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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: I originally bought ERF when the energy sector was flying and there was a good dividend. I didn't move quick enough to sell it when the market dipped and I still have about 1.41% weighting in ERF. The dividend is too low to hold for that alone and I have been waiting for a bounce that makes it look attractive again, but I feel I should move on.
Other energy exposure is SPB 4.57%, WCP 1.31%, FRU 0.7%, SU 0.54%, BEP.UN 4.88%,
I would like to retain some energy exposure and like the idea of income while waiting for growth. Assuming that I am putting these stocks in the correct sector, is this about the right exposure to energy at this time?
What would you recommend as an alternative to ERF, or should I just keep it?
Read Answer Asked by John on March 16, 2017
Q: I am so far under water on BDI that I am tasting mud, and a little bit underwater on PD. I am thinking about taking the loss on BDI and dumping whatever pennies I get back into PD as a means to tidy up my portfolio. (I also own small positions in VET, WCP, and SGY - all under water as well.) Does this seem like a reasonable approach for someone with a reasonably long time horizon and a belief that the world is going to need oil for quite a few years yet - even if only as a feedstock for other processes?

Thanks - and congrats on the new baby. Exciting times in at least one 5i household!
Read Answer Asked by Dave on March 16, 2017
Q: Hello Team 5i, I'm scared about a possible Trump Dump, not knowing what he will say/do next.....so staying away from Single Stocks, but do not want to stay out of Market. Hence looking at ETFs, and would appreciate your Ranking of these.
Read Answer Asked by Austin on March 16, 2017
Q: National Bank released a research report on Callidus that gave a private buyout range of $18 to $22, one year ago. Since then revenues and earnings are up. They came out a little while ago saying the value would now be to the top end of that range. The company released a statement in February saying 17 parties were interested and any deal would likely close by the end of June. The stock trades at around $18. Isn't there excellent potential here for a 10-20% trade in just a few months? Thanks.
Read Answer Asked by Michael on March 16, 2017
Q: Hello 5i team:
I understand that there are some issues regarding the lending practices of Home Trust and Equitable Trust. I understand that there some advisories to avoid adding new funds to these HISAs. Are their High Interest Savings Accounts-HISA-safe? I presume 100k CDIC safety net applies. Should one move the money anyway out of these HISA?
What are the other safer alternatives?
Many thanks.
Mano.
Read Answer Asked by Savalai on March 16, 2017
Q: A follow up question on the one asked by Micheal. Over the past 5 years the company's auditor has included a going concern note in all financial statements and mentions the accumulated deficit as the issue. From the STATEMENTS OF CHANGES IN EQUITY in company's financial statements it cites a deficit of approx $33 million. Is this deficit a total of losses the company has accrued over the years? If not what is it and why does it affect the company into the future. Thanks

Kenn
Read Answer Asked by Kenneth on March 16, 2017
Q: In a follow-up to my previous question, I do realize it will take "better and more consistent earnings", so I apologize for not being more specific. Where will these better earnings come from: i.e., in what sector(s) in which they deal is the growth likely to come. With oil and energy generally being dead at the moment, is it likely that Pure's contracts will be growing? Will it come from their infrastructure sector, rather than their pipeline monitoring sector? Will it come from their water/waste water sector? I'm just at a standstill on this stock, as I don't see much growth in any of those sectors at the moment. Seems like everything is at a standstill until the infrastructure in this country gets a shot in the arm from the feds.

I'm sorry to be so persistent, but it's 5I's fault partly, for forcing always to be an "informed investor". : ) I am willing to hold onto a company which I've had for some time, if there measurable potential and where it's coming from.

Please feel free to deduct (another) credit as I wasn't clear and specific enough in my first question, perhaps.

Thanks as ever for your guidance!
Read Answer Asked by Sylvia on March 16, 2017
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