Q: I would appreciate your opinion of Gibson Energy.
The PE seems high, but P/CF is a better guide?
Thanks for you thoughts.
John.
The PE seems high, but P/CF is a better guide?
Thanks for you thoughts.
John.
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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: Hello 5i Team, first of all I'd like to say that this is a very valuable service. I wish I'd found it much sooner.
I'm in the process of moving our RRSP Mutual funds to a self directed account at my bank. The plan is to create a balanced diversified portfolio using ets's.
30% Fixed Income - XQB
25% Canadian - XIC
25% Us- XUS
15% Europe - XEF
5% Emerging Markets - XEC
(or something similar - not sure yet if I'm going with BMO, Vanguard or Ishares)
Or would it be better to choose sector specific ETF's such as Financials, Health Care, Industrials ect.?
Also would you recommend waiting until after the summer (sell in May and go way), buying into the market all at once or buy in 1/3rd chunks over a period of months.
Thanks you very much in advance
I'm in the process of moving our RRSP Mutual funds to a self directed account at my bank. The plan is to create a balanced diversified portfolio using ets's.
30% Fixed Income - XQB
25% Canadian - XIC
25% Us- XUS
15% Europe - XEF
5% Emerging Markets - XEC
(or something similar - not sure yet if I'm going with BMO, Vanguard or Ishares)
Or would it be better to choose sector specific ETF's such as Financials, Health Care, Industrials ect.?
Also would you recommend waiting until after the summer (sell in May and go way), buying into the market all at once or buy in 1/3rd chunks over a period of months.
Thanks you very much in advance
Q: I am holding the following losers. I am not sure if they are worth holding on to. Would appreciate your views. Thanks
VNP(-40%), CS(-52%). TBE(-52%), VXS(-52%), VALE(-47%, ECA(-39%).
VNP(-40%), CS(-52%). TBE(-52%), VXS(-52%), VALE(-47%, ECA(-39%).
Q: 5i Team,
Realistically - what would be your 6 month to 1 year outlook on Macro Enterprises, Questor and Petrowest. Thinking of pruning some weeds...
Realistically - what would be your 6 month to 1 year outlook on Macro Enterprises, Questor and Petrowest. Thinking of pruning some weeds...
Q: Hi guys, Could you explain a bit more the saga of AQN and their delayed financials. I would have expected the stock to bounce back close to pre-mystery price which it has not. Why is the market now valuing the stock lower? Thanks.
Q: Several reports over the last few months mention that it's just a matter of time before more competition comes in from the U.S. do you see this happening any time soon, thanks? I got out of Dollarama about three month ago, but now considering getting back in.
Q: Hello Peter & Team,
For the most part my portfolio is doing extremely well. I was able to take the majority of my O&G profit off the table end of last summer, my Healthcare Biotec sector is doing well, and I have enjoyed a number of winners inc AYA, CGX & EFN (all thanks to you) TWX, Dis & WFC and APPL among others.
I have a few small positions in higher risk companies which I was willing to lose on - risk/reward. And I will continue to hold tough as per your advice re AVO... in for the long haul there.
BUT, your article on cutting your losers is sticking with me, and one of my losers is CVL - in 13 months down 20% after a consistently increasing and fairly good dividend.
It appears the March 10 report was fairly positive with increases in revenues, gross profit $$$ & EBITDA. The only glaring item I could see was profit attributable to shareholders decreased $4.7 million. Maybe this is attributable to the Peterbilt acquisition...
I have this nagging urge to throw in the towel and look elsewhere for something which might show some signs of growth. O&G is getting interesting with the middle east in conflict again - specifically WCP which has been one of the best at weathering the oil situ.
What would you suggest I do...
Hang tough with CVL for a while longer and if so what time frame should I consider? Is there any good news you can see on the horizon and what would have to happen for the stock price to react positively?
OR
Forget about all that, sell my position at a loss and look elsewhere? And if so, where would you suggest I look?
Really appreciate your time and all you do for us
Gord
For the most part my portfolio is doing extremely well. I was able to take the majority of my O&G profit off the table end of last summer, my Healthcare Biotec sector is doing well, and I have enjoyed a number of winners inc AYA, CGX & EFN (all thanks to you) TWX, Dis & WFC and APPL among others.
I have a few small positions in higher risk companies which I was willing to lose on - risk/reward. And I will continue to hold tough as per your advice re AVO... in for the long haul there.
BUT, your article on cutting your losers is sticking with me, and one of my losers is CVL - in 13 months down 20% after a consistently increasing and fairly good dividend.
It appears the March 10 report was fairly positive with increases in revenues, gross profit $$$ & EBITDA. The only glaring item I could see was profit attributable to shareholders decreased $4.7 million. Maybe this is attributable to the Peterbilt acquisition...
I have this nagging urge to throw in the towel and look elsewhere for something which might show some signs of growth. O&G is getting interesting with the middle east in conflict again - specifically WCP which has been one of the best at weathering the oil situ.
What would you suggest I do...
Hang tough with CVL for a while longer and if so what time frame should I consider? Is there any good news you can see on the horizon and what would have to happen for the stock price to react positively?
OR
Forget about all that, sell my position at a loss and look elsewhere? And if so, where would you suggest I look?
Really appreciate your time and all you do for us
Gord
Q: Firstly, new to your site and find it very imformative. Peter you are one of my favorite guest on BNN. I would describe myself as a seasoned rookie investor. I certainly really enjoy doing my own research a lot more than paying a mutual fund two percent plus for picks like Bell, CNQ, and some glossy brochures. I am wondering if something like the Bloom and Burton Healthcare Investor conference
would be appropriate for a smaller retail investor. Btw I am geeky enough that I am sure to enjoy the technical medical stuff. Just did not want to spend a fair bit of money to go to TO and feel uncomfortable in this crowd as I am not a sophisticated investor with big bucks.
would be appropriate for a smaller retail investor. Btw I am geeky enough that I am sure to enjoy the technical medical stuff. Just did not want to spend a fair bit of money to go to TO and feel uncomfortable in this crowd as I am not a sophisticated investor with big bucks.
Q: In response to a question today you recommended Loblaws in the Consumer Staples sector. I'm curious why not Metro when Metro has a much higher ROE and a lower P/E ratio. Also, would you recommend George Weston instead of Loblaws? Just curious. Thanks for all you do!
Q: As & when the bottom, bottoms - I want to use my leverage to gain on what I believe will be a very substantial oil bounce!!
Would you rank your pic. of the 4 best as detailed above bearing in mind the substantial price difference in current share values. Thanls
Would you rank your pic. of the 4 best as detailed above bearing in mind the substantial price difference in current share values. Thanls
Q: We are quite elderly,and have about $28,000 a year in US S.S. and Cdn OAP. We have no need for growth but do depend on Canadian dividend paying stocks to double that income. The 5 major Cdn banks are 23% of our investment, 7% in oil, 13% pipelines, 11% electric power, 8% telcom, 10% reits., 20% misc industry and 8% gold stock and cash. You recently advised someone that 20% was too much to put into banks and that it should be reduced and some put into financials. Can you please suggest some financials or other stocks that pay as good dividends as the banks and are equally safe. Thank you.
Q: Hi Team - I've been following this company for the last 6 months. They don't seem to get a lot of attention but have a promising drug/ingredient called NIAGEN which could be a game-changer for the company. It seems the company might turn a profit this year. Could you please comment if a) they would be a buy-out candidate b) Since the ingredients are natural, would many drug companies pay any attention to it?? Thanks for your feedback.
Q: Hi Mr. Hodson and 5i Team,
Thanks for answering my previous question.
Is your (first, not Income) 5i Model Portfolio ok to buy now, without worrying about the market? We would like to get started.
If the upcoming April portfolio for Growth, how will you label your first one? thanks sarah
Thanks for answering my previous question.
Is your (first, not Income) 5i Model Portfolio ok to buy now, without worrying about the market? We would like to get started.
If the upcoming April portfolio for Growth, how will you label your first one? thanks sarah
Q: Hello Peter & Co,
Question 1: I've been holding STN for about a year to watch it hibernate (long winter of discontent) while WSP seems to be the flavour of 2015 (investors seem to like its recent acquisitions sending the RSI way up in the overbought stratosphere); your thoughts please.
Question 2: I have lumped BIN, BIP.UN, CCL, CNR and STN in the Industrial, Transports, Infrastructure sector and CHE.UN, IFP and SJ in the Materials sector; is it reasonable?
Thanks for your A+ service
Antoine
Question 1: I've been holding STN for about a year to watch it hibernate (long winter of discontent) while WSP seems to be the flavour of 2015 (investors seem to like its recent acquisitions sending the RSI way up in the overbought stratosphere); your thoughts please.
Question 2: I have lumped BIN, BIP.UN, CCL, CNR and STN in the Industrial, Transports, Infrastructure sector and CHE.UN, IFP and SJ in the Materials sector; is it reasonable?
Thanks for your A+ service
Antoine
Q: LIF is down under 15.00 this AM. I understood that the Ex. Div. date was tomorrow. Is there some reason for the stock to be down today by such a large amount? Thank you for your previous reply and comment re this stock earlier this March
Q: Hi Team
Many thanks for your quick response re AYA news today re: the IPO filling for its wholly owned subsidiary - Innova. I should have been more clear that it was actually a two-part question.
The last part of the news indicated that in addition to their "Innova" subsidiary IPO filing, Amaya itself would also be doing a secondary offering.
Again, I would appreciate your expert comments on this news as well.
Many thanks for your quick response re AYA news today re: the IPO filling for its wholly owned subsidiary - Innova. I should have been more clear that it was actually a two-part question.
The last part of the news indicated that in addition to their "Innova" subsidiary IPO filing, Amaya itself would also be doing a secondary offering.
Again, I would appreciate your expert comments on this news as well.
Q: peter can you give me your comment on the result of DTX
Q: Could we get your latest views on GUD. It's been off quite a bit the past few days. Is it good time to take a position?
Q: I know you like Knight Therapeutics. Stock has been hit quite hard recently, and currently is trading around $8. Do you think it's a good entry price here? Also is it a safe stock to hold in a RESP account? (My kids are quite young, so the money inside RESP won't be cashed for minimum 10 years.)Thanks for your great advice!
Q: Can you give me some info on this particular stock. It seems to be quite new and returns have not been great during the last year. The dividend is quite high and wandering if it is safe? Tnx.