Investment Q&A

Q: This company appears to follow the growth by acquisition model with its most recent acquisition, a US funeral home operator, having been a success based on their sales and earning improvement. It is also trading at all time highs. What is your assessment of this company and if it could be a long-term position, would you look for a lower entry point. I have no position in it at this time though regret not having bought some at $15 when I first came across it.

Q: In the past you were reluctant to recommend Student transportation. Do you think its prospect improved now? How higher oil prices impact earning and distribution?

Thanks

Q: Everything in the real estate sector seems to be reacting to government changes. At what point do you feel BRE would be a buy? How do you feel about the dividend? Secure or questionable given changes going on currently?

Regards,

Robert

Q: hello 5i:
Regarding the recently issued 5 1/2 year Senior Notes (9% yield). Can you quantify the risk? Can you also give a detailed description of these notes please
thanks
Paul L

Q: I was recently in NYC and impressed with the Whole Foods Market near where we stayed. Looks like the stock has been a basket case since its high of ~$63 (USD) in late 2013. It is now trading at about $28, a bit below $30 support level where it has languished since the end of 2015. The fundamentals are looking decent and it pays a modest dividend (2.93%), but I wonder whether the space is too competitive to allow for much growth going forward?

I would appreciate your opinion of WFM for a long term value play.

Q: With the dip in Alaris, and their positive long term history, would now be a good time to buy. Bought initially at 29.00.Expect Q3 to be down, might be further downside? When do they report?
Thank you

Q: Good morning. Did you see Wednesday's Market call and specifically the guests review of his past pick's ? I thought his review of Exchange income which was up 41% on the year was lame. He claimed it was some obscure company in the restaurant business. He seemed totally unprepared and not in a position to review the company at all.

Q: I am concerned about EIF's debt to equity ratio and the potential of aviation fuel increasing with the price of oil stabilizing and potentially rising. On that note, was the decline in fuel price a key contributor to their recent past profits? I do like the depth of directors and management. I'm inclined to think that their FAR NORTH aviation markets are a barrier to entry in and of itself and they have the market captured. Don't know if I should continue to hold or liquidate? Can you help me decide?

Carl

Carl

Q: Hi,
You seem to favour FTS over EMA in your answers to member questions - I am wondering why. The P/E for EMA is lower (14 vs 20) and the dividend is higher (4.6 vs 3.9%). Would you please explain your preference? Have you any plans to do reports on these stocks?
Thanks!

Q: Street Capital took a big hit Tue and again Wed (oct05). Can you explain why? What is the outlook over the next few months for this company? Buy /hold /sell?

FN took a big hit too.

Thank you!

Q: i hold Gs in my margin acct and have been and have been an owner for a couple of years now, what are your thoughts as to a continuing hold.

Q: Hello 5i,

I currently hold Genworth, and have held it for a few years. I am wondering if after the new mortgage rules announced today if it's worth holding. Considering that 50-55% of their current clientele would be not be eligible for mortgage insurance under the new rules, what adjustments can they do to maintain their current earnings level? Is the dividend safe considering these facts? Is it worth holding considering the constraints to future business under the new rules?

Thank you in advance

Q: Hi Team

Any thoughts on ALARIS after yesterday's news? Wouldn't the news be considered a positive for the company? Thanks. Sam

Q: What do you think of taking a position for a 5 yr hold in either of these? If you would take a position, which would you choose?

Thx, Carl

Q: I am supposed to increase my fixed income exposure via one or more ETFs. I see you usually recommend CBO, but what about VSC. VSC seems to be a better performer over the last 1, 3 and 5 year periods. Which is better in your opinion and why?

I have about $21K in cash in an RRSP to invest in fixed income products. Should I buy two or 3 ETFs, or all in CBO or VSC is sufficient?

Should I buy now, or wait until after the US election, or even after FED meeting in December to see if they increase interest rates? Does it really matter at this time?

p.s. I have been invested in over 90% equities for the last 25 years (now 53 years old) so I am struggling to get myself to buy fixed income products. I am reluctantly buying fixed income products only because I know I am supposed to have better asset allocation and not be so heavily equity focused, but today the returns are so small I wonder if I would just be better off buying stocks like BCE, T, SLF, FTS, IPL, PPL that pay around 4% dividend.

Q: If you had to choose only one of BCE, Telus or RCI.B for a long term hold for a senior person which one would you choose and why? Would you be a buyer at current prices?

Q: I am tempted to take a flier on WIN at these levels. Do you see any positives in the company for a 2 or 3 year hold or Is it more of a lottery ticket now? Thanx Robbie

Q: If you were asked to create a Canadian dividend Aristocrat ETF what holdings would you include? Would you equal weight the holdings? Would you diversify it across sectors? How would you base your selections against payout ratios or higher dividend payers? How often would you review the selections and how many names would you hold. Why might you want to do this type of ETF over another example such as growth, small cap index, value , GARP, etc.? Also please compare your Model portfolio to such an ETF. What makes the model portfolio different from this approach? Sorry for the longer question. To sum it up I am hoping to get a feeling of your strategies from the answer. Thank You Jeremy

Q: Presntly paying a 6% is the divident sustainable. What is the outlook going forward.

Thanks

Vince

Q: According to Yahoo Finance the payout ratio for ABT [Absolute Software Corporation] is 102.3%.

Is that correct?

Why would this company have a payout ratio over 100%?

Thanks.