Investment Q&A

Q: Hello Peter and Team,

I've been looking at WPK for a while and I quite like it. If I already have a full position (~6%) in CCL, do you think adding to a similar company like WPK is a good idea? Or will the two companies perform similarly? Am I better off holding just one?

Thanks,

Jordan

Q: 10:30 AM 1/7/2016
Hello Peter and team
I am interested in buying one of RPI.UN, ITP, WPK, and CCL.B. Could you please analyze these for me and suggest the best one to purchase. I am mainly interested in a good dividend for income [hopefully growing] so probably would pass on CCL.B, but the other three all have decent dividends and reasonable P/E ratios.
Thank you...... Paul K.

Q: Hi guys,

Happy new year and as always, thank you for your valuable service.
I have a small position in both ECA and WCP in my TFSA.
I am considering collapsing those into a single position and I am leaning towards WCP. I know they are very different but do you think that is the better choice.

In that account my other exposure to the resource space is RUS but I would like to add CCO..so I am considering selling RUS.

If I had two choose two of the four stock for this space: ECA, WCP, CCO, and RUS, which two do you like. If you feel strongly about another choice outside my list...feel free to add it as well.

Thanks, and sorry for this poorly constructed question(s).
:)

Mike.

Q: BNS down 20% and TCN down 25%. Good horses, keeping riding down ?
Is this insisting on keeping wrong horses ? How long should one remain hopeful ?

Q: With the market sell off again, can you suggest 5 stocks in either of the portfolios in the best position for a quick rebound once the market settles down and with a balance risk/reward leaning to conservative. A dividend would also be nice.

Q: Hi 5i - for those of us who didn't buy CSU (on the way up), do you think the price today is a good entry point long term, or would you wait (due to the current market volatility) and try to pick up cheaper? Thanks, Neil

Q: Wow another day of market 'turbulence' worldwide. It got me wondering if the above named REIT positions that I hold would be classified as "Cyclical" or more like "Defensive". I consider them more stable relative to basic materials and discretionary consumer stocks, and also as income focused. I would like to get your take on this pondering of mine for these specific positions........Thanks.....Tom

Q: Hello,
For some of us who are crazy enough to invest in current markets, can you recommend few Canadian stocks that have:
1. High stability i.e. low Beta (ideally recession proof), but declined recently
2. Low P/E ratio
3. Dividend of at least 3%

Basically, I am looking for something like Fortis, though it didn't decline much...

Q: Good Morning
The yield on D.UN now exceeds 14%. What is the probability of a dividend cut? As well, what is your assessment of this Company? Is it a sell, buy or hold at this price?
Thanks

Q: Would appreciate your current outlook for Keyera.

Q: Hi 5i Research team,
About investing in smaller cap, probably best named microcap: less than 30 or 50 millions $, or lower liquidity companies:
What would you generally consider low volume, low liquidity? How do you define it, volume as market cap %, volume as float %, absolute amount $ traded daily?
What maximum % of daily volume should an individual investor own, or not surpass?
What % of a portfolio can be dedicated to such investments based risk aversion (low, average, high)?
What is the minimum time horizon (holding period)?
During what segment of the economic cycle ou stock market cycle should we underweight and overweight?
What annual rate of return over the long term should be considered successfull?
Always under the assumption that the rest of the portfolio is well diversified and liquid.
Thank you for your collaboration, and best wishes for the new year. Eric

Q: Hi Peter and staff
Question is regarding changes In TSX composite index. When I read in Globe today that the index is down 20 percent since ..... Does that assume you spent your dividends or you lost 20 percent of your investment and the dividends as well- same question when they say for 2015 the index was down 11 or 13 percent - by the way which one was it - 11 or 13
Thanks for all you do

Q: I already hold a very small position of CSU in my TFSA that I purchased back in the $370 range (makes up 1% of my total portfolio). Technology is one of the sectors I want to increase my weighting in (7% currently, looking to go to 10%). Other Tech names held are GOOGL, ESL, AAPL, AVO, SYZ. I would add to GOOGL but paying +40% in USD at this point doesn't make it so compelling. So with it's recent pullback I'm looking at adding CSU. Can I have your straight up thoughts on adding CSU here? Thanks

Q: I don't own any gold stocks but am thinking of adding them as insurance. I would buy a bit each month for the next few months. Goldcorp seems to be the worst of them performance wise? Would you still suggest this is the one I buy or would you prefer Agnico or FNV? I was thinking about putting 5% of my portfolio in it. Which stocks should I choose and what percentage of this 5% should each be? Or is one enough? Is gold better in a TFSA, RRSP or non-registered?

Q: I own a fair amount of Er Eastmain resources
They keep finding more gold and they are at the phase of updating the quantity of gold in the ground and it looks promising
Do you think I should buy more
Thanks for your help
Ben

Q: What are your thoughts at starting to take positions in these giants. Great diversity and both are great stewards of capital with lots of cash. If not at these levels where would you see more value. Thank you

Q: Are there pros/cons when buying callable vs non-callable bonds where the effective maturity is the same?

Q: It is interesting that AQN and VNR have maintained their share prices in this downturn.Would this suggest that these companies could be purchased as part of a defensive income position at this time. thanks. Joe

Q: This stock seems to be going down more than the Canadian market in general. Is it tied to oil in some way.

Q: Good Morning
The yield on this stock is almost 10%. I am down quite a bit on this stock. Should I sell at this price or buy more. Is the yield sustainable?
Thanks