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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: With the most recent disappointing quarter, can you see much downside risk, compared to upside potential over the next few years with Avigilon, thanks?
Read Answer Asked by Pat on May 27, 2015
Q: hello 5i:
We have a fairly well diversified portfolio, with the exception of Consumer Staples and Health Care. I have initiated a position in GUD at about 1.5% now. I am keying on Health Care in this question: as we are not (really) growth oriented, Health Care stocks in Canada are difficult to find. Please comment on which of these you consider the best value at the present time: CPH, CRH or PHM. I really don't want to bring the holding in GUD up higher, even if it does have more potential than the others.
thanks
Paul
Read Answer Asked by Paul on May 26, 2015
Q: Hi
I have held EH for several months now and am down 20%. While I do understand that there is gyration in the market, I wonder if this is dead money at the moment given the state of affairs in the Prairies. If so, what company would be a better alternative? I hold it in my TFSA and its goal is growth. (I have BAD, BYD.UN, CGX, CSU, CXI, MDA, BIN, CDV, DRT, IT, KXS and GUD in my husband's and my TFSA) This represents discretionary funds for us as the bulk of our capital is managed by an investment advisor.
Read Answer Asked by Teresa on May 25, 2015
Q: I am thinking about purchasing the stock. I know the stock has been weak but insiders seem to be buying. Has anything changed with the company? Is the company consumer staples?
Thanks.
Read Answer Asked by James on May 25, 2015
Q: Hello team -

I have a 2.3% weighting in Badger Daylighting. Lately I am hearing some of negativity towards this company - about their business not being "patentable" and "increasing competition". I know BAD manufactures their own trucks at apparently a lower cost than others in this space. Aside from this, what is going to keep this 900lb gorilla ahead of the competition? Scale? Better management team?

Will expansion into the U.S. open themselves up to even more competition? What are your thoughts on this business and their possible strategy going forward?

Read Answer Asked by James on May 24, 2015
Q: Morning ... I have a few stocks in the Model Portfolio that are pushing their allocation up somewhat. Just to clarify ...will 5i be advising when to balance Portfolio or am I supposed to be doing this every 6 months ?? 3 months?? Its a wonderful predicament to be in. TY.
Read Answer Asked by Alan on May 24, 2015
Q: Would you view the latest dip as a good buying opportunity? Given some positives, dividend, etc is there still a growth potential? I'm looking at purchasing 5% on dips.

Thanks
Read Answer Asked by Mark on May 24, 2015
Q: Hi Peter,
Are you still happy holding this stock. Do you see these levels as a buying opportunity.
Thanks,
Kristine
Read Answer Asked by Kristine on May 24, 2015
Q: Re Enercare payout ratios Members might want to check-out the
slide presentations at the link below for clarification. Also don't forget they just took over assets of Direct Energy in Q4/2014 with integration still ongoing.

http://files.shareholder.com/downloads/CWIF/215083183x0x829571/C64CD778-190D-4C5B-BB79-73AB2E5B0FE7/EnerCare_Q1_2015_Slides-FINAL.pdf
Read Answer Asked by Scot on May 24, 2015
Q: I’m a little confused reference your answers to the two most recent questions on Enercare ECI dividend payout ratios

May 22, 2015 (asked by Grant)
The payout ratio is 68%, and dropped 4 points last quarter.

March 04, 2015 (asked by Eugene)
If we look at 2014 full year numbers, ECI generated $121 million in operating cash flow, and paid $46 million in dividends. Against cash flow, the payout ratio was 38%.

Am I missing something here, or has it really changed that much?
Read Answer Asked by John on May 22, 2015
Q: I have done well with eci, and as a result of the recent price decrease, I am considering adding more to bring my holdings from about 2.5% of total portfolio to 4%. I hold this for income, and am not looking for capital gains. Do you consider the dividend sustainable (payout %?) and see any dangers to the stock price?
Thank you
Read Answer Asked by grant on May 22, 2015
Q: Re the recent drop, there is concern that the new government in Alberta may phase out coal by 2020. Capital Power's coal plants will last at least 10 years longer so this would be a significant hit to the value of their capital. addition: On my earlier question,I stated that the NDP platform favored closing coal plants in 2020 - it should have read, 2030. CPX plants are expected to be operational to 2040 - they are in good shape - so if the government follows through it will be a negative and require higher capital spending.
Read Answer Asked by John on May 22, 2015
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