Investment Q&A

Q: What are your thoughts on Pengrowth Energy (PGF) re management's level of excellence in a) capital allocation and b) operational efficiency and on the outlook for this sector as a whole.

Thanks

Q: Hi Guys,

Am I still fine holding these companies in my U.S. portfolio, DIS, SBUX, V, HD, BRK.B and eft's SPY, QQQ, and VIG (All have a 3% weighting). 5 year time frame and low/medium risk.
My concern is that most of the individual stocks are in the Consumer sectors and I am overweighted in my total portfolio (25%) in these sectors.
thanks,
Jim

Q: Hi there

I know you don't cover Foreign stocks but wonder about your thoughts on Teekay. Based out of Vancouver and owner of oil tankers. Seems to be trading well below book value with good dividend. I have followed this for a while and know it's volatility but seems like it has found a base?

Much thanks

Q: i own 25000 shares of pmi. should i sell the stock after the dividend or is there a future for this stock. my cost is 15 cents thanks bill

Q: Hi,I will retire in six months so will need income and security,which do not always go hand and hand.
I have a 5% position in bam.a,but was thinking of just switching to bip.un for the higher yield. Do you feel bip.un is secure enough on its own,or would you go say, 3% of each?
Also do you have two or three go to names that have 3-4% yields for the 5+ year time frame.
Always seem to have a hard time not to panic sell when the markets or one of my stocks are down over 20%.Should my discipline always be to hang-on if I have quality stocks?
Thanks,great work.

Q: RE: Spyglass Resources and Parallel Energy Trust. Both of these small oil and gas producers appear to be in receivership, but news of their current status is hard to come by. Do you have any Idea if there is a possibility of any recovery for investors? Spyglass resources has been relisted as SGLRF I believe.
John

Q: Hi. Can you give a comparison between XGD, which you have written about earlier, and ZGD, the BMO Equal Weight Gold index ETF for which it seems this might be the first question. Is there value in holding both as my exposure to gold?
Guy R.

Q: Aberdeen seems to have lost money on its investments so far, but it appears that the NAV is significantly higher than the share price and mining companies are recovering. Do you know the CEO, David Stein, originally from Cormark? Would the current share price offer a good risk/reward ratio.

Q: I realize that you do not specialize in US stocks, but the "generic" behavior of this stock over the past week puzzles me. On May 18, it was announced that LKQ Corp. would be included in the S&P 500 index. I expected that this would be very good for the share price and that it should rise immediately upon the news (as index funds would have to purchase it). However, following the announcement the share price actually declined by several percent over the rest of the week. Do you have any explanation for such behavior?

Thanks!

Q: I've been looking at adding some Wajax to my holdings but would appreciate your thoughts first.
Many thanks
Bob

Q: is orbite a good stock to invest in for the future

Q: Could I get your opinion of ure. I realize uranium will be out of favor for a while yet but the supply cut backs and new reactors being brought on the price has to go up. Will are survive long enough to participate in the recovery.
what uranium companies do you like in a recovery?
Thanks

Q: good morning , if you had to pick one or two european ETFs that pays a dividend , what would it be? thanks.

Q: Hi team

I own shares in IBG, WSP, and STN in different accounts. I like the global nature of WSP, its growth potential and dividend. Stantec is probably the safest way to play the sector, pays a dividend and seems to have predictable growth as it seems to be able to integrate acquisitions quite successfully. IBG seems to be recovering and probably has the most upside.

If you had to pick one of these Companies, which would you choose and why?

As always, thank you for your thoughtful analysis.

Don

Q: Bonjour, do you still recommend this company? Valuation, future growth?
Merci
Ronald

Q: With the U.S. FED increased potential of raising rates in June and the resulting strength of the USD, can you suggest from the stocks covered by 5i that have an increased potential for capital appreciation?

As always, thanks for the excellent insights,
Angelo

Q: Could you name some companies that will benefit from Transmountain pipeline

Q: CXI is pretty quiet these days. Have they ever given any indication regarding the status of their bank application? Have they indicated any type of time frame for such a process? Is a change in government typically an obstruction to these types of applications? I never viewed it as a politically sensitive issue.
Thanks for your valued advice
Clarence

Q: Hi Peter and Crew,

So enjoy your objectve answers. So valuable. Keep up the great work.

For better or worse, I am a patient investor. I also buy on all time highs. Sometimes I sell on mental stops. I was able to catch the wave on PHM through 2014 and 2015 adding at new highs and sold most of my position sometime into the decline. Did "awesome."

I have consulted your database of questions on PHM. Based on the answers I am considering adding to my small position, based on the likelyhod of a recovery (although I would expect years for this to happen). The 10 year chart also gives me confidence. My strategy would be to add incrementally in small amounts and only add more if the equity proves itself by heading up.

Do you think the time is "close to right" to start to pull the triger ?

Thanks so much !!!

Q: Would like to add one safe stock with good divi to my portfolio. Have sector room for finance and telecom. Trying to choose between BCE & BNS. BCE has a negative with the CRTC regulators forthcoming ruling on the MTB takeover and also encouraging competition. BNS will no doubt be affected by the Alberta problem. Maybe I should be looking elsewhere? Would really appreciate your insight on this as always.