Investment Q&A

Q: Could I please have your analysis on xsr,it has recently come down to the 5.50 mark. Looks to me its cash flow is fine and dividend should be save. Has this stock been beaten up a little too much or am I missing something?
thanks
Cal

Q: Hello, can you comment please on the recent earnings report. I have held a position for about a year and like the fact their dividend has been sustained as well in this downturn. The market seems pleased with the results. Thank you, Bill

Q: Hi,

Since BCIs positive earnings report on Mar 16, the stock price has been dropping every day, even yesterday, when most companies were up?

I have about 5% of my CDN holdings in BCI and am up 30%. Should I trim, sell, or just hold on, as I am a long term investor.

Q: Hi! I don't have much exposure to interest rate sensitive sectors such as telecoms, utilities, REITs, etc. With rates expected to rise eventually (we think!) would it be prudent to wait since historically there seems to be a short-term overreaction in the market and a short-term sell off even though longer term the impact is negligible. Should I start building a position in these Companies now or wait for a short-term interest rate correction or half now and half later. Also, do you prefer Telus over BCE and do you think the Conservatives desire for a 4th carrier will subside eventually or only with a change in government?

Thanks for your help,
Jason

Q: Hi 5i. When talking about investing in a business, monopolies (or those that don't have competition) tend to win and have this durable competitive advantage. What would you guys say is a near-monopoly companies that are worth investing in?

Q: I have a small position in WEF and am looking to increase my exposure to the sector. If you were to choose one lumber play today, which one would it be? And what indicators would you be looking at that might signal that the sector is starting to move again. Thanks.

Q: I was about to sell this stock after reading that you see little (though > 0) chance of a competing bid and that currency fluctuation was going to be the main cause of movement. But I saw that some 700,000 shares have moved today and it got me wondering who was on the other side of these trades? As you say, there are two sides to every trade so is it "sharp" arbitrageurs buying and if so, should I hang on? I would just as soon move on if it is only going to be for a few cents but am I missing something here?

Appreciate your always sage advice.

Paul F.

Q: Hi Peter,
Sincere thanks for all the great advice. What's your short list of TSX listed companies that have a large percent of their income from south of the border, and/or from places other than home ? TCN, CSU, ESL have all been terrific. Thank you.

Q: I currently have broker accounts with TD Waterhouse & ITrade.
Can I get your thoughts on QuestTrade. Who are they / who owns them? With TD & ITrade I know I can get help by walking into a branch but strictly online seems a bit riskier.

Thank you as always.
Craig

Q: Hi 5i Group:
Do you know about IKO Enterprises Ltd and Saul Koschitzky? I see that they took a big position in May 2014 in Vicwest and then the company was bought out. They have also taken a position in Strongco. Any thoughts about these guys would be helpful.

Thanks

Q: excluding patric horan which I know which are the best hedge funds or who are very good fund holders.

Q: Can you provide an update on Hudson's Bay (HBC) since its announcement of the REIT joint venture with Simon Properties and RioCan.

Q: In case you hadn't seen it there was good news today on NRG
Alter NRG agrees to Harvest takeover for $5 per share.

Rob

Q: I am holding the following losers. I am not sure if they are worth holding on to. Would appreciate your views. Thanks
VNP(-40%), CS(-52%). TBE(-52%), VXS(-52%), VALE(-47%, ECA(-39%).

Q: Several reports over the last few months mention that it's just a matter of time before more competition comes in from the U.S. do you see this happening any time soon, thanks? I got out of Dollarama about three month ago, but now considering getting back in.

Q: In response to a question today you recommended Loblaws in the Consumer Staples sector. I'm curious why not Metro when Metro has a much higher ROE and a lower P/E ratio. Also, would you recommend George Weston instead of Loblaws? Just curious. Thanks for all you do!

Q: LIF is down under 15.00 this AM. I understood that the Ex. Div. date was tomorrow. Is there some reason for the stock to be down today by such a large amount? Thank you for your previous reply and comment re this stock earlier this March

Q: Could we get your latest views on GUD. It's been off quite a bit the past few days. Is it good time to take a position?

Q: In the Consumer Cyclicals, I hold Linamar, Magna, Disney, DHX Media and a bit of BABA. In Consumer Defensives, I hold Couche-Tard and Saputo.

I was thinking I would sell Linamar from cyclicals and add Loblaw to Defensives, under the assumption that it's probably better at this time to have more weighting in defensives than cyclicals. Does it merit holding both Saputo and Loblaw, given that their charts parallel each other in an upward trajectory, with Loblaw slightly outperforming Saputo since about the end of October. I have a sense, from reading all your answers on Loblaw, that you expect good growth from them. If not Loblaw, would you suggest another name, please? .... or should I leave well enough alone, assuming there is still good growth in Linamar? Thanks for your advice, as always: you deliver a stellar service that is beyond compare!

Q: Hello Team,

Would it be possible for you to list the names of 1 or 2 companies in each sector but with a management which is similar to the ones at CSU, CCL, CXR, or AYA? I mean companies whose management has proven record in caring about shareholders, taking calculative risk to grow the business, and having meaningful skin in the game.

Given your vast knowledge of who is who in business, I hope this is not way too much work for you but I understand if you decline. Like everyone else I am just grateful that you are there for us all. Thank you!