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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: Your comments please on CAP REIT's operating results and your thoughts going forward. Am cautious on the impacts new foreign home ownership taxes will have on apartment valuations in BC and possibly Ontario. Apartment REIT's are coming off a bit. Do you see this continuing in light of the tax situation and a possible US rate hike this year.
Read Answer Asked by Alan on August 11, 2016
Q: I am building a growth portfolio to mimic 5I -- and separate from my other holdings. I own BOS, CXR, DBO, KXS, PUR, SH and RRX at roughly 3% each.

Are all the holdings within the portfolio "buyable" at this time? i.e, do you have a preference in terms of 2 companies to add at this time, which might have more immediate "oomph". (For lack of a better word. I'm still caffeine-challenged at this time of day.)

Thanks for your excellent service.
Read Answer Asked by Sylvia on August 11, 2016
Q: Hi 5i,what do you think of SNC hold or sell, and WDO is not going
along with price of gold, is the management OK ? And BOS, substantial decline of the price today indicate investors are not happy with the company I almost feel like dumping 2000 shares we hold in our cash account. Thank you for your advice. Motoi
Read Answer Asked by Motoi on August 11, 2016
Q: I have a strict portfolio plan I have followed for 20 plus years into retirement. 30 holds devoted to income and 5 to 10 for growth. average holding is 3%.quarterly earning on a singular basis don't generally worry me. However AD=3.25% of portfolio/ cost base $27.00 held since 2013,BDT=3.00%/cost base is $12.10 held since 2013 have been holds for their dividends. BOS=2%/cost $15.25 was bought for capital gain hopes. All three are having negative earnings currently. Please offer your views as to the stability of them going forward and if I should reduce or exit any based on the poor results. Thanks
Read Answer Asked by James on August 11, 2016
Q: Good morning everyone,

Something is not making sense in the market here. Disney buys 33% of Neulions competitor BAMtech for $1 billion.

$1 Billion / .33 = assumed market cap by Disney (liquidity discount most likely applies, but lets negate it) of $6 billion.

Neulion has a market cap of $220 million.

Neulion has, NBA, NFL, global soccer, UFC, tennis locked in, BAMtech has NHL, MLB, PGA. Therefore Neulion > BAMtech in my mind.

$3 billion > 220 million by 13.6x. Is there something I am missing in regards to this massive valuation difference? Technology? Does Disney see some second level of montetization that the market can't comprehend? A special deal perhaps? I picked up more to make a medium sized holding, but will sell if you guys could potential shave off the valuation gap.
Read Answer Asked by Liam on August 11, 2016
Q: Hello,
Do you still have a positive outlook for these 3 companies (2 year outlook). I currently own these 3 stocks and I am tempted to take some profit but do not need the money at the moment. Sector allocation is still fine.

Also, with oil now at $42, can you please share your short term outlook. Should we expect some increased volatilty over the next few months ? Thank you.
Read Answer Asked by Pierre on August 11, 2016
Q: Peter and His Wonder Team
BXE just reported horrible numbers. Since I am not an accountant... I am wondering about all these financial transactions. Do they really reduce there debt and put them on a more sustainable footing going forward. Do they really buy them time and the ability to survive this down cycle? I realize an increase in oil price would be great news for all energy companies!
Thanks for your time and insightful thoughts... and yes you are always great on BNN! Ha!Ha!
Dr.Ernest Rivait
Read Answer Asked by Ernest on August 11, 2016
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