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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: Peter, as I build up new cash balances to invest, I need to resist the temptation to keep buying new stocks but, rather, to add to existing positions - simply to avoid to point where I'd have 80 or more stocks! I have an account that currently holds modest positions in Exco, K-Bro, and Tourmaline. With a 5-year time frame, which of those three would you expect to produce the best total gain? Or, since the account also holds the Horizons ETF HXT, would you be inclined to prefer that broad basket (although, obviously, diversification is not my concern!). Thank you.
Read Answer Asked by James on September 02, 2016
Q: Anything new to add on ESN ? Some of my other resource related stocks (TOU, WCP) have had a nice pop so far this year. ESN seems a bit stuck. I'd really like to keep holding for a turnaround (that I hope might come in 2017-18). I realize any recovery is likely tied to the price of oil/gas but is ESM a "healthy" company based on metrics that matter to 5i? I have 4-5 years at least.
Read Answer Asked by Randy on September 02, 2016
Q: Hi- the banks all seem to have done well, partially because loan loss provisions have been reduced. Is that a discretionary situation...in other words, can earnings be boosted by lowering provisions? How does that work?
How does it relate to Tier 1 capital? And what are the banks' Tier 1 Capitals now?
Thanks
Read Answer Asked by Pat on September 02, 2016
Q: Not that I am comparing the companies as acknowledge there are no similarities, but I find the performance of BAM frustrating, as like MDA, it doesn't go anywhere, notwithstanding the brilliant management, etc. Tempted to redeploy the monies. Can you please advise as to why I should not. What is your outlook? Thx,
Read Answer Asked by Patrick on September 02, 2016
Q: A lot of people watch bnn and the guests and there picks, but i just do not understand how they can use the comment that they missed that one, you could of owned boyd.un. ccl, dol,atd.b,esl,nfi,and numerous other well managed stocks that they said were overpriced years ago, but they pick a stock that goes nowhere and that they got stopped out on. The point is that good well managed companies are not cheap and they can have there flat periods, but overall they are the ones to own. You can keep buying them on the way up and hold em. Forget about trying to find some unknown company with no earnings that is going to make you rich overnight. Buy the best and sleep at night.
Read Answer Asked by eugene on September 02, 2016
Q: Your subscribers may find these reports useful. I like that the data is shown by sector. They are available for Canadian and US exchanges.

http://www.dividendhistory.org/report/

Dividend Reports are published every Friday. They are intended to help build a balanced portfolio of dividend paying stocks in each sector. Reports are shown in a newspaper style list that is grouped by category and ordered by market cap so companies can be compared with their peers. Fundamentals such as PE and PB are included with percentages changed for various time periods and 52wk high/lows to help buy on the dips.
Read Answer Asked by Helen on September 01, 2016
Q: Hi 5i,
I am young and have time to hold stocks long term. I own some Canadian bank (bns) as well as some broad etfs (and other various non-financial stocks).

Is there value or reason to own a company like Sunlife or Manulife (or similar, please recommend if you know of something better). Or would it be better to own a second Canadian bank? Or would it be best to add the extra money to my BNS position?

Thanks
Read Answer Asked by david on September 01, 2016
Q: Callidus Capital has been increasing the share price amount (now at 16.50) and extending the duration of its buyback offering for quite a time now. I am trying to figure out what the end game in this is. Does this mean they will go private and are trying to clear out stock at lower valuations or are they propping up the price, building awareness, etc. so they do not have to go private? Perhaps they are testing the market perception of a fair share price in a beneficial way to the company? I purchased a full position at $20ish range and I held on. I enjoy the dividend and feel the company has strong potential. I hope your greater experience in the markets can educate me on this one. Thanks
Read Answer Asked by Jeremy on September 01, 2016
Q: It seems that 5i and company have the power to move markets with ABT and TOY both up today!

I have 15% allocated to 4 tech companies - CSU, MNW, ENG and OTC - all in fairly equal amounts within a diversified portfolio. Would you endorse a switch out of MNW and into KXS for better potential growth with reduced risk or do you feel their profiles are similar? Would adding a fifth holding be better and if so, should I increase the tech percentage or reduce one or all equally?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on September 01, 2016
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