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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: Peter, at the beginning of January I will be adding 150% to my portfolio comprised mostly of 5i stocks and a couple of US ETF's. I am in line waiting for a review of my portfolio and in the meantime where would you suggest I park the cash? A selection of ETF's probably makes the most sense. Thanks.

Read Answer Asked by stephen on December 24, 2014
Q: Hi Team: growing a little frustrated with lack of growth. Considering switching to CF for higher appreciation potential as the CDN market recovers. Reasonable?
Read Answer Asked by Scott on December 24, 2014
Q: merry xmas to everyone..Any new news,as has moved from bottom?re atp also rkn please..Thanks for everything and looking forward to a grat 2015, Regards Cliff
Read Answer Asked by cliff on December 23, 2014
Q: Hello Peter and team, all the best of the seasdon to you and thanks for all of your sage responses this past year!!

Chorus has been out of the news lately after their successful bout with AC. They pay a nice dividend and have a fair chunk of change on the books I understand. Do you think a special dividend is on the horizon and what is your overall view of the company, especially with dropping fuel prices.


Thank you
Jerry
Read Answer Asked by Jerry on December 23, 2014
Q: Hi Peter
Small holdings in each....long term hold.looking for best 2 of the five listed to add to for combination growth in value/dividends. which and briefly why or why not

CDV, DH , DII, DIV , XSR

Thanks for all you do and all the best for the season
Read Answer Asked by Dennis on December 23, 2014
Q: 5-year 7%-coupon debentures from GuestLogix started trading yesterday (GXI.DB). Already they have fallen to nearly 90 cents on the dollar, giving a yield to maturity of roughly 9.5%. Do you think that the risk associated with the creditworthiness of GXI is adequately compensated at 9.5% (+ the chance of much higher gains if the stock moves up significantly in the next 5 years) ? Thanks!
Read Answer Asked by Gregory on December 23, 2014
Q: I know you have a note on Glentel but would you recommennd buying now or the risk is too high.
Read Answer Asked by Imtiaz on December 23, 2014
Q: Hi team, Regarding Don's question on NOC....Something to consider is PPA (Aerospace and defense ETF). From Yahoo finance:

Top 10 Holdings (54.03% of Total Assets)
Company Symbol % Assets
Lockheed Martin Corporation Com LMT 6.47
General Dynamics Corporation Co GD 6.38
Honeywell International Inc. Co HON 6.36
Boeing Company (The) Common Sto BA 6.30
United Technologies Corporation UTX 6.25
Northrop Grumman Corporation Co NOC 4.64
Textron Inc. Common Stock TXT 4.53
Raytheon Company Common Stock RTN 4.51
Precision Castparts Corporation PCP 4.48
Rockwell Collins, Inc. Common S COL 4.11
Read Answer Asked by Silvia on December 23, 2014
Q: The reaction of the market to Celgene and Gilead in the wake of ESRX withdrawing support for one of Gilead's products seems rather overdone. I have both of these stocks. is it an opportunity to add more?
Thanks and Merry Xmas
Read Answer Asked by hal on December 23, 2014
Q: Hello 5i
I own Talisman and with the offer from Repsol on the table
I would like your opinion as to hold for a higher offer or
sell and take the tax loss.
Thanks
Read Answer Asked by Michael on December 23, 2014
Q: My question is about the net interest rate impact on both of these insurers, specifically whether the positive benefits associated with higher interest rates offset the negative benefits of higher interest rates. I know the positive benefits of higher interest rates on insurers are widely accepted (via contract liabilities), however, considering that both of these firms hold billions in debt securities (the bulk of general fund), isn't their likely to be a negative impact on the balance sheet and possibly net income? Perhaps the net income impact of higher rates is more than the downside of decreasing debt security value?
Read Answer Asked by David on December 23, 2014
Q: Hi, thanks for great advice
i am about to sell Yamana for tax loss selling but would like to retain some gold or gold stock, hope fully the best alternative to YRI and the best company and with best possibilities in this sector to weather any downturn and make best comeback whenever that happens,
Could you please advise what should be the safest, yet the best to buy in this sector
Thanks again
Read Answer Asked by lyle on December 23, 2014
Q: Can you provide an update on your opinion of Enerplus? I have owned it since 2011 and have a significant unrealized loss. My question is should I sell for tax loss reasons (as I have a gain to offset) or just sell and get out altogether given its performance? The yield has been pushed up to 9.5% and I have 100% track record of incurring perm losses on stocks with yields that have risen above 10%. I have enough allocation in the O&G sector and would like to allocate to a mining/materials ETF (any recommendations?) where I have very little in that sector. Thanks again and enjoy the holiday break! Regards - John
Read Answer Asked by john on December 23, 2014
Q: How do you feel of the Vsn-KKr-Encana deal especially with regards to VSN
Read Answer Asked by terrance on December 23, 2014
Q: Convertible question (asked by Kelly)on Dec 22, 2014

The 5i response of Advantage AAV) convertibles being OK
is questionable as the bonds redeem on Jan 31/15 and trade at the redemption price. Publish at your discretion.
Read Answer Asked by Russ on December 23, 2014
Q: Thanks for great advice!
Please comment on CKI (Clarke) I have read your previous commnents and would like to know what you think of this as an investment compan y... the numbers look too good, but it is so thinly traded.... having read the financial statements, do you trust the management and the veracity of reporting? why is it not traded more heavily? would putting 1000 shares into be too great a risk?
Thanks
Read Answer Asked by lyle on December 23, 2014
Q: Would this holding be a reasonable long term investment. Eddie.If yes why?
Read Answer Asked by Eddie on December 23, 2014
Q: Please rank these E & P's in order of preference-
Bte, Cpg, Sgy,Tog
Looking for Income & growth for a 3-5 yrs holding
Thank You
Read Answer Asked by Terry on December 23, 2014
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