Investment Q&A

Q: Hi peter
On ala you state the acquisition underpins the dividend increase .What do you mean by underpin?
Kind regards
Stan

Q: PIH seems to be getting some traction. Volume is up as is price. Would you buy now or wait for quarterly release in early Feb?

Q: Hi,

Would you be a buyer of ABT now, or would it be more prudent to wait until after their next earnings release, which I believe Feb 6?

Thanks,Brad

Q: Hi 5i,
I have held for nyx for sometime. Very very frustrating. When do they report?
I'm thinking of selling it and moving into either itc or pho. What do you think. Thank you as always.

Q: I am down about 20-25% but willing to hang on. Should I?
Hold or sell.
Thanks

Q: In your experience would you expect the shares of JPJ-LSE and ITX-T to trade in unison? I guess there is no way to determine how many choose the exchangeable option, my concern would be liquidity issues on the TSX and the size of the float. It looks like JPJ is up about 8% in the first couple of days on the LSE.

Q: Hi, Spin Master was clawing its way back up in past 2 weeks, but again took a hit today morning. Down 5% !! Is the same class action news causing this ? I have a full position. Results are still several weeks away. should I be worried ? Thanks

Q: Hi 5i, any insight into the huge spike in volume for Sylogist today? Huge volume and a 2 percent bump, should we take this as a good sign? Rob

Q: Hello 5i Team,
Is it too early to wonder if the "story" is changing since you last issued your opinion on the company in September 2016?
Thanks,
Antoine

Q: Hi, SIMO is off about 30% from it's high and the short interest looks high. Are you aware of any particular concern with this company going forward? I'm down 10% and concerned if it breaks through $40 it could go much lower. Your thoughts are appreciated.
Thanks.

Q: Good morning. Just a quick funny (not so funny?) thought in reply to Dave's question regarding the freshi IPO and your answer. It strikes me that it is a lot like trying to get concert tickets prior to the resellers getting them all and reselling them at an inflated price! I guess it's the world we mere mortals live in.

Q: I would appreciate if you can provide pros and cons of ARC resources.

Q: Tuckamore (TX) recently changed its name to Clearstream Energy Services (CSM). Its stock has risen quite smartly recently. What is your outlook for CSM going forward?
Thanks!

Q: Would you hesitate to recommend Nfi and Afn now that trump has said that he would impose tariffs on foreign goods?

Q: Within my energy holdings, I have full positions in SU, CNQ, and IMO. I would like to sell one of these 3 and add to my existing VET holdings (I also have full positions in WCP and TOU). Taking into account my desire to have a good balance between oil and gas production, and optimal future capital gains prospects, which of the 3 (SU, CNQ, IMO) would you sell? Also, please provide the percentage of revenue for each of the 6 companies mentioned, that is derived from Canada's oil sands...thx..Glenn

Q: I am looking to sell my Energy stock holdings as I move all of my portfolio to ETF's - I am looking for a bit more stability in the energy sector as well as income - I have a 10 yr horizon and can live with some moves with the market - Can you recommend a couple good ETF's that focus on Income from Energy and Energy services - Thanks

Q: Could I please have your opinion of AGI and of their financing today. Would you consider it a buy? Thanks.

Q: What are your thoughts on Methanex's Q4 results announced last night, which look pretty strong on an initial look?
Thanks

Q: Do you have any information on who Dream is selling its properties to? What do you think of this move by them and what do you think of the company as a whole, primarily for stable income, with recent pipeline news? Thank-you again.

Q: Hi Peter and Team:
I am interested in some comments about both FFN (North American Financial 15 Split) and PIC.a Both trade on the TSX but act like a mutual fund with a small 'mer'.
FFN pays a monthly dividend of 0.10 and its yield is about 13.07% at a trading price of $9.18
PIC.a pays a quarterly dividend of 0.20319 and its yield is about 11.30% at a trading price of $7.20.
I really like high paying dividends, as we all should but,,,,
I have been invested in PIC.a since April 2004. This has consistently paid quarterly since that time. It was a DRIP until a few years ago. Now it strictly pays Cash. This cash is 'Return of Capital' and as such has no tax implications in my regular investment account???, I think. Is this a good or bad thing???
I own about 17% of my overall portfolio in PIC.a Some of this PIC.a Div cash is paying out into a RIF withdrawal, with minimal effects on the Capital in the RIF.
Now I am looking for your thoughts on FFN as I diversify a bit more and of course feedback on PIC.a
Thanks. Ken .....