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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: Hello 5i Team.

Do you foresee an impact on natural gas demand and price if the US commits to the proposed 30% reduction in greenhouse gases from coal by 2030? Andy Bell on BNN June 2, 2014 said 40% of US carbon emissions come from coal fired electricity.

What would be a best guess on the timeframe of an impact?

I suppose another possibility is that Utilities seeking price stability develop wind, solar, or hydro capacity instead of developing natural gas power plants; I.E. ongoing costs of renewables could be more predictable and stable than natural gas.

Thanks, David.
Read Answer Asked by Robert on June 04, 2014
Q: Hi Guys
My 19 year old son has the max to contribute to a TFSA. What would suggest for him to get started as an investment. He has a self directed trading account with zero in it.

Thanks
Read Answer Asked by Michael on June 04, 2014
Q: Hello and good afternoon,

Couche-Tard (ATD.B): the last post re ATD.B was end Apr, and your team spoke highly of it. That was pre-split. Has there been any material change in the corp to explain the decline over the past month (I could not find any news reports)? Ack the pending change of CEO, and perhaps it is simply a breather, providing a sale price in the process?
Thanks in advance. Bob
Read Answer Asked by Bob on June 03, 2014
Q: I have some cash in my TFSA. What do you think of Brookfield Infrastructure and the current price as an entry point.


Thanks
Read Answer Asked by Greg on June 03, 2014
Q: Air Transat (TRZ.B):

After a collapse in share price in March to $8.10, Transat's share price has been gradually recovering and then today was up over 6 percent to close at $9.40. To partially assess risk reward I look at average analysts' one year price targets which for Transat are either $15.47 (Globe) or $15.50 (Thompson R), offering significant possible upside potential. At $9.40 it is still selling at less than BV with no debt (that I can determine). It is a small position for me (about 1.5 %) but I am contemplating increasing that to perhaps 2 %, but I have no insight as to why the price has moved up. I was wondering what thoughts or recent info (in addition to your March report), you might have. Thanks.
Read Answer Asked by John on June 03, 2014
Q: Hi Team,

TKM is still drifting lower. With about $8 in Cash and a good pipeline of drug candidates, Monsanto agreement etc. what do you think about the company. What is the maximum risk to this stock given the cash they have.
Read Answer Asked by Imtiaz on June 03, 2014
Q: To Peter and good crew. I am concerned re electrification plants in Canada powered by coal sources. Are there some producing in this manner and if so could you tell me please. This question posed as a result of the new policy brought down today by Pres. Obama.
Read Answer Asked by Phyllis on June 02, 2014
Q: Hi Peter and team,

Can you recommend some consumer staples or consumer discretionary stocks with a good yield, other then Cineplex?

Thanks,
Jason
Read Answer Asked by Jason on June 02, 2014
Q: Hello 5i Team,
I have been buying a number of Brookfield companies on dips and now I am 11% invested with Brookfield:

BOX.UN - 1% non-reg
BPY.UN - 3% non-reg
BIP.UN - 5% non-reg
BPF.PR.E - 1% reg

I'm comfortable with these investments since I am looking at the longer term. If you think I should have a limit to my exposure with Brookfield alone and what might be a percentage?

Thanks,
Ronald
Read Answer Asked by Ronald on June 02, 2014
Q: Hi, I just read the updated report on Wispak Ltd. In the report card section you've noted the debt/equity as being 0. Can you list the names of some other companies that have a debt/equity of 0? Are there others? Thank you.
Bashir
Read Answer Asked by Bashir on June 01, 2014
Q: I asked a ? the other day about where to access insider trading info on companies & 5i did not have an answer other than to say call my investment bank, which I did. Sedi.ca, click on no. 5 option-takes you to another page where in top left you click on the info you want to access. FYI..JP
Read Answer Asked by James on May 30, 2014
Q: Hi 5i team, in my account I have the following (all equal weighting except ROI x3, major disappointment) CGX, CLR, DSG, GIL, HCG, OTC, TCN AND ROI. Question, I found some extra cash, should I add to each position except ROI or purchase a new position. If the later, what should I add! thanks again
Read Answer Asked by jim on May 29, 2014
Q: It has been over six months since your last comments on AC.B. I'd be interested in whether or not you view has changed since last October. Yesterday I sold half of our holdings (purchased at under $5). That of course, resulted in a jump of 3.6% today.
Read Answer Asked by Donald on May 29, 2014
Q: HI.WHAT IS YOUR OPINION ABOUR BRF S.A,A BRAZILIAN FOOD AND PACKAGING COHAVE A GOOD DAY,EBRAHIM
Read Answer Asked by ebrahim on May 29, 2014
Q: For individuals who are self employed, is it better to keep their investments in the company or personally. I have always maxed my RRSP and TFSA, and have an investment account within the business. I know an investment advisor who tells all his self employed clients to not make any RRSP contributions, and invest within the business account instead. What does your math say is the better way to do it?
Read Answer Asked by Ian on May 28, 2014
Q: Hello Peter, I’m very pleased to join you as a new member. Hoping you can respond to a question.
I have a well-diversified RSP, but have a good amount of uninvested cash in my TFSA. I don’t expect to need any money from the TFSA for at least 5 – 7 years, and feel I can take somewhat more risk. I would appreciate your suggestions for a mini-portfolio of about five stocks for longer term gains. I would hope to double the portfolio over the next 5 years between dividends and capital gains. (I already own FSV, HCG, and SJ.) Thank you in advance.
Read Answer Asked by James on May 28, 2014
Q: Please rank the following Telco's in order of preference.

Rogers, Telus, Shaw Tv, Shawcorp, Quebecor, BCE.

If any other interesting ones please indicate as well.

Many thanks !
Read Answer Asked by paul on May 27, 2014
Q: I am sitting on some cash right now in my rrsp and tfsa.....what would you say are your favorite 2 or 3 must have stocks right now?
Read Answer Asked by Edward on May 27, 2014
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