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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: I am finally looking at converting some of my RIF to bonds in order to get a stable income to add to pension. The funds will be divided equally between CBO,XBB,XHY. I have not invested in bond funds before and would really like to better understand what affects the price movement of these three particular funds. I have done a browse on Moneysaver past issues but can't find anything that really gives me the info I'm looking for. Could you give a quick explanation or maybe suggest some alternative resource ?
Many thanks
Read Answer Asked by Alexandra on January 13, 2016
Q: What do you think of buying Gibson Energy for future growth and dividend payments? How safe is the dividend? Am looking for 3-5 year plan. Also, does not the commodity price tend to overshoot both up and down? I recall selling my HOD.To and SLV when silver came close to $50 and oil in 2008 or 2009 came way up when Goldman-Sachs said it was going to $200 a barrel. I recall the high overshoots were both spikes and did not last long. Do you expect the low price of oil to be a spike and return to 45-55? Thanks. A great service that you do.
Read Answer Asked by Rene on January 13, 2016
Q: Any chance this stock could go much lower, any upside, dividend stands at 6.7 % right now. What is your take on it ? Thanks and the best for your team in 2016!
Read Answer Asked by Denis on January 13, 2016
Q: Cuf.un and D.un have been in pretty much of a freefall approaching the 2008 levels.They had the dividend then,how do you feel about now going forward.
Read Answer Asked by terrance on January 13, 2016
Q: Sold 1000 sh of 2000 that I own at 3.59 for a 2700$ loss. How safe is the next 1000 sh. Thanks James
Also, if I give permission to be viewed do I also receive an email. If so viewing is not a problem
Read Answer Asked by JAMES on January 13, 2016
Q: Was looking at this utility: TTM PE=16, P/B of .93, low debt/equity of 16%, low ROE of 7% and a P/R of 92%. Price has gone up a lot lately - not sure why as EPS on a Q basis has not been that stellar as indicated by low ROE. I already own FTS as my utility unless you count ENB and TRP: so, I know you like - but, why as it seems to be of less quality as the afore mentioned.
Read Answer Asked by James on January 13, 2016
Q: I hold shares in Baxalta and am trying to decide what to do. I don't mind selling into the present market at a fair profit but I note shares are trading 10% under the terms of the offer from SHPG, I presume because few want to hold Shire stock, me included. Shire's price action over the last 18 months is pretty ugly and I show a P&F target much lower than here. Any opinion? Thanks, J.
Read Answer Asked by Jeff on January 13, 2016
Q: Hi 5i, what range of capitalization would identify stocks in the micro cap , small cap, mid cap and large cap categories. As always, Thanks for your great service.
Ivan
Read Answer Asked by Ivan on January 13, 2016
Q: I am not sure the insiders are in the same boat as investors on this one. Over 14 million dollars sold this year and over 3 million dollars by the CEO ( 20 % of ceo holdings sold).CPG is similar to WCP in net selling. SGY mean while has net buying of 2 million dollars with the CEO buying a million dollars himself. Comments please.
Read Answer Asked by blake on January 13, 2016
Q: Hi Peter & Co.,
I am considering taking a position in Sunlife perpetual preferred shares (series A,B,C or D). Current yield is about 5.8% vs. 4% on the common shares. It seems to me that gov't bond yields in Canada will be low for quite some time to come, and may even head lower should Mr. Poloz reduce the prime rate this year. These shares are already trading 10% or so below their call price, which should help if the company eventually calls them. What do you think of this issue as a long-term hold for income? Also, do you know what the rating is on these shares?
Thanks,
Brian
Read Answer Asked by Brian on January 13, 2016
Q: The CDN dollar has dropped (you may have noticed). Many Canadian corps are at very low numbers relative to 2014 highs. What are the chances of foreign (read US, for example) buying Canadian companies at extremely low prices (in US dollar terms)? Can you answer by segments, for example:
Banking
Other financials
Oil
Mining
REITs
Consumer discretionary
Any other segment that comes to mind?

Thanks for your insights.
Read Answer Asked by Elizabeth on January 13, 2016
Q: How much of a threat, mid to longer-term, do you feel the following will pose for Magna? First, sharing services Uber and Lyft, and second, developed country younger generation's disinclination for purchasing cars. Will higher demand for vehicles in developing countries outweigh the above, and is Magna well positioned to continue to do well as a Tier 1 supplier to the industry? Thank you. Ted
Read Answer Asked by Edward on January 13, 2016
Q: Good afternoon Peter and Team,

I 'attempt' to offer advice to my son who wishes to contribute his $5500 to this year's TFSA. At the present, his TFSA holds the following:
DHX.B (8.9%); EMA (19.9%); HXS (13.7%); GUD (8.5%); MDA (18.4%); SIS (6.7%); WSP (24%).

Should he add to an existing position, or should he start a new position (KXS is one we're considering)? Also, should some re-balancing occur? (Both EMA and WSP have done well).

Thanks as always.
Read Answer Asked by Jerry on January 13, 2016
Q: Hi Peter, I'm looking to build a core of ETF's (x-Canada), what would you recommend for a moderate aggressive portfolio?
Read Answer Asked by Robert on January 13, 2016
Q: What do you make of a market that starts with hundreds of points up and end with hundreds of points down or vice versa. From your experience is that an indication of bull, bear or nothing can be concluded from these actions. Does history give us any indication what to come or is this a normal gyration of the market and unpredictable investor's reaction?

Thanks
Read Answer Asked by Saad on January 13, 2016
Q: Hello I know how you recommend against trying to "time a bottom" especially when investing longer term. We have about 20% cash presently. Most pundits are saying "hold on" indicating it may be prudent to wait before putting cash to work. However, do you see any issue with adding a bit to existing positions where the stock is down significantly for no fundamental reason. For example, Chemtrade seems very cheap right now. Thanks for your thoughts. Bill
Read Answer Asked by Bill on January 13, 2016
Q: Greetings 5i Team,
I have been patiently (no pun intended) waiting for this company to bounce back after all bumps it went through the past year. As things were looking good at the beginning of the year (due to positive year end results), it has taken another step back recently due to what's been happening to markets around the world. I was wondering if it's a good idea/time to dilute the price of my $0.95 cost/share now. Thank you for your time.
Read Answer Asked by Jerald on January 13, 2016
Q: Hello 5i! I have a small position in Fortuna Silver Mines (stock is down 30% and overall sector weightings is 10% of portfolio). I have concerns that the stock may not survive the downturn. What are your thoughts on FVI today? Should I hold, add or sell and buy something else within the sector? I am a long term investor, I can handle risk and have some cash at hand. Thanks!
Read Answer Asked by Etienne on January 13, 2016
Q: Just a note first, I'm pretty sure the short interest is under 8 million on 133,500,000 shares, which is quite different than the 20% the previous guy mentioned, unless my source is garbage. But I don't think so...question: hiw low do you think this could possibly go? For example, oil remains low and US has a minor recession along with slowing of Chinese growth effecting market sentiment and dumping risky assets continues... Like $9-10 it hits rock bottom? Book value is close to $15-16. Do you believe management is heading in the right direction, or are they possibly hurting the Stars brand name? Sorry for the multiple questions.
Read Answer Asked by Bryan on January 13, 2016
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