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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: I understand that some individual reits are considered 'fully valued' on a P/E basis - based on historical 'norms'

question: looking at ZRE can you provide a 'rough' calc on the overall P/E with an eye to whether you feel it is at, near or over its traditional long term valuation range

or, more importantly, based on metrics you (5I) would use, what is your currently concern about reit valuations?

thank you in advance
Read Answer Asked by Robert on May 18, 2016
Q: Good Morning 5i,
Any thoughts on Premier Wynne's $7B plan to revamp Ontario's fossil fuel use? Is there something I'm missing here with this continued push for electric cars, now encouraging expensive electricity for home heating? Is she aware that over 70% of electricity comes from the burning of fossil fuels, nuclear, natural gas and coal in particular? Natural Gas is a cheap abundant clean burning fuel for home heating. Even all this discussion about electric cars, I think its very unlikely if not impossible to have all our electricity use provided from renewables? Even Lithium for lithium batteries is a fossil fuel that is mined from the earth, I used a friends brand new lithium battery lawnmower on the weekend and after only 10 minutes of cutting the grass the fully charged battery was dead and took over 5 hours to recharge. All this stuff seems absurd, where are the adults in the room lol..Seriously though it is concerning when they are using our tax dollars to pursue this nonsense, climate change has occured for Eons, this is nothing new and to tax your citizens with the belief that you are going to alter Macro climate change is absurd to say the least. Thank-you ( sorry for my morning rant)
Read Answer Asked by Chris on May 18, 2016
Q: There seems to be no limit to the share price decline of BOS. I don't own it but have been watching. Does it now represent both good value and a growth opportunity? I know you don't like buying into negative momentum. For someone with room in their portfolio to add a couple of growth names is BOS a good place to put new money today or would you rather stick with a more positive momentum play like KXS?
Read Answer Asked by Steven on May 18, 2016
Q: Hi Peter and Staff
Was a bit surprised yesterday in your response to Matt about his dad targeting 6% return. You suggested for additional names GSY,HCG and AGT . None of those three generate that in yield so you are obviously expecting capital appreciation. I have seen you recommend GSY and HCG many times and own those but have not seen the same level of referral about AGT from you. I have considered it in the past but was always thinking I had missed the boat. Scotia came out the other day after earnings with basically a hold with no movement in the next twelve months. Since then it has dropped. Globeinvest for what it is worth say current P/E is 51.20 and future is 12.76. Could you please expand on your reasons for optimism and potential for share appreciation.
Thanks for all you do
Dennis
Read Answer Asked by Dennis on May 18, 2016
Q: Hi 5i Team. I was wondering if you could tell me your top three names that you would buy today if entering the market. This is play money in a TFSA, my RRSP follows your Balanced Portfolio so risk and diversification concerns do not need to weigh into your answer. I am a big boy and understand there are no guarantees so do not expect an angry e-mail if these names do not perform. Just wondering what you would do if you were shopping for stocks today.
Read Answer Asked by Chris on May 17, 2016
Q: I would appreciate your advice regarding Brookfield's announcement concerning BBP (Brookfield Business Partners). Bam.a has dropped today seeming on the news. As a shareholder of BAM. A already would this be a good opportunity to buy more? Is the opportunity to then also end up with BBP shares also make this a good buying decision?

Thanks for your help with this decision.
Read Answer Asked by Donald on May 17, 2016
Q: In your April 21st response to a question about CJT, you suggested "keeping an eye on it" as you had some concerns if the economy slows. What exactly should one be keeping an eye on in order to determine a total exit. I bought a small position over 6 years ago at a cost of $6.50 so am happy with the current $31+ price along with receiving a regular dividend. It is now 4.2% of my portfolio. Do you feel this is too high a % and if so, what weighting would you suggest and what would you replace it with ?
Read Answer Asked by Alexandra on May 17, 2016
Q: In light of your updated report on gamehost would a switch make sense to savaria. I usually try to replace a stock at or around the same price my thinking being that if sis has the potential to move up $2.00 faster than gamehost then I do not risk more money on a small cap stock and can recoup my $2.00 loss on gamehost faster with owning savaria.Does this strategy make any sense? I get they are completely different sectors.
Read Answer Asked by Helen on May 17, 2016
Q: I am overloaded in the Consumer Staples Sector. I have MRU, ATD.B, PBH, & BPF.UN. and would like to lighten up by dumping one. Am loathe to dump Boston Pizza because of its 7.44% Y. Would you please list them in terms of growth possibility and which one you think would generate the least returns over say 1 - 3 yrs time frame.
Read Answer Asked by Arthur on May 17, 2016
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