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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: I hold Cal Maine Foods as part of an option writing strategy on US companies. Projected earnings for the company have been lowered significantly and the stock has embarked on a steady downtrend. The forward PE for the company is about 26 which is very high given the current trend for earnings. Based on these estimates there appears to be little reason to continue holding the shares as further share price weakness seems likely. Is there any redeeming information regarding future growth,potential earnings recovery, the overall industry, etc that would encourage holding rather than selling the shares?
Read Answer Asked by John on June 08, 2016
Q: Hi 5i, how would you be approaching the Brexit vote from a portfolio perspective? I have a few names that are very exposed to the GBP/USD exchange rate (i.e. CXR, IT and ESL). Should I be taking some off the table prior to this vote or is it too late and most of the fear is baked in to current prices? In your opinion what direction do you see the GBP going if there is indeed a Brexit? I've heard arguments both ways on long and short term. Thanks again.
Read Answer Asked by Mark on June 08, 2016
Q: Hi, further to my previous question, I was told by BMO investorline that for those who did not choose prior to closing of the deal will have to wait 2 or more weeks for sso to finalize on the share exchange or cash based on majority vote. I am not sure how much would that be? Would appreciate your clarification .Thanks.
Read Answer Asked by victor on June 08, 2016
Q: Hello, I have been reading your comments on Savaria Corp with interset, for a few months and decided to initiate a small position this week. Companies supporting aging demographics should continue to do well, but SIS is still fairly small cap and valuation appears rich. Stock also had a decent run lately, so it could tread water for a while. I would rather wait a few more quarters, before adding at today's price. What are your thoughts ? Thanks
Read Answer Asked by rajeev on June 08, 2016
Q: Sorry - I was looking for an CDN or USA ETF not individual stock
: Is there a USA or CDN ETF that your team would recommend similar to CSH.UN, SIA or SIS. Is there any news why SIS is selling off with high volume.

5i Research Answer:
In the US, three to look at are SNH, HCN and LTC
Ventas VTR is also interesting, owning seniors' housing and medical office buildings.
There is no news on SIS, but energy/metals have been very strong and there might be some rotation occurring this week.
Read Answer Asked by Hector on June 07, 2016
Q: Is there a USA or CDN ETF that your team would recommend similar to CSH.UN, SIA or SIS. Is there any news why SIS is selling off with high volume.
Read Answer Asked by Hector on June 07, 2016
Q: Perusing today's, June 7/16 , Globe and Mail Investor Data Tables I noticed a curious stock mentioned-ACE Aviation Holdings. It is priced at .57 cents and pays an almost 65% div. I tried to investigate further but any info I found was not clear to this tyro. Please, what do you see when you delve into your sources?
Read Answer Asked by Ryczard on June 07, 2016
Q: Greetings to the 5i team. The last question I noted on sector weightings was quite some time ago now. Your response to a member asking about weightings for an income oriented portfolio was I believe as follows: 10% Cons Disc, 15% Cons Staple, 5% Energy, 15% Fin, 10% Health, 10% Indust, 5% Real Est., 5% Tech., 10% Telco, 15% Utilities (no allocation to materials at that time, although I know you have advocated a 5% "insurance" in gold in the past). Would you please indicate any changes to those percentages if you were to answer the same question today? I'd also be interested in how they might change if the question was for a more income/growth balanced portfolio. On a side note, I think I consider my membership fee
mostly for research but partly for therapy, since I find your reasoned responses to various market fears a calming influence! Cheers,
Read Answer Asked by Stephen R. on June 07, 2016
Q: what is your favorite stock in the materials sector for growth for the next 6 months, risk is not a factor for me, the more risk the better.i already have oil and gold exposure. thanks. dave
Read Answer Asked by david on June 07, 2016
Q: Hi Peter and Team - In a question today which asked you to decide on which oil and gas stocks you would keep out of a list of several, I noticed that Surge was not on the list of keepers. Is this just because the others were better or do you have concerns about Surge at this point. From previous answers it sounds like Surge is on the right track to recover with higher oil prices. Does this remain the case. Also could you give me an update on insider ownership and your opinion of management. Thanks.
Read Answer Asked by Rob on June 07, 2016
Q: I have a question about brookfield real estate, why are the shares so under followed and under appreciated? with an 8% yield and shares up nicely since last earnings and share price pushing all time highs you would think there would be more talk about it?

it has a strong dividend that has been increased several times recently and shares continue to appreciate, i think this is a very undervalued company, your thoughts?

are investors afraid of its small size? or its connection to real estate? lets face it, if the real estate bubble bursts in toronto and vancouver (which makes up 1/3 of realtors biz) people will still need to sell these inflated properties

thanks
Read Answer Asked by michael on June 07, 2016
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