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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: Hello Peter & Co,
Because of the uncertainties in Central Banks' monetary policies, negative yields in some parts of the world and risk of Helicopter economics, I think it is time to get some exposure in Gold; I will start with half a position (2% of my portfolio equally divided among the 3 above.
Your opinion is most valuable
Antoine
Read Answer Asked by Antoine on May 30, 2016
Q: Hello Peter et al.

I was watching BNN market call the other night and a question came in about CXR and the guest was a technical analyst. He was stating that the seasonal trend for medical stocks is from early June through to the end of Sep each year on average. I currently own CXR and CRH and I am up nicely on CXR and currently up slightly on CRH. I was at one point up almost 100% on CXR (currently 30%) and up 25% on CRH. I have been at times frustrated with both stocks to see them swing all the way back to 0% gain in CXR and 33% loss in CRH from my purchase price at times through the year.. These stocks seem to swing heavily throughout the year. How do you know when is a time to sell and take the profit and to get back in later if the time arises? I seem to be a good buyer of stocks at times but not a good seller. I bought into some of your recommended stocks like CCL.B and DSG and sold them when I made 20% but after I sold they kept rising. CCL.B went up over 100% and DSG went up to 70% where I bought them. You have held onto these two in the portfolio. What is your criteria for selling or still holding on even though you have made a good return.

Regards,

Brendan
Read Answer Asked by Brendan on May 30, 2016
Q: The company's current year started April 1, 2016. I anticipate Ovivo may make as much as 18 cents a share for the current year. On the basis of those numbers and your opinion of the balance sheet etc what value do you think the company currently deserves? The 4th q comes out June 1st and the company is expected to make about 10 cents a share profit so the outlook for fiscal 2017 is for material growth in profit. If energy prices continue to move up then even better results may be possible for late 2017 or fiscal 2018. Thanks.
Read Answer Asked by Murray on May 30, 2016
Q: Nordgold N.V.has now formally made a takeover offer of Northquest Ltd (NQ) shares at 26 cents. This offer expires on June 15 2016. What happens if I don't offer my shares before the offer expires?
Read Answer Asked by Edward on May 30, 2016
Q: I am a retired, conservative, dividend-income investor with a pension, CPP, annuities and hold the following securities (AD, AQN, ALA, BCE, BNS, CPG, CGX, ECI, FTS, PBH, RY, WCP, WEF, WSP, ZLB, XIT, RBC Cdn Equity Inc, Sentry Cdn Inc, Sentry REIT, and Fisgard Capital).

I plan to sell CPG and capture a capital loss, while at the same time put some or all of the proceeds towards another energy name, thereby increasing my dividend income. I have filtered the following names, using P/BV, D/CF, Beta, Div Yield => CJ, FRU, VET (I already own WCP, ALA, TRP).

Which do you see as a good fit with my other holdings? I am leaning towards CJ (more torque) or VET (due to the larger size). Are both of their respective dividend "safe"?

Thanks...Steve
Read Answer Asked by Stephen on May 30, 2016
Q: Hi Peter & Co.

I was watching BNN Market Call May 26/16. Guest was Daniel Strauss from National Bank. I do not have REITS in my RRIF portfolio but would like to add some. Daniel was discussing an actively managed REIT ETF, RIT.TSX, First Asset Canadian REIT by CI Financial. My research indicate that the MER is .75% and the 12 month trailing distribution yield is 4.88%, the average daily volume appear to be just under 30,000. What do you think of this investment? Are their better alternatives in the actively manage REIT space? Thanks, John
Read Answer Asked by John on May 30, 2016
Q: I would like to divide $100,000.00 into 4 ETS of equal weights. Preferably high yield but still conservative. I have been trying to do it myself but I am overwhelmed by the choices. I currently have the two above but they may be too much the same.

Thanks for being there!
Bryan
Read Answer Asked by Bryan on May 30, 2016
Q: My wife and I have defined benefit pensions that meet all our needs. We are conservative investors looking for a 8-10% total return. I am proposing the following equity allocation to enhance our financial position and would appreciate any comments you may have. Thank you 5i team.

50% diversified blend of 5i covered stocks
15% XSP US. stocks CAD hedged
15% high yield bonds
10% ZRE real estate
10% CDZ dividend stocks

PS If I hold XSP in my cash account, would the dividends be subject to the US. withholding tax?
Read Answer Asked by Richard on May 30, 2016
Q: Out of your fav cdn growth stocks, how would you rank their relative risk (from lower to higher)
Read Answer Asked by Brenda on May 30, 2016
Q: Hello Peter et al.

I am finally starting to see the bounce back in my Ithaca Energy investment. My average cost is now at $1.38 so I am still down on my original investment. As you probably know based on my previous question history I have been invested in this stock for a long period of time. I have been burned by the two delays in the upcoming Stella FPU start-up. The company has been wise with its hedges over the years and I know that this has prevented certain bankruptcy of the company in this oil industry downturn. Some hedges come off in July of this year and the remainder (6600 bbl/d) come off in July 2017. They have reduced their debt over the last year, currently at $670M and have survived their RBL redetermination at the end of Apr/16 with $100M of headroom. The production of Stella is said to add an additional 16K boepd to the production portfolio in late Sep/16. With the oil price now hovering around $50/bbl do you think there is still a huge risk to this stock? There has been a lot of rumours to a Delek take-out since they own about 10% of IAE at $1.05. I worry that they will take it out before Stella or after Stella start-up at a low premium and I will not get my potential return for waiting. It has been up approximately 85% YTD which is nice to see but I am hoping to see a $2.50 to $3.00 price after a full quarter of Stella production. This I would expect in 4Q 2016 results. My other lottery ticket Iona Energy never paid off. It went bankrupt in the end. What is your viewpoint on IAE-T? Seems to have a lot of volume in the UK but very low volume in Canada and I am surprised by this compared to past history. It use to be covered highly in Canada before the delays with Stella and when it was trading in the $2.50-3.00 range. Any possible reason for this in your opinion or is it still in the doghouse by Canadian oil analysts?

Thanks in advance

Brendan
Read Answer Asked by Brendan on May 30, 2016
Q: Hey Guys,
I am trying to create a balance portfolio and I also need to consolidate a few of my positions, way too many individual stocks (40+)!
What are your thoughts on both Keyera and Prairie Sky (total of 3%) for a long term hold. Should I sell one of them and move it into they other one OR sell both and purchase something else (please provide a few names).
Thanks
Jim
Read Answer Asked by jim on May 30, 2016
Q: Hi Peter and Ryan,

I'm interested in getting exposure to the health care sector by using an available ETF. I ran across this one (IHI) through my research and would appreciate your analysis of the ETF. I think this one focusses on medical devices. Please let me know what you think the future holds for the ETF. If you think there are other investments that would be preferable I would appreciate your suggestions.
Read Answer Asked by Les on May 30, 2016
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