Investment Q&A

Q: Peter and Team,
We have Tourmaline, Surge, Manitok & Corridor in ~equal amounts. Does it make sense at this time to sell the lesser known Mei and/or Cdh to top up our Tou and Sgy with the mind they are better known bigger producers and will likely see more attention when the sector turns ? Other tacts are to stay put or use the proceeds somewhere else (Wcp ?). Thank you, and have a great weekend. Paul

Q: Hi Peter,

What are my rights, if any, to ask and expect honest answer from a company where I am a shareholder? For example, am I permitted to call a person in charge of investor relations of a corporation and ask specific questions about their balance sheet or strategy or lack thereof? If I'm not satisfied with the answers in that I am rebuffed, do I have an avenue to seek assistance from a regulatory agency to discuss my experience and hence improve transparency. Thank you for your time.

Q: WSP by all account is a stock that should be on cusp of a major break through. You have it in your Income Portfolio (your ACB is $35.73, mine is $34.35) - we are both underwater, a number of BNN guests have it as their top picks in recent months as well. In my own analysis I though all the numbers are pointing upwards, hence I made it my largest investment in my portfolio (about 9%).

However, I'm down about 5% from my ACB in this stock. Why are we all wrong about WSP so far? I can't find anything wrong in it publish materials. Perhaps the Q4 results may shed more light.

What is your assessment of WSP?

Thanks.

Q: Hi 5I Team,

What are your current thoughts on BDT?

Best wishes,
Terri

Q: Hello Peter
Happy New Year .
How would you play this huge drop in oil prices of late .Which stock will benefit from the low oil prices ? Is there a ETF that tracks the air line stocks or what is your recommendation to benefit from these admormal oil prices ? How would you position your self from this oil price drop ?
Kindest Regards
Claudio

Q: Could I get your opinion on this stock. Much appreciated.

Q: Hi Peter & Team,

I need a few stocks that pay dividends for my kids accounts, each child has 5k to purchase 2 stocks. I have narrowed it down to these few names ( because of asset mix in their accounts) but ultimately my kids will choose. One is in a TFSA and the other is a cash account because of age. Could you please give an argument to the ones you favor ?

Thank you for the great service!

Dave

Q: Hi to All!! A quick question. What are your thoughts on adding ROC (Rockwood Holdings) to a Growth/Divivdend portfolio. It was mentioned that this is good exposure to Lithium, which inturn, will be used in increasing quantities in the auto industry. Thanks, Tamara

Q: Good morning,
I have 16% of my portfolio in telecom's (Telus, AT&T & Verizon) and wanting to trim it back to 10%. Do you think I should shave some off each,or sell one of them and if so which one? Also,in your opinion what telecom out there is the best to hold? I am looking 5 year time frame, medium risk.
Thank-you
Deborah

Q: Hi Peter

For precision Drilling Debt/Equity level on a quarterly figure Morningstar has Sept/2014 at Total Liabilities at 2,773 and Stockholders Equity at 2,544 which would give you a ratio of 109% is this correct.
thanks Gord

Q: It's down quite significantly after earnings. Is it a good entry point under 25? Thanks.

Q: I just read Cam Hui's piece in the 5 for 5i. I notice he isn't positive on Canada and the Cdn. banks. Would you suggest we concentrate on small caps with large exposure to the U.S and avoid companies such as ACQ.
Do you agree with Hui that Cadn. banks face some strong headwinds this year?

Q: Hi!! Now that Cuba has been given the nod from the US, would Sherrit International Corp be a goood investment? Thanks, Tamara

Q: Could I get your opinion on this stock as it has pulled back from its 52-week high. Much appreciated.

Q: hello 5i:
I note that,while you've had questions on Interfor and other forestry companies, no one has asked about CFP since Sept of last year. in your opinion, how does CFP compare with others in the group, and what do you see for the sector going forward.
thanks
Paul L

Q: Please rank these companies as a medium to long term hold (two to five years) on security of capital, growth of capital, and security and potential growth of dividend. Thanks for your advice.

Duncan

Q: I have held STZ for over a year and the return is good, it has moved appreciably since the latest earnings. The question is, I (and probably many others) do quite well at buying stocks, but often miss the signal of when to sell stocks. I know you believe in holding as long as things are going well, but still I have found in my experience that stocks often fall dramatically and give up much of their gains when things go poorly and often there is no warning. For e.g. I owned SYNA saw it go from $50 up to $90 and then drop back almost to the starting point. I would like to have a better way to judge when to sell a stock, or am I asking the impossible. I do apply technical analysis to my stocks as well, maybe I am expecting too much. So if you owned STZ would you continue to hold for the long term, seems no reason to sell and beer sales are up and with summer coming that should continue to bode well or do I look at it and say I have made 30% sell. What are your thoughts or suggestions. Thanks very much.

Q: I have read your recent comments on AHF and would like to know if yesterdays release of Q4 assets under management has you concerned. I understand the decline in AUM is related to them trying to get out of lower margin products. My concern is I am not seeing where the offsetting increase is for higher margin business. I am not a fan of the "liquid alternative" funds they are currently promoting if that is where they think the higher margin business is going to come from. My guts are telling me to take my losses and move on. Am I too negative on this one?

Q: Do you think owning these stocks here is a good place to leave money or would you suggest, more solid, steady stocks and if so which ones. Thank you.
I am thinking of Sherwin Williams and or Plum Creek or another lumber stock, would you pick a Cdn lumber instead and if so which ones?

Q: Hello, Peter and your team
I want to buy mnd(Manadalay Resources Corp).Could please tell me the fundamental and management team of this company?
Thank you!
Yingzi