skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Would you please give me your opinion on Bird Construction?
Read Answer Asked by Anne on September 29, 2014
Q: Dear Gentlemen,
I want to increase my Income PF.
Your opinion on Aston Hill VIP Income VIP.un
Any better suggestion for high income.
Thanks
Best Regards
Read Answer Asked by Djamel on September 29, 2014
Q: Hello 5i,
My strategy is to buy and hold dividend paying companies for the long term and I’m currently looking to pick up another financial company for my portfolio. I already own 12 companies in this sector, which of the companies listed below would you chose.
Mercury General Corp (MCY), Oritani Financial Corp (ORIT), HSBC Holdings (HSBC), Banco Latinoamericano de Comercio Exterior (BLX).
Thanks,
Read Answer Asked by Mark on September 29, 2014
Q: 5:48 PM 9/25/2014
Hello Peter
We own a large position in Sherritt 8.0% Unsecured Debentures 15/11/18. Sherritt are offering to buy them back at a $1.045 which is just about what we paid a couple of years ago. Should I accept their offer to buy, or wait for a better offer, or just sit tight and collect my 8% interest for the next 4 years. I really cannot see a replacement for these if we do sell them unless you have a good suggestion.
Many thanks...... Paul K.
Read Answer Asked by Paul on September 26, 2014
Q: What do you think about RET? Their last earnings were pretty good. Do you think it is a good position to hold for takeover potential? Thanks
Read Answer Asked by Imtiaz on September 26, 2014
Q: Team - with the recent pullback, COS, FRU and BTE are looking interesting to add to a portfolio for both income and perhaps over the mid to long term some capital appreciation also. Do you agree with this observation? Would you consider buying now or wait a little longer to see if they continue to drop? Many thanks in advance.
Read Answer Asked by Mark on September 24, 2014
Q: Veresen (VSN)

Hi Team - I was hoping you could please explain the apparently high payout ratio of Veresen. According to CIBC Investors Edge, the payout ratio is 439.63%. From what I can see with FASTGraphs, the payout ration has been over 100% (sometimes well over) since 2001.

I don't understand how this can be possible over such a long time period. I've noticed this with other companies as well from time to time. Generally though, the commentary you provide suggests a low payout ratio is best.

Could you please help educate me?

Thanks very much. Michael
Read Answer Asked by Michael on September 23, 2014
Q: I appreciate the wealth and wonderful information you have been accumulating on your site. I have a general strategy question. On building just a dividend income portfolio, using Canadian blue chip companies, there is a sense that the rise and fall in stock market price becomes back ground noise. These tend to be very long term holds however some of these companies can get some bad press which exaggerates a fall in price and then it bounces right back. Is there a critical no return price to watch for in these blue chip long term hold companies? For example would a fall of more than 15% in price be a trigger for something more than just stock market noise?
Read Answer Asked by Phil on September 22, 2014
Q: Article in this weekends Globe suggests defense and aerospace is a good place to put money with countries putting in extra effort to defend against terrorists. Berman mentioned Alliant Techsystems as well as others. Would you recommend following this path and perhaps suggesting a Cdn possibility that could benefit from beefing up defense positions. As always thanks so much. Maureen
Read Answer Asked by Maureen on September 22, 2014
Q: Hi all. I have held AEM (Agnico Eagle) and CS Cap Stone for about 3 months and am down about 25%. They just continue to go in one direction down. If you owned them - what would you do with them? Thanks Dennis
Read Answer Asked by Dennis on September 22, 2014
Q: Hi,

Can you please give me your current opinion on CanElson Drilling (CDI)?

thank you
Read Answer Asked by Janice on September 21, 2014
Q: Hi Peter and gang.

Question: Shawcor (SCL). I already have a 16% position in pipelines (Altagas, Inter Pipeline and Pembina). However, Shawcor (SCL) is looking extremely attractive, in my opinion, with 2015 consensus earnings, according to CIBC, of $4.35 and substantial growth continuing in the years after.

In your opinion, do you think I can hold my 16% position in my pipelines and add a 2.5% position in SCL? My reasoning is, I can buy SCL as well as hold my existing pipelines because SCL has a forward p/e of under 13 and strong earnings per share growth to support its share price. When interest rates rise, my IPL, PPL, and ALA, may experience a decline because of their very high p/e and slower growth rate but SCL could act quite differently because of its attractive valuation and growth profile.

My other option is to trigger large capital gains and sell a portion of my existing pipelines to buy SCL.

I'd appreciate hearing your thoughts. Thanks, as always.
Read Answer Asked by john on September 21, 2014
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!