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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 hope you all had a Merry Christmas and we are looking for a prosperous New year with your advice. I would like to diversify my holdings outside of Canada for growth using etf's. What areas of the world and what etf would you recommend? I already have etfs in the US for exposure there. Perhaps a etf for Britain, Korea, India or China? Or would an etf that covers the world ex US make more sense. I appreciate your wisdom and advice on these matters.
Colin
Read Answer Asked by Colin on December 31, 2014
Q: Hi. I gather that you are not real big on Rogers, neither am I now, as I own a position in my RRSP that is currently down 15%. I have been planning on just sitting on it and hoping it would come back up 15%. But I wonder if it would be a better stratagey to just sell out and invest the money in something that may have a chance to recover that 15%? Thank you and all the best in the New Year.
Read Answer Asked by David on December 31, 2014
Q: Can I get your opinion on Corby Spirit and Wine. Happy New Year!
Read Answer Asked by Rob on December 31, 2014
Q: A portfolio manager on BNN this week suggested that Hi Yield Bonds will outperform the TSX on a total return in 2015. My portfolio is 60% fixed income and 40% equity. The fixed income is equal parts GIC ladder, CBO and PHN Hi Yield Bond Fund [ RBF 1280 ].

To shelter the fixed income capital from a spike in interest rates I am considering selling CBO and buying 1 year GIC's. I will keep the hi yield bond fund because the higher yield will offset the loss in capital, I hope. The duration of the bond fund is 2.3 years.

Do you agree with my proposal or can you suggest an alternative?

Happy New Year to the 5i Team and all the members.
Read Answer Asked by Richard on December 31, 2014
Q: I would like your opinion on questor in light of the lower oil price environment. Do you think this will adversely affect uptake of their technology as oil and gas companies cut capital spending? I note that their last quarter had only grown 6% in revenue and 5% in earnings compared to last year's quarter. What do you get as the forward p/e? Thanks!
Read Answer Asked by Michael on December 31, 2014
Q: I was looking to invest some money for 6 months in our RESP. I was considering Canacol Energy Convertible Debentures maturing June 30, 2015. Do you have any concerns about the solvency of Canacol? Is it likely I would get the face amount back at maturity?
Read Answer Asked by Robert on December 31, 2014
Q: Do you know when Peter's next appearance on BNN Market Call will be? Thanks!
Read Answer Asked by James on December 30, 2014
Q: Just looking for a quick check on a calculation. My broker shows BDI with $415m of shareholder equity and 43m shares (no preferred equity that I can see). Am I right in thinking this gives a book value of $9.00 per share? Also with new guidance what would this suggest for cashflow per share?
Thanks Mike
Mike
Read Answer Asked by michael on December 30, 2014
Q: Hi Peter and Team
I wonder if could provide me with an opinion on the relatively new Purpose Investments. They appear to have a very different approach and interesting products. Do you feel their management fees are in line based on the products they provide compared to other ETF's in the market place. Which of their ETF's do you like the best?
Thanks
Read Answer Asked by Randy on December 30, 2014
Q: Could you please give me your views on this company. Also, I believe this company was listed on the U.S. market (DELAF). I have not seen any activity for this on the in the U.S. market. Is it still listed on the U.S. exhange? Thanks
Read Answer Asked by satish on December 30, 2014
Q: Hi team
I have $6000 USD in a USD investing accounting and already own EMR Emerson. I would like to split this into US Healthcare and US Technology but cannot decide whether to go with ETF's in each or two individual stocks. I am looking for growth moreso than dividend. Which way would you recommend I go and if so which ETF's or stocks ?
Regards
Kathy
Read Answer Asked by Kathy on December 30, 2014
Q: I am aware you guys don't really cover american stocks, was just wondering if you had any thoughts on Calloway, if not thanks anyway
Read Answer Asked by jason on December 30, 2014
Q: Hi and Happy New Year!

What is your current thinking on Equity Financial and do you think it has a good entry point now for a long term holder? Thanks again.
Read Answer Asked by Pat on December 30, 2014
Q: Would you please give me a quick rating for the following companies: Concordia (CXR), DH Corp (DH), Boyd Fund (BYD.UN) and CGI Group (GIB.A) -- in the A, B, C rating that 5I does. I realize a full analysis is impossible, but just wondered in a "wish list" of descending companies, which would you choose for a post-Christmas present to yourself, for growth in 2015? Thanks.


Read Answer Asked by Sylvia on December 30, 2014
Q: Hi,

From 06/30/2013 to 06/30/2014 BYD.UN posted 5 quarters in a row with negative net earnings, yet the stock performed very well. Short interest has also risen during the same period from almost 0% to currently over 7.5%. Revenues, operating income and cash flow all increased over the same period, which I am assuming is what the market liked and focused on. My question is, do the negative net earnings concern you, or is this something that can be explained and justified either from acquisitions they made over the period, or certain accounting practices they use?

Thanks for the great service in 2014!
Read Answer Asked by Adam on December 30, 2014
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