Q: Hello, after the success of my own account (thanks 5i), starting Tfsa for wife. can you please suggest 4-5 solid names in current environment / valuations considering Income, safety and decent growth as main objective. This would be for 40 yr old moderate risk taker investor with 3-5 year horizon. Thanks again.
Q: Good day! I am looking at the cash flow for RSI (Rogers Sugar) on SEDAR for yesterdays results, and am trying to work out the payout ratio. Could you tell me what of the items would need to be adjusted from the earnings to give a "realistic" payout ratio. What do you calculate as the payout ratio? Thanks!
Q: CF is up substantially today. Could you please explain their press release "Canaccord Genuity Group Inc. discloses cancellation of shares acquired under normal course issuer bid/buy-back programme and total voting rights". Is this the reason for the increase? I'm somewhat confused. Thanks as always for the great work you're doing.
Q: Hi Peter, Further to your answer on SGY, is there a website I can access which will show when large investors (not necessarily insiders) are buying or selling big blocks of shares? Thank you.
I am surprised there were no questions about CCL Industries (CCL.B) today. Wow, what a great day (up over 8% after reporting record numbers!). So glad you pointed out that company to me. Any additional insights?
Q: what is the outlook for EIF, Exchange Income Fund. Pays over 9 % dividend. Stock has been dropping, is there a problem? Is it a buy, hold or sell? Thank you very much.
Q: Hi Peter and Team, regarding Surge, SGY, in addition to your reply today, would you please provide which insiders having been purchasing shares recently and what individual management/board share ownership is currently? Thanks!
Q: own 800 shares of BAM.PF.C perpetual series 36 at 4.85%. bought at IPO down 13.6% if i take dividend into account loss is around 7.5%.In view of eventual rise in rates selling now seems like the best option.
Your comments please.
Q: What are your thoughts on beta? Does it play any kind of role in your analysis? I was getting beta info from the TSX website but notice on the few I looked up this morning, that the info is marked NA.
Q: There has been some interesting discussion of AGMs recently. Perhaps Sherritt's meeting next tuesday will be one of the interesting ones. Do you have any thoughts on which way to vote my shares in the proxy battle now going on?
Also, Catamaran, CCT, reported stellar earnings to-day, as usual. Do you have any insight as to why the stock price has been down so much in the last 2 months? It is rebounding nicely to-day but is still well off its recent high.
Q: I have been a member since you first established 5i. I am writing to thank you for your wise counsel. For example, I bought AutoCanada for my RRIF in March 2012 at $8.35 after reading your report. I bought more a year later.I reluctantly sold part of my position this week when I was showing a gain of 485%. Many, many thanks!
Can you share your views on recent weakness in TTH, Is it general market malaise or sime other issue. From Canadian biotechs which ones are your top 5 favorites at this time. Thanks