Investment Q&A

Q: Think you missed the distribution increase for HR.UN "The trustees have approved an increase in the current monthly distribution per Stapled Unit resulting in a $0.03 annual increase to a total of $1.38 per annum."

Q: I have $5000 I would like to put into a pipeline and wondered if you could recommend something? Perhaps one that might benefit from a Trump presidency. Some income would be nice but not essential. They all seem to be dropping which is the opposite I thought they would do. That's why I need 5i. Thank you :-)

Q: I appreciated your answer to Michael regarding SJ (which we hold in several accounts) and the effect that Trump's position on coal may have on SJ. I came across this quote when a google search about this topic came up with this: "Why Trump Probably Can't Bring Back Coal (or Kill Renewables Either") The reason, as this former coal miner stated is that, basically, coal isn't as competitive as it once was. He said: “Big picture, I would imagine the U.S. is slower to phase out coal than a president who would have retained the Clean Power Plan. I think coal power is not coming back in this country regardless of what regulatory changes a President Trump is going to make. Economically, it is no longer as competitive as it used to be.”

My own personal opinion is that we shouldn't make rash decisions about what Trump may or may not do. This would apply to stocks that 5i covers or has commented on, such as BEP.UN, and others.

I do appreciate the 'tune out the noise, level-headed advice' that the small retail investor consistently receives from Peter, Ryan, and the 5i team.

Q: Please comment on BOS results. If I sell, what should be a good replacement.

Q: Hi everyone,

Is it time to buy DHX or would I get a better deal if I wait for another couple of weeks?

What is the downside for DHX from here? The risks?

I am a long-term investor although it really hasn't worked well as a strategy. I have Disney only in movie industry and currently sitting on a loss.

Thanks for all your good work and independent advice.

Q: Hi, can I gave your insight on SJ's outlook in a recessionary downturn in North America? Is SJ tied to the coal industry? If yes, would a return to US coal positively impact SJ?

Q: Hi Peter and Team,

I manage my son's TFSA, and have recently almost completed a more appropriate sector allocation. In the Technology space, he has a half position in KXS. What Technology company would you recommend at this point for another half position? I was thinking of CSU but I wish it would split at least 10:1. :) How about SYZ which seems to be on a tear, or do you suggest something else at this point?

Thanks in advance for your valued advice.

Q: ECI had a great quarter yet, the stock has been dropping, my purchase price is $15.58, should I sell?
I have some cash and wondering if it is time to buy some energy stocks. Like to have your advise, thinking pipeline PPL, ENF, SU and or other dividend paying energy stocks you would advise/like.
Many thanks, J.A.P. Burlington

Q: Any comments on Q3 results?

Q: I am contemplating taking a position in AYA following the offer that Baazov has tabled today. In your view is the current price of $21 an attractive entry point or is the risk not justified?

The market's reaction seems to be one of skepticism given the current discount. Can you outline what factors may be attributing to this discount? Should one be concerned that the financing Baazov has secured is mainly from China (one participant is from Dubai)?

Finally, do you believe Baazov's pending charges will have any bearing on the ability for the deal to go through? Thanks!

Q: What do you think of Bad last financial report and the short sellers view of the company on the other hand.
Thank you

Q: Could you please provide your opinion on Amaya's quarterly results?

Thank you, Peter

Q: Is SIS negatively impacted by the repeal of Obamacare if and when it goes through?

Q: Can you please comment on Mr Baazov's offer. More smoke and mirrors, and would you tender shares at $24 if it hits that mark today?
Thank you

Q: Please comment on Fiera's quarter and some of their recent initiatives; i.e. their offer to Acquire Charlemagne Capital Limited, their Centria acquisition and new management appointments. Is there a Trump effect one way or another on this stock? Still a good buy for growth and income??

Q: Investors are spooked,angry,feel cheated ,& sick & tired of owners selling their stock @ a discount to market price after the stock has gone up sharply sometimes to near or new highs.How could one feels if purchased SIS @ 0r near recent high of $12.68 & it took a 10% haircut to $10.74 after owners bought deaL @ $11.34. NFI also dropped after owner sold in the low $40 & just returned to $40.21 after good reception to its q report yesterday.I bought @ $41

Q: Thanks for recent encouragement to buy @ or around $9 after drop.Yesterday announced special Div of 0.05 in addition to normal 0.07.As a result up 0.32 @ 10.77

Q: Why the 5 % drop in Kinaxis shares, is it a case of too much too fast

Q: I have losses between 55% and 33% on the following list of stocks. DH 55%, PIH 48%, TPK 46%, CAM 33%. My regret is not so much in the losses but rather not having the good sense of using stop loss orders. Would you appreciate your opinion regarding stop loss orders and if you would continue to hold these stocks. With thanks, Bill

Q: With the drop of SIS, with no position. Is this time to add a full position?