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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: May I have your assessment on these two stocks please.
Read Answer Asked by Sigrid on October 31, 2014
Q: With the lower oil prices how is the sustainability of their dividend given their high yield ?
Read Answer Asked by terrance on October 31, 2014
Q: Hi Peter & 5i Team,

In your answer to Paul on Oct 28 regarding energy stocks, you wrote
"... we think you could silo them into (light,heavy,tar), (Nat Gas), (service/drillers)... We think you could cover all of the areas with 6 names ".

Could you please recommend your favourite 6 energy sector names for a GROWTH investor for the above 3 silos.

Thanks in advance

Francis
Read Answer Asked by Francis on October 31, 2014
Q: In the materials sector I currently hold Goldcorp (G), Yamana (YRI), and Silver Wheaton (SLW). I am considerably down on all three as they are all hitting new lows today. Yamana has been getting hit particularly hard lately and is off more than 65% from where I bought it. My weighting in the sector which initially began as a comfortable 7% has been reduced to about 4%. I know you recommend that everyone hold a little gold in their portfolio as insurance, and you seem to be positive on these three names, but this insurance has turned out to be very costly. Can you comment on today’s results from Goldcorp and Yamana and how you view these companies going forward. I realize that the whole sector is down but some of their problems seem to be company specific. Would you recommend taking advantage of recent weakness in any of these names to bring my weighting back up?
Steven
Read Answer Asked by Steven on October 31, 2014
Q: Peter,

Would you please comment on someone in their early sixties maintaining their portfolio by investing in ETF's compared to individual companies.

Thanks
Read Answer Asked by Barney on October 31, 2014
Q: hi team,
7gen just started trading and i received a partial fill in my ipo expression of interest. Should i sell for the quick profit or hold steady? Is this an A class team?
Read Answer Asked by Scott on October 31, 2014
Q: hi and thanks
Is there an economic trigger or situation that causes health care to fall?
Looking to invest on my US side - I know you like JNJ but was wondering how you would rate it against Aetna AET or Lily LLY?
Read Answer Asked by Joe on October 31, 2014
Q: You suggested this stock some months back and it has performed very well. It has been on a pretty good run for a the past month. Still a good stock or is it reaching its peak?

Paul F.
Read Answer Asked by Paul on October 31, 2014
Q: Please disregard if others have asked. What are your comments on Goldcorp's results, and seeming drag on the whole sector today? Thanks. Michael
Read Answer Asked by Michael on October 31, 2014
Q: At what gold price would Goldcorp cut or eliminate the dividend. Thank You
Read Answer Asked by Ronald on October 31, 2014
Q: Any idea why “D” is trading so much lower than the others (F, H & J)?
It’s the shortest duration and lowest reset, but of course a huge YTC.

Thanks
David
Read Answer Asked by David on October 31, 2014
Q: Hi 5i,

I'd appreciate your thoughts on the price of gold over the short and mid (3-5 years) term.

Thanks,

Cam.
Read Answer Asked by Cameron on October 31, 2014
Q: Good Afternoon.
A general question about the iron ore sector, where do you think the bottom is? The price seems to be holding around $80/ton down from $190 in 2011. I know the big 3 have been ramping up production to drive their costs down even further and as a result of course oversupplying the market. I believe the big 3 (Rio/BHP/Vale) control about 70% of the seaborne market and that market share is likley climbing as we speak as they put the high cost producers out of business. Eventually I would think once they capture further market share they would rein in some supply and the price would bounce back (make much more for their shareholders @ $125 vs $80 iron)). I know you are momentum investors and would prefer buying 52 highs as opposed to lows but any insight into this very cyclical business would be appreciated. There are some juniors now trading at cash so lots of opportunities energing for year-end buying perhaps. Thanks
Read Answer Asked by Chris on October 31, 2014
Q: I hold Cameco now for nearly 2 years in my RRSP account, which is 100% invested in diversified canadian equities. I felt the company prospects were tantalizing and bought it for the long term. While the market has done pretty well over this 2yr period, I am slightly underwater here. I am wondering if there is an opportunity cost lost here and should I get out now when traditionally there could be seasonal strength?
If you think I should indeed get out, what would you replace it with either in Canada or USA? I have a fairly well diversified portfolio with no exposure to metals/mining and a very small exposure in healthcare with PHM, 10% in oil and gas and overweight in financials. Would you consider switching to Seven generations if trading below $20, something else in Canada or do you have a suggestion something south of the border.
I know this question now extends to more than one, and if you prefer, give a separate answer. How would you compare Tourmaline and Seven Generations @ around 20 dollars?
I would appreciate your viewpoint.
Thanks.
Read Answer Asked by Rajiv on October 31, 2014
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