Investment Q&A

Q: Thank you for the new report.
Can you please comment on the recurrence of their revenue (long term contracts) ?
Are they operating in a growth market and what kind of long term revenue growth should be expected understanding it could be bumpy ?
Do you endorse management ?
Thank you.

Q: Hello, I have had a half position in BAM for two years now and have been reluctant to increase it to a full position. One year ago it was up 13% and YTD 2014 it is up 36%. My question is has someting changed to cause the increased return or will it likely revert back to a steady eddie 13% annual return?
Thanks as always
Dave

Q: These stocks are acting very well, can they still be bought at these levels? Is there still much upside? Thank you.

Q: Hi guys,

Like most Canadian investors, I was overweight the energy sector going into the last correction at about 24%. I would like to reduce my energy exposure to about 15%. My current holdings, in equal amounts, are CNQ, SU, CPG, POU, TOU, VET and KEL. I want to keep CNQ and SU since they have good dividends, which are growing steadily over time. I want to replace CPG with WCP since I've lost patience in CPG's repeated share issuances. I plan to sell POU and KEL since they don't have dividends and KEL is not cheap and POU has high debt levels. My final decision is between TOU and VET. I'd like to keep one and sell one to have 4 holdings for about 15% weight. Your thoughts?

Q: What exactly qualifies as order backlog? Is this considered contracted projects with a high level of certainty that revenue will follow within a certain time frame? Also, can a growing backlog signal issues with a company that they are failing to grow their infrastructure in order to meet demand?

Q: I currently owned TRP but would like to sell and replace with a more growth stock. I also own Enbridge but have no intention of selling this one. What would you suggest?I am looking for at least 3-5 years hold.
Thanks

Q: hello 5i team

At the end of Sept you mentioned EMA looked better than Fortis offering a better yield plus, it was cheaper... price at the time $35.10.

Today I read an article about EMA being heralded along side of Enbridge as two of the better utility stocks that offer a good yield and realistic equity growth opportunity. Plus, it looks like EMA has established (according to the author) an annual dividend growth target of 6% for the next 5 years.

Right now I have a portfolio position of 4.6% in ENB and this is my only utility.

At the current price ($37.40) what is your opinion (sell/buy/hold) on EMA and do you still consider it "cheap" based on current metrics.

As always, thank you so much for all you do... am sure i would be much poorer without you.

Gord

Q: hello 5i team

I have enjoyed a nice run with CSX being up 25% while collecting a nice increasing div.

Yesterday it was announced CSX is looking at cutting at least 300 workers... initially through buyouts and/or service package offers. The article went on to mention should the offers not be accepted by January enabling the company to reach the 300 number, "involuntary layoffs may take place."

CEO Michael Ward said "the plan is part of a series of steps designed to reduce operating costs amid what Ward said are serious declines in some of its businesses, especially coal..."

My question.... should I cut and run and be happy with what I have or would you suggest holding tight and not being concerned with this report?

Thanks for all you do

Gord

Q: Today UxC Consulting web site updated the Uranium price, up $5.00 this week and now 40% up from spring time lows. What are your thoughts on playing uranium? I own Cameco but was wondering what a couple other stocks you think would have good potential in the uranium space.
Thanks for your time.

Q: Hi Any idea why this stock is dropping so much - is there insider selling - is the distribution safe - pls advise

Thanks

Ernie

Q: Hi folks,please ask opinion Q results eca/t,and going forward,would u rate it buy,hold,sell at current price,if Q already asked,u can disregard,thanks as always,jb

Q: Acadian Timber ADN keeps moving higher. Earlier in year management was making references to possible transactions to grow business. Those references seem to have been eliminated from recent reports. Are you aware of anything causing recent strength in stock price? Are there rumours you have heard?
John

Q: I currently own one half positions in EH and Avigilon. Which would you "top up" if you had to pick one? I'm wondering if AVO will get cheaper in the near future with tax loss selling?

John

Q: Loblaw good earnings report. Would you add to get to a 5% full position?

Q: Your thoughts on their financial report today.

Q: Hello 5i team,

It was announced yesterday AYA and California based tribes are joining forces along with a number of poker clubs to operate a licensed online poker site in California once legislation is enacted to authorize iPoker.

Is this legislation authorizing "iPoker" in California a done deal? And if so, doesn't this open up an incredibly large revenue stream for AYA with such a large population having access to online poker via Poker Stars? And does this announcement have anything to do AYA's 6.5% increase (and still climbing) today?

Thanks for all you do

Gord

ps... my portfolio allocation for AYA is now at 8.1%. Should I trim this position or hold fast?

Q: What happened to NIF.UN (huge drop) I read over 3rd 1/4 and must be missing something.
Thanks

Q: Hi Peter & 51 Team,

Thank you for so much for the amazing/unparalleled service you provide to the small individual investor.

You have been recommending PLI as a high risk small cap stock. However, on Oct 9, you mentioned ... "for a high risk stock we think there could be potential but we are not huge fans of the valuation and balance sheet" but on Nov 11, in response to a question on "which stocks remind you of Amaya when it was $2" you mentioned "PLI has good potential".

Can you elaborate on your negative comments on the valuation/balance sheet of PLI and yet comparable to Amaya.

Thanks in advance

Francis

Q: Hi
I've look on the site and I might have missed it, where would one find what that "Ratings" mean. I know its been mentioned that a 'D' is stay away, "A+" means it doesn't exist so far. Apparently a "C" is not a buy. But is it a hold? How about a "C+".

Could you put something on the "Reports Page"?

Thanks for the great service.
Al

Q: I have owned Boyd fro a while and am very pleased with your recommendation to purchase it. One thing that has always perplexed me about it though, is its name. For a 'income fund', it pays a rather paltry 1% dividend. Do you continue to recommend it because in the past it has been an income grower and therefore you expect it to eventually pay closer to 3% (which I would expect from an income fund) or is that just by the fact that it grows its dividends, the stock rises and there will are cap gains expectations? Or is it both?

Thanks so much for the education you provide.

Paul F.