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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 have set aside funds specifically for the purpose of establishing an income portfolio. While I understand your reservations in trying to time the market, could you recommend a strategy for deploying the funds giving consideration to the weak seasonal period for equities we are entering, the imminent elimination of QE, and the potential for incremental increases in interest rates starting within the next six months. Would it be wise to place the funds in money market, or even a short term bond etf like VSB or VSC, and wait till later in the year to begin the investing process? What ideas in the 5i income portfolio are buy-able currently? Many thanks.
Read Answer Asked by Rupert on August 28, 2014
Q: PWB-T Pacific Western Bank. IAG have a $8 target on it. Is an online bank, what are your thoughts on this for a small position
Read Answer Asked by Lynda on August 28, 2014
Q: Model PF I am reviewing my weightings in various sectors and it is proving to be an equivocal process. I turned towards your PF to get some ideas and couldn't find anything relating to it. Is there somewhere to find this and if not, have you thought of doing so or, is there a reason that you don't.

TIA
Read Answer Asked by Gerald on August 28, 2014
Q: Hi 5i team, The recent run-up in the shares of WIN. Is it a result of: (1) a change in the market's sentiment toward the company and is therefore broadly based or (2) a few big investors including maybe hedge-funds buying for a fast flip or (3) someone buying a stake for a bid or for activist influence? Afterall, the stock was at $8 plus when the company's situation was't that different from now. Thanks as always. Henry
Read Answer Asked by Henry on August 28, 2014
Q: Hi: your comments on LOY results today. They look very strong but the market is not impressed. A decent higher risk buy here?
Read Answer Asked by Scott on August 28, 2014
Q: Hi there,
I am fairly young with a high risk tolerance. I have quite a diversified RRSP portfolio with lots of 5i companies and a mix of others. I'm looking to add a new stock and am considering DHX and SJ. I'm looking for your opinion on which will give me a better return. I'm also quite patient so can ride out periods of volatility. DHX has risen quite a bit lately while SJ has been stagnant for some time. Any comments to help me with my decision would be appreciated
Thanks
Read Answer Asked by Bryan on August 28, 2014
Q: Hello 5i team,
This is more a comment than a question on THI.
I bought THI early in 2014 in my RRIF account because of its very high ROE and because I felt there was some modest growth left in Canada and a larger one in the US even though I was also cognizant that the same store sales were in constant decline; so I thought I'd be happy to make 20% pa for the next 2 years.
Enter Burger King with its questionable motivation, with a questionable rationale, backed by very smart people motivated by fast money.
I could no longer recognize the new THI (the risks associated with its future) and decided to take advantage of the very generous offer. I sold all my holdings for a 50% profit in just a few months and will move on; in so doing, I more than met my profit target.
Regards,
Tony
Read Answer Asked by Antoine on August 28, 2014
Q: Hi, Peter
I have hold tsl.us for a few years and lost money. What is your thought about the stock, should I sell or hold.
qihu.us just reported the results for last quarter, it seems pretty good, but the stock keeps on falling, your thought on the company going forward. thank you very much.also I am thinking to replace SU with TOU, is it a good idea.

Selina
Read Answer Asked by selina on August 28, 2014
Q: Hi Peter and Team,

Would really appreciate your comments on the article in today's Globe and Mail re Burger King.

http://www.theglobeandmail.com//globe-investor/investment-ideas/think-carefully-before-biting-into-burger-king/article20227396/

The author is less than positive about this proposed merger.

Thanks in advance.
Read Answer Asked by Jerry on August 28, 2014
Q: re: PNE

Is it just me or does Michael Campbell always have a very compelling story.

In looking into it further, there is no question Mr. Fink knows what he is doing. And now he is apparently doing the same thing again with Pine Cliff.

Has anything happened or has your opinion changed - for the better or worse- since your last comment on PNE July 28?

Thanks for all you do

Gord
Read Answer Asked by Gord on August 28, 2014
Q: Hi Team,

I have a number of quality US$ equities in my portfolio. I would prefer to hedge the US$ exposure if I could find an affordable way to do so. I tried a 2X leveraged ETF a few years ago but it had a 2.5% MER and I seem to recall that the leverage doesn't work well with volatility. Do you have any suggestions on how I can hedge the exposure? Thanks
Read Answer Asked by Morgan on August 28, 2014
Q: I tried to submit something similar to this yesterday but I think it timed out so if this is a duplicate just ignore.

I think I can offer something to Jeremy's question on Questor. I work in oil and gas.

There are 2 reasons operators use incinerators:

1. To replace a flare of unsellable natural gas for public concern or environmental responsibility (hide the flame from view, get more complete combustion). There is no monetary benefit to incineration in this instance - it's an added cost. Reasons for doing are public image, environmental responsibility, and sometimes regulatory.

2. Using natural gas as fuel to burn up an undesired product such as hydrogen sulphide. This is the application where the payback Questor talks about comes in to play through using less fuel.

The North Dakota example would be primarily category 1. This also probably represents the big growth area.

Questor's marketing materials don't differentiate between these applications clearly. They could also probably do more to show how their incinerators are better than other ones and not just flaring.

I agree with Jeremy's point on not seeing a clear catalyst for growth after a number of years of slow growth but am relying on the 5i analysis here that the growth is materializing. Despite being sceptical for that reason, I do hold QST as I believe they are a supplier of choice in the field.

Hope this is helpful to some.
Read Answer Asked by Andrea on August 27, 2014
Q: Would you please help me understand the trading volume for Petrowest? The average volume is over 8 million and yet in the last few trading sessions the volume has been extremely low.

Thanks so much
Read Answer Asked by Rose on August 27, 2014
Q: Hi team:
one of the recent question by an investor was the beta for the Canadian banks, it is below 1.0 (the TSX is 1.0) which is good for a conservative investor
In my income portfolio to generate dividends, I have alot of REITS as well as Piplelines such as IPL and PPL which could be classified as utilities
I wonder what the beta would be for Canadian REITS as a group
and also for pipelines such as IPL, PPL and TRP/
Many thanks,
Michael
Read Answer Asked by Michael on August 27, 2014
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