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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: what are your thoughts on AAA
there is a lot of chatter about a buy out or take over.
Do you have a target price?
Read Answer Asked by Josh on January 13, 2015
Q: With a projected increase in auto sales in 2015, would it be a better way to invest in LNR, MG, and MRE rather than the various manufacturer's? Would you recommend any of them and in what order. With thanks, Bill
Read Answer Asked by William J on January 13, 2015
Q: Hi 5i Team!
GS has dropped below its 52 week high and is off its 52 week high by more than 25%. Is there any fundamental reason for this?
The dividend is good, is raised regularly and it also pays special dividends.
My wild guess is that there was takeover speculation that hasn't panned out but I thought that was an old story.
Any information and advice on whether to buy, sell or hold would be appreciated. My entry price was $22.50 (TFSA acct). Thanks!
Read Answer Asked by Heather on January 13, 2015
Q: I believe High Liner Food only process and distribute seafood, while Clearwater (CLR.TO) also harvest seafood. So do you think CLR.TO will benefit more from higher seafood price? Which company do you prefer? would you consider current price a good entry point?

Thank you very much!
Read Answer Asked by Dong Sheng on January 13, 2015
Q: I had reason to call Scotia iTRADE about a different item today and in the discussion CFN came up. I was told that on January 2nd the offer was extended to January 30 and that there is no mention of a special dividend. It seems odd that this extension is not widely known, although I may have missed that information.
Read Answer Asked by Gayle on January 12, 2015
Q: Royal Bank released an update with a new target of $4.00, sector perform. Their release also indicated an "exit net-debt-to-trailing-cash-flow ratio of 3.3x, higher than its direct peers at 1.9x". The SGY website indicated their "current" D/CF was 1.4x. BNN analysts have said that a D/CF ratio > 2.0 is a warning sign. Your thoughts please?

Also, I have been using P/CF, D/CF and hedging % (H1 = 34% @ $101, H2 = 14%) as a few of the metrics to guide me. Your thoughts please?

Thanks for your help,
Steve
Read Answer Asked by Stephen on January 12, 2015
Q: Hi Team
I would like your views on the nerger of Teckmira & OnCore Biopharma.
It seams to be positive, I have some shares of Teckmira, is it a hold or sale
Thank you for your advice
Guy
Read Answer Asked by Guy on January 12, 2015
Q: Could you please comment on the share buy back offer at $9.50 from Clarke which I received today. It is trading at $9.46 today and I am tempted to hold on for more value after the buyback. Is my thinking correct? Thanks, John
Read Answer Asked by John on January 12, 2015
Q: Hi Guys looking for some ideas for my RRSP and TFSA contributions for the year. Obviously without knowing my other holdings this is a little more difficult exercise for you, looking for max growth, dividend not required and 20 years until retirement. Based on the discussion from 5i I'm considering CXI, DHX and/or QST. Any thoughts? Thank-you.
Read Answer Asked by Chris on January 12, 2015
Q: Question and suggestion: Diversification/ sector allocation/Portfolio Rebalancing is such a frequent topic that I wonder if there should be a seperate category heading for it.

I am one of those who is still trying to get "diversification" right (read burnt by being overweight Energy) and have been combing through "Market Strategy" and "Market Outlook" for guidance.

Should I be looking elsewhere on your site?

It seems clear to me that your advice currently is: 10% Energy, up to 10% Telcos, 10-15% Financials. Beyond that I am not sure.

No doubt how a question was phrased would affect your answer, but on October 8 Utility weighting was 10% and on December 24th (a Q from Ray) Utilities were 0%.

Any help you can provide here would be greatly appreciated.





Read Answer Asked by Donald on January 12, 2015
Q: More of a comment than anything else-if you have a 3-5 year view and can pick energy companies that will not go under, this has to be presenting itself as a great opportunity to purchase and just wait it out. I would think Whitecap, Torc, Suncor just to name a few.
Read Answer Asked by Bradley on January 12, 2015
Q: Hello all! Can you shed some light on what is causing the Amaya bounce today?
Thanks
Dave
Read Answer Asked by Dave on January 12, 2015
Q: My wife maintains a small portion of her RRSP in 7or 8 stocks. We purchased 500 shares of Sgy at 6.90, and want to know if you would recommend buying another 500 at current prices?? Want to hold for the longer term. Thanks
Read Answer Asked by FORREST on January 12, 2015
Q: Just a comment on Carfinco declined today: Carfinco Financial Group Inc. lowered its January dividend to $0.025 from $0.04 in December, with management noting that the firm has seen an increase in delinquencies and losses on its receivable portfolio in recent months.
Read Answer Asked by Richard on January 12, 2015
Q: Carfinco states "increase in both delinquencies and losses on the finance receivable portfolio in recent months" as the reason for the 38% dividend cut. If they knew the takeover was off would they not have an obligation to disclose with this announcement? And if the deal is off would there not be a break fee coming to CFN as damages that would allow them to continue the higher dividend? Finally it looks to me like selling has been pretty consistent through Monday so it would seem that someone knows something, wouldn't you agree? Thanks, J.
Read Answer Asked by Jeff on January 12, 2015
Q: I see Carfinco off sharply today.
What is happening??
Is the seal off??
Read Answer Asked by Don on January 12, 2015
Q: Hi Peter and team,
XLE is -10.23% and XEG is -20.93% in the last 12 months. If I were to add energy in my RRIF portfolio, would you recommend XEG or XLE and why? I own 8% energy (SU, COS % XEG totaling 8%)My intention is to sell EWH and replace with XLE
Thanks, Karl
Read Answer Asked by Karl on January 12, 2015
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