Q: Hello 5i!
Down 37% on PEY, and have a small position on this one, do you still consider Peyto one of the better companies within the oil and gas? Would you recommend to add some at the current level not considering asset allocation? I am a long term investor, well diversified portfolio (have quite a few of 5i suggested small cap O&G) and can handle risk.
Thanks!
How does an ETF like RQE work in terms of the expiry. For example, I believe RQE has a maturity or expiry of November 2017. Does this mean that, on that day, the fund "disappears" and you get the NAV returned to your account and you will have collected interest along the way?
I am trying to find this info in the RBC materials but I don't know if I am having a dumb day or what but I can't seem to pull up the prospectus for this series of funds (RQD, RQE, etc.)
Some insight on this and your thoughts on changing a position in HFR into half RQD and RQE would be appreciated.
Q: Seems to be a lot of activity lately regarding this company eg,
The Corporation has also been informed by Promigas S.A. E.S.P. that due to operational delays in the expansion of the transportation capacity of the gas pipeline between Jobo and Cartagena, the new pipeline will begin operations with an additional capacity of 19 MMscfpd by December 30, 2015, total additional capacity of 50 MMscfpd by January 30, 2016, and total additional capacity of 65 MMscfpd by mid-February 2016. The Corporation’s current and continuing production of approximately 25 MMscfpd will not be affected by the delays related to the pipeline expansion, as this gas is sold via a separate pipeline. The Jobo gas processing plant expansion and Clarinete field tie-in remain on schedule to be completed prior to the end of November, and the Oboe-1 well is currently scheduled to spud mid-November following the completion of rig maintenance.
Could this be a good time to take a position
Q: Your thoughts on this company going forward. They have had a nice move leading up to joining the TSX. Thanks for the great service and Happy New Year.
Q: Hi, I bought sylogist in early fall and am up twenty percent. With the recent management buys and news on this pilot they are running things look really good at the company. Do you agree? What is your outlook on the stock for 2016?
I have a 2 percent weighting and was thinking of increasing it to 4 percent now that the stock is doing well. Is this an approach you would agree with or should I just stick with the 2% I currently own?
Q: Thanks for a great year of service - with your great stock picks and advice I am well ahead of the markets with lots of winners.
As allowed I will add $5500 to my TFSA January 1st. I am thinking of adding to positions I already hold in my TFSA - either adding to MSI or CSW.a which would still keep them well below 3% of overall portfolio. I find both stocks a bit confusing as both are steady eady dividend companies but both are down over the last few months - Corby's considerably for the year for some reason - down despite another special dividend. I believe both companies have very safe dividends but wondering which would you add to given some sort of catalyst that might take their stock price higher. I realize this is a tough call given in very different (but stable) types of markets.
Q: Recently, Vanguard introduced a new etf that tracks international equities ex North America, VIU. I would appreciate your thoughts on this one and also, since it is new and small would you be comfortable holding it now, or suggest another that is similar.
Q: Hi Guys!
Please could you let me know which companies would benefit from a depreciating CAD (companies that have most of their costs in CAD but derive most of their revenues from other countries and earn other currencies)?? Also, do you think this rational should be good to get reasonable returns over the next 2 - 3 years. Thanks.
Q: How would you view the current valuation of the rails compared to their prospects? Union Pacific specifically has been beaten up badly it seems based on coal volumes. Any favourites or maybe hold with exposure through Berkshire? Thanks!
Q: Any thoughts on Dream Alternatives? I am finding it difficult to determine what the management fee and profit split to the manager is. I did like that in December investor update Micahel Cooper says buying units, but are you able to confirm this and fees with your Bloomberg? The assets kind of seen a real mix of quality but is trading at a good discount to book currently.
Q: Hello 5i!
Down 80% on LSI, should I hold or trade for better stock in the same sector? Please suggest 2 or 3 more stocks as required. I already have BAD. I am a long term investor, well diversified portfolio, and can handle risk.
Thanks!
Q: I'm looking at adding a US small cap ETF to my portfolio. I know your portfolio has chosen IWO.US but I see that IJT.US has the same MER and a higher yeild. I am already over diversified would a 600 stock ETF be sufficient?
Now that the feds have started raising rates, what is your take on REITS in general? Is is a good time start a position for long term hold?
If yes, what are your preferred ones for a 20K investment?
Q: Hi Peter
Regarding Suncor's hostile bid for COS, would you advise accepting or would you hold on to COS. I own both companies. I'm not sure what to do here.
Thanks.
Cam
Q: Hi Peter & Staff: On Dec 1/15 I purchased 1500 shares of TCL.A.@ 21.37. Reports from Thomson Reuters and S&P Capital were positive. Ten days later the stock had lost 20%. Do you know why? I am not interested in a 3 to 5 year hold so should I just take the loss and move on? Can you recommend a replacement? Perhaps I should have contacted you before buying. Your service is much appreciated. Thank you.
Q: Do you see a sector rotation taking place into 2016 where enb - bns - cgx- t - slf- and mg could outperform and thus should be brought up to same allocation as esl - dsg - ccl - csu....thanks
Q: Are there equal weighted world/canadian/US ETFs rather than ETFs based on market caps of companies? For example VXC is an international etf based on the companys market cap within the index. So a bias on the size of the company is reduced (or perhaps a bias is introduced towards smaller caps). Wouldnt this be better if the companies were equally weighted? What are your thoughts on this?
Q: looking for income safety and growth. is this a good buy or a goodbye?my concern is i buy in us dollars and lose 40 percent on conversion . is their a way around this ,thank you.
Q: Hello,
What is your idea about the Middlefields Funds generaly and AEU.UN more specificaly for an entry point now at the bottom (or near)of the oil price ? Is the distribution OK ?
Thanks
Francois