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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: Could you suggest a couple of companies that have strong financials and their dividend could survive if oil remains low for some time? Also with some potential for gains when oil recovers. Thinking of PSK or WCP.
Read Answer Asked by Andrew on January 10, 2016
Q: BIP.UN has give up all of the gains last year and is now trading at a 52 week low with a yield of over 6%. This looks like a great buying opportunity - do you agree? Thanks
Read Answer Asked by Gary on January 10, 2016
Q: Hello,
I am down 74% on Surge Energy and still hanging on. I understand their debt to capital ratio is 12% which seems low so I am expecting that they should be able to survive this crisis. The insiders are buying heavily. I am thinking of buying more at the current very low price now as I really only have a half position in it. Would you agree with this thinking and strategy? I dont need the money for a few years. Or should I top up my position in Whitecap which does not have the same low debt and heavily insider buying? Thanks for your help!
Read Answer Asked by Pat on January 10, 2016
Q: Why is CXI been steadily going down? Have you been in touch with any of the principals
Thanks
Read Answer Asked by Rick on January 10, 2016
Q: I purchased this company before joining 5i Research. It is turning out to be fraught with lots of problems, the most current being that they have received a letter from NYSE regulation stating that they are not in compliance due to the company's failure to timely file its 3Q report. If they don't respond by Feb. 5th the co. could be de-listed from the NYSE. So what to do with this stock at this stage? Hold or cut my losses?
Read Answer Asked by Jen on January 10, 2016
Q: Peter,
I read with interest today on Reddit about your investment education and experiences prior to starting 5i. I was struck by one comment, "There is guilt there but I am trying to make amends". It seems to me that the investment world is multi-faceted in its "guilt" and I would ask the following questions. Where are the investment regulators in this industry? And what are their rules on "conflict of interest" when it comes to investing? What about the individual investor's greed that drives them to ignore risk in an investment? Don't get me wrong - I am very happy that you started 5i - but I wouldn't beat yourself up about things beyond your control in the investment world.
Read Answer Asked by Linda on January 10, 2016
Q: Hopefully, this question provides a simple answer. I have approx $100k in liquidity that I'd like to 'park' in whatever equity or REIT you feel is risk averse and would provide some dividend or interest income - bonds aside. I can leave the funds there for 2 to 4 years. At 66 years of age, I cannot afford to lose principal. I am not concerned with currency fluctuation.
Read Answer Asked by Claus on January 10, 2016
Q: Hello Peter and 5i team,
These are the current holdings in our grandson's RESP [ a toddler ]. Please advise if the selections are still effective and any changes. What additions would you recommend for new money?
AVO, AYA, CPH, CXI, DHX.B, DSG, XTC.

3 ARE DOWN SUBSTANTIALLY [ AVO,CPH, AND CXI ]. Should we sell any of these holdings. XTC is up nicely. Do you still like this sector?

Thank you for your advise .

Read Answer Asked by john on January 10, 2016
Q: I have a small position in CXI. It's at a new 52 week low and I'm down 30%. Is it time to bail or time to buy some more. I don't need the cash anytime soon.
Read Answer Asked by Luca on January 10, 2016
Q: Hi 5i: A few months ago in response to a questioner who asked why AGT was going down, you noted that it had rather a lot of debt. Could you provide a few more details on its debt situation now? Also, has it met analysts expectations recently? Many thanks.
Read Answer Asked by Roland on January 10, 2016
Q: If buying an income bond fund should one keep the weighting to 5% of the portfolio?
Read Answer Asked by Anne on January 10, 2016
Q: hi experts; equal was bought out by petroflow in the u.s. I have debentures coming due march31 2016. I seem to remember the money was put in trust to pay the db's. now that petroflow is in chapter 11 will we still get paid out. thanks as always--- brian
Read Answer Asked by brian on January 10, 2016
Q: I was reading an article entitled "Markets down without uptick rule" by Daniel McGroarty and Larry Reaugh. Vancouver Sun. It was about 'stopping the shorting' to get Canadian Companies back on track for 2016. Can you explain it in laymen's terms and your views as to whether they are on track. Thankhttp://www.pressreader.com/canada/the-vancouver-sun/20160106/281745563370518/TextView
Read Answer Asked by Graham on January 10, 2016
Q: Can I get your comments on CWL after their Q1 results. They looked weak and the stock got hit, but management seem to be saying there were extra costs in the quarter. What do you think about continuing to hold the stock, and how does the dividend look? Thanks.
Read Answer Asked by Noel on January 10, 2016
Q: Hi Peter and team,
Is it now a good time to buy US financial and industrial Sector ETF, like XLF and VIS?

Thanks
Read Answer Asked by Victor on January 10, 2016
Q: Good morning. Can you tell me why CXI is shown as CURN on my RBC direct investing statement as a foreign security?
I apologize if I should be phoning the bank instead of bugging you but from you I can get a straight clear answer.
Read Answer Asked by David on January 10, 2016
Q: Where do I find the market update that was referenced earlier?
Read Answer Asked by John on January 08, 2016