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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: The dividend keeps going up and the stock price keeps going down...how would you explain this and would you add to a half position.

Thanks for your service
Read Answer Asked by Ozzie on December 11, 2015
Q: As this is likely my last missive this year; I wish you all at 5i the best for this Holiday Season and may you all prosper in 2016. What are your views on CXV? Many thanks again. Henry
Read Answer Asked by Henry on December 11, 2015
Q: Peter; First a Merry Christmas and the best in 2016- can you get oil up to $60.00 ! But I want to thank you for your comments in the spring of 2014 re TBE. I sold mine at $1.85 and sort of forgot about it until today when I saw the report on them trying to sell the company- and the price of just .12 cents. Really a lesson in taking a loss quickly and not averaging down. Hope the Fotums work out. Rod
Read Answer Asked by Rodney on December 11, 2015
Q: My timing was terrible on purchasing and holding 200 ACQ shares: I'm down 72%!!! Should I throw in the towel and move on? Unfortunately I don't need any more capital losses as I already have too many!
Read Answer Asked by Brenda on December 11, 2015
Q: Peter,
It is this time of the year, Xmas and the ever favorite Xmas card. This one is for you and your coworkers, via Abnormal returns...


Quote of the Day

"So I genuinely believe that if you can find a financial advisor who's trustworthy in the true sense of that word—someone who is competent and knowledgeable and whose services are fairly priced and who isn't rife with conflicts of interest, you're a very, very lucky investor."
(Jason Zweig)

Read Answer Asked by claude on December 11, 2015
Q: With all that has happened in the global oil patch, has your opinion of TVE changed or is it still a buy or hold? Ted
Read Answer Asked by Ted on December 11, 2015
Q: I currently have 25% of my assets in $US but only 20% is in US stocks. The other 5% is EEM. I would like to increase the US component to 25% but that would give me a 30% $US exposure. While I think that the US dollar will remain strong for the next year, I am wondering if 30% exposure is too high. Should I sell EEM, which hasn't done much but is my only international exposure (other than multinational US companies), move up to a 30% UD dollar weighting or stay the course?

Thank you for your insight.

Paul F.
Read Answer Asked by Paul on December 11, 2015
Q: Hello Peter and 5I team,

What is your current view for BTE. I am down about 70% and would consider adding more. Is this a good entry point?

Or, is there an alternate small or mid-cap name that has also come down in valuation in this sector that you would consider a suitable alternative to BTE?

I look forward to reading your thoughts.
Read Answer Asked by SG on December 11, 2015
Q: Congrats on success of this service. Can tell by increasing question volume & time required to read answers. IMHO questions should be limited to 5 or 6 lines.
Am paying for your answers not the theories of others which can ramble for 1/2 a page. Ramblers should be referred to the new forums page. Thoughts??

Joe
Read Answer Asked by Joseph on December 11, 2015
Q: Hi team:

What do you make of the RRX Viking acquisition and its $190 million budget for 2016? What's this company's prospect going forward? I already have a small position in this name, should I consider increasing my holding?

This is one O&G company that seems to be going against the grain in 2015 as its share price actually increased about 10% this year. Perhaps it is one of the few keepers in a much depressed sector.

Your overall comment on RRX would be much appreciated.
Read Answer Asked by Victor on December 11, 2015
Q: Cal-Maine has been in a steady downdraft over the past number of weeks. Can you provide any insight as to what is causing this? What is your current view on the company and assessment of their recent results. Where do you see this stock going over the next 12-24 months and why? Thanks.
Read Answer Asked by John on December 10, 2015
Q: For sector allocation purposes you mention 10% utilities and 10% energy for a conservative portfolio. Which sector do the pipes,TRP,IPL, and ENB fit into? Thank You Ron
Read Answer Asked by Ronald on December 10, 2015
Q: Is there any reason to continue to hold Twin Butte Energy ? Would it be better to take a tax loss an move on. my energy exposure including TBE is 5.7%. TBE is .4% of my total portfolio. $1.07 is my cost base. Thanks for your thoughts.
Read Answer Asked by Don on December 10, 2015
Q: Posting only small tastes of the new ETF & Mutual Fund letter is too much of a game of "Here kitty kitty," and doesn't seem appropriate for a loyal following that is glad to spend money for what they feel is a good value. Could you post either the full issue or a couple full articles from it? Thank you.
Read Answer Asked by Jerry on December 10, 2015
Q: - There has been a lot of downside with the attempt to buy office Depot and that fallout but are the fundamentals also a mess? What's up?
Read Answer Asked by Barb on December 10, 2015
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