Investment Q&A

Q: Hello 5i,
I would like to add some southeast asia exposure to my portfolio. Jardine Matheson (JM - SP) was recommended on BNN as a good diversified holding. I did some research and thought it was interesting with exposure to China and Hong Kong (although real estate and land...) Would you know the name ? If so, can you please comment?

Instead, could it be just as good to buy some EWS:US (is the yield paid in USD?) or another ETF that you could recommend ? I was thinking of an allocation of 5 - 10% of my stock portfolio.

Also, is it possible to buy stocks on an international exchange through brokerage accounts ?

Your advice would be much appreciated, sorry for the long message and many questions and Thank you again for your great service. Regards.

Q: West Texas Intermediate crude for December delivery added $1.43 to $94.80 on the New York Merc, while Brent for December lost nine cents to $105.24 (all figures in this para U.S.). Western Canadian Select traded at a discount of $41.79 to WTI ($53.01),

With the above said I have some questions :
1.what would be the price at which a good producer ( like surge ,whitecape and CPG )could make money ,( pay a divined and spend enough capital to keep doing well.
2. does a company like Argent , American CPg (oil ) get the WTI pricing.
3. do you think that in the next 2 to 5years the discount rate will be significantly reduced on a consistent basis.
4. Short term 2 years are pipelines planned and approved now going to make a difference.
I hold quite a lot of oil stocks and may have made assumptions that will prove unrealistic especially on pricing and discounts. .
any light on the above will be most helpful
thanks as always
Yossi

Q: What are your thoughts about WETF on Nasdaq at current price? I've always held to the idea that it's better to own mutual fund companies that it is to own mutual funds themselves. With the popularity of ETFs now, Wisdom Tree seems like a decent choice despite paying no dividend. Thanks!

Q: What do you think of JBL (US market)?

Q: Hi Peter:
I have a small position in both Carfinco and Rifco and both have done well, which one should I add to the existing position
in terms of risks and return ? thanks
I think you did mention that winter season is the time when the small cap stocks tend to do better, is this a seasonal trend? is there a reason behind it ?
thanks!

Q: Hello Peter,

What is your view of ABX now with all the board announced changes and the capital raise?
Thanks,
Nick

Q: Hi Peter, thanks for the answer. The fourth stock should read AIF - Altus Group.
Thanks.

Q: hi peter and team,

Can you comment on boston pizza results announced last week. Small same franchise sales growth. Is this worth continuing to hold?

Q: hi folks,can please ask about Q results of two stocks I own, 1)Smart Tech sma/t, and 2)Halogen hgn/t,seem pretty good,thx as always jb

Q: What are your thoughts on GLN at this time? I own shares and am down about $3/share.Thanks

Q: I am thinking of adding some mutual funds to my portfolio. Specifically I am looking at the Mawer funds with fairly low Mer and with no trailer fees. Maw 104, 106, 108, 120. These all have fairly good track records. Appreciate your thoughts.


G

Q: The agriculture sector has been weak for awhile. I am holding the ETF SOIL and would like your opinion on it as a hold for the next year.

Q: Brookfield infrastructure LP (BIP.UN) and Brookfield Residential properties (BRP) both seemed to have posted very good results but have had a very muted response. What is your take on these two stocks?
thankyou.

Q: Hi Peter and team. Can't thank you enough for your advice and analysis. I haven't had so much fun in the market in years. Yeah PLB!!! What are your thoughts on Dundee Reit. (D.UN) I am underwater on this and am wondering if it is dead money whether I should bail. Thanks Cathy

Q: Hi Team
It looks like investors are giving up on Pen West as it has taken a big hit this week> i was going to hang in there and give the new management a chance but am considering switching my investment to surge energy. Do you see this as a wise move

Q: How did Macro Enterprises-MCR.V grow (900%+) so fast in one year? Aquistions? Extraodinary contracts?

Q: Hello 5i
Could you comment on ZCL Composites.
Thanks

Q: Your comments on HLP.Un after their recent earnings report Please. Also any comments you may have on AET.UN on it's erratic behavior notwithstanding generally good news and favourable company comments about the distribution into 2014. Thanks

Q: I am not certain that you received my email: I noticed that at least two other members' questions had gone astray last week, and am wondering if the same happened here.

My request was, roughly, as follows:

1. Would you be able to provide a preferred comparison of AIG and MET: wondering if either one of these is a good play for insurance exposure, or would you recommend a Canadian
life-co over either one of those?

2. XEG: I have been simply "breaking even" on this one for the better part of 18 months and would like to switch to something with at least "some" growth in the energy sector. I was thinking of walking away from the ETF and switching to CNQ perhaps. What would be your opinion?

Thanks very much!

Q: Would you consider that the US MARKET has topped temporarily and is about to make a correction?
Ditto for Canada?

If so what might some money making opportunities in contra ETFs?