Investment Q&A

Q: There seems to be a lot of shifting of sentiment with regard to sectors and portfolio strategy.

My concern and question here my total portfolio; and Energy more specifically because recent news is suggesting a plausible $40 price for oil this year.
I would appreciate your thoughts on that issue

In addition , as a balanced to growth investor ( definitely not aggressive), my
Sector blends are: tech 19%/ financials 17%. / consumer cyclicals 13%/

energy 10%/ Communication services 6%/ industrials 3%/ real estate 3%/ consumer defensive 3%/. Cash 37%.

Knowing that there limits to what you can comfortably provide in terms of guidance I would appreciate your perspective on this sector allocation.

Thanks for all your help.

Q: My MO is to look at positive-earnings and earnings-growth stocks with price momentum in the past year that seem to be temporarily stalling in the previous month.

Any thoughts on PARR, VIST, CROX, OSG, NRDS?

Q: can you provide the forward P/E ratio. forward PEG ratio. and forward P/S ratio to the historical ratios of GDI. lastly what are the current risks?

Q: Hi

In our cash accounts we sold energy stocks at the start of the year and have a large capital gains

Would be wise to sell BN for the loss and buy BRK.B?

Then get into BN later

Thank you

Mike

Q: Do you have a 1 or 2 yr chart available comparing gasoline to oil prices? FLK

Q: Peter; I saw TSU credit rating was downgraded to negative- would this account for the current weakness- are you still positive on it and would you add more down here? Thanks
Rod

Q: Good afternoon, I have a considerable loss in my BBUC holdings (held in an RRSP) and am wondering if I should consolidate into BN. If interest rates peak and the market rebounds, do you see BBUC realizing a significantly higher share price increase, considering their business strategy? Or, does it make sense to consider a consolidation into BN now? Thanks for your thoughts on this.

Brad

Q: I am interested in your opinion of the eft's listed. With all the market turmoil I am looking for a basket of etf's with a high dividend and solid underlying holdings. I am also wondering if I am missing something in on your site where you evaluate ets's or do need to ask for that as an added service. Thanks for your help. Bob

Q: WELL reported this morning. Looked strong across the board. Can you comment and provide your thoughts before call later today.

Q: If I look at the top holdings it appears that the fund will still enjoy the previous level of dividends, add to this the funds from the call options.
With that in mind the dividend from the fund should remain approximately the same as now. Thus a decrease in nav but with a higher yield than a few weeks ago. Am I missing something

Q:


Is STRL big and strong enough to do well in these times? any safer stock with good growth prospects--Canadian or USA? Take as many credits as needed to answer. Helen

Q: If forced to give a percentage chance of CWB failing, what would it be. CWB looks like a decent buy to me at the moment. Yield is good, payout ratio is reasonable, last report was okay, they are becoming more widely involved across Canada, etc. However, they are relatively small and by nature more involved with somewhat riskier loans. Is this a bank you would invest in right now?

Q: Can you tell us your top 3 companies in the world that you would buy if valuation was not important. What i'm looking for is your favorite 3 companies that have too high of a valuation right now but if they pull back further they would be a definite buy? Thx

Q: In a response a couple of weeks ago you briefly compared GSY and OMF. You indicated that you "consider these two solid for those interested in playing the debt theme". Do you feel any differently now.?
Since neither company rely on customer deposits, is there any reason why OMF has fallen so much more in the last week other than being in the financial business in the US?
How much has the risk changed for investors, compared to GSY? With the big drop in price and corresponding rise in yield  (11.8%) do you see OMF more compelling to start a position mostly for income and some growth? 
Lastly, which other high quality small to mid size US companies in other sectors would you consider if the goal was mostly income?

Q: I have the stocks in RRIF and CIX in TFSA.Do you have any news concerning CIX ventures in US and the Canadian taking the debts. Is it a concern my breakeven is 15.50, Gold seem to be climbing well with bank turmoil in US.All this debt will have to be repaid to gov't entities eventually. Can US still avoid a recession with all these problems.Gold has moved quite a lot in last week.What does 5i globe see in the future for gold

Q: Hi, Energy sector has witnessed a sharp sell off last week, with market and decline in Oil prices. Recession worries seem to be growing higher and with ECB sticking to 0.50% rate hike, market seems to be expecting Fed to stay course with its hawkish stance, despite recent turbulence in banking sector. Some large Energy traders are reported to have lightened their positions significantly, early in the week. We as well as most of 5i members are simple retail buy and hold investors and do not have access to advanced tools/money flow and other expertise.

With the recent market backdrop in the sector, and Oil/NG prices flirting with new lows, has your view, in terms of maintaining about 10% weighing in the sector, changed ? Or, do you believe that market concerns are of short term in nature and there is value and a strong case to remain invested in the sector for say, at least 12-24 months ?

Mr. John O'Connell of Davis Rea was on BNN, warning viewers to stay away from the Energy sector, claiming that cost of production of most companies is higher than current prices. (which appears to be a questionable claim). On the other end, there is Mr Eric Nuttal, an expert in the sector with $2 Bln AUM, with completely opposite views.

Thank You

Q: does TOU have any long term contracts in place to provide natural gas to any to the LNG plants approved or under construction in Canada? if yes can give details on these contracts thanks Richard

Q: Please compare these companies in light of a possible recession and the tech and financial sector. Which would be your 1st choice for long term.

Thanks as always and happy to renew my membership again this year.

Q: Can you suggest 5 beaten down, safe financial names with good long term prospects? Please include any relevant US companies that are available as EDRs. Thank-you.

Q: Can you name your top 3 small cap growth Canadian stocks that, suddenly, are now looking very attractive and provide the main catalyst for recommending each. Also, name 3 growth stocks that were recommended as being attractive but no longer make the list and why.