Investment Q&A

Q: My question is on PGF. On June 24th they had a press release that had a headlined Pengrowth Energy Corp. (PGH) Increases Value of 2P Reserves at Lindbergh to $2.2B Their Lindbergh project should be complete first quarter 2015. From what I read in this press release...its pretty good news and I would anticipate that the stock price should have a very good turn to the upside in 2015. However I am no expert and would value your opinion. Thanks

Jimmy

Q: Hi Peter,

Quick thoughts on PCM Inc, PCMI.US?

Q: Hi, Team. I would like a little more exposure to natural gas. I would sell either CPG or CVE and switch to PPY, or would you recommend something else? Already have PEY. Great Site. Thanks,Dave

Q: My portfolio consists of 25 stocks with an approximate 4% weighting each. I'm currently overweight in oil/gas and want to trade out at least two of Tourmaline, Rock, Bellatrix, Spartan and Bankers Petroleum. In your opinion, a) what two should I sell and b) what would be the best investment (total return) over the next 12-24 months between Boyd (byd.un), Boston Pizza (bpf.un), CCL Industries (ccl.b) and Parkland Fuel (pki). Thank you for the great service.

Q: CIBT Educational Group (MBA) has been accumulated steadily by insiders and also cancelled 11% of its outstanding shares. How would you compare it to LOY and do you see a reason for buying it? Thanks for the great service, Peter

Q: Hello 5i Team,

I have a 2% starting position in GRT.UN which I'm thinking to bring up to a full position of ~5%. Today I am just over 15% in REITs. Being retired I look more for income than growth.

Looking at past comments on this stock I see it has not been commented for some time. Could you provide a review of its current status?
Thanks,
Ronald

Q: I have a good gain in Parex (PXT) so far and I was wondering what your takes on the company is going forward? It recently came out with an excellent reserve and production update and the shares jumped. Should I continue to hold it or take some profits? More importantly, is the stock still a buy today, after the reserve increase and corresponding raise in the share price? Thanks.

Q: I few years ago I purchased Torstar TS.b for about $9.00. I have seen it fall to about $5.00 and now it is up around $8.00. I have done well on other buys most recently thanks to you. I am thinking of selling and would appreciate your comments on selling and a replacement. Great work. I hope the driver that hit you was charged.

Q: Hi Peter and Team,

How would you differentiate the holdings in an RRSP vs. TFSA account, with regards to risk, reward, etc. etc. (I have until now mirrored each as I have 20+yrs before I withdraw either and max out contributions to both).

Q: What do you think of Sandvine's earnings (SVC)? thanks

Q: I have been doing some private 2nd mortgage investing and even though they pay and attractive 16% annually, you are locked in for 2 year. Instead, the Life and Bank Split Corp--symbol LBS has been recommended to replace some of the more riskier 2nd mortage investments. Can you please provide and opinion?

Q: When one speaks of a stock being 10% of a portfolio, should one be considering just the "equity" portion of the portfolio or should one consider one's overall investment portfolio that includes bonds and cash? Thanks.

Q: Peter & Co.,
Horizon North Logistics (HNL) has had to evacuate 200 workers from one of their camps because of a fire threat in Northern BC. This will no doubt impact earnings and the stock took a bit of a hit which continues its down trend.
Do you see the current price as a buying opportunity or is it better to avoid the stock until the fire issue is resolved?
With appreciation
Ed

Q: Could you please give me your latest analysis of Facebook [FB] from your various sources, such as Bloomberg. They are reporting later this month. Do you see the stock exceeding its previous $72.59 high in the near term? Thanks much.

Q: In regards to the interest rate sensitivity issue and the way ahead for the "Fed",could advise if the preferred shares Great West GWO.PR.R and Fortis FTS.PR.J have much upside in the next twelve months? I own both just above the $25.00 issue price. Thank you.

Q: Blog. On July 14 question from Cam - you mentioned posted a blog on corrections in the blog section. Where is the blog section?

Dennis

Q: I recently did a stock screen of cheap companies based on large, well-known companies that are trading at less than 10 PE. Deere & Co (NYSE: DE) came up.

What is your view on this stock for a medium-term investor?

Q: Hello Peter and Ryan,
I have rebalanced my growth portfolio and also have new money to invest in 4 to 5 positions for the long term.
In the 5i 20 growth portfolio I have 16 of the stocks except the following 4 stocks CSS, FSV, G and MG. At present valuations is it still advisable to add these stocks or would you suggest other stocks.
Thank for providing such great insight, Ronald

Q: Hello Peter and Team,

At the end of this year, I'll have to convert my RRSP to a RRIF. Since my spouse is younger than me, I understand that I can use her age to determine the withdrawal rate, which I hope is correct. Since I won't need all of this extra cash, I read that one can make an in-kind transfer to an unregistered account, while paying taxes on the amount transferred, of course (!) Our TFSA's are maxed out, so these surplus funds can't go there. Is this a good strategy? If so, how can I determine which stocks (mainly from your model portfolios (thank you, thank you, thank you!) to transfer to an unregistered account? Alternatively, if there's an article describing this strategy in the Canadian Money Saver, I'd appreciate learning the issue(s) to look at. I attempted a search on the CMS website, but couldn't find exactly what I'm looking for.

As usual, I really appreciate your truly valuable service and timely advice.

Q: goodday, iwould like to buy PPY,and AVO on margin as they look like a couple of very nice companies to own.looking for growth in the next 6m to a year.good/bad idea? tkx pat