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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: In the tech space I own OTC, ESL, CSU, SYZ, GiB, SH and TNC.

I'd like to add to them with some new cash. Are there any you wouldn't add to right now? And in what order would you add?
Read Answer Asked by Carla on April 18, 2016
Q: I request your opinion on National Oilwell Varco (NOV.us). I have been holding NOV. Didn’t cut my losses . Just as the behavioral science fellows correctly say, I held on to NOV, BHI, and many other oil-related 'enterprises'. I dreamt of fabulous wealth gushing from this black gold. I have now been rudely awakened from slumber. Oil is not, after all, the black gold one thought. Gold remains yellow and elusive, while oil is apparently plentiful. In your opinion , based on your experience, instinct and the data on your Bloomberg , are oil service companies more likely than not to rise in value by end of year ? Is NOV’s dividend safe... or did the Doha Club just pull the rug under us?

I will nurse my many painful wounds as I await your thoughtful response, O Wise One (I am bowing). and thank you for creating 5i and making it available to us.
Best wishes
AO:ls
New York, 12919
Read Answer Asked by Adam on April 18, 2016
Q: I am sitting on the sidelines with well over 6 figures intended for the oil patch. However, I have decided to wait a little longer based on current prices and/or conditions. In the interim I was contemplating parking funds into GUD based primarily on your very positive opinion of the CEO as well as the companies excellent Balance Sheet notwithstanding the current stock price which is currently flat from last year at this time. Your comments are appreciated. Thank you.
Read Answer Asked by Robert on April 18, 2016
Q: Good morning Peter and Team,

In my TFSA, I recently sold GS as I was able to take some profits thanks to the dividends, but was getting frustrated with the almost daily declines. As a result, I now have 22% cash.

I have the following:
24.4% Consumer Cyclical: DHX.B; XTC
10.3% Financial: CXI; CEW*
21.2% Industrials: ECI
11.7% Technology: DSG
10.4% Utilities: AQN
22% Cash

*CEW is a small holding of 2.6%. My iTrade account permits some ETF's to be purchased commission-free, so I use it when some non-dripped dividends are paid.

In an otherwise balanced portfolio, how would you deploy the cash? I was thinking about adding Kinaxis KXS, but would using all the cash make Technology too large a weighting? Or do you have some other ideas?

As always, I really appreciate your advice and insight.
Read Answer Asked by Jerry on April 18, 2016
Q: So what is your take on the last earnings report?
I have 3% in my non taxable account, becomes a rrif in 6 years.
I bought it solely for the income, but am getting nervous at the lack of traction with this company.
Should I buy a little more, (cheaper/ div now over 5%), just keep it, or move on?
As always thanks..
Read Answer Asked by John on April 18, 2016
Q: i am a novice investor an am wondering if you can sell a stock inside a tfsa and claim a loss on your tax return thanks
Read Answer Asked by michael on April 18, 2016
Q: Hi, MDA stock is showing some signs of life again, for past few days, after announcement of the US based CEO. Recent results also reflected some stability and a possible growth ahead. I moved out of the co. few months ago, due to inconsistent business results, slowing trend in satellite sales and stagnating stock performance. You have rated this stock highly in past. What is your view for restarting a position, of course, for a long term hold ? Thanks
Read Answer Asked by rajeev on April 18, 2016
Q: hi team, could you list me five growth stocks unfairly punished that are paying a dividend

Thanks Dave
Read Answer Asked by Dave on April 18, 2016
Q: I have roughly 5% exposure to infrastructure, exclusively through WSP. I am comfortable with my position (my entry point is quite favourable), and do not wish to trim it. I have been making a concerted effort to consolidate the number of positions in my portfolio (aiming for roughly 30-40 in total) as I feel it makes it easier to make decisions on what to include, as well as when to enter and exit a position. My question is whether I should increase my exposure to this sector, either through STN or SNC, or if I should focus on improving exposure to other sectors. If I were to increase my exposure to infrastructure, I would only pick one position. Any comments would be greatly appreciated. Thank you very much.
Read Answer Asked by Domenic on April 18, 2016
Q: Hi Peter and Ryan, what is your take on ILLINOIS TOOL WORKS in the U.S.?
Thomson Reuters has a buy rating.
S&P has a hold rating.
Morning Star has a sell rating. What do you use or what should one use as metrics to determine whether a stock should be bought or not. As usual, your toughts are deeply aprreciated and valued. Thank-you! Sam
Read Answer Asked by sam on April 18, 2016
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