considerations of ?
3)Its possible to add Sectors (and rating) in Income Portfolio ?
Thanks
Best Regards.

Q: I see CXR is falling. Any news you can detect?

Q: What do you think of buying a 5% position in FFH as a hedge against shocks to the market? It seems to be negatively correlated with the general market. Also what do you make of its recent significant rise?
Thank you for your advice.

Q: Looking at fixed income and interested in CBO. Some credit unions, however, are offering a five year GIC for 3.01 per cent. I have always heard that with bonds or gic's you will always get your money back. But, with etf's, it can be a little riskier, as you don't own the bonds directly. Essentially, i am afraid of getting bitten by a bond etf and am thinking about this relatively high paying gic as a solution. Is this a good strategy and do i really need to worry about bond etf's
Thanks claire

Q: Hi,

Do you have any comments on OTC's definitive agreement to acquire Actuate Corporation (NASDAQ: BIRT), the leader in personalized analytics and insights.

To me it seems complimentary.

Thank you.

Regards,

Michael

Q: Since certain sectors (such as Energy) have fallen so much, do you recommend people rotate to keep portfolio weightings in check from before? For example, I had about a 10% weighting in energy before the sector meltdown, so it's closer to 5% now. Should I reduce some weightings in others (eg. consumer staples, tech, etc) to bump up Energy? I would plan to reshuffle after a recovery...

Thanks!