Investment Q&A

Q: Hi Peter and Team,

I currently still own some oil/services stocks that I'd like to get rid of. They include WCP, ARX, SES, and BDI. A couple of parts to my question... Which of these would you continue to hold? I was thinking either only WCP or WCP and ARX. What stocks would you recommend to replace them with that will have more short-medium term potential. I already currently own TD, ATD.B, ESL, CCL.B, SJ, BOS, AVO, AYA, DRT, BAM.A, SYZ, MDA, CXI, KXS, XTC, GUD, DHX.B, OTC, and PHM. For simplicity assume my larger caps are 5-7% of my holdings and my small caps are <5%. And would you recommend making this switch now, or wait until there's a bit more of an upswing in the price of oil? They are held outside my TFSA so I can take a tax loss on them.

Thanks,

Jordan

Q: Good Morning 5i

Like many others - Looking to make a 4% of portfolio speculative move into energy sector once price into mid 30s. Currently hold no oil. Any comment on that strategy. Will hold for about 3 years before looking to sell or sell earlier if appreciable bounce occurs sooner. Can you give me 3-4 names that will initially do the best on any eventual oil bounce.

Thanks for you valued help as always!

Q: Hi Peter,
I am still contemplating selling WSP to capture the gain and move it to STN, but another thought was to put the monies in Home Capital Group (HCG). This would be a long term hold for 3-5 years as a good value play. HCG has had a great ROE for long time and think the company will find its way of this current doldrum. Any comments

Q: On your great advice I picked up Constellation Software last year. I made it a full position, and it has now reached 6% including all my portfolios. I am not risk adverse and I don't mind holding winners, but at what total % level should I start to take some profits.

Do you think letting it move up to 10% is ok, or way to risky.

Cheers, Colin.

Q: Do you think drt and pur will be much better buys at today's prices after their recent drop,thanks again?

Q: PSG has been weak since May.
Anything more than the market?

Read all questions every day.
Such a great help, and thank you.

CV

Q: In modelling a portfolio, what would be your expected yield on a stock portfolio at today's price levels. Neutral weight with respect to higher and lower dividend payers.

Q: Good morning 5i. What's your perspective on Power Corp. It's been dropping steadily since I bought it a few months ago, notwithstanding that all the analyst ratings through my brokerage service rate it a buy or strong buy. Should I hold, or switch to another opportunity? Thanks.

Q: Hello.

I'm down almost 17% on GH (non-registered account). Do you think it's worth keeping or would replacing it with IT be a better option. I have also own AYA.

Thanks
M

Q: Any reason for the huge drop in cxr today?

Q: Hi Peter

What is your take on these company at this time

Thanks Great Job

Mike B

Q: whats your view on their quarter, new divended policy of 0.70 per annum, you always said a stock that start paying a dividend is really a good sign, would like to have view on this stock. thanks!

Q: As a senior with little need for additional income, I'm considering a investment in BAM.A, BIP.UN, or BEP.UN. Which would you recommend and why? It is a suitable time to initiate a sizeable position?

Q: Good Morning,
Would you continue to give CSH.UN a B grading, given the recent changes in thia company related to the health care sector? Do you view the divident save; and consider it a growth stock, as well? Thank you

Q: Hi, could you please share your analysis of Parkland earnings release of Thursday evening and estimates. Also, I would appreciate your comments on Cash flow and Dividend pay out Ratio. Thanks

Q: I currently hold this mutual fund Class F units. The company want to terminate this fund and merge with the Excel High Income Fund. The vote will take place later this month depending on approval this will happen as the manager recommends that investors vote for the merger. I will be in a loss position. Can you tell me what you think of this proposal and your opinion of this mutual fund.

Thanks

Q: CAn you please comment on the latest quarterly results? It appears strong but the stock is down.

Q: The market was way down today, but not all sectors. Mining was way up. Oil and gold did very well, too. What puzzles me on days like this is that everywhere I look all the 'experts' are saying to stay the heck away from commodities, that there is no sign of increasing demand from China, that they don't yet see a bottom in oil (Iran has yet to release all its oil onto the market) and gold is unlikely to go anywhere fast. So who is buying all these stocks on these days, and why? There seems a kind of obsession among Canadians for oil and gold in particular, based on all the questions you and BNN get on them. My portfolio is up 15% YTD because I have no gold, oil or mining stocks. Why are people buying them? And is it possible to know why are they all piling in on mining stocks today?

Q: Hello Team
Please advise how you notify us of portfolio changes, I see you made some changes in July to the Balanced equity PF, is it only when you update at month end or do you send out e mails to notify us?

Q: Seems like they missed earnings estimates of 25 cents? The stock is down after hours. What do you think?