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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: 5i Team: I want to cut my oil and gas weighting in half while maintaining a weighting over the long term. I hold three positions of equal weight in; TOU Tourmaline, VET Vermillion, and WCP Whitecap. Should I reduce each one equally? Eliminate one or more? Replace one or more?

Thanks for your help.
Read Answer Asked by Paul C. on September 11, 2015
Q: LOOKING at blog about recession - what exactly is ( it & t/cm svs )
thanks ,ed
Read Answer Asked by ED on September 11, 2015
Q: Any thoughts after listening to the conference call? I believe this was supposed to be there seasonally strong quarter. Does it make sense to lighten up at all.
Read Answer Asked by Andrew on September 11, 2015
Q: Hi Peter and team,

I have a question about Pivot. Can you briefy explain me the company and is it a good time to purchase shares. Currently, Ralph Garcea of Cantor Fitzgerald Canada has a $1.25 target price. Ralph mention Pivot can raise their dividend, buy back shares and increase their margins. Can you kindly share your thoughts. Thanks.
Read Answer Asked by Norwood on September 11, 2015
Q: This REIT came to my attention due to CEO buying ($3M in last couple of months). What is your take on it, especially the sustainability of the dividend?
Read Answer Asked by David on September 11, 2015
Q: Please give me your overview of this company, security of dividend and 5 year outlook as a hold.
Greg
Read Answer Asked by Greg on September 11, 2015
Q: I hold 3 stocks per main section allocation and have HCG as my financial anchor (through thick and thin - as my three main inspirations Jason Donville, Mawer's Martin Ferguson and yourself are still constructive on it); I also hold AD. I sold RFC for a couple reasons including captial tax loss to offset gains elsewhere.

Which financial stock would complement well HCG (and AD)? CXI, EFN, EH, Fiera, other??

Assume an otherwise diversified portfolio for long term investor (doing well mostly except my financials!!). Dividend is nice to have but I am focusing on stock's total return as primary criterion.
Read Answer Asked by Jennifer on September 11, 2015
Q: What is your opinion on cf? My purchase price is 9$. Do you suggest averaging down or exit altogether at a loss? It is in a tfsa, so there is no tax loss advantage, but want to get out if there is not much growth. Thanks
Read Answer Asked by Vinod on September 11, 2015
Q: Hello Peter, I hold EnCana, Cenovus, Canadian Natural, Baytex, Surge and Tourmaline. As I'm resigning myself to low oil prices continuing for at least a few years, I'd like to eliminate two or three of my positions.
Some of these stocks have obviously done much worse than the others. But on a 'looking forward' basis only, can you please list the stocks that you'd suggest I eliminate, in order?
Thanks, James
Read Answer Asked by James on September 11, 2015
Q: Hi 5i Team,

What are your thoughts on Axovant Sciences in the US? Seems to be getting a lot of attention after the recent Forbes article on it.

Thanks,

Jordan
Read Answer Asked by Jordan on September 11, 2015
Q: Is it time now to load this one and which are other unfairly beaton stocks?.
Read Answer Asked by Nizar on September 11, 2015
Q: Peter. Can you please comment on earnings report. They look fantastic but I don't know what consensus numbers were. Makes up for CXI miss. Thanks. Chris
Read Answer Asked by christopher on September 11, 2015
Q: In the last Canadian MoneySaver Peter Lantos wrote an article on the benefits of investing in mortgages and points out that "big money" is heavily invested in real estate. Would REITs mimic the real estate and how does one invest in mortgages? Do companies such as FC qualify as mortgage investments? Thanks
Read Answer Asked by Ronald on September 11, 2015
Q: There was a trading halt on AG Growth International late Wednesday afternoon due to "pending news" which was lifted at 9 a.m. on Thursday morning before the opening bell. I have searched the company website and can't find any reason for such a halt. Do you guys have any idea what's going on? Thanks!
Read Answer Asked by Paul W on September 10, 2015
Q: I hold a small position in Gruma SAB de C.V.(GMK:US), the Mexican food supplier. It appears trading has been halted and I can't get any information from Yahoo or Bloomberg or any of my usual sources. Do you have any idea what is happening?
Read Answer Asked by ROB on September 10, 2015
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