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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 own some Couche-Tarde and 5i has said that it is one of its favourite stocks in the consumer sector. With annual cash flow of a little less than US$1 billion and a market cap of US$24 billion, it is trading at 24 times cash flow. This seems very high and appears to be discounting substantial cash flow growth. They have been able to grow significantly in the past. How convinced are you that Couche-tarde can grow cash flow in the future to justify its multipl? Will 5i be writing a report on ATD.b in the future?

Thanks, Gtreat service.
Read Answer Asked by Hans on February 08, 2016
Q: As they both have corrected, which company (if either) would you prefer here in relation to yield, valuation and any privitization/takeout optionality? Thank You.
Read Answer Asked by Michael on February 05, 2016
Q: hi, thoughts on these five going forward 2-5 years?
Read Answer Asked by chris on February 05, 2016
Q: Hi Peter,

Is it safe to pick up stocks with a book value lower than the market price. the above stock is trading at 4.00 cad and the bv is 7.00 cad

Thanks
Paul
Read Answer Asked by PAUL on February 05, 2016
Q: i notice that csu, kxs, otc, dsg and many of the u.s. tech companies have gotten hammered over the last few days, anything going on here like a rotation out of tech to energy and gold, i know csu is one of your favorites but reached levels last seen last april from a high of 600 seen not that long ago.is this just profit taking or something else. dave
Read Answer Asked by david on February 05, 2016
Q: Hello: Would you recommend buying WSP at the current price? Or some other growth stocks? Objective: capital appreciation and dividends. I'm looking for some capital growth to offset the stocks in the red in my TFSA. In order of unrealized losses from high to low: CXR, AYA, LNR, CRH, BOS, TC, CXI. My losses range from 61% to 21%. Thank you.
Read Answer Asked by Helen on February 04, 2016
Q: Hi team
I have a small position in ATD already, wants to add to the consumer sector
with the pull back in Dollorama, would you add to ATD or buy a partial postion in DOL ? at least a 3 year hold
thanks
Read Answer Asked by Michael on February 04, 2016
Q: Hi Peter, I have a LIF with $600 that is just going to sit there for the year. It's not much but I'm thinking of buying 300 shares of WEF. I own Northland Power and Power Corp. in it and would prefer to have a third dividend stock rather than adding to one of those. I should be able to hold all three stocks for years. Would this be worth doing and would you have any other suggestion? Thanks.
Read Answer Asked by John on February 04, 2016
Q: Hi Guys
Would it be a decent gamble to toss a bit of my mad money in the bomber at .90 cents?
Read Answer Asked by Gordon on February 04, 2016
Q: Hi Peter and Gang,

I would appreciate your thoughts on BAM.A's significant pull back over the past two months. I have a full position in this stock -- should I ride it out or should I start reducing my position.

Thanks,

Harris
Read Answer Asked by Harry on February 04, 2016
Q: Hello 51 Team,
In anticipation of suggested growth in Infrastructure spending in both Canada and the US, and as well the SP pullback of each due to recent market overreaction, WSP and BIP.UN are looking very attractive right about now. In as much as I would like to eventually own both, I can only chose one at this time. They would be part of an Income oriented portfolio with a leaning towards stocks with a solid upside potential, expressed not only in terms of share price but consistency of dividend increases as well. Can you offer any assistance in making this very difficult choice between the two?
Thank you as always,
Rick
Read Answer Asked by Rick on February 04, 2016
Q: Can you comment on the earnings release today and your opinion of the company? Thanks for your service!
Read Answer Asked by Michael on February 04, 2016
Q: I own 300 shares of CSE. I phone BMO and asked to tender my shares at the price of 4.90. They quoted as saying they cannot do this as it is a friendly merger and CSE does not want to pay the brokerage fees for this. How can I get full value for my shares at the earliest time. I want to invest in another dividend growth stock. If I sell on the open market at todays price I will leave $270 on the table. Thanks
Read Answer Asked by Ric on February 04, 2016
Q: Hi Peter and Team!! Just wondering what your thoughts on Boralex is for a long term buy and hold. Thanks, Tamara
Read Answer Asked by Tamara on February 04, 2016
Q: What is your take of the BIP.UN results for 2015 and its prospects going forward? Will the increased distribution be sustainable?

Thanks.
Read Answer Asked by Victor on February 04, 2016
Q: I realize you stopped covering WIN, but could we get your take on their just-released Q4 earnings?

thank you
Read Answer Asked on February 04, 2016
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
Read Answer Asked by Robert on February 03, 2016
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.
Read Answer Asked by Tak on February 03, 2016
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.
Read Answer Asked by Ernie on February 03, 2016
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