Investment Q&A

Q: Please name a favorite slow and steady value creator for each of the 10 sectors. I noted with interest the comment you made in your updated report on Magna. Thank you.

Q: You sent out an email about a company that paid its first div unfortunatly it was deleted so would appreciate the company name

Q: What do you think of HBC recent earnings, would you consider a buy or should I pass on it?

Q: will dividend continue until takeover is completed & when is completion expected thanks

Q: Do these securities qualify for the dividend tax credit in a non registered plan? Thanks

Q: Thinking about starting a position in this one.Would you endorse this?
Do you like what you see?

Q: I hold ENB,FTS,WSP in my RRSP. Should I keep FTS and/or WSP or diversify into other sectors.
If so which companies would you recommend that have a dividend.

Thank you Peter

Q: Would you please give your analysis of Clearwater and High Liner regarding growth,debt level,dividend growth,etc.and which you would recommend for a 1 to 2 year hold and why. Thanx.

Q: Today Enbridge Inc. (ENB) announced they are purchasing Spectra Energy Corp (SE) in an all stock deal.

I own Enbridge in my non-registered account (in order to take advantage of Canadian Dividend Tax Credit) and I own Spectra in my US $ RRSP (in order to minimize taxes on US dividends which are treated like interest income).

I want to participate in both the Canadian and US energy infrastructure (pipeline, midstream processing) market.

My question is what can I replace Spectra Energy in my RRSP with? I own Kinder Morgan (underwater), Oneok (above water) and recently sold off Williams (too much drama) in the RRSP account.

Am I better off to sell Spectra now or wait for the Enbridge merger and then sell off the Enbridge or even keep Enbridge in my RRSP as a US holding. Or do I increase my holding(s) in Kinder Morgan or Oneok?

Thanks for the excellent service.

Q: Thanks for all the great info on so many companies. Here is a crystal ball question for you.

Below are 2 groups of up and coming growing companies. Group 1 has market caps below 500M whereas Group 2 has higher market caps of roughly 1-5B.

Group 1: SYZ, CRH, ADW-A, SIS, TNC.

Group 2: KXS, SH, PLI, GUD, BYD-UN, PBH, NFI, TOY.

I am trying to get a feel of which companies have the potential to grow significantly over the next 5 years or so because of the quality and increasing demand for their products/services. Based on your knowledge, could you indicate which companies in each of these 2 groups are most likely to double (or more) their market caps in the next 5 plus years. And perhaps indicate the least likely candidates to do so.

Thanks - James.

Q: What is your current comfort level with DCI? Results seem to keep the stock in its 12-14 dollar range. I use the high dividend to balance out my other income stocks such as Adw.a, Zcl, sis, Syz, etc..... How does the business look to you?

Thanks,

Robert

Q: Any value in holding both SJ and CNR in a 25 stock portfolio or is there too much overlap? I assume SJ is the preferred choice if opting for one only. Thanks.

Q: According to TD Waterhouse, Dollarama has a book value of $3.82,
P/E of 30.4, Price/sales of 4.2, and P/CF of 25.4X. From a value
perspective this stock seems to be ahead of itself.Your comment are appreciated. Joe

Q: I have $300k available to invest in stocks. What companies should I be looking at investing in rising interest rate environment. Preferably 3 to 4 companies not more. I am expecting big growth out of this $300k without a big drawdown. First day on this service. Thx

Q: Hi 5i team,

From the growth stocks listed above what would be your top 5 for expected stock performance over the next 3 - 5 years.

Feel free to take as many question credits as you feel necessary.

Much appreciated,

Jon

Q: Hello Peter and 5i team,
Our sector percentage in the consumer staples space is a low weighting , having only ATD.B. We would like to add one small cap and one large cap. In the small cap space we like PBH. Is it a good time to enter this sector now and what is your favourite large cap?
thank you as always for your opinion.

Q: Greetings gentlemen

I like very much what is going on with both TOY and ZZZ. Between the two, for a TFSA with a time horizon of 3 - 5 years, which would you prefer? I am retired and have no immediate need to draw on the account. My cash account is where I keep my dividend stocks and safety-oriented investments.

Thanks

Q: I am wondering which two from the list above I should add. I am a long term investor who typically buys and holds for 5-10 years or longer (basically until the fundamentals change). I am 40 years old with a 70/30 stocks/bonds split and I hold emerging markets etc. in the recommended amounts. I am just looking to add two high quality names for the long term here to add to my existing equity portion. Thanks.

Q: This is a follow-up to the August 10th question from kelsi. This question mentions a share buyback in place but I could not find any information about any share buybacks. Does PTG have a share buyback plan? Thank-you.

Q: Any idea as to why the HRX stock price has fallen so significantly lately?

Thanks!