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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.
First question for me. I have just sold bns due to all the problems in the world. I would like to be a bit more safe. Some of my investments in my riff are Provincial bonds. Some of them are coming due. Some of them were in the 4.5% and higher I should have taken longer terms. Are there any recommendation on your site on safe bonds, including provincial bonds or corporate bonds that are safe. Due to our age we are looking for maximum 5- 8 year laddered terms. Looking forward to your reply
Read Answer Asked by Mike on August 11, 2014
Q: I hold ALA, PPL, IPL, KEY, VET, PEY.

ALA I view more as a utility.
PPL, IPL, and KEY I see as oil services.
VET I see as more oil than gas and PEY I see as more gas than oil.

They're all in the energy sector though and combined they are 30% of my portfolio.

I would like to add an oil growth stock. Between SGY, DEE and RE, which one would you choose and do you think my energy sector weighting is too high?

Read Answer Asked by Andrew on August 11, 2014
Q: hi,
can i get your top 5 growth names right now. ( in light of AVO lagging )
thx cia
Read Answer Asked by chris on August 11, 2014
Q: I want to raise some cash and wonder which 4-5 of the following of my portfolio ( all canadian exept Oran ) are the less desirable ones to keep
AGU ATD.B BBD. BHE.UN XSP LW TCK.B ECA PKI ORAN-N

Thank you
Read Answer Asked by walter on August 11, 2014
Q: re:TD + ("Canada's" 6 biggest banks)

catching up a little late on my reading... have a 10% position in TD. Read an article which said...

"""Canada’s six biggest banks - Toronto-Dominion Bank (NYSE:TD), Royal Bank of Canada (NYSE:RY), Bank of Nova Scotia (NYSE:BNS), Canadian Imperial Bank of Commerce (NYSE:CM), Bank of Montreal (NYSE:BMO) and National Bank of Canada (OTCPK:NTIOF) - had their outlooks cut to negative from stable by Standard & Poor’s because of regulatory changes that could affect bondholders."""

the comment continued with

"""S&P says the outlook revision reflects its "expectation of reduced potential for extraordinary government support arising from implementation of the proposed new elements of the resolution framework for Canadian banks.""""

I am up 12% and have very minimal understanding about what this exactly says.... what is your recommendation please?

Thank you for all you do

Gord
Read Answer Asked by Gord on August 11, 2014
Q: Hi
I purchased CEE a few years ago in hopes of some growth but seen little. The reason or thinking was that the deposit and management were excellent (not certain now) but I assume the political challenges in the country are too great or don't help and wondering if I should continue to hold or sell and go with something more stable such as Eldorado or something else you would recommend?

Thank you,
Frank
Read Answer Asked by Frank J on August 11, 2014
Q: Good morning ,
A new trust DRA.UN formed from an amalgamation of assets has traded for about 5 weeks. Would you consider this an appropriate investment for a renewable infrastructure play? Dream (Dundee) is a well established firm with reasonable depth. What would you suggest if the timing is too early for Dream?
Thanks Guys
Read Answer Asked by Warren on August 11, 2014
Q: 5I Team,

Could you please comment on Perpetual Energy ? I hold the Convertible Debentures and was intending to redeem them.

thx
Dave
Read Answer Asked by David on August 11, 2014
Q: Hi I just subscribed so I hope I am not doing something wrong. I searched for AGF.B on TSX. The search did not return any result. Hence my Question. (If AGF.B has already been covered, my apologies)
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Question: I bought AGF.F around C$15 and the [mis]management of this firm has me very puzzled. Asset managers have been doing rather well in the most recent years to date.

Is this stock worth keeping? Has good yield but is this company a lost cause ? Or do you think they controlling family will have the guts to hire a few more outsiders and right the sorry ship?

Thank you

Dr Adam Okhai
AO:ls dicta
Read Answer Asked by Adam on August 11, 2014
Q: Hi Peter and Team,
Quick thoughts on Encore Capital Group, ECPG.US
Read Answer Asked by Graham on August 11, 2014
Q: Exfo xtc even though they had record earnings the stock does not move much. Would this company be of interest to say magna,linamar or even martinrea for their European exposure? Or do they need to grow more before anyone would be interested? What is the insider ownership. Thanks.
Read Answer Asked by Helen on August 11, 2014
Q: WCP/SGY: Hi Peter and team. I own both and am considering adding more, potentially of each. Benji Galander, truly a contrarian, is decidedly negative on SGY considering it very risky with very little cash. How would you rebut and how do you view a decision between these two today? Or should I also be considering TORC or others in the field?

Thanks

K
Read Answer Asked by Kim on August 11, 2014
Q: Peter et al,
I would appreciate your comments on Capstone Mining (CS).
Gary
Read Answer Asked by Gary on August 11, 2014
Q: Hello 5i team,
The only media-related company I hold is BCE. I am now examining DHX Media but I'm trying to make sense of it; its ROE is a poor 3-4% but most of everybody is impressed by its library of kid shows. How does one evaluate their value; do you think that "Sesame Street" that I watched with my kids in the 80's has much value today?...In other words, how are the shows depreciated?
Thanks,
Tony
Read Answer Asked by Antoine on August 11, 2014
Q: Hello again Peter and Team. Would you be able to rate the Ten sectors as to their potential volatility within a correction or recessionary environment.I am sure that Financials would be the strongest suit, but not sure which way I would lean towards in considering the positive, or negative potential of Energy, Utilities and Industrials. I am particularly interested in where you would place Materials and Info Tech. Your thoughts please? Thanks again.
Rick
Read Answer Asked by Rick on August 11, 2014
Q: Hi,

I am planning on adding a tech stock to my portfolio.

Between qcom, open text and cgi which would be your preferred stock. I am already overweight CSU in the portfolio.

The correction in qcom makes it attractive in terms of valuation, OTC had a fabulous quarter and cgi has a promising outlook.

Thanks for your response.
Read Answer Asked by Hari on August 11, 2014
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