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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 seem to be underrepresented in consumer staples and consumer discretionary and teck. What are your favorite names in these sectors? Thank you.
Read Answer Asked by christianne on March 17, 2016
Q: Hello Peter,
Stella Jones has pulled back a bit. I was thinking of selling Free hold to add to stella jones. Does this make sense or is it better to keep free hold royalties as it does have a good balance sheet and pays a good dividend. Thanks very much.
Read Answer Asked by umedali on March 17, 2016
Q: Hi. CCL.B, WPK, ITP They belong to the same sector. Which one do you think have the most potential and which one do you like the most? Please rank. Thanks
Read Answer Asked by Esther on March 17, 2016
Q: I know you generally recommend that anyone who is worried about the market move to cash, but I am curious as to how a professional hedges. When Prem Watsa says that Fairfax is 100% hedged what does that mean? If Fairfax’s market holdings drop 30% does it mean that their hedge will earn them the equivalent amount so that the net will be neutral? Does it work the same if their holdings increase in value? (i.e. any gains would be offset by losses in the hedge) What investment vehicle would Prem Watsa likely be using to hedge and what would the cost likely be in terms of percentage of total holdings?
Read Answer Asked by Steven on March 17, 2016
Q: Do you,or any of your staff attend any agm I find it very informative a few years ago I attended the agm of PBh and I expanded my position as a result
Just a comment
Regards Stan
Read Answer Asked by Stan on March 17, 2016
Q: Hello, I am considering switching from BIN to NFI within a diversified portfolio, long term hold being the goal balancing dividend with growth. NFI has done very well, too pricey?? Any other suggestions? Thanks, Lavern
Read Answer Asked by Lavern on March 16, 2016
Q: Did you mix up the Airboss and Noblis question answered earlier today? .The same guidance numbers were quoted for both. Also just wanted to confirm your statement that Airboss is NOT your favourite name in the sector?
Thank you
Read Answer Asked by Marty on March 16, 2016
Q: What do you think of pur results?
Would you buy this one or prefer HEO?
Or would you recommend another stock in the water-infrastructure business?
Read Answer Asked by Josh on March 16, 2016
Q: hello 5i,
I am also one who has been frightened a bit by Prem Watsa's remarks. In my case, however, I think it is healthy, as it has convinced me to dial back my equity exposure. I hate the idea of bonds because they pay so little. But, I also hate the idea of a possible ten or twenty years of a bad market.

So, I am going to trim positions and buy bonds. I wonder if you could make some suggestions. I notice that you have vcsh in your portfolio, along with xhy. I also notice that you often mentionCBO and xbb. it would seem to me that xsb might be a better choice because it is shorter term, no?

So, the question is what would be a good choice currently, on the bond side in Canada. GIC's would also be ok. Also, for American bond funds denominated in U.S. dollars? We would be talking about several hundred thousand dollars.
thanks Claire

Read Answer Asked by joseph on March 16, 2016
Q: Bird reported mixed results for its latest quarter, and the market doesn't seem to like it ... down over 7%. Could I please have your thoughts on the company? Thanks.
Read Answer Asked by Thomas on March 15, 2016
Q: How bad was the miss? What do you think of the stock in the short to medium term? Will this be dead money for a while, as I presume WSP will be?
Read Answer Asked by John on March 15, 2016
Q: For my TFSA I would like to buy a conservative stock with a decent yield and some growth. I have BCE, SLF, TD. Would you please suggest a few names that I could consider. Thank You
Read Answer Asked by Shirley on March 15, 2016
Q: Peter/Ryan -do you know approx when Brookfield spins off its business unit?
Read Answer Asked by Kim on March 15, 2016
Q: Could you name 3 companies you would buy today, regardless of the sector allocation and the risk
Read Answer Asked by Olivier on March 15, 2016
Q: what do you think of there latest earnings, and looking forward how do you feel about it?
Read Answer Asked by eugene on March 15, 2016
Q: Hi 5i: I am down a little more than 20% in each of BOS, DRT, KXS and MAL. AS far as I can determine, there is nothing fundamentally wrong with these companies so I am planning to hang on. What would you advise? Are there any I should sell?
Read Answer Asked by Roland on March 15, 2016
Q: Hello Peter,
I’m looking to build up the higher quality part of my portfolio. I’d like to add a few reasonably stable, well-managed companies that pay at least a 2% dividend and that have a decent likelihood of longer-term modest growth.
Based on today’s markets and prices, can you please suggest 6 good Canadian candidates (including one REIT), and 4 US choices (or international if traded on our or the major US exchanges).
Please do not include banks or oil & gas, which are already well-represented, nor the following which are also currently held: BAM, FTS, T, HCG, BCE, or ENB. And could you agree with KBL being one of the 6 Canadian options? Thanks! James
Read Answer Asked by James on March 15, 2016
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