Q: Good Morning 5i team, I am currently underweight energy and zero weight materials. I am looking to allocate new dollars to both sectors in the coming months. Could you please rank the following sectors on their current risk/reward: oil, natural gas, energy services, gold, silver, base metals. Also, a top pick from each of the six sectors indicated. Thanks for the great service. Rob
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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: Thoughts on this mornings results ?
Q: Just a note of thanks for your weekend advice to sell my CRP.RT holdings on Monday morning. I sold at 43 cents, and this morning CRP.RT is trading at 4 cents! (As well, the CRP shares themselves are now at a much more interesting entry point.)
Thanks!
Thanks!
Q: Can you define the concept of over the top programing(OTT).And can you explain how it works and if you think it will continue to be used wildly.
Thanks
CDJ
Thanks
CDJ
Q: We currently hold Vale and are down substantially. We are wondering if we should sell Vale (and take the tax loss this year) and buy Altagas and Whitecap with these funds. We are currently about 14% in energy and 34% in financials with the balance over utilities, telecoms and reits. Would appreciate your thoughts on this transaction or a better recommendation.
Q: Peter, any thoughts about Aptose Biosciences - APS? Also, could you share the highlights of the questionnaire done by us some time ago?
Thanks a million.
S. M.
Thanks a million.
S. M.
Q: I have held Diamondback for a while and am now down fairly significantly. Would you continue to hold, or do you think it is time to get out. What is your view of the company in comparison to other energy companies, and on the energy sector as a whole currently
THanks
THanks
Q: In regards to typically Canadian commodity stocks: as the $US increases in value against the $CAD & many others, what companies will benefit the most in your opinion in the peer groups for various producers? Such as base metals, precious metals, lumber & oil/gas.
Thanks for your great service
Thanks for your great service
Q: GeneNews is reportedly amassing a good collection of cancer screening blood tests. Your thoughts about the company. Thanks in advance.
Q: Hi 5i ,yesterday while giving your thoughts on CZN you mentioned that the cash on hand was being used at a fairly brisk rate. so my question is how much cash do they have on hand and what has been their burn rate so far in 2014 ? do you know what the burn rate is for the next 12 months.
also with regards to commodities being in the dog house is it possible for some stocks of certain commodities to outperform the markets . for discussion purposes if zinc was to average &1.50 per lb for all of 2015 would this show up in zinc related stocks or all commodity stocks painted with the same brush (red).
are we still in a normal business cycle and do you feel the US recovery is for real ? thanx Norm
also with regards to commodities being in the dog house is it possible for some stocks of certain commodities to outperform the markets . for discussion purposes if zinc was to average &1.50 per lb for all of 2015 would this show up in zinc related stocks or all commodity stocks painted with the same brush (red).
are we still in a normal business cycle and do you feel the US recovery is for real ? thanx Norm
Q: I typically like to use what I view as short term blips to buy good quality companies. However, sometimes what I think of as a short term blip turns into multiple other issues. Do you think that the dip in BNS share price is a buying opportunity, or would you be worried that there may be other issues lurking?
Thanks
Bryan
Thanks
Bryan
Q: Hi Team,
with the US economy steaming ahead, would the stocks mentioned be a safe bet for increased share values?
Thank you for your input!
with the US economy steaming ahead, would the stocks mentioned be a safe bet for increased share values?
Thank you for your input!
Q: Russel Metals and Wajax are two companies that have ties to the oil industry. Wajax reported what appeared to be good results and the stock is down and I haven't been able to find RUS results, although the stock was down significantly today.
Are both down on their own merits or do you suspect the energy sector decline is largely responsible?
thanks for your insight. It helps to keep me off the ledge!
Paul F.
Are both down on their own merits or do you suspect the energy sector decline is largely responsible?
thanks for your insight. It helps to keep me off the ledge!
Paul F.
Q: Hi Peter! I have 50% of my total portfolio in well diversified Canadian stocks, mostly from your equity portfolio. Of the remaining 50%, 5% is cash; 25% is in US stocks; 5% each in Europe (FEZ) and Emerging Markets (EEM). I'm thinking of diversifying further by placing the remaining 10% or so into specific countries such as Japan and/or India.
Can I have your thoughts on this plan and can you recommend any specific ETFs?
Thanks! Michael
Can I have your thoughts on this plan and can you recommend any specific ETFs?
Thanks! Michael
Q: The Q3 results of BEP.UN released this morning are below last year and also against its LTA, prompting a hit on the share price.
Can you comment on its Q3 results and also its prospect for Q4 and the full year as to whether this negative Q3 result is just a blip in the longer term of things?
Thanks.
Can you comment on its Q3 results and also its prospect for Q4 and the full year as to whether this negative Q3 result is just a blip in the longer term of things?
Thanks.
Q: In the grand scheme of things, which is more important, WTI or Brent. I have been watching energy to see if there is a bottom in sight and there are tenuous signs that maybe there is for Brent but not yet for WTI.
Q: Hello 5i !
What are your current favorite 5 non cyclical, high growth, dividend growth stocks?
Thanks!
What are your current favorite 5 non cyclical, high growth, dividend growth stocks?
Thanks!
Q: Hi Peter and team, Vermilion took a big drop of more than 5% today. Other than sector related reason, is there something wrong with VET?
Q: I currently hold (4 yr now) CPG, BTE & VET-all seem to have low debt & high CF per share but it is hard to find the total "all in" cost for ea BOE? I am thinking of adding BNE at some point because it has almost an $8.00 per share cash flow PS and seems cheap based on all metrics-ergo, should be able to support super dividend it pays out: this seems the case for the other holdings as well? What do you think?
Q: Hi Peter
Could I have your evaluation of this stock. Really enjoy your daily answers to all the interesting questions.Thanks
Could I have your evaluation of this stock. Really enjoy your daily answers to all the interesting questions.Thanks