Q: Interested investing in blue chip corporate debt. Any recommendations of Canadian blue chip companies and also American?
Preferably companies that have strong balance sheets.
Preferably companies that have strong balance sheets.
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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: Ontario Teachers’ Pension Plan posts 13% return in 2015 and 10.3% annualized since 1990, see Globe and Mail article. Are these returns for real? Even Warren Buffett’s Berkshire Hathaway did not come close to these results. Do you know any publically traded companies that achieved similar results?
Q: If you were buying one of these, which would it be and why?
Many Thanks for the great work you do.
Many Thanks for the great work you do.
Q: I have been thinking of dipping my toes in a few energy stocks. On this list of 12 oil & gas stocks, how would you rate them from 1 to 12. RRX, TOG, KEL, PXT, WCP, CJ, NVA, CPG, PPY, SPE, ECA, BTE.
Many tnx
Many tnx
Q: Your comments on its results released on 3/29.Very poor reaction by market.As a aside,I think China's Anbang will outbid Marriott for Starwood hotels.A reliable source in the hospitality industry in Vancouver told me that Chinese companies are interested in buying hotels in Canada
Q: CQE made big but adverse news today on BNN resulting in 32% haircut.It stated that it is ending its strategic review,but will evaluate any subsequent proposal that will enhance shareholder value.It let go its CEO & 2 other directors.Also announced 2015 financial & operating results.Your opinion pleaseShould I hang on.I only have a very small holding'Thanks for your normal great services & opinions
Q: Hello Peter, Ryan and team,
Would you pls. comment on today's (March 30) release of guidance for the current quarter.
Thank you,
Silvia
Would you pls. comment on today's (March 30) release of guidance for the current quarter.
Thank you,
Silvia
Q: Borrow from heloc to fund tfsa - good idea or not?
Age 56, wife 46. Mortgage free, no other debt; rrsp's maxed out; my tfsa funded to about $30k (with $400/month ongoing contributions), nothing in my wife's. Thinking of borrowing approx $55k from home equity line of credit at prime + 0.5% ( ie 3.2%) to fund balance of my tfsa as well as my wife's to invest in blue chip dividend stocks for long term hold (currently have BNS, FTS, ENB, BCE, TCP, HR.UN, etc). Idea being the maxim that it's not timing the market that matters but rather time in the market. At current 3.2% rate of interest with seemingly little risk of dramatic rate run up anytime soon monthly carrying cost is approx $145 which is not a problem from a cash flow standpoint. Pay off heloc over time as cash flow allows. I realize by using funds for registered accounts we lose the interest tax deduction as well as any potential capital loss carry-forward (hence preference for blue-chip dividend payers). Thoughts re this borrowing strategy or the investment strategy? Anything different you might suggest? Thanks for your insight.
Age 56, wife 46. Mortgage free, no other debt; rrsp's maxed out; my tfsa funded to about $30k (with $400/month ongoing contributions), nothing in my wife's. Thinking of borrowing approx $55k from home equity line of credit at prime + 0.5% ( ie 3.2%) to fund balance of my tfsa as well as my wife's to invest in blue chip dividend stocks for long term hold (currently have BNS, FTS, ENB, BCE, TCP, HR.UN, etc). Idea being the maxim that it's not timing the market that matters but rather time in the market. At current 3.2% rate of interest with seemingly little risk of dramatic rate run up anytime soon monthly carrying cost is approx $145 which is not a problem from a cash flow standpoint. Pay off heloc over time as cash flow allows. I realize by using funds for registered accounts we lose the interest tax deduction as well as any potential capital loss carry-forward (hence preference for blue-chip dividend payers). Thoughts re this borrowing strategy or the investment strategy? Anything different you might suggest? Thanks for your insight.
Q: Which is better, FIE vs ZEB?
Thanks as always for your informative answers! Austin
Thanks as always for your informative answers! Austin
Q: Hello 5i, last fall you were not "overly worried" about the dividend but on February 8 you said cash flow is not covering the dividend. When I look at ratios on GlobeInvestor-Gold the cash flow has not covered the dividend since 2011. How have they been paying all this time and has anything really changed? Thank you
Q: IWG is a Nanocap trading at 2x book. They have 14 straight quarters of profitability, are trading at 9x earnings, have consistently high margins, a board/CEO with history in the aviation industry, and contracts with many big aviation manufacturers. Also, based on what I can determine, North American government regulations require potable treatment on air vessels. I am hoping you can answer some or all of the following questions:
- The annual report 2015 indicates IWG has 1 major competitor in the Potable Water Systems & Water Heaters space, who are they?
- What is useful life of an IWG water system?
- What % of revenue comes from the maintenance costs of an installed IWG water systems?
- How many corporate jets are in service worldwide? Is "lower for longer" oil price seen as a corporate jet business catalyst
- Are Bruce Gowan (chairman, former Magellan CFO) and C. Edward Butterfield (CEO) known as "good" management in the aviation industry?
- They are implementing an ERP in 2016, what is the estimated cost?
It's a tall order, but your my research department :) I really appreciate what 5i offers!
- The annual report 2015 indicates IWG has 1 major competitor in the Potable Water Systems & Water Heaters space, who are they?
- What is useful life of an IWG water system?
- What % of revenue comes from the maintenance costs of an installed IWG water systems?
- How many corporate jets are in service worldwide? Is "lower for longer" oil price seen as a corporate jet business catalyst
- Are Bruce Gowan (chairman, former Magellan CFO) and C. Edward Butterfield (CEO) known as "good" management in the aviation industry?
- They are implementing an ERP in 2016, what is the estimated cost?
It's a tall order, but your my research department :) I really appreciate what 5i offers!
Q: What are your thoughts on Agrium at its present price for a long term hold?
Q: please give an update. while the yd is good i was wondering if you see growth. since its move of approx 20% i am no longer under water and thinking of moving on to redeply in to either alaris or badger.
Q: As of Last Fri, Tog yielding 3.2% is up 44% ytd while Wcp yielding 5.8% is down 14%
What do you think of the idea that I switch my Tog into Wcp?
What do you think of the idea that I switch my Tog into Wcp?
Q: What do you think of dollaramas latest financial report and the comparison to your recent comments.
Regards
Regards
Q: RDCM put out a shelf-filing for $50MM last night, which is almost half their equity market cap. Why would they do this/what is a shelf filing?
Thanks
Thanks
Q: Why is it that this stock looses 2,5% upon the release of an expected deal? Are there any changes that was missed by the market? What is your opinion of this stock moving forward to 2017?
For references, here is the press release:
http://www.marketwired.com/press-release/enercare-completes-2398-million-bought-deal-offering-of-subscription-receipts-2110167.htm
Keep up the excellent work.
Jean
For references, here is the press release:
http://www.marketwired.com/press-release/enercare-completes-2398-million-bought-deal-offering-of-subscription-receipts-2110167.htm
Keep up the excellent work.
Jean
Q: Peter and Team,
As someone with a portfolio largely in line with the Balanced Equity Portfolio, I am starting to work on building some US positions.
I have initiated what I would call a half-position in SBUX and am looking for the best names to start a US portfolio with. I still want the style of investment to match the style of the Balanced Equity portfolio. What are the top, say, 5 names in the US to move forward with? My first thoughts were AAPL, JNJ, and VISA but I don't know if I am out to lunch here. I always prefer names that pay a yield.
Thanks,
Marc
As someone with a portfolio largely in line with the Balanced Equity Portfolio, I am starting to work on building some US positions.
I have initiated what I would call a half-position in SBUX and am looking for the best names to start a US portfolio with. I still want the style of investment to match the style of the Balanced Equity portfolio. What are the top, say, 5 names in the US to move forward with? My first thoughts were AAPL, JNJ, and VISA but I don't know if I am out to lunch here. I always prefer names that pay a yield.
Thanks,
Marc
Q: Just wondering if you can comment on the earnings release from last night. Looked like a very slight miss...very small to say the least. Does the dividend look safe here?
Thanks Jimmy
Thanks Jimmy
Q: Hi
Could you please tell me what you think of Slate? John Stephenson really likes it, but I don't seem to see the value in it that he does. He's the expert, I'm not so please help me understand what he sees in it.
The only thing I like about it it the 7% yield, but the payout seems high and the book value low.
It pays in $US, so to keep the income in $US, would you buy this TSX listed stock in a US trading account?
Thank you
Could you please tell me what you think of Slate? John Stephenson really likes it, but I don't seem to see the value in it that he does. He's the expert, I'm not so please help me understand what he sees in it.
The only thing I like about it it the 7% yield, but the payout seems high and the book value low.
It pays in $US, so to keep the income in $US, would you buy this TSX listed stock in a US trading account?
Thank you