Investment Q&A

Q: Good morning,

I am looking to find the relative exposure of the big 5 banks to the oil and gas sector. I understand that thus far that the effects of the downturn in the oil patch have been somewhat benign, but it would be helpful to know the potential relative effects of a protracted low oil price on the respective banks (ex National and Cdn Western) based on their exposure to the sector. As well, could you please pass along the bank that you feel is most insulated.

Thank you for your response,
Brad

Q: I hold Chartwell REIT and Chemtrade Logistics, 3% and 2.7% respectively. Am looking to add to either (or both?) in this market downturn, for income. What is a good weighting for these companies, and which is the most likely to withstand another barrage of sell-offs? (That is, which sector, which company, is likelier to do well in such an environment.) Thanks!

Q: Canadian banks have all dropped in value YTD by up to 6%. I understand that this is due in part to concerns about energy-related loan losses as well as high consumer debt levels. What is your call on what will cause the declining trend to stop, and when that might be ? From a technical point of view, where is the support level for RY ?

Q: Hello,
I have a tendency to over diversify: there are so many names I want to own. Subscribing to newsletters like Money Letter, Money Reporter, Investment Reporter and religiously watching BNN/MarketCall fuels the fire. That said, I’m trying to trim down a bit. I have a 5-10 year time horizon (Easier said than done..)
These energy names make up 10% of my portfolio. I’ve obviously rode them down along the way, so I’m hesitant to sell. The moment I do, they’ll roar right back..haha.
I want to participate in the turnaround and I want the dividend yield.
Am I over exposed in energy?
What do you suggest?

ARX 11%
CPG 11%
FRU 13%
ERF 11%
HSE 14%
WCP 10%
PEY 11%
CEU 19%

I haven’t read much about the 5i Portfolio Analysis service. Are you guys still offering it?

Thank you!!

Q: Hello, couple of questions here:
- phk-u : do you think it s a good time to add (to 3% total of my portfolio) and why.
- should i sell rsi or still a long term hold for yield (i am down 15%). Reason : only to raise some cash.
- should i sell vln in this environement while i am even (3.5% allocation). Can you comment on valuation and outlook. I am ok to hold for 5 year if good company long term but thinking about raising some cash. Thank you

Q: Could you please provide your latest thoughts on cig and outlook going forward?

Q: Can I please have your comment on their Q1 results. I may have read this wrong as I just took a glance but did their advertising revenue jump from just over 2 million last quarter to 7 million this quarter? if so that seems like a substantial jump and hopefully continues.

Q: I am looking at buying some VSN as willing to take a chance on (no) dividend cut.
Can you explain the difference between the Dividend Reinvestment Component and the Premium Dividend Component of the DRIP.I understand the 5% discount but not the 102% cash payment.

Thanks

Derek

Q: Hello Peter;

Was wondering if I could get your present thoughts on mfr.un and

what it will take to turn it around (if anything)

all the best!

Q: In 5i opinion what are some of the best ETF to buy for income

Thanks
Pau

Q: I heard about this one to-day on BNN: auto prop. leased to dealership who are responsible for all prop. servicing costs - long-term leases with 1.3% escalation clause annually, long-term debt. just over 3% not due until 2022. Looks like a great set-up - comments please. Have been adding new dealership properties - one just recently.

Q: You have presented some very compelling and cogent reasons for avoiding the Ultrashorts of this world (e.g. SPXS). Apart from protecting a portfolio with stop loss orders and careful diversification, what do you suggest for proper downside participation or protection in the current environment?
Thank you for your excellent service!

Q: With the governments talking infrastructure,which companies do you see as benefiting in this marketplace ?

Q: Would appreciate your view on this company at $17. Understand necessity for a longer term view, bbut it looks good to me at this price

Q: Hi:

I have been comparing the key statistics for EMA and BEP for the years 2011 – 2014, and EMA appears to be the clear winner on paper. I know that BEP has strong backing from BAM, is globally positioned and pays a higher dividend. I hold a full position in BPY.UN and BIP.UN in a reasonably diversified portfolio.
Because of my age income and security of capital are more important than growth.

Are there other considerations that I am not taking into account in deciding which to invest in?

Q: What is you opinion of this company?
Thank you.
Lillian

Q: I want to grow my investment by 6% return and will invest 12500 in each stock - Can you please give me your opinion for below stock and will achieve my goal. I dont need money for next 14 years.
Feel free to add any other stocks or make changes.

TD
RY
Zut
zub
VXC
CXR
zeo
zre

Q: Could you give an update on your thoughts for SPE, bearing in mind the common concern of survivablity? Thanks

Q: This is a mortgage insurer with great fundamentals: TTM PE 5.8, ROE 11.6%, P/B of 0.65, D/E of 13%, low P.R. and has beat EPS last 3 Q 2015 & increased it's dividend in Nov. 2015. The company does not think we are going to have a real estate crash - neither do I - only caveat is AB - what is their exposure there as a % of their total book? This is a pure negative sentiment play, I guess? Stock is down a lot since Nov. 25 th even with the D > & EPS beat. What am I missing here??

Q: With today's announcement and Shaw moving forward with the Wind acquisition do you agree that Shaw will need to commit increasing amounts for Capex to build out Wind's network to take advantage of the unused spectrum that Wind owns? Will this have an impact on Shaw's dividend?