Investment Q&A

Q: Just a comment re the recent Peyto question and answer. If I recall correctly, one of the issues facing Peyto is the increasing difficulty of getting pipeline space to get their product to market.

Q: It appears SYZ has recently been covered by Morningstar with an overvalued rating, S&P Capital IQ with a buy and Thomson Reuters with a 4 out of 10. This might be contributing to some weakness in the share price of late.

Q: What is your opinion on the USD? What % of my portfolio should be in USD? Is DLR a good ETF to buy or should I buy US dollars?

Q: I'm looking to diversify my portfolio by adding some US oil & gas companies, specifically EOG Resources, Range Resources or Chesapeake. Could I get your views on these and which order you would rank them for buying now (I know your coverage is for Cdn stocks so appreciate any thoughts you can provide!).

Q: Hello Folks:
What are your thoughts on Johnson Controls and Honeywell? I have owned JCI (which hasn't done much) for some time. Is a switch to Honeywell warranted? Are there better options in this sector?
Thanks once more!
brian

Q: Hi Peter and Team,

Thank you for all the great work that you put in. My daughter's RESP is doing quite well thanks to your model portfolios.

Currently in my TFSA, I am holding DSG, FTS, NFI and WPK. I would like to add a fifth stock to my portfolio. The time frame for the TFSA is 10+ years. Any suggestions to increase the diversification?

Thanks in advance.

Marvin

Q: Hi Peter and Staff
Eric Nuttall was far less than charitable this week on BNN discussing Peyto. Comments about CIBC also down on it this week saying dividend is not sustainable . Comments?
Thanks for all you do
Dennis

Q: Hello
May I please have your comments on current earnings
Cheers

Q: In a large cash acct, I have 1 loser-Surge. Based on existing losses & my opinion that it will take several years to break even, I plan to use the loss against similar gains in one of two existing stocks that have not shown much upward movement over the last year or so. They are BCE & LNR. Obviously, BCE has the much larger dividend but, LNR has likely more upside. Your opinion & rationale is valued. Thank you.

Q: I was very positive on the company previously and have held it for a while. I added to my position on the additional AUM announced on Jan 30. Can you comment on recent news of National Bank changing from FSZ to Goldman Sachs? How do the plusses and minuses affect your current opioion on FSZ? Buy sell or hold?

Q: Hi Peter and group I am up on EXE (28%) in the last 2 yrs I was thinking of adding some more . Is this a good idea or do you recommend another stock in the same space

Q: CAD Hedged vs Non-CAD Hedged ETFs. For US exposure ETF's, which is better to buy in my TFSA - hedged or non-hedged....and what simple reasoning can I use to decide?

Q: The TSX identifies AIF as technology and KWH as utility. I'd be inclined to categorize AIF as Real Estate, as it seems it might move more in line with that sector. I can understand KWH as a utility, though it might also be considered energy. Can you give me your thoughts on the sectors; would you stick with the TSX?

Thank you.

Q: Hi 5i team,
I have just read your report. One of their investments (Real Matters) is supposed to do its IPO over the next few months. February was even floated around recently. Following the start of your coverage of AIF (very happy about that), what is your main assumption about their investment in Real Matters. Sell their shares in the IPO, sell a prorated portion of their shares, distribute the shares to their current shareholders, keep their shares, increase ownership? What % would give to each of these scenarios? Any other possibilities? Thank you, Eric

Q: Hi peter
This morning the common share is trading fine slightly over $31 the new subscription receipt is a dollar .what would cause investors to dump a receipt they just paid $31 for the subsriction is trading today at around $30?
Kind regards
Stan

Q: I realize that I have a poor understanding of how to value "pre-sales" biotech companies such as TR. How is a quantitative value placed on them - I assume it is based somehow on the potential market share of the company in the specific area they are developing drugs for, as well as the size of that market and the risk of getting product to commercial trade. But this seems all very subjective. For example, TRIL has traded all over the map, the value can seem to double or be cut in half based on some combination of risk profile vs. potential. For the average retail investor, how does one go about trying to value these companies, or is is better to wait until sales start to happen and then try to value to company on sales projection? Other examples could be PLI, or one I'm still trying to forget from years past, ISA. I'm wondering if these types of companies have a place in a responsible portfolio even one is "high growth" oriented?

Q: I am very interested in making a long term investment in the growth of gaming.Can you please provide some of your best investment ideas in this space. I know you like Nvidia but do you have a preference among the other companies that trade in either the us or Canada.ie ttwo etc.Is there an etf to buy that holds a number of these types of companies?
Thanks for the many many profitable trades!!!

Q: I am thinking of adding a REIT ETF to my RRSP account and curious to know if there is a CDN ETF that holds U.S. properties that you could recommend?

Thank you,

Q: Hi Guys,

Can you please explain the details around TransAlta PLAN of Arrangement on the consolidation of their preferred shares. Good for unit holders or not? Feels like there might be some upside on dividend but concerned that share value might be affected negatively.

Q: Hi 5i team,

I notice downward pressure on D box any insights you can offer. Should I continue to hold as a small percentage of my portfolio.

Thank you Mike