skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: For a conservative income account, which of these two equities do you favor? Is there an alternative in the residential category you would prefer? Thank you, Barrie
Read Answer Asked by Barrie on May 26, 2016
Q: Cathedral Energy Services (CET) and Enterprise Group (E)

The above two companies are two very small contrarian bets on a recovery in the energy market within my portfolio that are becoming smaller everyday. I am looking at consolidating the two holdings into a single one. Cathedral seems to have smart management, communicates well with its shareholders and is working on managing their balance sheet during the downturn. On the other hand, Enterprise has had some recent "C" suite insider buying. Should I maintain both positions, or consolidate into one? If I consolidate into one, which one do you like better and why?

Thanks!
Read Answer Asked by WAYNE on May 26, 2016
Q: Morning,

Just a question regarding how you determine returns for the model portfolios. Is it based on time weight return (Modified Dietz method), or is it a money weighted return (XIRR).

I'm trying to figure out how to determine my returns on my own portfolios, and have been using XIRR since the beginning, which do you use or suggest for a DIY investor?

Thanks.
Read Answer Asked by Sarj on May 25, 2016
Q: On Ron's question about short interest on CXRX, it is important to note the settlement date on the website is May 13. This is the same day Concordia released first quarter earnings and then the stock price has increased significantly. I suspect there was some short covering and the next update to the website for short interest will be key.
Read Answer Asked by James on May 25, 2016
Q: Wow. At this moment, MTY is up 16 % at 41.72 and at one point reached 46.25 on the announcement of the Kahala transaction. I saw the announcement and thought I might take a position until I saw the huge reaction. Could you give your opinion on this transaction and the best approach to take on accumulating a position if advisable. Thanks.

Ross
Read Answer Asked by Ross on May 25, 2016
Q: This question is about portfolio construction and geographical equity allocation. I am attempting to diversify my equity holdings across Canadian, U.S., International, and Emerging Markets.

How do I treat a company that has global operations, such as BEP.un?

BEP.un receives 25% of its revenue from Canada, 50% from the U.S., 5% from developed International markets, and 25% from Emerging Markets.

Should BEP.un "count" as a 100% Canadian holding because it trades on the TSX, or should I proportion my holding in BEP.un across the 4 geographical regions according to their respective revenue percentages? (Or is there an even better way to approach this?)

Thanks again for this great website and service!
Read Answer Asked by Jonathan on May 25, 2016
Q: Good morning ... obviously both of these stocks have had a nice run up since their recommendation by your team Peter ... I think Agnico will have a negative impact with interest rates , does this apply to SIS also ?? Should I take some profit off the table??TY.
Read Answer Asked by Alan on May 25, 2016
Q: BPO.PR.H Called their pref today and am sitting on 8% cash what would you suggest I move into ,
Regards Stan
Read Answer Asked by Stan on May 25, 2016
Q: Hi guys, I apologise for beating this topic to death but at what percentage of the float do investors start to worry when a stock is being shorted.

Thank you
Read Answer Asked by ron on May 25, 2016
Q: Hi Peter & Co.,
Can you please comment on Dream Industrial REIT's latest quarter? I hold this as part of my income-based portfolio. Other than interest rate risk, are there any company-specific risks you see with this company? Is the industrial real estate space still a better place to invest than office space REITs?
Many thanks,
Brian
Read Answer Asked by Brian on May 25, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!