Investment Q&A

Q: Hi 5i team,
I have 11% of my portfolio in REITs and real estate stocks and these are CUF.UN (7%), FCR (2%) and HR.UN (2%). I am wondering whether I should reduce CUF.UN to 5% and buy something else in this sector? CUF.UN seems to underperform other real estate stocks but I really cannot find anything wrong with this company - reasonable debt, low P/E, high dividend... Am I missing something negative WRT CUF.UN? I have no problem holding the stock for 2-3 year term as long as dividend is safe and the company remains profitable. So here are my questions summarized:
1. Is there anything wrong with CUF.UN fundamentals and expectations?
2. Do you suggest to (a) reduce (b) liquidate my CUF.UN holdings?
3. If the answer to previous question is "yes" where would you reinvest in this or similar sector?

Thanks a lot! You are absolutely the best investment service I encountered in my 20+ years of investing.

Q: I am up about 1% on MA and 7% on Visa. Am wondering what your opinion is on the growth of these two companies this next year compared to the Canadian banks. Am thinking of swapping them out.
Value your opinion. Peter

Q: Than you for your continual great investment and educational advice and responses.

My question relates to the future building of LNG plants in BC. Although this might be many years away before building actually begins, are you able to identify any companies that may be in a position to benefit from the construction aspect at this time. Given that there is very special need for very specific types of either construction or manufacture of specific types of infrastructure for these plants, I would think that there may be a limited amount of companies that could provide the product or the expertise.

Any thoughts you may have for this potential long term investment would be appreciated.

Q: Hi Peter and team, can you please share your outlook on Kinross Gold. The stock price keep hitting new lower lows. Is it heading towards a bankruptcy? Thanks for your great service in investor education.

Q: I have been holding shares of SSL for some time now and am wondering why it is doing so poorly for a gold royalty company. The bigger ones seem to be holding up much better. What is your prognosis for this company? Thanks so much for your advice.

Q: Is there any merit in these NOTE's other that ROC payments ?
TD Canadian Companies-Linked Barrier ROC Notes, Series 2 Principal at Risk

Q: I was talking to Peter at the Money Show along and so were many others. I put in limit orders and would it be a good thing if I put the limit order for more than one day? Asking about a couple of my holdings SYZ has large daily swings of almost 10% - is this indicating something? DEE (Delphi) has been in a downwards trend about the biggest downward trend of the resource sector and I noticed some negative news on it on October 23 and it escalated the fall. Is there any hope for this security?

Dennis

Q: If you could only buy one of DSG or ESL, which would you choose?

Q: Hello Peter
The recent stock prices decline has given me an idea to open new portfolio "an exceptionally concentrated portfolio" that I found idea in your 5i Research Blog from July 20,2014.
Please give to me your 5 best at this time candidates for this type of portfolio that one can double down on them.
Thanks Andrew B.

Q: It looks like chances of energy stocks coming back in a few months are very low,do you agree?.Gold stocks have perhaps bottom out,which gold stocks are worth buying after gold corp.Is kinros at $3.00 a buy?.

Q: What do you think about a RME and CVL vs ACQ for a long term BUY (5yrs)?

ACQ is roughly UP 40% on a YEAR CHART vs RME & CVL DOWN roughly 20%.

I have looked at basic ratios.

P/E RME 14%, CVL 14% ACQ 30%
YIELD RME 4.1% CVL 4.5% ACQ 1.5%
PAYOUT RME 54% CVL 77% ACQ 44%
GR MARGINRME 13.8% CVL 18% ACQ 17%
ROE RME 9.27% CVL 9% ACQ 21%
DEBT/EQ RME 24% CVL 38% ACQ 141%

To me looks like AGRI is the low side of a cycle and why it is a laggard right now compared to increasing high cars sales in Canada.

Can you give me your thoughts on RME and CVL vs ACQ?

Thank you
Regards
Stephane.M

Q: Hello team

Can you please tell me what symbol we are to use for Mellon Bank? And do you have any commeNts in its metrics and future?

Thanks for all you do

Gord

Q: Nobody has asked about TIO since June. Do you have any new thoughts on this stock please? I absolutely LOVE being responsible for my own portfolio and appreciate your valuable help. My knowledge of the market has improved immensely simply reading answers to member questions and your reports are superb!

Q: Hi Team. Just a general question. What is the relationship between share price and net asset value of companies? Is book value and net asset value the same? Some companies trade at multiples of book value. Thanks for the help. Joe

Q: I have a sum of new money to invest and would like to invest 20% of it into the 'bond side' for balance. Ignoring what I may already hold in bonds, could you suggest an ETF or ETF's that would be an appropriate purchase? Would the ETF's in your income portfolio be appropriate?
thanks

Q: I'm considering investing in sm cap energy cos. that are focused on the Monteney and Duverney and Horn River Basins. Which of the following would you prefer: Donnycreek (DCK-V), Yoho (YO-V), Artek (RTK-T) or Storm (SRX-V)?

Thanks for your insights and analysis. Appreciate your efforts.

Q: Hi Peter,
Do you expect gold and silver stocks to get hit with tax loss selling by year end again as was the case last December, and if so, would you expect a rebound in the new year? THANKS!

Q: Hi team: any insight into how the IPO is going. I understand they are still proceeding and are trying to get it done. any sense as to final price? thanks

Q: What caused stagflation in the 1970's? Do you think we are at risk of stagflation again?

Thanks,
Hans

Q: I want to buy above US index in Canadian $.Please advise how(mutual fund,ETF etc) Thanks a lot. Looking forward to seeing You on BNN"s Market Call on monday morning