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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: Would like your opinion on Hot.un reit
Thanks.
Read Answer Asked by howard on March 15, 2016
Q: what do you think of there latest earnings, and looking forward how do you feel about it?
Read Answer Asked by eugene on March 15, 2016
Q: Could you give me your view on PLI after recent $30 mln
debt financing. Many thanks.
Read Answer Asked by howard on March 15, 2016
Q: Hi
Can you comment on the current earnings release
Cheers
Greg
Read Answer Asked by Greg on March 15, 2016
Q: Nice dividend here but is the payout ratio too high? How would you rate their balance sheet. Thanks!!
Read Answer Asked by gary on March 15, 2016
Q: Hi, Peter and team I would like your insight on this company as a long term hold for dividend income. Thank you for all the great help you provide to the small investor.
Read Answer Asked by Desmond on March 15, 2016
Q: I own both aw.un and boston pizza bpf.un, wondering if you
prefer them to reits? thanks
Read Answer Asked by howard on March 15, 2016
Q: Good day,
I have been considering trimming if not selling my insurance exposure out right because of falling interest rates. With more and more Central Banks experimenting with negative rates it is possible that eventually Canada and the USA try out negative rates. Would there be any merit in selling GWO,MFC,SLF to buy FFH? My rationale is I could maintain some insurance exposure but if the whole system implodes (this is why they are considering negative rates to begin with because traditional monetary stimulus isn't working), clearly there must be some risks of a black swan event out there. Like you, I don't like to go zero weight any sector so this way I could maintain insurance exposure but also have down side protection? Or should I keep it simple and simply reduce my insurance weight.. Thanks.
Read Answer Asked by Chris on March 15, 2016
Q: With csh up 5.6% since Feb 29 acquisition news, do you its
better to wait for pullback to buy?
Thanks
Read Answer Asked by howard on March 15, 2016
Q: Looking to potentially add some U.S. Healthcare stocks in a RRSP. We already hold JNJ.
Any thoughts on GILD vs. UNH or MRK or COO...how would you rank these?
Thanks so much.
Anne
Read Answer Asked by Anne on March 15, 2016
Q: Hi 5i: I am down a little more than 20% in each of BOS, DRT, KXS and MAL. AS far as I can determine, there is nothing fundamentally wrong with these companies so I am planning to hang on. What would you advise? Are there any I should sell?
Read Answer Asked by Roland on March 15, 2016
Q: Hello Peter,
I’m looking to build up the higher quality part of my portfolio. I’d like to add a few reasonably stable, well-managed companies that pay at least a 2% dividend and that have a decent likelihood of longer-term modest growth.
Based on today’s markets and prices, can you please suggest 6 good Canadian candidates (including one REIT), and 4 US choices (or international if traded on our or the major US exchanges).
Please do not include banks or oil & gas, which are already well-represented, nor the following which are also currently held: BAM, FTS, T, HCG, BCE, or ENB. And could you agree with KBL being one of the 6 Canadian options? Thanks! James
Read Answer Asked by James on March 15, 2016
Q: I have held Enercare and Just Energy for approx the same amount of time. ECI has performed very well while JE is stagnant. Both have provided a Nice Income Stream which is important. I am considering selling JE and adding to ECI for Income and growth. I am reducing my income but expect that dividends as well as the stock price will grow. ECI's position would become approx 3% of my total holdings.

May I have your opinion on this move and some of the reasons.

Thank you,
Brian
Read Answer Asked by Brian on March 15, 2016
Q: chartwell and sienna (sia) and extendicare (exe) have been trading well lately, their payout ratios and dividends and earnings look solid

is there any reason they cant continue to make new 52wk highs? are valuations too stretched in this space or does the growth that these stocks have deserve the valuations?

thanks
Read Answer Asked by michael on March 15, 2016
Q: What is your view of Northern Blizzard's 2015 results and do you like them as a name to own in the oil sector? Thanks,
Read Answer Asked by Curtis on March 15, 2016
Q: I have been following this stock for some time and feel it is a good opportunity. Do you agree.
Read Answer Asked by James on March 15, 2016
Q: Hello Peter and the 5I team

I have noticed a decent decline in the KBL share price. Do you see this as a good buying opportunity? My discount brokerage has some data on the company, PE of 25.6, PB of 3, ROE of 13.8, about an average of 2% div growth over the last few years and debt of 0. Do these numbers jive with your numbers?? Would you consider this a good buy for a long term hold or is there better more stable companies with div growth to go to? What is your opinion of Management? What are the possible future hurdles for this company?

Thank you
Read Answer Asked by Darren on March 15, 2016
Q: Peter and team:
I am down 30% on G and it represents about 1/2 weighting (2.5%) in a portfolio modelled much after our BE portfolio.
I missed the switch to AEM when you made it last month. Would you still recommend the switch in light of recent movements by both. Also would you suggest topping up with cash to bring holding to full weighting(5%) at this time, or wait for a pull back. Time frame is 10 years+ (hopefully).

Thanks as always.

Phil
Read Answer Asked by Phil on March 15, 2016