Investment Q&A

Q: impossible question #17

given the current condition of C$ and TSE it is inevitable that many, many more prime cdn companies are on the block

what sectors/industries do you feel would be the most susceptible to a us takeover?

rona was a failed takeover in 2012; are there others that come to mind?

thanks

Q: Could you please give your thoughts on the latest results and what you expect of ATS in the future. I was surprised today to see such a large volume trade along with what is at this point over an 8% drop. Many thanks.

Q: I see many members try to ask multi company questions and treat 5i as a personal financial consultant.... I wish 5i stick to the original idea of "Asking Question" .. so that members can ask one company at a time for the benefit of all members.
Thank you.

Q: I see that our government has lowered the minimum Riff withdrawl for 2016 and also retroactive for 2015. This gives me approx. 25,000. that I would like to put back into my Riff account. Since I would like a reasonable amount of safety with this money, what would you recommend for an investment in the stock market at this time.

Q: I am wondering, when adding new money to my portfolios, WPK is down 5% from its 52wk high and ATD.b is down 6% whereas GIL is down 24% and MG is down 36%. These names are just examples of some possible additions. Assuming diversification is not an issue what do you do? Buy the stocks that have corrected the most or buy the ones that held their value through the correction? The price/book of MG is 1.6 and the other three are all over 3. Can you give me some guidance? Thank you.

Q: Westjet is impacted by the western economy,are Air Canada and Chorus affected ?

Q: What will happen with RON.PR.A following takeover by lowes

Q: What do you think the likelihood of a privatization by Jim Pattison? Would you suggest a trade in anticipation of this event?

Q: COULD I HAVE YOUR OPINION OF CARA PLEASE. THE SHARE PRICE HAS DROPPED SIGNIFICANTLY. WOULD THIS BE A BUY BELOW 23.50?
THANK YOU

Q: I am a shareholder, so biased. Given the reception to management's offer, (see link) how would you see this playing out?

http://business.financialpost.com/news/fp-street/pivot-technologys-proposed-takeover-by-founders-group-draws-lots-of-flak

Thanks,

Robert

Q: The majority of the 'approval' boxes have been ticked with regards to the deal between cus and spb, yet there is still a large gap between current share price and takeover price. Do investors think it's too risky? Or is it just negative market sentiment holding down the price of canexus at this point?
Thank you.

Q: I was interested in Paul's question about allocation changes based on exchange and it raised a question in my mind about what has become my biggest holding.
This is an RSP account with 20 equities so the allocation should be in the 5% region.
This stock has grown to the 10% region.
Now according to normal allocations I believe that I should take the profits and bring it back to the 5% area.
This particular stock has been sold down to the point that it is, for argument's sake, free. It has appreciated 300% since it was added to the portfolio and allocations were reduced.
The other point is that divided wise it is paying a 7% dividend at current pricing but at my cost the yield is much greater.
So solid stock that has grown does the allocation become less important or should still be followed and a solid performer sold to bring allocations back in line?
I have experienced where extraordinary events have cost me money due to allocation, DH's short issue comes to mind.
Some additional information is that I am 65 and sort of retired.
Thanks,
Ken

Q: To increase our investments up to your most recent sector allocations for 2016 (about equal),I plan to purchase or top-up the following.
Info Tech Descartes Systems DSG
Consumer Staples alimentation Couch Tard ATD.b
Materials Agnico Eagle Mines AEM
Utilities Fortis FTS
Industrials MacDonald Dettwiler MDA
Your comments and/or suggestions for something better at this time will,as always,be appreciated.
Also,are REIT`s a separatr sector for 2016?
Thanks

Q: Dear 5i,
For a Feb 1 question about WN vs L you mentioned that you typically prefer operating companies to holding companies. Could you clarify a bit more, please? Is it because the operating company would reap more benefits from its growth than the holding company? If so, would the opposite be true of the opposite, when the operating company does not perform well?
Thank you for your service.
Francesco

Q: My current holdings are as follows: T-6% of portfolio, Tck.b-0.51%, Rei.un-1.26%, Dgs-2.92%, Bns-11.6%, su-3.38%, dir.un-0.65%, cu-1.82%, Pjc.a-0.99%, cpx-1.89%, pot-2.23%, Igm-3.55%, mic-6.06%, hr.un-0.96%, Cwb-6.93%, Ftt-1.8%, Esi-1.03%, Mkp-1.25%, psi-0.93%, Rus-0.77%, Rc-0.61%, Cnr-3.82%, NA-6%, Bce-5.73%, td-5.43%, Trp-5%, Sjr.b-7.41%, t:nyse-1.83%, Ko:nyse-4.38%, Gsk:nyse-2.09%, Csco:nyse-1.19%

I would like your opinion on what stocks weighting I should add to balance my portfolio. I ha

Q: What is the Q4 consensus for sales and eps fd?

Thanks

Q: According to TD the P/E on SNC is 4.1, WSP is at 22 and STN at 19.1, what do you think of SNC at this time?

Q: Has the Toronto Star printing opportunity changed your less than positive outlook for this company ? I have never followed the company's progress but am now trying to decide whether or not to buy some shares. It does look attractive to me but I may be missing something.
Thanks in advance .

Q: CIG was downgraded today by RBC and the stock is being hit. Time to sell? Your thoughts please?

Q: Peter and His Wonder Team
I realize aluminum is in the "doghouse"...oversupply and underdemand. However I have read a few analysts who think the balance may tip within 6-12 months. So I am looking for a longterm contrarian play. Are there any Canadian companies that might qualify...they must have a decent balance sheet with low debt, good management, safe jurisdiction. A junior company usually has more upside. Your thoughts would be appreciated. Does such companies exist or am I dreaming?
Respectfully...Dr.Ernest Rivait