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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: I would like to use the Income strategy for my portfolio in 2015. Do you have a recommended approach when adding positions?
Should I simply buy all positions on the first day of trading in 2015? Should I dollar cost average into positions over some time frame?
Your recommendation would be most welcome.
With thanks, Don
Read Answer Asked by Don on December 18, 2014
Q: I did not tender or sell my Contrans shares, my account shows the value but I cant access those funds, could you please explain where I am in this situation. Do I just sit it out and see what happens or is there another option I can take. Should I have tendered or sold earlier?
Read Answer Asked by Peter on December 18, 2014
Q: I have been looking at Logistec and like what I see so far. Have you any thoughts on them.
Tks Dan
Read Answer Asked by Dan on December 17, 2014
Q: I hold no consumer stocks, can you give some ideas
Read Answer Asked by david on December 17, 2014
Q: I am a retired dividend-income investor who is very focused on asset allocation. What percentage of the overall portfolio do you recommend regarding foreign content? My current foreign weighting is 14%.
Read Answer Asked by Stephen on December 17, 2014
Q: You mentioned in an answer to Barb on Dec 16th that although you like cct, you felt mdt was "much safer" . I own cct and would appreciate it if you would elaborate on why you feel cct is vulnerable ?
Many thanks and best of the season to all at 5i.
Read Answer Asked by Alexandra on December 17, 2014
Q: I missed MAL on the last pullback in October. Do you know what is driving the price down today? Thanks very much.
Read Answer Asked by Alex on December 17, 2014
Q: This lightly-traded stock has been languishing between $3 and $4 for quite some time now, and lately has been going down. What is its medium-term (e.g. 1 yr) outlook? Should I keep my relatively small position?
Thanks!
Read Answer Asked by Gregory on December 17, 2014
Q: My energy sector exposure is currently at 5% of my portfolio . I'm a long term, high risk investor.
I'm most concerned with;
SDX @ - 57%
E @ - 60%
MCR @ -70%

Would you suggest selling these and moving into something like WCP, PEY, TOU, VET, RRX or SGY? In hopes of more upside? If so, which one? I wouldn't benefit from any tax loss selling. I'm planning on bringing my energy sector up to 15% in the next could of weeks.

I also own ECA, BEP.UN, BAD and a 1/2 position in SGY.

Thanks!
Read Answer Asked by Shawn on December 17, 2014
Q: We want to buy a bank today and would be interested in a opinion between TD, CM and BNS. INK research had a report indicating BNS was at the bottom of their list and your team has a high opinion of BNS. Hope you can clarify
thx
Read Answer Asked by Dave on December 17, 2014
Q: The airlines, in both Canada and the US, have really been getting hammered the last few days. Do you have any idea why? I would have thought falling oil prices was a bonanza for them.
Read Answer Asked by John on December 17, 2014
Q: In your answer to Pierre about Russia you say that NA markets are concerned about a Russian collapse as in 1998 but you did not specify exactly what affect this would have on our markets. Could you please elaborate. Thank you
Read Answer Asked by Alayne on December 17, 2014
Q: Hello,
Most O&G stocks are bouncing back today but HWO doesn't participate in the run. Any ideas why?
Thanks.
Read Answer Asked by Michael on December 17, 2014
Q: Could you please give us an update on Cardiome Pharma. Would you consider it a buy at this stage?
Thank you for all your sound advice.
Merry Christmas and a Happy and Healthy New Year to you and your group.
Shirley
Read Answer Asked by shirley on December 17, 2014
Q: Yr thoughts plz given the present oil debacle.

Read Answer Asked by roger on December 17, 2014
Q: I add new money to the model portfolio on a regular basis, is the idea to always top up the companies which have the lowest current % allocation (for example BDI and G) or what do you recommend for new money in the Equity portfolio?
You have a 1/2 position with the new names (FM and WCP), I assume thats the recommendation until you change that?
Read Answer Asked by William on December 17, 2014
Q: Would you say that holding Canadian Financials (Banks and Insurance)is a decent hedge re: increased interest rates.
Thanks
Read Answer Asked by Gary on December 17, 2014
Q: Hello 5i,
I've been patiently waiting on the sidelines the last few months waiting to get into the oil and gas sector.
I know it is impossiblre to time the bottom but it is looking like the massive daily drops in oil are slowing.
What would you recommend? Jump in now or pick away over the next few months? Do you have any favorites at this time?
Thanks
Dave
Read Answer Asked by Dave on December 17, 2014
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