Investment Q&A

Q: Hello 5i team

WFC reports later this week. Do you any idea what we can expect and what effect this report may have on share value?

Thanks for all you do

Gord

Q: What is the likelihood that CERF lasts in an environment with Oil <$60. Is the dividend likely to be cut soon?

Q: Hi 5I team;
I would like your thoughts on Artis REIT as I am thinking of adding it to my RRSP portfolio soon.

Q: what are your thoughts on AAA
there is a lot of chatter about a buy out or take over.
Do you have a target price?

Q: With a projected increase in auto sales in 2015, would it be a better way to invest in LNR, MG, and MRE rather than the various manufacturer's? Would you recommend any of them and in what order. With thanks, Bill

Q: Hi 5i Team!
GS has dropped below its 52 week high and is off its 52 week high by more than 25%. Is there any fundamental reason for this?
The dividend is good, is raised regularly and it also pays special dividends.
My wild guess is that there was takeover speculation that hasn't panned out but I thought that was an old story.
Any information and advice on whether to buy, sell or hold would be appreciated. My entry price was $22.50 (TFSA acct). Thanks!

Q: I believe High Liner Food only process and distribute seafood, while Clearwater (CLR.TO) also harvest seafood. So do you think CLR.TO will benefit more from higher seafood price? Which company do you prefer? would you consider current price a good entry point?

Thank you very much!

Q: I had reason to call Scotia iTRADE about a different item today and in the discussion CFN came up. I was told that on January 2nd the offer was extended to January 30 and that there is no mention of a special dividend. It seems odd that this extension is not widely known, although I may have missed that information.

Q: Royal Bank released an update with a new target of $4.00, sector perform. Their release also indicated an "exit net-debt-to-trailing-cash-flow ratio of 3.3x, higher than its direct peers at 1.9x". The SGY website indicated their "current" D/CF was 1.4x. BNN analysts have said that a D/CF ratio > 2.0 is a warning sign. Your thoughts please?

Also, I have been using P/CF, D/CF and hedging % (H1 = 34% @ $101, H2 = 14%) as a few of the metrics to guide me. Your thoughts please?

Thanks for your help,
Steve

Q: Hi Team
I would like your views on the nerger of Teckmira & OnCore Biopharma.
It seams to be positive, I have some shares of Teckmira, is it a hold or sale
Thank you for your advice
Guy

Q: Could you please comment on the share buy back offer at $9.50 from Clarke which I received today. It is trading at $9.46 today and I am tempted to hold on for more value after the buyback. Is my thinking correct? Thanks, John

Q: Hi Guys looking for some ideas for my RRSP and TFSA contributions for the year. Obviously without knowing my other holdings this is a little more difficult exercise for you, looking for max growth, dividend not required and 20 years until retirement. Based on the discussion from 5i I'm considering CXI, DHX and/or QST. Any thoughts? Thank-you.

Q: Question and suggestion: Diversification/ sector allocation/Portfolio Rebalancing is such a frequent topic that I wonder if there should be a seperate category heading for it.

I am one of those who is still trying to get "diversification" right (read burnt by being overweight Energy) and have been combing through "Market Strategy" and "Market Outlook" for guidance.

Should I be looking elsewhere on your site?

It seems clear to me that your advice currently is: 10% Energy, up to 10% Telcos, 10-15% Financials. Beyond that I am not sure.

No doubt how a question was phrased would affect your answer, but on October 8 Utility weighting was 10% and on December 24th (a Q from Ray) Utilities were 0%.

Any help you can provide here would be greatly appreciated.

Q: More of a comment than anything else-if you have a 3-5 year view and can pick energy companies that will not go under, this has to be presenting itself as a great opportunity to purchase and just wait it out. I would think Whitecap, Torc, Suncor just to name a few.

Q: Peter and Ryan and Team,

Just curious on your thoughts regarding Amaya's announcement of a normal course issuer bid this morning. It seems to me that the management is showing a lot of confidence in their company and signifying (maybe) that the insider trading investigation will not be a problem.

Your thoughts?

Q: Hello all! Can you shed some light on what is causing the Amaya bounce today?
Thanks
Dave

Q: I would appreciate your reaction to the press release issued by Amaya this morning. Thank you, Peter

Q: My wife maintains a small portion of her RRSP in 7or 8 stocks. We purchased 500 shares of Sgy at 6.90, and want to know if you would recommend buying another 500 at current prices?? Want to hold for the longer term. Thanks

Q: Just a comment on Carfinco declined today: Carfinco Financial Group Inc. lowered its January dividend to $0.025 from $0.04 in December, with management noting that the firm has seen an increase in delinquencies and losses on its receivable portfolio in recent months.

Q: Carfinco states "increase in both delinquencies and losses on the finance receivable portfolio in recent months" as the reason for the 38% dividend cut. If they knew the takeover was off would they not have an obligation to disclose with this announcement? And if the deal is off would there not be a break fee coming to CFN as damages that would allow them to continue the higher dividend? Finally it looks to me like selling has been pretty consistent through Monday so it would seem that someone knows something, wouldn't you agree? Thanks, J.