Investment Q&A

Q: Good morning Peter and 5i team. Can i get your recommendation on Oceanagold? It recently initiated its first ever dividend after successful acquisition of Romarco. I am very underweight gold/materials and looking to add OCG or other stocks in the sector that you favour instead of this one. Thanks again! John C.

Q: Lots of changes. They seem to be raising a lot of liquidity; selling assets, cutting dividend, stopping DRIP, and increasing credit facility. Doesn't seem to make sense. Do you think there are skeletons in the closet that are not apparent that they are preparing for? Could things be worse than they look? Or are they eyeing opportunities? Would you be a buyer?

Q: Hi Guys,

Would you sell First Capital Realty (FCR)and buy Boardwalk Reit (BEI.UN) with the proceeds at todays prices and outlook for the future for both companies?

Thanks
John

Q: Could I have your thoughts on this company's recently reported earnings and do you consider it a buy at the current price. Thank You.

Q: Hi Team,

May I please have your opinion of Roxgold and their recent financing? How risky would it be to invest in this company - just a small position in a well diversified portfolio?

Thank you very much.

Michael

Q: Would you consider Veresen a Buy, Sell or Hold at this point? Thanks

Q: Recently Citi’s chief US equity analyst, Tobias Levkovich, responded to the current no growth school of thought by suggesting, that virtual and augmented reality will be a very strong driver of growth over the next decade. His estimate is for $650 billion invested over that period. He expects it to be transformational and to impact all sectors of the economy.
He suggests that “ current infrastructures will require major upgrades to handle the virtual world given more limited installed computing and graphics capabilities versus the new technology’s requirements”

I am wondering what Canadian companies you think will be able to take advantage of this?

Also, it suggests major expenditures by the telecoms, and I would appreciate your opinion on which of the “homegrowns” are best positioned to take advantage?

Many thanks
Mike

Q: The big 6 Canadian banks are amongst the world's strongest & safest banks.BNS rated 18th in 2012 & 7th in 2013 strongest ,whereas CM is the only one to appear between 2012 to 2015(3rd,3rd,15th & 18th respectively).All @ historical low PE.eg BNS @ 9.7(trailing) & 9.3(forward).Majority of guests on BNN opined that there are short term headwinds plus "short" by Americans,but recommended hold for 2 years or longer.They have generated decent & stable returns over timer expect for last year.Please advise if the negative factors including the effect of sharp drop in oil prices & its knock on effects are priced in.Each stated that the loan exposure to oil is no more than 2% & it is manageabl.,All report next week with BNS on March 1.

Q: Would you still choose BNS if this was the only bank you were to hold or would should suggest another bank? This will be the first stock for a TFSA that has $4000.00 in it and will be holding and adding to it monthly.
Thanks

Q: What are your thoughts on ACD last results? I already have a full position in EFN , GSY and CXI. I feel a little overweight in financials, and I'm thinking about selling add, what do you think ?

Q: What are your thoughts on the new Purpose Premium Yield ETF (PYF). It is advertising a 7% distribution by holding quality Canadian and US companies and selling puts and covered calls.

Q: Hello! Having some VSB and CBO already (short-term bonds), I would also like to consider some modest exposure to high quality/longer term government bonds, 5-10yrs, and fairly liquid. Would like your recommendation in that space.
Appreciate your service always, member's input as well.
Thank you!

Q: What stocks would be classified as foreign investments to be reported on T1135 form even though listed on Canadian exchanges? I am referring to stocks covered by 5i or frequently mentioned in the q&a section.I believe you have stated CXI, PHM and TCN fall in this camp. Might I assume BPY.UN any others? Is this information available from other sources? Thanks as always.

Q: reading the q3 and year over year results I thought they looked pretty good yet the share price has not moved. $23 mil sales, 87% operating margin, $.22 per share cash flow, 18 new streaming contracts, $119 mil total equity and no debt. Makes me think I should be adding to my holdings... what am I not seeing

Q: Would appreciate your advise on sector allocation by criticing what I have now with your opinion looking forward. What I have today is as follows:
Energy 4%
Cons disc 16%
Cons stap 18%
Fins 16%
Health Care 5%
Industs 10%
Mats 7%
Utilities 10%
Info Tech 15%
Telecom 0%
My Health C is GUD & EXE only
I am not looking at long term, 0 - 5yrs or so.

Q: Hi Peter, have some money to invest but have difficulty to pick the one best/safest for the next 2-years. Will appreciate your ranking. Perhaps a another one you can suggest.
Regards, J.A.P. Burlington

Q: Is there anything wrong with buying 1000 ABC shares @ $10 today that pays a 10% Div, with Ex date of 2/23. Selling them all on 10/27, and then repeating with another stock with an approaching ex Date? Seems too simple to be making a G every week?

Thanks!

Q: How often do you recommend rebalancing a portfolio and what does that process look like?

I started with a 5% position in CXI in January and am up 38% and want to know at what point I should sell some shares, how many and what to do with the proceeds of the sale.

Thanks!

Q: Exco closed at $14.69 today,Feb. 18, after its announcement of taking over a US company for 83M several days ago.Is it a buy or would I be chasing it at its current price? Thanks as always for saving me from myself on many occasions.

Q: I'd appreciate your thoughts on CBL, please. Thanks