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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: Please give an update, I have held this for six years, is it ever going to do any thing? Thank you
Read Answer Asked by Jack on January 22, 2016
Q: I am a long time holder of both Goldcorp and Yamana, both of which have been decimated and are now much smaller positions within my portfolio. Today you removed G from the model portfolio and replaced it with AEM. If I wanted to purchase AEM to replace some (or all) of my current gold holdings, would you recommend that I sell Goldcorp, Yamana, or both to pick up an equal weighting of AEM?
Read Answer Asked by Steven on January 22, 2016
Q: What is your opinion of this fund. I have held it for a number of years. But now with the market malaise am wondering if I should add to it; or sell it in order to put the funds to better use - in a well diversified (mostly 5i oriented 3 dimensional portfolio - BE, Income, and Growth). NCE appears to be up almost 1.8% YTD which seems like a "grand slam" compared to mostly everything else.

As usual, thanks in advance for your guidance on this one.
Read Answer Asked by Donald on January 22, 2016
Q: I am looking for a trading opportunity in this.
FTN just sold 2.5 million shares of FTN at 9.90 at the end of November. The most recent NAV on Quadravest website for FTN is 16.71 at Dec. 31.
These are dual class structures and if the preferreds are worth $10 that leaves approximately $6.71 for the nav of FTN.
Whoever pays $9.90 for this in Nov. got ripped off.
FTN was at $5 in the last week of trading. If I bid at $5 my cost should have a good margin of error below the current NAV.
I had success with RBN.un previously playing this game with stink bids well below NAV.
Thx for expert opinions.
Blake
Read Answer Asked by blake on January 22, 2016
Q: Hi Guys:

what is your current opinion on Klondex
Read Answer Asked by Ted on January 22, 2016
Q: Hello,

I have sold my Bin shares and I would like to add to one of my current industrial holding. At the present time which one would you have a preference towards. My holdings include Stn, Wsp, Bad and Mda.

Thank you
Read Answer Asked by Josette on January 22, 2016
Q: Hello 5i, could I please have your opinion on RDS's update yesterday and do you think the dividend is fairly safe for income? Thank you
Read Answer Asked by Alayne on January 22, 2016
Q: Please provide your view on MNW's announcement on voluntary $25m pay down on its credit line from its strong cash [position,& its upward revised guidance.It really got hitn recently(even down today despite strong market recovery.Appreciate your usual great advice & services.Have a small holdings @ $12.66,so should I average down hare a bit; Further to my Q earlier tonight,Canadian Insider shows that on Jan 19,Richard McBee has a -500,000(in red) expiration of options @ US$5.16.Please advise meaning.Thanks for your usual great services & views.
Read Answer Asked by Peter on January 22, 2016
Q: Hi Team,
Thanks for all your patience and hard work dealing with us retail investors during these challenging market times. Your transparency, calm and reason are most impressive.

I am thinking much longer term (beyond this current market choppiness) and was wondering if you can point me to an ETF(s) that is focussed on disruptive technologies. I found ARKK which is what I had in mind (different disruptive technologies in different sectors) but it is tiny at reportedly $6.82M market cap and virtually not trading volume.

Do you know of anything similar that is bigger and more liquid (presumably in the US)?

Many thanks for any suggestions.
Michael
Read Answer Asked by Michael on January 22, 2016
Q: Hello, I am trying to find a safe U.S. utility with low coal exposure and a decent dividend; coal seems prevalent though, could you help please? Thank you as always
Read Answer Asked by Valerie on January 22, 2016
Q: I'm looking for dividend plays with "some" torque to oil price but with a definite downside floor. To date I've picked up IPL and VET. I'm looking at Secure now as well. What do you think about Secure here. How safe is the dividend? What is the payout ratio? How safe to you feel their business is? I know the environmental part of the business should remain intact but what are the contracts like, are they in danger of having the pricing renegotiated? Could they actually lose business?
Read Answer Asked by Rob on January 22, 2016
Q: Any idea why Peyto has performed so much better than other oil companies? Down 15% over the last year which is isn't too bad compared to others. I know Peyto is primarily a gas producer.
1) Have natural gas prices been more stable than oil over the last year?
2) Has the production of natural gas been more stable? (Less dramatic increase from the shale plays and also harder for the house of Saud to flood the market from their own reserves)?
3) Is the demand for gas more constant than oil? I assume domestic house consumption, power plants and industrial users are the biggest users with long term purchase orders.
I am thinking of buying more PEY to increase my weighting to about 3.5%. The only other pure energy company I own is VET with a 2% weighting. (I also own some CMG which is a bit of a mixed bag).
I like the dividend percentage. What is the current pay-out ratio of PEY?
Deduct as many question credits as you wish - and thank you.
Read Answer Asked by James on January 22, 2016
Q: Hi Peter & Team: referring to questions from other members, if I donate CSE shares would it be complicated? Or the receiving charity can tender the shares when the time comes to do it (by the way I use Link Charity and they charge me less as I am a CMS subscriber) ?
Read Answer Asked by LOUISA on January 22, 2016
Q: Hello 5i:
another comment on Paul's question re: filling up the truck; now $58, used to be $80, and why is there not more of a saving. First, that is a 27.5% decrease. Stated another way: its like being paid 27.5% more. Who would not take that?
Additionally, that is $22 on one fill. How many times do you fill the truck per week, per month, per year. The savings really begin to accumulate (or more money to spend). I lived in samll town BC for quite some time, and remember paying $1.42/litre. Try that one on for size and watch the paycheque disappear.
just my opinion, publish if you feel like it
Paul L
Read Answer Asked by Paul on January 22, 2016
Q: Hi,
What do you think about the above us stock?
Good to buy ?
Thanks
Read Answer Asked by Adam on January 22, 2016
Q: CAN I GET YOUR OPINON ON OXF..... FIRST ASSET CAN ENERGY COVERED CALL.......LOOKING FOR INCOME AND GROWTH THANKS FOR YOUR WONDERFUL SERVICE ........ BARRY
Read Answer Asked by BARRY on January 22, 2016
Q: I am thinking of deploying the new 2016 TFSA contribution. Currently, the account has some familiar names: AVO, DR, ESL, GUD, PHM, RUS, SGY, SYZ and WIN. Would you please give me a suggestion as which one(s) to add to at this time? Any that you would suggest dropping? The objective, of course, is to grow this fund as aggressively as possible, as it is a small part of my overall portfolio.

Thanks for your excellent service, especially in this trying time,

Bob.
Read Answer Asked by Lynn on January 22, 2016
Q: I regards to your comments on aw strategy to use only beef raised with out steroids hormone is true however as a retired beef producer I don't believe you can buy beef to day, with steroids and hormone enhancement . I believe that left the industry years ago and the growth enhancement been replaced with genetics .there are calves being born today that have a 4 plus pound a day rate of gain far exeding any artificial enhancement .
I would invest in aw for the financials but to get wrapped up in adds I wonder if that is the right course
Read Answer Asked by Stan on January 22, 2016
Q: For a young couple just starting TFSA with $5,500.00 each
I was thinking for the total $11,000
20% xbb
30% xic
40% xsp
10% vee
Please advise if there is a possible better alternate
For a smaller portfolio should one consider individual stocks
Read Answer Asked by Peter on January 22, 2016