Investment Q&A

Q: Hello Peter and the 5I team
When markets correct as the tsx has done so, I like to search for companies that are able to hold their own in down times. I was surprised at how well CXR held up throughout the correction so far, the SP seemed to hold its own while the market came down. I was wondering if you could give us a few names of stocks that surprised you on their resilience to the market correction. Or maybe a few names that have a habit of holding up in down times.

Thanks for your response

Q: hello 5i team

Can you please provide metrics for GILD at it's last close of $112 please and your opinion moving forward would be appreciated as well?

Thanks for all you do

Gord

Q: I own CRP shares and, as an owner, have recently received (for "free") an equal number of CRP.RT rights, giving me the right to purchase one CRP share at $5.84 for every 1.1063 CRP.RT. (CRP itself closed at $6.41 on Friday.) The rights expire on Nov. 28, but in the meanwhile may be traded on the TSX.

It seems to me that this is more or less equivalent to participating in a bought deal at 1.1063*5.84 = $6.46, and, as is usually the case with bought deals, that the share price is likely to fall in the short term as a result of the substantial dilution.

I like CRP for the long term, but wonder if I wouldn't just be better off selling my CRP.RT on the market now (Friday's close was $0.45) and then perhaps buying more CRP shares directly after Nov. 28 if their price falls. I would appreciate your opinion on this.

Thanks!

Q: Hello,
What is the inception date of the portfolios?
Thanks,
Tony

Q: is there a TSX equivalent to the GLD. Please and thanks.

Q: i have cnl.to for several years - may have been a john embry pick from market call. i keep getting reports of yet another hi grade drill hole and they are doing a lot of work on access roads and tunnels . i contacted them by email to get a questamation of when the actual mining will start - they don't answer me . do you have any info on this stock? thanks---ed

Q: I have a 4percent weighting in diversified income portfolio in keyera.
What are your thoughts on adding to this position to bring it to 5 percent?

Thanks in advance

Q: I have a problem with fund managers who go on a TV business channel and brag that they have 25-35% of their funds in cash to keep their "powder dry"but still charge about 3% on your investments.As well the cash in the cash in the fund is actually losing money.Am I correct in this analysts.Thanks for your unbelievable service and advise.Jim

Q: What is market expected for ER result on Nov. 4th. Thanks.

Q: What is the ER expectation for Amaya since addition of PokerStars? Date of when it reports in November? Thanks.

Q: In my equities-only portion of my portfolio, my Finance-REIT weighting is 34% (22% and 12% respectively). The utilities sector is 19%, Consumer-Health is 16%, Manufacturing-Info Tech is 10% and Resources is 21%.

Ideally I'd like to decrease Finance-REIT to 30% in order to increase Mfg-Tech towards 15%, but I like the Finance-REIT holdings (AD, BNS, RY, SLF and Sentry REIT, TCN). I'd like to rebuy CSU in the process.

I am a retired dividend-income investor. Are my current Finance-REIT weightings too high? If yes, would you simply create the CSU cash by trimming the Finance-REITs?

Secondly, is my Resource weighting too high? Among my holdings are BTE, CPG, SGY, WEF.

Thanks in advance...much appreciated.
Steve

Q: For my TFSA which of CNR or TMA would you pick? Is Mullen MTL a possible, considering the dividend and valuation?
Thanks for all you do.

Q: Hi thank you for all your help this is probably the best service I have ever had. Just wonder what has been pushing dhx lately, I can't find any real news could this be another aya? I sold out to early on that one. Thanks and happy Halloween

Q: Good morning Peter and staff

Since the the market has gone down quire a lot,, can you recommend 2 growth, divided stocks for a 10 year old RESP Portfolio.
Thanks

Q: Hi there,
I am enjoying the Bull run on DHX.B, with a P/E of greater than 138x do you think this can sustain?
I plan to trim down on DHX from my TFSA holdings would MDA or AYA be a good alternative for portfolio balancing purposes at the current prices?

Also what is your opinion on GSK (US) for my RRSP as a healthcare stock? Thanks a lot. cheers, Shyam

Q: Torc has had a lot of insider selling this past week. Should this be a concern ahead of their earnings?

Q: Your equity portfolio has a heavy weighting to Tech stocks (CSU,MDA,ESL,DSG,SYA,AYA). Some of these have had big moves this year - I am looking to add some exposure for a long term hold - which of these offers best value now. Many thanks

Q: Peter & Team, what do make of DEE? Natural gas has made a nice bounce off its recent $3.60 low, yet DEE continues to drop. In fact, natural gas is only off 3% from its beginning of Sept level, yet DEE is off an incredible 52% in two months! True the Wapiti sale (about 10% of production) fell through, but drill results are good as is growth. Stunningly, cash flow per share is forecast at $.43 and $.47 per share in each of '14 and '15. This is a cash flow yield of +20% in each of the next two years (impossible to find outside energy sector and quite a bit higher than the recently beaten down energy stocks). Perhaps natural gas prices are running well below the levels predicted by the company in determining a $3.41 discounted per share value. If this is a material change in facts, would you sell here, wait until winter or buy more. Appreciate your thoughts.

Q: With BEP.UN today closes at $35.67 near its all time high of $35.84, do you still advise an investor to take an initial position at this level?

Also, how safe is the dividends and can the 28%+ gain YTD be continued into 2015?

Thanks.

Q: I’ve been thinking about how to distribute my portfolio among my TFSA, RRSP and non-registered accounts. It seems to me that TFSA space is very valuable. Once you lose it, say because a stock crashes, you may never get the space back again. Perhaps its better to be conservative with your TFSA portfolio so you can take advantage of all its (growing) space for a very long time. As for RRSP space, I really own only about half of that space since the money is taxable when it’s withdrawn. If I take a risk in my RRSP and it turns out badly, the government will, in effect, absorb half of my loss. So it seems to me the TFSA is the best place for my fixed income assets and the RRSP is the best place for my risky equity bets, while my non-registered account is the best place for my less risky equities, especially those with good dividends that are eligible for the dividend tax credit and have some growth potential. What do you think of this perspective?