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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: Hi, there has been a decent amount of insider buying reported after recent quarterly earnings release, in past few days. The next quarter is already 2 months in and besides the dividend increase, outlook provided by management was quite positive in the recent MD&A. Do you think, it could be a signal of strong performance by the company/stock price ahead of us? I also noticed in the quarterly report that company had almost 2/3rd of its revenue coming from US operations. What are your comments on this trend? CEO also made a note that they are looking for acquisitions in Canada and US. Thanks
Read Answer Asked by rajeev on May 28, 2015
Q: My granddaughter has no financials in her TFSA. She holds Boston Pizza and Brookfield Renewable in eqal valuations. I am considering adding SLF or TD. Which would you recommend or do you have a preferred alternative stock that pays a dividend?
With appreciation.
Ed
Read Answer Asked by Ed on May 28, 2015
Q: Greetings, everyone.

Am I reading/interpreting this correctly? Hormel purchased Applegate Farms for $775 million. Applegate Farms is expected to have sales of $340 million in 2015 (as referenced in yesterday's press release).

High Liner Foods had sales of over 1 billion in 2014 and 310 million in Q1 2015 and has a market cap of $733 million. So, to me, it looks like Hormel purchased Applegate Farms for more than the marketcap of High Liner, and High Liner is trending to generate more than 3x the sales of Applegate.

Am I looking at this correctly?

Thanks, again.

John
Read Answer Asked by john on May 27, 2015
Q: Hi Peter,
As sun life has increased it's exposure to the equity markets via it's new partnership with Qtrade-if equity markets drop and even if interest rates are rising at the same time-will the equity partnership be a drag on the price of the stock

Read Answer Asked by Charles on May 27, 2015
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
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