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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: Hi team

I am retired and have, fortunately, not been hit too hard with the energy collapse. Still, I want to reduce volatility in my Canadian cash account. Currently I hold 2.5 % in Arc and 1.8% in Crescent Point in my portfolio. I realize both have juicy dividends but I'm also ~15-20% underwater with these holdings.

Because I am not "overweight" in energy should I just ride out the current state of affairs or take my losses and add some holdings ( diversified of course) from your model portfolio I do not yet have?
Read Answer Asked by Peter on March 09, 2015
Q: Could you name a few chemical or plastics companies that will benefit from lower oil prices.


thank you
Read Answer Asked by Tom on March 09, 2015
Q: Hello Peter & Co,
People were talking about impending increase in interest rates for quite a few years now. Friday's US employment statistics were encouraging and yet the stock market dropped like a rock; it seems that investors are so "hooked" on low interest rates that they are willing to put the prospect of a "good economy" in the proverbial "back seat".
I fear that when the rates will start rising, the stock market will take a licking.
How do you explain this paradox...what is your take on this?
Thanks,
Antoine
Read Answer Asked by Antoine on March 09, 2015
Q: To use a baseball analogy in discussing the cyclicality of the auto sector: What inning do you think we are in? What indicators should be looked for to indicate that the game is over?
Thanks, Mark
Read Answer Asked by Mark on March 09, 2015
Q: do you think it would be a good idea to sell some rmp to by some gxe . thanks
Read Answer Asked by jim on March 09, 2015
Q: Can you please comment on the recent out-performance of ZEQ relative to FEZ?
Read Answer Asked by Stephen on March 09, 2015
Q: Despite decent results,ET had quite a big decline in price.Ex Div date is 3/11.It has a decent price increase prior to release of results. Is it a good entry point now?.Appreciate your usual excellent opinion & services.
Read Answer Asked by Peter on March 09, 2015
Q: Regarding the article on 5i research blog "30 Cash Cows of the Dow", would you have any idea on a similar article for the TSX. At least a site where someone could find out the top shareholder yields for the TSX. Tnx for the great article and for the great work.
Read Answer Asked by Jacques on March 09, 2015
Q: BPY.UN suffered a big decline on Friday which makes me wonder if there is a major problem. Could you please explain. Many thanks. Anne
Read Answer Asked by Anne on March 08, 2015
Q: Thank you for your cautionary note in your reply to my REITs question. May I assume you meant AX.UN - Artist - as one of your recommendations?
Thanks.
Read Answer Asked by Steven on March 08, 2015
Q: hi 5i,
could you give me an up to date list, top 5 growth names right now, US and/or CDN equities please.
thx chris
Read Answer Asked by chris on March 08, 2015
Q: Hi Peter, What do you think of the Q4 results from Hammond Manufacturing? The yoy comparables look good but they did indicate that the oil price collapse would a challenge moving forward.

Thanks
Read Answer Asked by David on March 08, 2015
Q: I have held VB(NYSE) in a RIF for approx.2 yrs. Including the substantial change in currency, I am up about 45%, however this sector has somewhat flat-lined recently. I am thinking of selling this security & would appreciate your thoughts on buying into a medical/pharmaceutical index in the US.
Read Answer Asked by Robert on March 08, 2015
Q: Peter and Team,

If looking for US equity exposure and exposure to US businesses with International earnings, doesn't it make sense to buy Berkshire and simply trim the weighting when it rises in order to "pay yourself."

If seems to me this would leave one with a long term hold of a diversified collection of bluechip businesses and minimize fees because you don't pay a management fee and you don't have to buy a bunch of companies individually.

Any thoughts on this approach?
Read Answer Asked by Marc on March 08, 2015
Q: REIT pricing looks especially attractive after today's price declines. I have six REITs that I purchased six years ago and would like to hold them for life. Now, I am looking at adding to my weighting to bring it to 15% from 10%. I know there may be minor further damage when rates rise but the average dividend is now well over seven percent. What do you think and which would be your top three names in this environment? Thanks.
Steven
Read Answer Asked by Steven on March 08, 2015
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