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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: For my US account, i am thinking of buying a large energy company. CEO is down 32% from sept 14, BP down 34%, CVX down 22
I think they will all recover, and i believe CEO has the most upside to return to $200.00 Would you agree or recommend some better name.
Thanks, LC
Read Answer Asked by Luc on January 27, 2015
Q: With Zambia hiking the mining royalties, how much will this weigh on FM next earnings release?

As always, I appreciate your insight.
Read Answer Asked by ron on January 27, 2015
Q: Hi Peter and Ryan,

Sorry to ask another Sylogist question.

Based on your analysis, what would you expect in terms of the FY '15 top line, earnings and cash flow? Secondly, based on these #'s and taking into account their top line growth, $1.50+ in cash, dividend, and No debt - would you find value in the share price at $8.00? Where would a good point be to increase a moderate position?

Because of the lack of analysts, and cheer leading from the company, I suspect there is a significant opportunity with the latest "bad" news report.

Thanks,

J.


Read Answer Asked by JAIME on January 27, 2015
Q: Hello, I plan to complete my portfolio with the following efts. Right now I am 100% canadian equity spread somewhat evenly over the 10 sectors using your income/model portfolios as a guide. I plan to add 2% of each bond ..xhy, cvd, cod, cob, ebb, flot, for 12% bond exposure, and 18% us equity etfs split evenly between vig, spy, iwo. This would leave 70% canadian equity with a mix of growth/dividend stocks 30/70 ratio. We have a 20 year time frame before retirement, very stable income. My portfolio is broken down to 22%rrsp, 28%tfsa, 50% non registered. I am thinking I should place my us etfs in the rrsp to avoid us taxes. Are XHY and FLOT considered US income as well?(main question) If so, I am assuming I should place these within a rrsp account as well and the rest of the bond etfs in my TFSAs. Would like your thoughts on this strategy. Also, do I have enough international/US exposure, or should I increase my US ETFs 5-10% or add an emerging market etf like VWO. Thanks again for your assistance, may have to dock me a few credits for this one:)
Read Answer Asked by Sheldon on January 27, 2015
Q: Hello,

I have owned a small position in Zargon since 2007. ZAR managed to survive the 2008 Financial Recession but I wonder about its future considering possible extended low oil prices.

I see it has relatively high debt to equity (71%), has some oil price hedging for the beginning of 2015 and payout ratio of FFO at or near 50%.


I am wondering what you think about its debt level?

I am wondering what you think about its dividend?

And lastly I am wondering what you think about their assets and their operations?

Thank you very much.

Regards
Stephane



Read Answer Asked by Stephane on January 27, 2015
Q: What would be your top 5-10 defensive names from the model portfolios or coverage universe.
Thanks.
Read Answer Asked by Albert on January 27, 2015
Q: Hi Peter and 5i team, Can you recommend an ETF (preferably USD denominated) that will benefit from the $1.2 trillion European stimulus/QE program? Can we expect a stock market rally in Europe similar to what we've seen in the U.S. thanks to FED's QE program?
Read Answer Asked by RAJITH on January 27, 2015
Q: I own a package of O+G service companies that have been crushed......PRW, MCR, E, ENT, WEQ and GKX. My logic was related to the eventual go ahead of LNG on the West Coast, new pipelines to the West Coast and expansion of oil sands activities in Alberta.
They all would appear to be vulnerable to project cancellations and high debt levels.
How would you rank these from safest and most likely to eventually prosper, to those in jeopardy of failing.

Many thanks.
Read Answer Asked by Barry on January 27, 2015
Q: Peter and team,
This is a question that i am hoping either you or one of the other members of the site might be able to help me with. I have US holdings in my RRSP but to sell and keep the dollars in US currency, my self directed brokerage requires me to put the proceeds in another us holding same day. In canada, there are many high interest savings accounts to do this with but i have been unable to identify the same type of account in US dollars. Any suggestions? I have used FLOT but would prefer a high interest savings account if possible.

Thanks
Read Answer Asked by kelly on January 27, 2015
Q: I own it. Showing strength and up 2.5% today. I do not see any news or buzz and I am wondering if the low Canadian $ is a factor as they are Southeast and Southwest U.S. I am just curious.
Read Answer Asked by James on January 27, 2015
Q: I am 45 percent underwater on cannacord with a 3 percent weighing. Would you average down? It appears to have hit bottom but am weary of catching a falling knife.
Read Answer Asked by Helen on January 27, 2015
Q: I am considering selling my 2% position in WSP Global Inc and increasing my 2% position in BYD.UN to 4%.

I am looking for a minimum 15% ROE and I am disappointed with the performance of WSP and BYD has returned over 50% for me. I wonder if I am selling WSP too quickly.

Do you think BYD will have better returns than WSP over the next 3 years?
Read Answer Asked by Richard on January 27, 2015
Q: Hello Peter, I've held this ETF in my RRSP for two years. While the yield is approx 6%, it has also dropped in price by a total of almost 6% in 2 years (resulting in net annual gain of only 3%). My question is that with generally falling interest rates and an improving US economy - presumably translating to lower defaults/default risk levels - I'm unable to understand how a corporate bond portfolio could lose 6% of its value over two years. I have not looked into the specific components of the ETF but if you can help me understand the loss, much appreciated. I am not risk-averse and won't need the funds for several years. Would you suggest a better vehicle for higher US returns? Thanks, Bob
Read Answer Asked by James on January 27, 2015
Q: Hi 5I
I've tried in vain to understand IRE delisting (ADR's)from NY. I am with a discount broker (BMO) and I hold 1200 shares. I don't know if I can continue to hold the shares in kind at BMO (ADR'S) or do they get converted (or liquidated) and after 1 year can I continue to hold the converted security in the discounted brokerage.Excellent Site.
Thanks Bob
Read Answer Asked by bob on January 27, 2015
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