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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: Hi Peter, I own the oil stocks: BTE, CPG, CNQ, WCP, TOU, SRG, in different portfolios, would it be worth adding to the ones that are down the most to hold for the long term until oil rebounds I would hate selling them now, is there a risk that some might not be around in 5 years? or would you just wait out the storm holding what you now have. Thanks, Nick
Read Answer Asked by Nick on July 31, 2015
Q: RE: Information Technology stocks in the TSX.

I am looking to buy a stock in the IT sector of the TSX as part of my portfolio diversification.

I prefer a IT stock that pays a dividend.
Absolute software, Constellation, Com Dev, DH Corp, Open Text are some of the names I came up with.

I always try to get familiar with the businesses I buy stock in but in the IT sector I do have difficulty understanding these businesses even after reading the company description on their websites.

Could you give me your opinion on IT stocks listed in the TSX that pay a dividend. And also possibly give me a description of the business in layman's terms?

Thank you very much.
Best regards



Read Answer Asked by Stephane on July 31, 2015
Q: I am wondering if you have an opinion on Hudson Resources? I have owned shares in the company for a few years, awaiting news which we saw today, that they signed a very large contract with Owens Corning for the sale of anorthosite to be used in the manufacturing of fiberglass. Supposedly this is the first of many supply agreements to be signed but the PR said that this agreement covers the major portion of the initial required volume. Supposedly this company will become a big cash cow, with very little capital required. The only problem is that it doesn't seem like any brokerage firms cover the company. After this PR only $80k has traded today. Just wondering if you have looked at this company in the past or if you have seen brokerage coverage on it?

Michael
Read Answer Asked by Michael on July 31, 2015
Q: Peter; Could RNW get dragged down along with TA and the NDP policy changes in Alberta? Thanks.Rod
Read Answer Asked by Rodney on July 31, 2015
Q: The last question I asked about FSV you said it was expensive. Is this in regards to historical norms or has it always been expensive like other good quality stocks.

Thx
Read Answer Asked by blake on July 31, 2015
Q: From the last question on SCL you were comfortable with this stock at $34. It is now close to a 52 week low (near $31.50). In these unusual market conditions has anything changed your opinion? i.e., it would seem like a good buy.

Don'y get me wrong, I know you don't have a crystal ball ... but the stock does look good at these prices.
Read Answer Asked by Danny-boy on July 31, 2015
Q: Hi 5i team,

I think now would be a time to high grade my energy and real estate stocks.

In energy I have CPG, WCP, SGY, TOU and SCL. The "winner" in this group is WCP; the biggest loss is in SGY. [Plus I have PPL, ENB and IPL which you consider as utilities; all in very positive territory.] Which stocks would you remove? What would you do to high grade this mixture?

In the real estate sector I have XRE, AX.UN, DRG.UN and TCN. I was considering selling one or both of AX.UN and DRG.UN, and adding to TCN. What would you do to high grade this mixture?

Thanks for your insight,
Paul J
Read Answer Asked by Paul on July 31, 2015
Q: I haven't seen a question about Biosyent in a couple of months, it's trading near its 52 week low. You indicated in May the fundamentals looked good, the price is still is dropping possibly due to the sector. I am considering taking a position at this time, please advise your thoughts.
Thanks
Jim
Read Answer Asked by Jim on July 31, 2015
Q: Hello

What are you thoughts on this stock? Would you consider this a good growth stock still?

Thanks
Dolores
Read Answer Asked on July 31, 2015
Q: Between Exco and Linamar, which one would you recommend to buy at the current level? It looks Linamar shows a lower forward P/E.
Pls give your thought, and thanks for your advice.
Pui

Read Answer Asked by Pui on July 31, 2015
Q: I am starting an RESP for a 2 year old with $5000 and will add $1000 each yr. Can you advise me what to invest in or what portfolio to follow. Do I buy a little of many companies or just add new ones each year
Thanks
Read Answer Asked by Susan and Philip on July 31, 2015
Q: Just saw the Q2 earnings. Q2 top line looks a little light and adj EPS of $1.20 looks to be a big miss vs estimate $1.57 (I saw your response to a question on July 20 where you mentioned $1.57 estimated EPS). ROE looks to be back in the mid teens after the blip last year due to the lawsuit settlement which seems to be a good sign (if i calculated correctly). Your thoughts on the earnings?
Read Answer Asked by Richard on July 31, 2015
Q: Would you recommend I sell Delta Airlines and buy something like Allegiant Travel instead? Or another recommendation you have in the space.
Read Answer Asked by Andrew on July 31, 2015
Q: Appears to be a considerable amount of back handers are going with this company. You seem to always look at it from the latest financials and make a recommendation from that perspective. I guess my question is: when does one stop going by financials and make a decision on gut feel? Let's not forget guys like Bernie Madoff!! Do you guys always got by reported numbers or do you sometimes read between the lines and go by instinct? Just curious.
Read Answer Asked by roland on July 31, 2015
Q: Hi, Could you please comment on MDA earnings. Thanks
Read Answer Asked by rajeev on July 31, 2015
Q: I have 100 K in Cibc bonds 10.25% expiration June 30 2039
Should I keep them or sell them
Thanks
Ben
Read Answer Asked by Benjamin on July 30, 2015
Q: Big gain today. Please provide your comments on how it's been doing recently and your opinion on future performance.
Thanks!
Read Answer Asked by Brenda on July 30, 2015
Q: I own this and tck.b , for future, I hope, recovery, .. Why the large drop in Hbm today ..thx
Read Answer Asked by Bob on July 30, 2015
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