Investment Q&A

Q: Hello Peter & Co.
I hold AVO and am down 45%, I also hold BDI and am down 58%. VET is down 26%, QST down 16% and PEY also down 16%.

I have a small capital gain this year. I'm thinking about unloading these (for sure AVO and BDI, not so sure on the others)and investing the proceeds into my S&P500 ETF VFV, to increase my US exposure and eliminate the dogs in my portfolio, also helping with my tax situation. What's your philosophy on selling the dogs and tax loss selling in general?

Q: I hold both SPB(in your income portfolio) and WCP(in your model portfolio). Do you still support both of these companies? Are their dividends secure? Is there any news regarding each of them or are their respective pullbacks just part of the energy collapse as of late. Would you suggest I continue to hold them? Thanks, as always for your valuable guidance.

Q: Are there any CDN or US ETFP's that you like for small cap or large cap exposure? What if one enhanced them with specific stocks to increase specific sector exposure?

Q: At what price do you see a barrel of oil bottom out at??? and when

Q: I have 4.2% in SU, 3.43% in HSE and 2.6% in CVE, about $67,000 total. Right now they are underwater, SU 12.3% and HSE and VCE about 19.8%. Hold for the dividend? Or sell and invest in ? We do need dividend income as we have no private pension s.

Q: Peter I hold 15% in the energy space and I think I am reasonably diversified I hold BTE SGY and WCP my plan is to wait this out for as long as it takes. I response to a ? this morning you agreed with investor to lighten up on SGY .
Do you think I am out of line to wait this out .I find you comments and positive feedback invaluable in this current meltdown.I also have a 6% plus holding in IPL
Kind Regards Stan

Q: Hello Peter

I know the market is being affected by the drop of oil price and demand , but Intertain Group has dropped over 10 % today , do you think it is to market related on company related ?
Kindest Regards
Claudio

Q: HOW STABLE IS THIS COMPANY FOR 2015

Q: Hi Peter and Team:
In my Tax saving account, I bught SGY at 7.99 in August 2014 & QST at 3.65. Now SGY is down to 3.65 & QST is down to 2.80. what's your suggestion? do I sell or hold? what do you think those 2 companies fundamentally? I am long term investor.
thank you so much for your excellent service.

Q: Peter and Team,

This is sort of a follow up from another member's question today on MFR.UN and my questions from the past couple days on bond ETFs.

What is the better choice between HFR and MFR.UN? HFR doesn't appear as volitile but its yield is lower along with lower fees. My head tells me HFR is safer but I'm surprised by the high yield on MFR.UN.

Thoughts?

Q: Hi Guys:
the only "energy" related stock I have is Gibson(GIB) and I'm down 5% 5%. I would like to jump in on one of these since they have had a big downturn, Would Suncor or Halliburton be the best to buy at these discounted prices. I noticed that the Royal Back\MorningStar rated it a very strong buy.

What's you opinion SU with a 3.45% dividend or Halliburton with a 1.98% dividend

Q: Hi Peter, I bought this in June for $55 (must have split stocks) anyway, there was a lot of insider selling on Monday. Should I be concerned and maybe sell this stock?

Q: This ETF seems to be imploding. I really don't understand when I compare to CBO. Your thoughts and comments would be appreciated.

Q: HiTeam
At what point (oil price) is COS not profitable? I have bought in around $12 thinking it was fair value. Was I right about that?
Would any oil sands companies be seriously threatened by low oil prices?
Is COS debt manageable?

Thanks in adavance..

Q: I'd like your opinion about acquiring 1/2 position in HNL for a shorter term hold (and longer if necessary). Is the high dividend sustainable with the way things are looking now? Do you think the stock price will get hit hard in the next week given tax loss selling?
Grateful, as always, for your comments.

Q: Hi Peter and team, Early in the morning I sent you 2 questions: one about PKI which was answered in no time (thank you) and another one w/a link to this article, but had no reply:

http://www.thetradingreport.com/2014/12/10/guess-what-happened-the-last-time-commodity-prices-crashed-like-this/

I don’t want to sound pushy......just wondering if you got it? In case you didn’t get it, I was asking for your opinion of the article. It actually feels like 2008 (as a member said today in a question he asked). Should we be worried/prepared? How do you think precious metals will perform if such a scenario will occur?

I’ve chosen the option for other 5i members to view it, but I leave to you if you want to post it or just answer to my email.

Thank you again!

Q: GS has issued a "SELL CANADA" statement(recommendation?) that has been mentioned on BNN numerous times in the last several days. What does this mean? Is GS powerfull enough to add to the selling pressure on the TSX? Thank You Ron

Q: I own a few us stocks ie apple, Facebook, whole foods. Am considering buying google, is this a good idea? Thank you so much.
Stewart

Q: Hello 5i team,
I am considering tax loss selling for these seven stocks: TCK.B, HWO, HR.UN, CUF.UN, PEY, COS, and BDI. Could you recommend me similar companies to replace with during the 30 days period?
Thanks.

Q: Hi, Further to Paul's question on IPL. In a RRIF still showing a capital gainon IPL would it be wise to unload it and turn to other sectors for income, possibly CSH.UN? What would you recommend for income now? Sold ALA yesterday thankfully. This market is starting to feel like 2008. Thanks for the excellent service.

Ted