Investment Q&A

Q: CanWel Building Materials Group Ltd (CWX) - pays a 10.708% dividend; market cap of $155 million. What is your opinion on this stock as a long term hold for dividend income? I have just learned about it from a friend.
Lou

Q: I went to the annual meeting of Alliance Grain Traders. They had an analyst tour of their new facility at Minot this week, and apparently 24 analysts showed up, at their (not the company's) expense. The thrust of the meeting is AGT will emphasize their new facilities in Minot and Quebec, and will be less vulnerable cyclically. The stock has been going up recently.
Your thoughts?
John

Q: Hi Peter (and Crew),

I am totally pleased with the service you offer.

I rarely ask questions as I find accessing the questions database almost always provides the information I need.

I am looking to add a retirement holding to my TSFA. The time frame is a minimum of a 10 year hold. I am looking for cap gain and yield and am considering Chartwell (CSH.UN). Would you recommend it and if not, could you recommend 1 or 2 names that you prefer in this space.

Thanks for the wonderful service.

Q: With about a 7 year time frame before my grandchildren may need to start drawing money out of the RESP that I have for them, could you please suggest 4 or 5 stocks that don't necessarily need to "shoot the lights" out in performance but that are relatively safe and will provide an average plus return for this time period. Dividend payers/growers are fine with some added capital gains would be ideal.
Thank you.

Q: As a bit of beer snob(oxymoron?) I am disappointed with Big Rock's direction. For example, they introduced a new can for their IPA, but the quality sank. It's awful. I, for one, will not be buying Big Rock again.

Q: Thanks for the report on BPF.UN. Is the distribution treated like dividend income income? (i.e. does it qualify for the dividend tax credit?

Q: safety??
the market seems to go higher and many feel a significant correction is coming. what say you ??
Which stocks might fair best in a serious correction or and bull market.A short list with a reason would be very helpful.
thanks
Yossi

Q: I have held on to Cominar REIT and Northland Power for a year and a half and 2 years respectively on the theory that there is no point in realizing my loss and putting the money to work elsewhere unless the outlook for CUF and NPI is dim. Is my reasoning right, and if it is, is the outlook OK for those two? CUF, sadly is in a TFSA. I'm trying to wrap my head around "selling your losers" versus needlessly trading. Thank you so much for this service. I am really enjoying the education I am receiving thanks to you.

Q: Hi Peter and Team,

What are your thoughts on Big Rock Brewery, BR now?

Q: wondering about kmi kinder morgan
why is this one lagging so much with the energy boom and prices right now.
you think its a buy?
Thanks

Q: I hold almost all of the stocks in both of your portfolios plus a few more miscellaneous stocks.
Currently I am doing a portfolio review with the objective of improving the overall quality of my portfolio.
My biggest "dogs" are CHW (Chesswood), WIN and also RFC. Do I need to be more patient with these stocks; or should I just bite the bullet and add sell them in order to add to existing holdings?

The stocks that I am looking at include AVO, CSU, ET, MG. I do not own ACQ so that is also a consideration.
Can you provide some guidance for me here.

Any help will be greatly appreciated - as usual.

Thank you.

Q: My husband has mostly bonds and GIcs in his TFSA and we are looking to add a few equities. He's looking for a good dividend with little volatility in stock price. So far we have purchased Boston Pizza. We are considering adding either SLF or BCE as they have good dividends. Would either of these make sense given our goals or would you suggest something else?

Carla

Q: Good Morning:
I am more fearful on the Northern Gateway Project outcome ... Investor confidence is waning due to First Nations and Kitimat opposition ... I just received notice of a new share offering . ( is this bad timing ? ) . Is this going to be a 5 year legal trap ?
Does your opinion of Enbridge change with these events ? Thanks

Q: I own Direct Cash (DCI) and am thinking about moving on. They seem to have a stretched balanced sheet and I wonder about the long term future of the ATM business. The last quarter showed improvement in their results so what are your thoughts? Am I selling at the bottom of a turn around? THANKS

Q: Hello 5i Team,
Re: TBE and BBD.B
I am down 34% on TBE and 19% on BBD.B
My total $ loss will be 10K if I sell both of them.
Is there any point in holding?
Or should I hope that either one or both may climb up anytime soon so I can get out without losing too much?
Thank you for your always great advice.

Q: I bought a half position in DCI last July at $23 and was wondering if I should buy the other half now (at 14.50) as their latest results looked promising or should I wait a little longer?
Thanks for your great service!

Q: 11:01 AM 6/16/2014
Hi Peter

I sold my PrairieSky this morning at a huge 40% gain from the IPO price as it was like getting 10 years of dividends all at once as a capital gain - too good to resist - so now I am looking for a good long life higher dividend paying oil company.

I have narrowed down my choice to these growing light oil companies, one or more of which I would expect to hold for many many years.
Safety and growth of dividends, and decent share price growth are most important to me.

Whitecap [WCP]
Surge [SGY]
Bonterra [BNE]
Crescent Point [CPG]
Canadian Oil Sands [COS]

Could you please put these in order as to which you prefer and maybe explain why you make the choices you do.

Thank you very much............ Paul

Q: I was wondering if Seadrill in the U.S. would be a safe investment. I like the 10 percent yeild. thanks

Q: Hello 5i,

I'm thinking of selling Emera or Fortis and buying Capital Power, what do you think of this move.

Thanks

Q: I purchased a few shares of WestShore Terminals a few months ago. Since then it has gone down about $2 a share and seems to be stuck there. What is your outlook for this company?