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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: this is more of a general question.
I own BDI, WSP, MCB & SJ all down significantly and all losses YTD for me except SJ. I expect that the carnage is over but are they all dead money for some time to come (although the dividend yield has by default improved) and a switch into something else within your two portfolios provide a better return.
Of the 4, which does the team expect the best risk/reward return over the next 12 months and within the 2 portfolios which stocks would you replace them with to be in a better position in 12 months?
On the other hand, if these are strong well managed companies, is it best to wait for an improved Global economy which should lift them back.
thanks so much!
Read Answer Asked by Cyril on October 30, 2014
Q: What are your thoughts on this company. I do have a profit at the moment.
Read Answer Asked by Vic on October 30, 2014
Q: Could you give your current opinion on Gilead.
Are there other similar sector names you would prefer?
Steve
Read Answer Asked by Stephen on October 30, 2014
Q: Due to recent maturing of some bonds and GICs I now have about 15% of my substantial RRIF in cash. I will not need this cash as my bond ladder will cover the next 5 years of withdrawals. I originally planned to use such cash to extend my bond ladder but do not want to be tied to current low interest rates for 6+ years. Can you recommend an etf, or individual stocks that offer good income and low risk for a long holding period.
Read Answer Asked by Preston on October 30, 2014
Q: Greetings to Peter and staff,
I am currently holding the atp series D convertible debentures ^% maturing 31/12/2019 bought at issue. I know your thoughts ( and mine) of the company, but what are the chances of default , or, dilution on this issue? should I just take the loss now and move on, or is there still hope that I will recover my initial investment?
Thank you for the great service you provide.
Larry
Read Answer Asked by Larry on October 30, 2014
Q: Hello 5i,
I will be building out the bond part of my portfolio in time. My thinking is to structure that part of the portfolio with BB- to BB+ bonds that have a time horizon of eight years max.

What do you think of this strategy?
Thanks,
Read Answer Asked by Mark on October 30, 2014
Q: hi guys
im looking at this company but im a little concerned at with next year\
so much production is coming on line with shale gas . will this push this stock down?
tks
Read Answer Asked by Sam on October 30, 2014
Q: Is it possible to get an update on Invensense (INVN) ? Please and thank !!

Dave
Read Answer Asked by David on October 30, 2014
Q: ABM Industries (ABM.us)is in the business services sector.
Would you care to comment please?
The following is for your general interest only: ABM was in the dividend portfolio of the American Association of Individual Investors. AAII dropped ABM from its dividend portfolio almost a year ago. I hung on to it. Good as it is, AAII doesn’t get everything right (no one can).

I am wondering whether ABM still has reasonable potential for share-price appreciation. If you are not keen on this name, would you care to suggest another?
Thank you.
(signed) Adam
P.S Impressive how you all manage to respond so promptly and succintly. I ask you please to consider a coup d'etat of the US Gov. (Whoa...I did NOT say what I just said)
(not signed) not Adam
Read Answer Asked by Adam on October 30, 2014
Q: which stock/sector will have positive/negative effect with today's end of QE announcement by FED?
Read Answer Asked by S on October 30, 2014
Q: Thanks to 5i the last couple of years have been very good. Thank you for your help. I now own most of the income and growth portfolio stocks, plus an assortment of other stocks as well; and am prepared to commit new money to the market now.

Over the last few years I have been monitoring 2 other "model"portfolios that I set up on Globe Investor Gold. I call them Brookfield (BAM.A,BOX.UN, BGI.UN,BIP.UN,BPY.UN,BRE and BEP.UN) and Tobacco (MO, PM,LO,RAI and VGR). Both portfolios show very nice and consistent positive results from year to year. YTD 2014, Brookfield is up 16.2% and Tobacco is up 27.9%. In both cases, share price gains are augmented by decent sized dividends as well. All of this with no buying /selling or even rebalancing.

As a non smoker who owns no tobacco stocks currently, I cringe in asking this question. But I do need to grow my portfolios. Could you endorse putting real money into the above mentioned portfolios? From my perspective, it seems reasonably safe, and provides a degree of sector and international diversification. And I do need US dollars from time to time. The dividends on the tobacco stocks would help in that regard.

As usual your thoughts and suggestions would be greatly appreciated.
Read Answer Asked by Donald on October 30, 2014
Q: Thank you for offering this wonderful service!!! Thanks to you I am making money - and more than I was with a full service advisor/manager.
I would like to know, in your research reports, where I would find an explanation of: recessionary EPS and Qualitative, and how to read the numbers.
Thanks!
Read Answer Asked by Brenda on October 30, 2014
Q: Hi Peter and Team, I have no exposure to the Health Care sector. Could you please suggest 3 or 4 names among the big caps US Health Care companies? I am looking for companies that are strong and offer a dividend. I understand that your focus is not on US companies. Thanks, Gervais
Read Answer Asked by Gervais on October 30, 2014
Q: I have been in and out of this stock for a few years and done well as it had become quite predictable - buy at $10 to $11, sell at $12 or so. I am hurting now though. Please give me your thoughts on Talisman, I an wondering if can recover to the $10-$11 range. Thanks, Mark
Read Answer Asked by mark on October 30, 2014
Q: Have held CPG for some time and have noted your comments comparing Crescent Point to others like Surge and Whitcap. Have not made the switch as had large Capital Gain position. With the pull back in Energy this tax consideration has shrunk. Would a switch at this time make sense and what Oil Co would you recommend for income and growth. I have Peyto for my Gas position. Each of these position represents 2% of my portfolio and would be long term holds
Read Answer Asked by Bruce on October 30, 2014
Q: What are your general thoughts on the long term prospects for this stock? What impact would listing on the NASDAQ have on the stock
Read Answer Asked by Peter on October 30, 2014
Q: This stock is beaten down quite a bit. I don't own it but would like your opinion before taking any position . Thanks
Read Answer Asked by S on October 30, 2014
Q: I am thinking of investing with a hedge fund. Can you give me your thoughts, and are there any that you could recommend? Thanks for your help.
Read Answer Asked by Donald on October 30, 2014
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