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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: Hi, is BIP's takeover a good deal for the company and shareholders. If it is accretive to earnings then why the sell-0ff? Is a rail acquisition outside the usual business of this company and therefore increase risk profile of company? Thanks.
Read Answer Asked by Gary on August 17, 2015
Q: Hello team,

You could please comment on recent earnings(58% increase in quarterly revenue), the increase in screens and the $5-million investment in form of a loan by Caisse de dépôt et placement du Québec(CDPQ)? It would be much appreciated.

Thank you, Dwight
Read Answer Asked by Dwight on August 17, 2015
Q: Is the drop in price of CFX sector related or is there more going on here? As you know, there have been plenty of Pulp Mills closed in the last 10-15 years.

Thanks,
Paul
Read Answer Asked by Paul on August 17, 2015
Q: Peter & Team, I would very much value your comments on Alterra & IGG.

Thanks Kindly! Austin
Read Answer Asked by Austin on August 17, 2015
Q: Hello team,

I'm interested in your take on the continued sell-off on ATA. The disappointing quarter aside, do you think the softness now speaks to concern about the currency move in China and the ripple effects that would have on North American manufacturing? Is their exposure in Asia and beyond not diversified enough to insulate them for any softness in North America.

Thanks for your insights.
Read Answer Asked by Suzanne on August 17, 2015
Q: Peter, it was interesting to watch the CEOs of both companies on BNN recently. Both seem like very bright young men although it was far easier to warm to the TCN boss yesterday vs the AVO boss a week or so ago (based upon their demeanours). Is that just them ? or a reflection of how their companies have been performing ?
Read Answer Asked by Paul on August 17, 2015
Q: Hi Peter and Team,

Referencing your last comment on Intertain. Looking at the daily historical data for the past month on the Stockhouse site I would not consider 1.06M as low volume. The reported numbers are the highest daily level in a month. Is there something other than Friday summer trading going on here?
Read Answer Asked by Peter on August 17, 2015
Q: Please comment on the latest results from Solium Capital. Thanks!
Read Answer Asked by Paul W on August 17, 2015
Q: Good Morning Peter, Ryan, and Team,
I purchased shares in Jean Coutu when they got knocked back to under $20. The company has had a decent history of dividend growth and could be considered somewhat safe for an income account. I noticed very recently that you added Andrew Peller to the Income Portfolio and they just reported a pretty good quarter. If you had to choose between the two would you own PJC.A or ADW.A for an income account ??? Thank you very much for your sage advice. DL
Read Answer Asked by Dennis on August 17, 2015
Q: I am interested in the lesser followed companies and I think this one would qualify. Could you please give a "mini report" on it. It seems like a nice profitable company. Could this be a way to participate in the US housing recovery? Is it cyclical? Does it have good prospects for growth?
Keep up the good work!!!
Read Answer Asked by Marie on August 17, 2015
Q: Could you comment on their results and dividend going forward ?
Read Answer Asked by terrance on August 14, 2015
Q: Could you please comment on BDI and ESP quarterly results. The market seems to be punishing them both badly. Thank you for your opinion it helps me make the tough decisions.
Read Answer Asked by Cheryl on August 14, 2015
Q: The Company keeps impressing me. I'm surprised 5I does not cover it. They keep increasing dividends and monopolizing market segments. It looks like they have gotten most of their ducks in a row and continue on the acquisition trail. Seems the market likes their latest results. Would you please share your thoughts on EIF.
Thank you.
Read Answer Asked by Alvyn on August 13, 2015
Q: Hello the 5i team!
I appreciate your insight into the different aspects of the investment world.
My children (26 and 23) have received a generous inheritance from their grandfather.
They might in the short term want to use a portion of their inheritance for a down payment on a house. My 23 year old cannot really touch his portion until he is 25. Their TFSA will be maxed.
I did buy some PHM and some MST.UN (with his agreement) for my 23 year old. I am trying to hold his hand on PHM as he has lost half of his investment.
My 26 year old has a substantial amount of BCE, they both hold RY, CGX, MST.UN, PSK, PMO005, MFC4143 and RBF448. I was thinking of selling the mutual funds as their MERs are 1.97% and 1.2%.
What would be your recommendations for the short term portion (let say 2 year time frame) and the longer term portion of their investment ?
Thanks.
Elaine
Read Answer Asked by Elaine on August 13, 2015
Q: Your thoughts on earnings and is worth holding on
Read Answer Asked by Tom on August 13, 2015