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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: 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
Read Answer Asked by john on December 23, 2014
Q: How do you feel of the Vsn-KKr-Encana deal especially with regards to VSN
Read Answer Asked by terrance on December 23, 2014
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.
Read Answer Asked by Russ on December 23, 2014
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
Read Answer Asked by lyle on December 23, 2014
Q: Would this holding be a reasonable long term investment. Eddie.If yes why?
Read Answer Asked by Eddie on December 23, 2014
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
Read Answer Asked by Terry on December 23, 2014
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.
Read Answer Asked by David on December 23, 2014
Q: would appreciate a comment on SGL and EGL.un after their recent deal. Thanks and Best for a Merry Christmas.
Read Answer Asked by george on December 23, 2014
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!
Read Answer Asked by Lance on December 23, 2014
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
Read Answer Asked by Don on December 23, 2014
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.
Read Answer Asked by Helen on December 23, 2014
Q: What is your current opinion of MCB.
Thanks,
Bill.
Read Answer Asked by William on December 23, 2014
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.
Read Answer Asked by Helen on December 23, 2014
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?
Read Answer Asked by Kel on December 23, 2014
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.
Read Answer Asked by Rick on December 23, 2014
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
Read Answer Asked by pietro on December 23, 2014
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
Read Answer Asked by pietro on December 23, 2014
Q: Hi, My question from Sunday appears to have been lost, so I'll try to resubmit. There has been a melt down in Sylogist stock price for past few weeks and my suspicion is that it could be due to fear of slowing regional economy due to slide in oil prices. It's a bit concerning as Technology sector, broadly has been a strong sector lately. Can you please share your thoughts on this and if Sylogist has a risk of its major customers curtail spending in IT area. Thanks
Read Answer Asked by rajeev on December 22, 2014
Q: Hi I am a new member. Wow what a gold mine of information! Here is my first question. I am managing my wife’s LIF and I think it would be prudent to diversify some funds in the US market to capture expected growth and take advantage of the strong US dollar. I am looking at dividend ETF’s (it is a little overwhelming) and wonder which of the following would be my best option;
DVY.US, VIG.US, VYM.US, SDY.US and SCHD.US or will I better off buying individual stocks?
Read Answer Asked by David on December 22, 2014
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