skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I own shares in Strad Energy Services. As you know Total Energy was in the process of making a takeover bid for their shares at $2.90 per share with 35 day expiry date. Strad in turn adopted a poison pill making any bid open for 120 days. Total Energy then said that they will not pursue a takeover bid. Based on your experience do you think there is a high likelihood that another bid may be coming? Is a 35 day expiry date reasonable? Was 120 days excessive? What would you recommend doing at this time?
Read Answer Asked by Robert on September 25, 2015
Q: What are your feeling regarding POT's debt levels and any other "survival" metrics. I have no issue holding it thru volatility with this dividend, I
just want to feel comfortable that it will make it to the other side of the storm. What grade would you give it?
Read Answer Asked by Tom on September 24, 2015
Q: i am looking for a short term instrument to park money in till market settles down. FHY doesn't appear very liquid. Any thing you might suggest like this

Thanks for great service
Read Answer Asked by Dale on September 24, 2015
Q: Your thoughts on the news today and their plans.
Read Answer Asked by Tom on September 24, 2015
Q: I currently own CNQ with an approx -30% unrealized loss. Was wondering about realizing that loss and simply keeping my energy exposure (only 1 name) by using sale proceeds to buy Suncor. Would you recommend this switch? The goal is to participate in energy sector (only 5% weight) with an added benefit of realizing a tax loss. But if best way to earn my money back in via another blue chipper energy name then that's ok to do as well.But if they are likely to move lock step then why not take the tax loss (rhetorical!!)?
Many thanks as always!
Read Answer Asked by Doug on September 24, 2015
Q: ccl.b is getting whipped today. Only news I see on it is expansion plans for Mexico plant. Can you add insight on ccl.b performance today?

thanks
Read Answer Asked on September 24, 2015
Q: Market is droping like crazy should we still hold?.
Read Answer Asked by Nizar on September 24, 2015
Q: I'm now in the process of identifying my positions as income, balanced or growth and then tracking these three groups, in addition to the whole portfolio. For Boyd, I think it would be earmarked 'balanced' and so would Stantec, rather than 'income' without getting into the reasons for this. How do you see it?......thanks, again.........tom
Read Answer Asked by Tom on September 24, 2015
Q: Peter, with the government in Alberta and the potential government in Ottawa that is unfriendly to business I am looking for companies that pay a dividend that qualifies for Canadian dividend tax credit, pays in American dollars and has most of its business in the U.S. I believe Brookfield, Pure Muti family reit would qualify. Could you please give me a few more that pay 5 percent dividend or more, Thank you Ken
Read Answer Asked by Ken on September 24, 2015
Q: Hi 5i Team.
I currently have a family RESP started 5yrs ago for my 2 1/2 and 5 year old. I am maximizing annual contributions and expect the government top up also, so will add $6,000 per year. The funds will not be needed for 12- 15 years and I am willing to weather some volatility. Currently I have the following stocks in the portfolio BNS,BCE,CU,DHX.B,EMA,ENB,XTC,FTS,GEI,L,PPL,BIN,RY,TCK.B,T,TD. They are anywhere from 3-10% weighting. What stocks would you suggest adding to this portfolio?
Thanks
Read Answer Asked by Paul on September 24, 2015
Q: What is your current opinion on DexCom? Growth continues to be compelling. Do you still consider it high risk? Thank you.

Read Answer Asked by Harvey on September 24, 2015
Q: Hi guys, Any opinion on this name ? Also, if you could please recommend a U.S. consumer etf. Thanks
Read Answer Asked by Bilal on September 24, 2015
Q: What do you think about this company in the US as a long term investment? Is it priced high relatively? I noticed it in the fintech rankings. Thanks. Regards, Shyam
Read Answer Asked by Shyam on September 24, 2015
Q: Hi,

I've owned ZUH for the past two years and it has done well. As you know it is hedged to the U.S. Dollar. Two questions,
1) what do you see happening in the next few years re our dollar vs theirs?
2) do you think I'm better off with another healthcare company?
Read Answer Asked by Graeme on September 24, 2015
Q: Hey folks, I have a position in CWL. Earlier this week their was a drop on (for CWL) big volume. Is that the company that had accumulated a position to try to buy the firm selling? Will there be more of this pressure near term? What do you think of this stock at this price? Thanks for your insight.
Read Answer Asked by Noel on September 24, 2015
Q: This question is about the fixed income allocation in my portfolio. Most of it is invested in a 10 year ladder of provincial and corporate bonds. Given today's low interest rate environment and the slim prospects of rising rates in the foreseeable future, do you think it is wise to stick with this strategy?
Read Answer Asked by Ron on September 24, 2015
Q: XAU has dropped precipitously lately. Have there been any particular events / catalysts that might explain this?

Thanks!
Read Answer Asked by Gregory on September 24, 2015
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!