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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: Hello Peter & team,
I already have 10% of my portfolio in O & G stock and do not wish to go higher. In this context do you consider cfw,tcw frc ses, pd & tdg in the same group or is their movement pattern different? Any reason why the are up/flat today while O & G
stocks are significantly down?
If Oil & Gas stays at $80/85 & < $4 respectively, will demand for their services decline? Would PD & TDG suffer more than the other 4 with prices as above? Finally considering that they are still down 30% from peak would you consider any of them worth
buying & if so your preference or any other similar stock that
you like?
Thank you for your guidance.
Tony
Read Answer Asked by Winston on October 23, 2014
Q: On the 5 safest Canadian stocks outside of utility and energy companies question of Oct.22, I was surprised to not see any financials included. Do you not feel a bank like BMO which has paid dividends for some 200 years would make the cut, and if not, why? 3 choices in consumer staples seems under-diversified. Thanks, J.
Read Answer Asked by Jeff on October 23, 2014
Q: Hi Peter,

I am thinking of buy European Banks. I looked at Barclays, Deutsche and ING Group. Would you please comment on those three banks? If you buy three European banks, are those three will you choice.

Thanks,
Deming
Read Answer Asked by Deming on October 23, 2014
Q: Are there any convertible debentures that you would recommend at this time?



Read Answer Asked by shirley on October 23, 2014
Q: What is the general outlook for this company. See as gold is out of favor, does this stock warrant owning at these levels? What is the P/E and P/B on this stock and what significance do these numbers mean? I am reading projections of a double on this stock my Q1 2015. What would have to happen in the market for this to happen? Is this company a take over target? Thanks!

DON
Read Answer Asked by Donald on October 23, 2014
Q: One of the key items I have learned since subscribing to 5i is the importance of diversification. With that, I have a couple questions related to this:
1) I have approximately 25 stocks in my portfolio. I know it's difficult question without the names, but is this generally too many for the average investor?
2) Being in Canada, I constantly hear that most portfolios simply cannot be diversified without going abroad. Do you think this is true? If so, are there some recommended ETFs (in Canadian dollars preferably) that contain sectors we cannot get in Canada and provide a more balanced portfolio? (ie. not energy, financials, materials)
Read Answer Asked by Mike on October 23, 2014
Q: Could I please have an update on Southern Pacific Resources (STP)? Their current share price is 3 cents - is there any value there? Thanks in advance. Helen
Read Answer Asked by Helen on October 23, 2014
Q: Hi 5i
I currently hold both model portfolios with SLW & G for 3% combined and FM for 2%. Do you believe that my position in gold is enough or would this be a good time to add XGD with it under $10 for a 2% position.
Thanks for your help
Kevin
Read Answer Asked by Kevin on October 23, 2014
Q: Hi Guys, your thoughts on QCOM, I have held it in a non registered account for about 1 year, I'm basically flat. Should I keep it or move on?
thanks

Jim
Read Answer Asked by jim on October 22, 2014
Q: Hey Team, hope your day has gone well

Last time I requested a comment on SPY was mid Sept when there was a significant one day jump. Brent commented in our forum the reason for the jump was Bruce Campbell being on BNN and his firm having a 10% position.

Today there was a 32% jump... Was Mr. Campbell on BNN again? Today I didn't watch. Or is there another reason you can see for the increase in share value? I realize the risk associated with this company and am wondering what you see moving forward.

Thanks for all you do

Gord
Read Answer Asked by Gord on October 22, 2014
Q: I have roughly a 14% position in Altagas (ala), Pembina (ppl), and Interpipe (ipl), collectively. I was thinking of selling one entirely or part positions in all three and using a portion of those funds to purchase Shawcor (scl) which is trading around 12.45x 2015 earnings.

To make up for the lost dividend income, I plan on purchasing Sunlife (slf) as I only have a 1.85% exposure to the insurance sector (I have pwf).

Any thoughts? Thanks again, as always.

John
Read Answer Asked by john on October 22, 2014
Q: This stock was beaten up badly during the last six weeks, as well DTX has more or less been a "flatline" case for about the whole year prior to the latest sell off.

Is DTX a good bottom fishing candidate, now that it has been beaten down enough, with perhaps some catalyst from the upcoming Q3 results and forward guidance?

Thanks.
Read Answer Asked by Victor on October 22, 2014
Q: Just wondering if you guys had given any thought to doing an analysis report of Petrowest for members? It looks like a very compelling growth story on LNG and Infrastructure (SiteC). The company would seem to have a bright, long term growth profile. With the largest fleet of "yellow iron" in NEBC/ NWAL, it would seem to me that the story is just beginning. Thanks.
Read Answer Asked by Mike on October 22, 2014