Q: Do you have any thoughts on the fertilizer sector or Agrium in particular. It occurs to me that with the price of diesel going down, farmers will have more money to spend on inputs such as fertilizer.
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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, thanks for great advice
i am about to sell Yamana for tax loss selling but would like to retain some gold or gold stock, hope fully the best alternative to YRI and the best company and with best possibilities in this sector to weather any downturn and make best comeback whenever that happens,
Could you please advise what should be the safest, yet the best to buy in this sector
Thanks again
i am about to sell Yamana for tax loss selling but would like to retain some gold or gold stock, hope fully the best alternative to YRI and the best company and with best possibilities in this sector to weather any downturn and make best comeback whenever that happens,
Could you please advise what should be the safest, yet the best to buy in this sector
Thanks again
Q: Can you provide an update on your opinion of Enerplus? I have owned it since 2011 and have a significant unrealized loss. My question is should I sell for tax loss reasons (as I have a gain to offset) or just sell and get out altogether given its performance? The yield has been pushed up to 9.5% and I have 100% track record of incurring perm losses on stocks with yields that have risen above 10%. I have enough allocation in the O&G sector and would like to allocate to a mining/materials ETF (any recommendations?) where I have very little in that sector. Thanks again and enjoy the holiday break! Regards - John
Q: How do you feel of the Vsn-KKr-Encana deal especially with regards to VSN
Q: Convertible question (asked by Kelly)on Dec 22, 2014
The 5i response of Advantage AAV) convertibles being OK
is questionable as the bonds redeem on Jan 31/15 and trade at the redemption price. Publish at your discretion.
The 5i response of Advantage AAV) convertibles being OK
is questionable as the bonds redeem on Jan 31/15 and trade at the redemption price. Publish at your discretion.
Q: Thanks for great advice!
Please comment on CKI (Clarke) I have read your previous commnents and would like to know what you think of this as an investment compan y... the numbers look too good, but it is so thinly traded.... having read the financial statements, do you trust the management and the veracity of reporting? why is it not traded more heavily? would putting 1000 shares into be too great a risk?
Thanks
Please comment on CKI (Clarke) I have read your previous commnents and would like to know what you think of this as an investment compan y... the numbers look too good, but it is so thinly traded.... having read the financial statements, do you trust the management and the veracity of reporting? why is it not traded more heavily? would putting 1000 shares into be too great a risk?
Thanks
Q: Would this holding be a reasonable long term investment. Eddie.If yes why?
Q: Please rank these E & P's in order of preference-
Bte, Cpg, Sgy,Tog
Looking for Income & growth for a 3-5 yrs holding
Thank You
Bte, Cpg, Sgy,Tog
Looking for Income & growth for a 3-5 yrs holding
Thank You
Q: What's your thoughts on PHM.v? Revenue growth has been explosive this year and they just issued another LOI to acquire a company with 8 million in revenue. Roll-ups can't go on forever and this pace is not sustainable without profits.
Q: I pulled the trigger last week on LMT. Stock has been rock'n. How is the valuation on NOC? Do you have preferred stock in the sector? What would be an appropriate weighting for aerospace/defense in this part of the market cycle?
Q: would appreciate a comment on SGL and EGL.un after their recent deal. Thanks and Best for a Merry Christmas.
Q: Hi Peter & 5i: Can you please give me your current assessment of Calian? I do not own it now but I have in the past. They seem to fly under the radar mostly. I know they are a very low volume trader, have a very small float, small market cap, and they have some history of share buybacks. I also know that they are substantially dependent on government contracts. With the shares under $18 and the dividend over 6% again, I am thinking about buying a small position but I am wondering if there is anything of particular concern on their horizon, apart from their 'regular concerns' that is. Thanks very much and the Best of the Season to all at 5i!
Q: FOX appears to be breaking out. How is the valuation? Do you like sector and/or the stock? Merry Christmas. Thanks for all your hard work, Don
Q: This question is about tax loss selling & possible re-buying in 31 days. Legacy Oil & Gas; I am now down 82.25% (Bought at $12.45, today's price $2.21). I read about their high debt in the Dec. 14 post by Yanick. This makes me nervous. Assuming I could use some tax loss to offset gains, would it be best to sell this stock? Is this a company worth re-buying in Jan. or later, although most of my capital is gone? Are there some other oil, gas or energy stocks that it be far wiser to buy? My goal is decent growth and dividends in a non-reg. portfolio. Holding period, 5+ years. Same question re Whitecap (WCP), where I'm down 24%. (Bought at $15.4849, today's price $11.75) Thank you.
Q: What is your current opinion of MCB.
Thanks,
Bill.
Thanks,
Bill.
Q: I guess I bought cf at the top. Down 45 per cent. It seems excessive since they just paid a special dividend on top of the regular dividend. I know it is partly due to oil and gas but would they not make a lot of money through mergers of oil companies next year?Hopefully I learnt my lesson ie I have way too much in oil and gas related companies as a percentage of my portfolio stuck now to wait for the next up cycle. Or maybe when my portfolio review comes up I will be advised to dump and start over lol.
Q: Hi, I purchase Longrun Convirtible Debentures 1-2 years ago. The current price on them is well under 100. I don't expect capital gain of course, but how much risk is there to losing capital on these? Could they default or don't I need to worry about it? Along that vein, could some oil company CD's be undervalued right now, and how would you find a bargain versus ones with high risk?
Q: I have held a small position in this for the gold play which has not played out in 2014. Can I have your opinion as to whether I should sell for tax loss or hold
Thanks and look forward to your reply.
Thanks and look forward to your reply.
Q: Hello Peter,
I am interested in buying the VGG, but you have been recommending the VIG.
What would be the advantage of getting the VIG. VGG seems to track the same index, is in cdn dollars and is not hedged.
Thank you
I am interested in buying the VGG, but you have been recommending the VIG.
What would be the advantage of getting the VIG. VGG seems to track the same index, is in cdn dollars and is not hedged.
Thank you
Q: Hello Peter
I cannot seem to find an etf in the Pharma/healthcare industry that is in cdn dollars and not hedged. Do you know of one or do I need to buy one in US$? Do you think being hedged to cdn$ would affect performance other than the currency risk should the cdn$ continue sliding?
Thank you
I cannot seem to find an etf in the Pharma/healthcare industry that is in cdn dollars and not hedged. Do you know of one or do I need to buy one in US$? Do you think being hedged to cdn$ would affect performance other than the currency risk should the cdn$ continue sliding?
Thank you