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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 have been watching this stock now for about one year. Do you have an assessment or evaluation on this company? Is this a good time to take a position in this industry or would you recommend another company in the sector?
Read Answer Asked by Greg on October 20, 2014
Q: Hi,
I usually do not buy apparel retailers, but I did so at the end of 2013 when a significant new shareholder entered the stock. Is Reitmans a name you would consider? Large cash position, positive same-store sales, new significant shareholder, etc... What could be an exit price in the next 24 months? What other turnaround story could recommand?
Thank you,
Eric
Read Answer Asked by Eric on October 20, 2014
Q: For Growth do you like:

Fiera Capital or Element Financial
Enghouse or Sylogist
First Service or Home Capital
Parkland or Vermillion
Trimac or Algoma

right now for new funds?
Read Answer Asked by Gregory on October 20, 2014
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?
Read Answer Asked by john on October 20, 2014
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
Read Answer Asked by Henry on October 19, 2014
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.
Read Answer Asked by Frank on October 19, 2014
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.
Read Answer Asked by Pat on October 19, 2014
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
Read Answer Asked by Ernest on October 17, 2014
Q: What do you think of this company. I am looking to get some exposure to Healthcare. I like the dividend. Many Thanks
Read Answer Asked by Gary on October 17, 2014
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?
Read Answer Asked by Alan on October 17, 2014
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.

Read Answer Asked by Jim on October 17, 2014
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.
Read Answer Asked by Francis on October 16, 2014
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.
Read Answer Asked by Olivier on October 15, 2014
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?
Read Answer Asked by Doug on October 15, 2014
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
Read Answer Asked by Nick on October 14, 2014