Investment Q&A

Q: INE just released its Q2 results, earnings are up but cash flow is down and the dividend payout ratio is up as a result. So is the dividend at current level sustainable? And what is your take overall of the Q2 results.

Thanks.

Q: There has been a sharp sell-off in this stock since Jul 28 when they announced latest results. Were the figures that bad?
Thanks

Q: I am currently hold Cervus in my TFSA at a large loss. Would a switch to New Flyer make sense at this point?

Q: A year ago, Knight signed a deal to distribute 3 of Advaxis's products in Canada and bought about 400,000 shares at $13.91, a premium at the time from the Advaxis treasury. The shares tanked to $5, recovered to $8 and have jumped %6 to $14 in the past 3 days on the announcement that Amgen bought worldwide rights to another Advaxis drug and gave them $40 Million. This will help Knight as the shares appreciate but will it hurt their deal on the other 3 drugs they represent as Advaxis may concentrate on the behemoth deal with a super-large pharma co. and neglect their other products.
Knight's share price has help up well during the healthcare decline. Do you think they will one day do a big deal or continue to drip out their $600M in miniscule does? I am sure this company will be a blockbuster some day, but I may not live long enough to see it!
Thanks.

Q: Hi 5i - of all of the growth stocks you're watching (in portfolio or not), what would be your top three today in terms of an attractive valuation and 3 year growth potential? (I know you must love these questions :))

Q: Could you please provide some information on Brookfield Select Opportunities Income Fund (BSO)? How does this fund work, and for whom would it be appropriate? For instance, would it be a fair assessment to use it as part of Fixed Income portion in a well-diversified portfolio? -- and to use it as a full position (in this case being around 5%)? I'm assuming it trades just like any other equity? Thanks for all your great service.

Kudos to Peter, also, on a great show on BNN last night. A superb explanation on what's going on at Concordia ... which should quell all the questions for a while. : )

Q: my question earlier today- thanks

Q: Peter and Team:
Above is a list of stocks I hold in an more aggressive non balanced account with no bias towards weighting. (I also hold a more balanced portfolio modelled much after yours--thank you!).

I am down 20-50% on all of these. I was wondering if you thought there were any I should cut loose now in search of better opportunities. I am patient (somewhat) with a long time horizon.

Thank you for a wonderful,ever improving service.

Phil

Q: Why does the market seem so apathetic about this company's consistently excellent financial results. I've held the stock over 3 years during which time the EPS has increased about 50%, and yet the stock price is roughly the same. There has also been two dividend increases.

Do you think the company could eventually be taken private if the market will not give the company a fair valuation.

Q: I missed your appearance on BNN earlier this week. Would you happen to have a link to the full video?

Q: Good Morning
Magna and Exco make up about 9% of my registered account. I would like to add New Flyer based on your comments. Would you endorse a switch from XTC to NFI? Do you see NFI as auto related? I am concerned with my sector exposure.

Thank you

Q: Considering Redknees most recent results, is it worth holding on to this stock?

Q: Given npc recent contract wins, looming infrastructure spending,U.S. presence and growing back log,would you consider taking a small position? Thanx.

Q: Peter/Ryan, can you comment on PGF's Results? Given Seymour Schulich now own 100,000,000 shares, is it worth jumping into? He is aver smart investor! Thanks.

Q: ave 5% in each corp and have losses of 25% and 35% respectively. I have been patient but wonder if I should sell one half of each and buy more ZZZ and KXS, in their place.
Thanks for your assistance..
Alex

Q: Would you consider pure technologies best in class or are there any other in that field that would be better?

Q: Hi 5i Team, at 63 I know I should be in Bonds........but can't get myself to, especially if they go Negative. Hence, I'm looking for 1 or 2 good companies that pay a good/safe dividend. CHR pays almost 7%, and their Air Canada contract is good until 2025, so low risk of the dividing slumping & using the Rule of 72, my $ should double in 10 years. Can you please comment &/or offer an alternative? Thanks!:)

Q: If there is a housing bubble in Canada is there any stocks that would benefit? Thanks.

Q: Big drop after earnings report. What is your advice on the stock. Buy, hold or sell. Thank you.

Q: What are your top recommendations for Canadian residential REITS. I am considering taking profit in Can. Aparts (CAR.UN) and would like to re-invest in the same sector.