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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: say what you want about eric nuttall but he is by far the best oil analyst out there and as he explains it;
100 million barrels of world wide oil use a day, increasing by 1.5 million barrels each year, no new projects coming on stream for 4-5 years and world spare capacity at 1.5 million barrels, opec can increase all they want but that just reduces spare capacity, the least little interruption— hurricaine , pipeline, refinery, war etcetc, THE PRICE OF OIL HAS TO GO HIGHER AND 100. dollars is not out of the question. please comment. dave
Read Answer Asked by david on June 22, 2018
Q: Hi, Now that the pricing of the secondary has been announced at US$38 along with increase in the size of offering, with closing expected on or around June 25, 2018, do you expect any major market reaction to the stock price, after it smartly bounced back over $4 from the last week's low. I have already built in 2.5% position, in past few days and wondering if it's prudent to wait for stock to settle. Thanks
Read Answer Asked by rajeev on June 22, 2018
Q: I have owned NSC and CSX for many years and have done quite well. I am thinking about trimming some profit and diverting into Amazon. I want to own Amazon but wonder if I am getting into it too late and where the valuation is excessively high. How might you approach this scenario? Would you consider selling profit off of CSX and NSC and buying amazon or stay put? I am a long term investor.

Thank you
Read Answer Asked by Darrin on June 22, 2018
Q: Could I get your opinion on these two industrial REITs, both down somewhat due to new secondary offerings (general comments on the sector, payout percentage, debt level, etc.). Do you prefer one over the other? What would view as the maximum percent-of-portfolio for each?
Thank-you
Read Answer Asked by grant on June 22, 2018
Q: CITIC metals has agreed to take a 21% interest in IVN making this company the largest stock holder. Robert Friedland holds a similar position. What is the likely outcome of this investment in light of the DRC's contemplated legislation around increase in mining royalties. Will China's increasing influence in Africa have an impact?
Read Answer Asked by Patrick on June 22, 2018
Q: With MX and CCL already owned in a materials allocation, and having just sold Stella Jones, would you add TECK or WEF? Thank-you.
Read Answer Asked by Stephen on June 22, 2018
Q: Friends given the higher price to earnings ratio of the growth stocks in the Russell as held in IWO what is your opinion of IWD the holdings of which have a substantially lower p e ratio from both a safety and a growth perspective (does a lower growth tilt in IWD get offset by these holdings' enhanced safety in your view). Do you think a half position in both makes some sense this late in the cycle or would you stick with the growth provided by IWO. What concerns if any do you have re IWD and do you have a different recommendation for a Russell value etf. Many thanks as always.
Read Answer Asked by Ken on June 22, 2018
Q: Hello 5i team. I own TD and BNS. I'm up over 20% on TD this year while I'm generally flat on BNS. Should I rotate out of TD to another bank or does it have more legs to run. I also own a half position in VB and own BAC and C in the US. Thoughts?
Read Answer Asked by David on June 22, 2018
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