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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: 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!
Read Answer Asked by Chad on January 08, 2015
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!
Read Answer Asked by Douglas on January 08, 2015
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
Read Answer Asked by Gail on January 08, 2015
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.
Read Answer Asked by Gregory on January 08, 2015
Q: This is a response to Dave's question about Globeinvestor Gold. I too have been using this service for many years and was very satisfied with the Portfolio and especially the Screener. It no longer works with any level of accuracy, so I've spent some considerable time looking for alternatives. For the Portfolio management part, I've bought a three year subscription to StockMarket Eye ( I think it cost $74 cdn for three years. It can be down loaded for a free 30 day trial before buying. It is a very good Portfolio manager and allows you to report in numerous ways. I also subscribe to Finviz.com for an exceptional screener. Although it is a global screener, it handles the Canadian market info very well.(the subscription is free).
Read Answer Asked by Ed on January 08, 2015
Q: Hi Peter and 5i folks,

Love this service. I especially like the questions database which I consult on a regular basis. I also the quick return on questions asked in an often rapidly changing environment overlappded with long term "sage" advice. And I also think the new rules on question limits to be most fair.

It is now 2015 and it is time to add to my TSFA account. I am growth oriented now but will rotate to income in about 5-7 years. I am wondering if you could recommend 3-4 equities that have been over-punished (providing a good entry point) with the recent market pull back.

Pats on the back for a unique and valuable service !
Read Answer Asked by Jim on January 07, 2015
Q: Is trilogy a buy at $7, I can't see how it could go much lower.
Do they have financial issues, also your opinion on management

Thanks
Read Answer Asked by Doug on January 07, 2015
Q: i constantly read about a 20yr recession about to happen due to the debt of the usa federal government or is this just fear mongering. thanku
Read Answer Asked by dale on January 07, 2015
Q: FCX, with a P/E of 10.8 and a dividend of 5.55% seems an obvious buy (all else remaining equal) though despite a relatively high payout ratio (84%). Would this be your favoured blue chip in this sector?
Read Answer Asked by David on January 07, 2015
Q: hi and thanks: If a person wanted to gamble on a rising US dollar going forward, what ETF's might one put their money in?
Read Answer Asked by Joe on January 07, 2015
Q: I am looking for a couple of US small cap stocks with good growth potential. Any suggestions? Thanks
Read Answer Asked by Bruce on January 07, 2015
Q: Hi folks,argonaut came out with production & guidance numbers today,Desjardins said they were disappointing.Can I get the experts opinion on ar/t,not very good at reading reports and ar/t used to have $700sh all in costs per ounce,have these risen to $1,200+/oz or did I read wrong.Stock sold off 10% but closed near flat at $2.55sh.Would u rate buy,hold or sell,thanks as always jb
Read Answer Asked by John on January 07, 2015
Q: What do you make of Cipher's recent aquisition of Canadian commercialization rights of Ozenoxacin for treatment of impetigo? Is it normal to buy the licensing rights to a drug that is still in clinical trials? Assuming the drug works and goes through regulatory hurtles, is the market big enough in Canada to have a material impact on earnings or is this just another secondary product? My worry is that Cipher is too reliant on its leading acne drug, but I guess this is a step in the right direction. Thanks.
Read Answer Asked by Scott on January 07, 2015
Q: I've been searching for relatively cheap canadian pharma stocks that have postive cashflow and earnings growth. I recently came across CRH Medical, a recent recommendation of J.Donville. After accounting for the recent aquisition (trailing earning, some dilution, and debt), to me, it still appears quite cheap relative to the sector. I realize there is some execution risk, and now a fair bit of debt, but it seems reasonable. How do you assess this company and compare it to other small/growthy names in the sector? I currently have a half position in CRH and I am thinking about doubling down. I also own PHM and CPH in the sector but they don't look as cheap anymore. Thanks.
Read Answer Asked by Scott on January 07, 2015
Q: TMX Group has been on a steady decline since June. This pretty much is the same timing as the drop in oil prices. Are the two correlated or is the X drop due to other factors such as a reduction in IPOs etc? Do you think it is currently at an attractive entry point for a long term income portfolio (a little bit of growth would be nice too of course). Many thanks
Read Answer Asked by Mark on January 07, 2015
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