Investment Q&A

Q: re - 5i Filter – Overblown Corrections?
This report shows Sears (SCC) with a dividend of over 50%. When I looked up the stock on BMOInvestorline, it showed a dividend of 0. Does it pay a dividend? Is it safe at that rate?

Q: Hi

Could you do a comparison of these two companies in terms of earnings growth, price to earnings and balance sheet evaluation. Which of the two do you favour for stock purchase at this time.

Thanks

Q: Hi 5i Team. Perhaps one thing to remember in these times is that, if you are lucky enough to hold cash and is waiting to get in, you could do it in steps. Take for example, Whitecap. It got to over $18 before the drop. When it got down to 13.95, I went in with half a position. It bounced up violently the following day (2 days later? whatever), I went in with the other half at 14.90. Of course, there could still be another drop in oil prices. For the long run though, we are addicted to the stuff. So it is a hold. I am able to stay calm during all this turmoil because I was unlucky enough to have been invested through Black Monday. 20% drop in one day! This one we are experiencing is a picnic. You don't need to remind me that anniversary will be in a couple of days. Cheers. Henry

Q: Hi,
Do you have a favorite list of about 6 Canadian companies that have recently started paying dividends.
Thank you.
p.s. Great presentation at Money Show.

Q: Hello,
I know you are generally positive in Aimia, but it has really been crushed due to decreasing cash flow estimates. Do you think its'
business may improve and grow over the long run, or is its' best case scenario just be a nice dividend payer? If you feel it could grow, why?
Thanks for your opinion.

Q: Hi Team

Can you provide me with a list of the 2 "most blue chip" dividend stocks from each of the following sectors. my definition of blue chip is safe dividend, dominant place in market sector, and economic "moat".

Sectors
Financials (bank)
financials (non-bank)
Insurance
telecom
Energy (oil related)
Energy (not oil related)
Industrials
REITS
Consumer Staples.

I am asking regardless of current market volatility. I am trying to verify my own sense of the business world.

thanks

Q: What do you think of this company. I am looking to get some exposure to Healthcare. I like the dividend. Many Thanks

Q: Thankyou for reassuring all of us in these troubled waters. I have quite a bit of cash to introduce back into markets. Is the 3 days of positive market action a good indicator this down turn may be over? I know you don't have a crystal ball but how do we deploy a substantial amount of dollars back in to the prescribed portfolios?

Q: Hi 5i,

Sometimes the market over-punishes a company, creating an excellent buying opportunity. Another factor could include a company with a poor communications strategy (doing well, just not communication the results well).

I mentioned Wi-Lan as perhaps the recent legal processes are being over-emphasized.

However, my question is, with the above themes, as of today do you have a few high quality income or growth companies (5 or 6) that are being over-punished, due to the current market conditions (and could be characterized as low-risk bargains). I am currently adding to my portfolio in small increments (not knowing when the bottom will arrive).

Thanks so much for great service.

Q: Is new flyer a buy right now for income and growth.It is off its highs by quite a bit.

Q: I've been wanting to buy a retail stock but have been intimidated by their valuations. Which of those do you think will profit from lower oil prices? ATD.B, Saputo, Loblaws, Metro, Jean-Coutu. Much appreciated.

Q: Can I please have your opinion on this company especially with it's dividend stability and it's business and stock outlook. Thank you.

Q: Working in the health sector, I'm not really worried about an ebola pandemic. Probability of a major world wide epidemic are fairly low. However, I'd like to start watching a few companies in case it actually become pandemic. I must admit I'm a little clueless about what to look for. Any thoughts on that ? could you recommend some names ? I'd like to avoid small biotech.

Q: I'm looking for a Canadian Consumer Discretionary stock with good fundamentals going into this seasonal period for a 4- to 6-month trade. Any ideas?

Q: Hi guys its easy to look back now and say I should have sold some of my winners earlier to have a cash position to buy more now with this correction but if that wasn't the case what does one do now, just wait it out, is buy and hold wrong? Thanks, Nick

Q: To what extent would lower energy prices help or hurt Superior Plus(SPB) and Parkland Fuel(PKI). Thanks.

Q: I wish to purchase a dividend paying company, where there is some chance for growth and am thinking about one of the rails, (although perhaps a U.S. rail company but don't know any) or a pipeline company. Am I correct in thinking that the rails have a pricing power authority that trumps pipelines, pipelines being more closely tied to commodity price. Thank You

Q: For a long term investor, a market correction could be considered a "sale" on good companies. Which good companies do you think represent the best buying opportunities in this market correction for an investor looking for growth.
Thanks as always,
Chuck

Q: Anything look like a screaming buy according to your screens?
And yes, I am old and have gone thru this several times.

Q: Hi Team,

General question. If I have unrealized gains in certain stocks (take AYA for example) would it not be wise to cash in these gains and top of several stocks that have dropped sharply? BAD or AVO would come to mind.

In addition I was quite over weight in SGY. I like the stock and think it will rebound (I get the sense you agree as well). However I was thinking of cutting my position from ~10% down to 5% in order to redistribute these funds to the above mentioned stocks or possibly others (BDI, MCB etc...) that have been mentioned in your questions section.

I suppose in summary I realize that selling now is not ideal (as everyone else seems to be) but are there certain times when freeing up money in your portfolio to buy stocks that have been hit hard is a good idea?