Investment Q&A

Q: According to your article in the September 12th issue of the Financial Post, you appear to have taken a bearish stance. What is your outlook for the markets over 1- year, 3-year, 5- year and 10- year time periods? What cash/equity proportion in your portfolio would you have currently?

Q: Hi 5i team.
I was just wondering if you were going to offer a portfolio analysis service that looks at members portfolios and suggests changes regarding rebalancing, and or diversification. I believe this would be a very good pay-per-portfolio add-on service for the members. I view 5i as an important and impartial analysis tool and would pay to have my portfolio dissected and suggestions given to help in any given stage of life. What do you think? I would be the first in line!

Q: With stanteck 2 for 1 split by way of a dividen does that mean you recieve equvilant cash instead of stocks. If so i would rather have the stock.

Q: Hi 5i,

What is your opinion about NWH.UN as a long term RRSP investment for dividents and growth? I dont have any investments in the Health care sector, can you please suggest one or more names for growth (Canada or US stocks). Thanks very much. Shyam

Q: Please provide an update on Micron Technology MU and Open Text, I'm thinking of starting a position in one or both of these companies.
Thanks,

Q: As an owner of JDSU and down 20 per cent on the stock what do you think of
Potential upside with the announcement they are splitting themselves up into two companies? Will I get an equal amount of shares in two companies?

Q: Looking for info on NXP semiconductor(NXPI Nasdaq). A double in the past year but can it continue.Thank you for all your help in the past.
Garry

Q: Would appreciate a comment on Molycorp MCP (NYSE).Rare earth and molebdinum co. Seems to mine a good product but stock has collapsed even with lots of cash and a new financing recently. Thanks

Q: Hi folks:
For a long term bet on electric cars, what do you think of buying and holding Mason Graphite and Western Lithium?

Q: Badger daylighting has dropped fairly significantly over the past few months and yet as you continue to mention the essentials remain positive. At 28 dollars, would this not be a great opportunity for a long term buy?

Q: Hi Peter,

What is your view on outlook for Natural Gas and which are the best three stocks you suggest for investment with a one year investment timeline

Q: Hi Peter. I've been reading that the US has been steadily reducing its foreign oil imports from most countries except Canada. I'm sure Canada's turn will come. Oil prices are dropping. Do you see the cost of production in Canada too high and thus reducing profits for Canadian companies. I have done well with Surge and Suncor thus far. Would you recommend reducing my position in these companies. (taking some profits)
Thanks for your great advice over the last year.
Cam

Q: GXE,an updated opinion please,there assets seem to be in heavy oil and refiners in the states have heavy oil shortage problams.would you buy this? tkx pat

Q: Hello 5i,
my question is regarding Blackpearl (PXX). just recently i have read that heavy oil is the place to be. however it is difficult to find smaller companies that would benefit from the current heavy oil opportunities. in your opinion would PXX be a good choice as a small cap in this sector ? please explain the reasons why or why not. also do you like management, projects, execution, balance sheet etc ? thanx norm

Q: Hello 5i team,
Kudos to Peter for his adventure across Canada for such a worthy cause.
I have a question that may be better suited for a Canadian Money Saver article but I thought I would ask here to see if either the 5i team and/or members have suggestions.

I am looking for information about security considerations regarding keeping money safe in self-directed online brokerages. This may include either a checklist of security features to look for and/or an article/service that assesses and ranks the various brokerages based on current security features. I am not overly well-versed when it comes to understanding potential cyber threats, but definitely want to do what I can to keep my money safe. I imagine this will become a bigger issue as online brokerages become more popular. Any insight would be appreciated.
Thanks in advance,
Rory

Q: Hi 5i,
I noticed on my statements this year that BIP.UN charges me a fee with each quarterly distribution. I suspect this must have something to do with the limited partnership structure but am puzzled why I would receive a distribution and get charged a fee simultaneously. As an investor who tries to minimize fees, your input is much appreciated.
Best wishes,

Q: There's an interesting take on CSU rights I found in my inbox from Seeking Alpha (here: http://seekingalpha.com/article/2490895-constellation-software-rights-a-low-risk-high-reward-special-situation?uprof=44) that argues the rights should be trading at 94 cents. One little aspect it ignores is that if you purchase rights as opposed to having received enough to purchase adequate debentures you will be receiving less than 1% interest in the first year on your market price vs. the 7.4% coupon on par. Also they compare this issue with a Microsoft bond without highlighting the difference in credit quality.

This email went to hundreds of thousands of Americans, so we'll see if the rights lift off 55 cents on Monday!

Q: Hello, can you please confirm that in LIRA account, like in RRSP account, no withholding tax will be paid on US dividend stocks. Are they important differences an investor should know about those 2 accounts. Thank you for your comments.

Q: Hello 5i team,
In the sector classified by Globe Investor as "other services", I hold BYD.UN (B+) and CGX (A-) and think of adding KBL (A-) and FSV (B) which I consider as steady eddies discreetly flying under the public radar. Would it be OK to buy them at current prices?
Thanks as usual,
Tony

Q: Svc tse
Stock has fallen sharply this week with poor earnings report but they say this will improve in next quarter. Previously there had been analyst estimates of a 4.50 price next year. Any comment