Investment Q&A

Q: I see many members try to ask multi company questions and treat 5i as a personal financial consultant.... I wish 5i stick to the original idea of "Asking Question" .. so that members can ask one company at a time for the benefit of all members.
Thank you.

Q: I see that our government has lowered the minimum Riff withdrawl for 2016 and also retroactive for 2015. This gives me approx. 25,000. that I would like to put back into my Riff account. Since I would like a reasonable amount of safety with this money, what would you recommend for an investment in the stock market at this time.

Q: For those who don't read the forums, here is some interesting information on New York gambling legislation.
http://www.onlinepokerreport.com/19482/new-york-online-poker-bill-passes-vote/

Do you think this will have an effect on the recent buyout offer price? Or is it too early in the process of passing the legislation? 9-0 vote appears promising! TIA

Q: Would appreciate your opinion on MSL after acquisition news.
Some research puts fair value at $3.50 pre acquisition.
Thank you.

Q: As Alaris grows, by what percentage do you think it can increase it's dividend on an annual basis? I hope to buy and hold it for ten years or so. Thanks.

Q: I would like to know what sectors in the US economy do you see doing well/the best in 2016, and what companies would you recommend in those sectors? Many thanks.

Q: At this time which would you prefer Canadian utility or fortis?

Q: Would it make sense to sell my position in VRX at this time and replace it with CXR Concordia at this time. As all news on VXR seems to be negative these days

Q: How would this buy out offer work? Do they need over 51%?

Q: Which of the below have a chance to meet the flowing criteria best, when energy stocks rebound (oil $50ish NG $2.50ish :

- survival
- yield an capital appreciation
- good balance sheet
- good conservative and experienced management that have gone through this kind of cycle
- lots of reserves
- no or marginal need to raise capital

I would appreciate you grading the following ( I understand that some criteria are right for some and not for other)

CNQ
PEY
SU
SGY
PPL
IPL
TOG
VET
TDG


feel free to add some of you own stocks.
thanks you
Yossi

Q: Hi, for a two to five year investment, which of these two companies would you say is a better investment, thanks?

Q: EFN is starting to look very attractive. Why is it so beat up?
The management presentation references tangible leverage, which appears high but wondering if you could put it in context, I'm guessing as a financial this kind of leverage is more acceptable. They seem to be generating higher returns now but if thats just happening due to additional leverage its not really a value add. Do they have any oil and gas exposure? Chesapeake is referenced in the deck, not sure how that ties and how large that exposure would be.

Thanks

Q: I am wondering, when adding new money to my portfolios, WPK is down 5% from its 52wk high and ATD.b is down 6% whereas GIL is down 24% and MG is down 36%. These names are just examples of some possible additions. Assuming diversification is not an issue what do you do? Buy the stocks that have corrected the most or buy the ones that held their value through the correction? The price/book of MG is 1.6 and the other three are all over 3. Can you give me some guidance? Thank you.

Q: Westjet is impacted by the western economy,are Air Canada and Chorus affected ?

Q: What will happen with RON.PR.A following takeover by lowes

Q: What do you think the likelihood of a privatization by Jim Pattison? Would you suggest a trade in anticipation of this event?

Q: as you know stella jones has gotten crushed lately, now it seems like they are buying 2 different companies, they do not say whether they will immediately add to earnings but i assume they will, they also say they might do an equity issue, are you still comfortable with this stock in your equity portfolio, would you buy more and what do you think of the 2 aquisitions. dave

Q: Would like your opinion on IT after recent $21 offer for Amaya.
Thank you.

Q: Good morning Peter and team! My 21 daughter has $20,000 to invest in a TFSA for the first time. For someone of this age, with the potential to withdraw some money within a 1-2 year horizon, would you recommend ETFs or individual stocks (or both), and what would be your top 3-5 picks at this time? Thanks! Lois

Q: I asked a question a few days ago but it must have been lost since it was not answered so I will re-ask. By reading responses to other questions I get the sense that Canaccord Genuity continues to be a good undervalued company; however, nothing may happen with my investment for several more years. The positives are price to book, good cash position, and a sustainable dividend if the company so wishes. The major negative could be several years with little or no growth due to the state of the Canadian Resource industry. If my statements are correct, should I sell my shares of CF and buy something else with greater growth potential over the medium to long term. If so do you have a recommendation understanding that I am overweight in resources and banks. Alternatively, with CF's low current price and good dividend should I buy more. Also do you continue to view CF as a B-. In my RRSP, CF only constitutes about 3%. Thank you very much.