Investment Q&A

Q: In replying today to Paul's question about chartwell versus leisureworld, you refer to them both as REITs. The TMX website's sector description for chs.un is REITs and for LW it is healthcare. I was considering LW for exposure to the healthcare sector, but don't want to load up on more REITs. Any thoughts?
Thanks!

Q: Do you have any thoughts about the management changes at Surge? Good or bad? Will the direction of the company be the same? Any ideas of possible take overs in sight?

Keep up the great service
D

Q: In responding to Scott's Jan. 7 question about CRH Medical, you mention that "names like PHM are 'roll-up' companies. What is a roll-up company?

Q: Hi Peter & team, SAN was halted and now is back trading. They announced a Priv. Placement of Senior Notes. Would you consider SAN a buy?
Thank you!

Q: Leisureworld (LW) or Chartwell (CSH.UN)? I am looking to buy and hold for 3-5 years and interested in both growth and dividend.
Thanks always for your great advice,
Paul

Q: Some analyst are saying that gold and silver might preform better this year. I do not have any precious metals in my portfolio and was thinking of adding a silver or gold stock. I am looking at Eldorado gold, first majestic silver, fortuna silver and pan American silver. what are you thoughts? brenda

Q: In light of the dividend cut by Surge Energy (SGY), how likely do you think it is that CPG might follow suit?

Q: I read in the news that EXFO, an opto-electronics instrumentation company in Quebec City, wants to buy itself back (translating from the Journal LesAffaires). It says that the stock is jumping. Can you explain to me why it is that the stock jumps in that case? Why wouldn't the company buy my shares back close to the current price? I bought my shares around 4.80 so I've been 15% under water for the last while.

Q: Hello,
In the larger cap oil names, which one would be your favorite for 5 year + and very briefly why (or combinaison of names). I had in mind suncor, cenovus and cnq. Thank you.

Q: As a clarification to my previous question concerning an investment in VSC would you please explain the difference between an indicated yield of 2.6% and the yield to maturity of 2% for this ETF. What actually ends up in my pocket?

Thanks Team

Q: Hello Peter,
I have read your responses to the questions relating to the two companies and appreciate the detailed responses. I have done very well with both and now am wondering if it is worth adding to my positions or should i wait. BAM represents 5 % of weight and BIP represents 3 %. I know it is in a different industry but I was thinking of reducing CGI group which has 6% weight to 4% and adding the proceeds to BAM or BIP. I have more in BAM as it is more diversified. Rather than adding more stocks, i just want let my winners run and add to them. Thanks again for your unbiased advice.

Q: Hi Peter, I have very little oil and gas exposure in my portfolio other than thru etf's. What stocks can you recommend I can buy at this point for king term growth (10 years) and dividend income? Thank you

Q: Hi team, I noticed some of the pipelines are getting caught in a downdraft to add to the pain of my oil company holding. However I was thinking of buying a few pipelines like VSN and IPL in my TFSA, but before I do I wanted you opinion on the relatively new midstream ETF: HOG.Is this ETF too small at this point to buy a position, or should I just go back to buying individual names like VSN and IPL. Thanks as always, you are a great team.

Q: I constantly keep approx. 150k in cash equal to 3-4 years of withdrawals (1.25% interest) to fund annual cash requirements in addition to gov't pensions. Would you recommend buying VSC to raise my interest received to (currently) 2%?
Thanks to All

Q: Do you know what percentage of Wajax's revenues is from the oil and gas sector? And how do you feel about it now that it is at an all time low? Thanks, as always.

Q: Hello Peter

Currently my portfolio has 11 Canadian companies :CSU,AYA,ESL,DHX.b,CCL.b,MG,IPL,RY,SJ,BYD.un,ATD.b .I want to duplicate each of them in the USA companies within similar sector/industry and pretty the same performance.
I know it is not easy, please help me if you can to provide me with the tickers of the USA similar companies.

Thanks Andrew B.

Q: I have virtually no exposure to oil in my current portfolio and I'm thinking that CNQ, trading at the sub $30 mark offers an attractive entry point. I like CNQ because of it's size, dominance over the land base and operational efficiencies.
If oil continues its slide, do you believe CNQ will continue to go lower as well? How safe is the dividend at this point and / or if oil continues it's decline?
Thanks!

Q: Hi Peter, team,

Could you give me your opinion and ranking on these two.I hold both and wondering if I should reduce, add or just hold. Do you see any upside catalysts this year? I suppose the biggest one for PPY is Petronas affirming its LNG plans. Do you think they will?

Thank you!

Q: Hello Everyone at 5i,

I am rebalancing my portforlio little by little and I'm looking at sector weightings.
Could you please check my notes on % holdings by sector, and let me know if you would make any changes to these numbers based on the markets today and in the near future, please.

In general I am a long term investor and can tolerate some loss/risk, and I frequently check market performance and make adjustments here and there.

Financials 15%
Energy 15%
Materials 5%
Health 5%
Tech 15%
Utilities 10%
Consumer Discretionary 10%
Consumer Staples 5%
Industrials 10%
Telecoms 10%

I have put Mg in Consumer Discretionary, and with a very good run, that sector has ballooned to 26%. I'd like to let Mg run. What is your opinion?

Your advice and opinions are extremely valuable to me. Thank you.

Gail

Q: What are your thoughts on this company? I have a small speculative position in a USD SDRSP account. Any better alternatives in the same space?
Thanks for all your help.