Investment Q&A

• Enbridge Inc. (ENB)
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Q: You stated in your Q&A on Enbridge that "that cash flow PER SHARE has doubled since 2010." However if I go to the Morningstar web site under Key Stats it shows that cash flow has been mostly negative for the last ten years.
The following are numbers from there site......
Free Cash Flow Per Share * CAD
2007-12 -1.28

2008-12 -3.10

2009-12 -1.78

2010-12 -0.74

2011-12 0.33

2012-12 -3.51

2013-12 -5.50

2014-12 -9.47

2015-12 -4.87

2016-12 -1.20
What am I missing? Are their numbers incorrect?

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Read Answer Asked by Hal on December 17, 2017

• Miscellaneous (MISC)
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Q: In June you wrote an article in the NP where you provided some insight on 5 smaller U.S. stocks that investors should consider. Any plans to publish a similar updated article in the New Year?

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Read Answer Asked by Chris on December 16, 2017

• Balanced Equity Portfolio (BEPORT)
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Q: Hello 5i team,
On the one hand, you suggest to have some exposure in all sectors; yet, after the recent changes, the Balanced Equity has 0% in RE, Telcos and Utilities.
Please explain,
Antoine

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Read Answer Asked by Antoine on December 16, 2017

• Knight Therapeutics Inc. (GUD)
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Q: Great show on BNN. As always Peter was to the point,sharp and candid. (CPG for example).
I was surprised that GUD didn't make it to the top picks . Any reason why? It figured prominently in the year end tax loss selling based buys. Always gets a good recommendation in Q&A. Yet didn't make it to the top 3.

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Read Answer Asked by Savalai on December 16, 2017

Q: TFSAs and RRSPs. Are you able to sell a stock one day, and rebuy the next, or is there a waiting period as in non-registered accounts.

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Read Answer Asked by Brad on December 15, 2017

• ECN Capital Corp. (ECN)
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Q: Not sure why so many subscribers seem concerned over ECN at $3.80, I am looking for $3.60 so I can load up but even at today's level it's a no brainer buy.

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Read Answer Asked by Craig on December 15, 2017

• BCE Inc. (BCE)
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• TELUS Corporation (T)
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• First Capital Realty Inc. (FCR)
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• Tricon Residential Inc. (TCN)
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Q: By letting my winners run to overweight positions, while recognizing the importance of overall sector allocations, I am in a constant debate with myself feeling the need to rebalance. My question is regarding 3 sectors with the backdrop of assuming we are in a rising interest rate environment. Currently having a 10% Utility weight, with 0% Real Estate and Telco's, would you suggest trimming Utilities to acquire one or both sectors, if so what names would you suggest? If rates rise faster than expected, will all 3 sectors perform similar ? I watch my portfolio very close, am quite comfortable with higher risk for higher return.

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Read Answer Asked by Charles on December 15, 2017

• Pure Multi-Family REIT LP (RUF.UN)
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Q: I am looking at adding a US reit, i see that this is off by 20% it's high, but still going down, nice dividend too. Upon checking latest qtr. report , they only had around $61,000 damage in the Texas hurricane. Also good insider buying at higher prices. What does the market not like here?
Thanks again.

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Read Answer Asked by eugene on December 15, 2017

• Miscellaneous (MISC)
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Q: Where can I find a complete list of new highs for stocks on the tsx?

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Read Answer Asked by claudette on December 15, 2017

• Axcelis Technologies Inc. (ACLS)
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Q: Another consideration for our RIF. I like it & it's off recent high of $35 - Price /BK 3.5: about 15% debt /cap. with 11% Profit & strong growth. Your opinion &/or other comparable suggestions. Thank you.

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Read Answer Asked by Robert on December 15, 2017

• AltaGas Ltd. (ALA)
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Q: Please comment on ALA. There is a critique in a Seeking Alpha yesterday stating that the WGL acquisition is a disaster in the making.
Thank you for your ongoing great service.
Frank

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Read Answer Asked by Frank on December 15, 2017

Q: Hi Peter What do you read in to the recent announcements and share price reaction
Kind Regards
Stan

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Read Answer Asked by Stan on December 15, 2017

• Block Inc. Class A (SQ)
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Q: Thinking of taking a position in SQ. Your thoughts on growth prospects from current levels for the next 24 months? Any other recommendations in the same space?

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Read Answer Asked by Chris on December 15, 2017

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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Q: Do you believe that today's DIS deal could have a positive impact on DHX in terms of placing a higher value on their library?

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Read Answer Asked by angus on December 15, 2017

• Mullen Group Ltd. (MTL)
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Q: Hi! You sounded mildly positive on MTL just a few days ago.

How do you feel about it following the latest announcement + div boost?

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Read Answer Asked by Dominic on December 15, 2017

• Mullen Group Ltd. (MTL)
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Q: I see that Mullen has just hiked their dividend 60%. Your last comments on this company indicated they were close to 100% payout. What's your opinion on this move, and why?

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Read Answer Asked by steve on December 15, 2017

• Miscellaneous (MISC)
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Q: Good morning, i have passed the CSC, The Canadian Securities Course for investors and have a decent understanding of Financial Ratios and statements, do you know how i could get a deeper understanding of the ratios, since the same ratio in one industry can mean something totally different in another industry. it seems to me that a thorough understanding of these can go a long way in making investment decisions, thanks?

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Read Answer Asked by Pat on December 15, 2017

• Kontrol Energy Corp (KNR)
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Q: Any intelligence on this business - considering a small holding and debenture offering

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Read Answer Asked by Ron on December 15, 2017

• Dollarama Inc. (DOL)
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Q: Good morning. Any thoughts on today's Globe and Mail article on Dol? Borrowing to fund share buybacks.

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Read Answer Asked by Walter on December 15, 2017

• The Walt Disney Company (DIS)
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Q: Please comment on Disney acquiring Fox.... I own a small position ... I don’t know if I should buy more , or sell . I presume this is a good move from a cash flow perspective. How manageable is their debt ?




“taking on a lot of debt.

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Read Answer Asked by Thomas on December 15, 2017