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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: Hi there

I own Onex through the common stock (OCX) and their Onex Credit Partners (OCS.UN) which I have been treating more or less like a debenture/bond issue. I was attracted to the high yield and the backing of Onex on Onex Credit Partners. I am up considerably on the Onex equity over the years, but lately Onex Credit Partners has been falling quite a bit - down to $8.48 from $9.50 in August. I am curious why this might be occurring in a stable interest rate environment and with Onex doing very well.

Love your service.

Stuart
Read Answer Asked by Stuart on December 01, 2014
Q: I'd like to add a Cdn and US tech growth company for a 3-5 year time frame. I own ESL and SYZ. How would you rank OTC, MDA, DSG, CSU, MNW, and ET in terms of potential return? In my US portfolio I own QCOM and GOOG. Other than MU, which you have mentioned before, can you recommend 1-2 other US growth names?
Read Answer Asked by Marc on December 01, 2014
Q: Hello Team,

I am looking for advice in re-balancing my TFSA account currently holding AEI, HBM,RC,FEYE and PRW (1/2 pos). "Aggressive" growth is my objective for this account, I am OK with volatility and have a time frame of 3-5 years. I am looking to add QST, PLI, AVO, KLS and DHX.B, with new money. Can you give me your thoughts on the list in terms of diversification and sector weighting?
If you think I need to replace some names, can you suggest alternatives, preferably low dollar securities (<$ 15) with very good growth potentials.

BTW, does any of these have a chance of making it to your upcoming growth portfolio? Do you suggest that I wait for that?

Thanks as always.

BK
Read Answer Asked by Bekaye on December 01, 2014
Q: Thanks to 5i for the amazing help you provide to your members.
This question is similar to John's, what do you think of Delta Airline since the low oil prices will impact positively its bottom line. Which do you prefer WJA or DAL ?

Elaine
Read Answer Asked by Elaine on December 01, 2014
Q: Hello Peter and Team, and yes, another query on Energy stocks.
Could you assess the respective growth potential of the following stocks against each other, in the context of a long term hold? They would be: SGY,WCP,BTE,PHX,WRG and HWO In order to keep my Energy weighting in check, I would consider investing in the two best valued,of the five listed. Thanks as always for an invaluable service!
Rick
Read Answer Asked by Rick on December 01, 2014
Q: May I have your comments on PWF's latest earnings report? They seem to be doing better with Pargesa or are Pargesa's earning increase all due to one time items? What do you think is better going forward PWF or VIG? I am looking to increase my US exposure but PWF has a better dividend and seems to be generating more growth than before. Part of the attraction with VIG is if the Can $ keeps dropping against the US $.
Read Answer Asked by James on December 01, 2014
Q: Hello Team
Please provide your opinion on CET.
I have a bit of idle cash and would consider adding this to my portfolio, more for long term.
Read Answer Asked by Peter on December 01, 2014
Q: I am looking to rebalance or add some growth to my US/foreign portion of my portfolio which is some 28% of total.
Currently have
AAPl 5.4%
Abev 1.2%
CSCO 1.5%
CX 1.8%
GE 1.7%
GILD 4.6%
NE 1.7%
PFE 2%
PG 4.1%
VIG 3.5%
Vale 1.1%
Have 3 major Cdn banks would you add C, US industrial or other stock from gains in AAPL or GILD or new funds. Thank you

Read Answer Asked by Hamish on December 01, 2014
Q: Your expert advice on the results of INP,which was released after market closed on Nov 28.You may want to answer after the conference call on Dec 1,10.30am EST.Thanks for your normal excellent advices & services
Read Answer Asked by Peter on December 01, 2014
Q: I'm interest to add just one REIT to my portfolio and my choice is down to two: AP.UN or CAR.UN.

Dividends growth are nice but I'm more interested in "total return" (dividend + SP growth). In this regard, these two are close in their 5yr. returns, though CAR.UN is 10% better in their 1yr. returns (30% versus 20% approximately).

Which one do you prefer, or there are better ones I should consider instead?

Thanks.
Read Answer Asked by Victor on December 01, 2014
Q: This stock has been behaving quit poorly as of late and with no real news, not sure why. I have been watching for some time for and am trying to determine if this is a good entry point although it is still fairly expesnive - my screen shows a PE of 33X this years earnings. Can i have your opinion.

Thanks as always!
Read Answer Asked by kelly on December 01, 2014
Q: Peter & crew I understand stocks are more easily moved in "Round" lots. If I have only 100k to invest & I want to limit at 5% per stock I'm restricted to buying stock that is 5% of 100k. For instance I've invested in CTC many times in the past; but at the price of CTC now I can't Why don't Ctc et al split so that more Canadians invest in good Canadian companies? What prompts companies to split? Thanks
Read Answer Asked by John on December 01, 2014
Q: Could you please interpret the comments made on the recent results release. It sounds as though there will be little improvement in the share price over the next year, if I am understanding their comments correctly ? If so, it would seem to make sense to sell my shares (1.5% of a diversified portfolio) now and re-invest in something with more potential for growth in the coming year. Is there another company in this sector that you would recommend ?
Read Answer Asked by Alexandra on November 30, 2014
Q: In the wake of the oil price meltdown energy related industries such as drillers, transport companies such as CN and CPR are also down significantly. Rail construction companies such as TRN, GBX, and ARII are all down more than 10 % today. Only company largely undamaged is KLS. I am holding.
Read Answer Asked by Kurt W on November 30, 2014
Q: Peter and His Wonder Team
Just read your update on MCR quarterly report. Today the stock closed at $2.09 I believe and actually bounced at $1.87...I know you are a value investor and in the past have been positive on this stock. So in light of current events...oil crashing and its impact on a service company like MCR I am wondering if you could see this as a reasonable contrarian play. As such I know the balance sheet has to survive until the cycle turns...And do you think tax loss selling could reduce the price even further?
Thanks in advance for your always insightful analysis!
Dr.Ernest Rivait
Read Answer Asked by Ernest on November 30, 2014
Q: Like most questions I have an energy related question. since low prices should be a cure for low prices when do you think it would be a good idea to stop to buy into some positions? say over 2 years is energy a good entry now or wait until maybe late Dec/January after tax loss selling. I want to grab some PRE or what would be your 2 highest recommended energy stocks? many thanks for all you do.
Read Answer Asked by ryan on November 30, 2014
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