Investment Q&A

Q: ETF
Good Day. A question for registered accounts only and switching between similar ETF's. I have held the Vanguard S&P500 etf for quite sometime and have a good size but unrealized capital gain. Except for probably a few basis points difference in MER's, tracking error or yield what would be your opinion in selling the Vanguard product and then taking the proceeds to buy the same IShares product? My thought process is to switch between like etf's realizing the capital gain to get this gain now working for me, and while making sure portfolio weightings are also maintained.
Is this a reasonable portfolio strategy to enhance returns with minimal risk. Also, this would not be a trading strategy but a long term process as capital gains hopefully grow over a couple of years.

Thanks,

Q: Oil and gas. My portfolio is likely underweighted in this sector (7%). I would consider increasing it via ETF. Do you have recommendations for ETF's in this sector (Canadian only preferred).

Q: PUR... Pure Technologies

Right now according to BNN, 87% of revenue for PUR comes from water and waste with only 7% coming from O&G.

Considering the hoops LNG has to go through to secure approvals for new pipe lines - and understandable so - it seems to me this 7% should be increasing dramatically over the coming years which should bode extremely well for PUR and their new technology designed to monitor and detect pipeline faults and failures.

With that in mind, this stock to me appears to be a no brainer.

Is there something I am not aware of that could change this? What competition does PUR have? Is there another technology out there that is doing the same job? Would you recommend a buy at this time for PUR or a wait and see?

Thanks for all you do

Gord

Q: Peter and Team--Looking at your Model Portfolio and the outstanding return --but there is 4 stocks that are negative since inception and 5 negative YTD--Since you are still holding them then you obviously still believe in them--would it not be a good idea for us to give serious consideration to buying them?

Q: Hi 5i,

I hold both SLF and IFC in my retirement account. Are they different enough that I can hold both or should I get rid of one? Do you still like IFC for growth and dividend growth? I also hold several other financials: banks and REITs so I would remain diversified. Thanks!

Q: Hello 5i team,
I have started a few months ago my own Canadian health sector ETF with a position in Catamaran (CCT), Concordia Health (CXR) and Knight Therapeutics (GUD); I am now thinking of adding Cipher Pharma (DND) and Biosyent (RX) but they are way in "overbought" territory.
I value your opinion
Tony

Q: SKY.UN.TO

Skylon Growth & Income Trust

I cannot find too much on this dividend payer. What can you find about this stock and your thoughts on ownership for income.

Q: PHM....

To be honest I'm not sure what to ask. Growth seems to be continuing along very nicely with another new high reached last week and it appears to be maintaining this week. It's in an industry that is sure to see growth over the next number of years considering our medical costs as a whole.

After not getting much attention, in the past 6 months it has been seeing much more attention. I know you do not like using target pricing in our buy/sell strategies, but can you at least tell me if you feel this company has upside (I know the risk) and if you would recommend a buy at this time?

Thanks for all you do

Gord

Q: Hello - Thinking of adding to my position with PHM. It has had a bit of a run lately. See any pitfalls at this time?
Cheers - Chris

Q: Hello 5i team,
What is "consumer discretionary"; could you give me examples of securities in that sector? For example would you consider that LNR and MG which serve the auto industry belong to that sector? After all is the car not the ultimate consumer discretionary?
Tony

Q: Peter and team
Do you have any suggestions for stock considerations in the healthcare space.

Thank you

Q: In my TFSA I have AVO, QST, VCM, SYZ and BYD.un, plus about $10k. I am thinking of adding GUD or PLI. Which stock do you like best for growth?

Q: PSK PrairieSky is under pressure with the idea of ECA selling the rest of their stake. Does this look like an opportunity to you?

TIA

Q: I have a 2% position in CFN, getting smaller daily. The recent plummet appears to be either capitulation or possibly a large shareholder exiting his position.

Is CFN getting into oversold territory and is it time to add some shares OR is this strategy like the proverbial "catching a falling knife"? At what point do you decide this was a bad investment, take your lumps and move on?

When do they report their net quarter? Thanks.

Q: A Sept. 09 2014 report from Veritas is recommending a Sell of Magna (MG) suggesting that their returns are going to be disappointing over the next 3 years. What are your thoughts on MG? I have owned for about 9 months, and was hoping to hold onto it for about another year or so. Do you think it is a stock that is still worth holding onto? It is about 2.5% of my portfolio. Thanks.

Q: Prairie Sky (PSK): what is your opinion of the new issue and their planned use of the funds? Now that the price is down in the $36.50 range, would you consider this a purchase, for income. Do you view the dividend as sustainable and is there any chance of an increase in the next year or two? How do you think PSK would fare in a market correction relative to conventional O/G producers?

Thanks, Grant

Q: Hi Guys
SVC (Sandvine) is down so far today. Do you think this is a good entry point? There is some share buyback happening and a few good orders/contracts for the company and they have some cash. Also I am hoping to know why the quick drop of 10%. Is it because of overreacting traders? What is your opinion please. Thanks as always for the great things you do.

Q: I have some SPB and I am considering buying more. However, I have a general bias against companies which have diversified divisions. I think that companies should stick to their core business. I could expand on this bias. Do you agree with this bias and, if so, is it a concern in the case of SPB?

Q: Hello Ryan and team, your thoughts on sandvine? A big miss in earnings. Do you still recommend?

Q: SVC just announced a major order plus a share buyback proposal. However, 3rd Qtr guidance has dropped. Still seems like a very good company. Thoughts?
Murray