Investment Q&A

Q: Hello folks:
We have quite a bit of cash in our U.S. account and looking for a company or two to expand our U.S. holdings. Currently we hold GE, GILD, BA, CVX, JNJ, PEP, CSX, TSN, JCI, CMI, JPM and BEP.un. I am at a loss as to what would make a good addition... considering Ford. Any suggestions are greatly appreciated.
Thanks for everything
brian

Q: To follow up on my question regarding adding to CXI, would you prefer ESL or CGI for a 1-2 year timeframe. I already have ESL and it makes up about 3.5% of my portfolio. CGI seems to have had not the greatest past 6 months.

Thanks,

Jordan

Q: I submitted a question on INOGEN U.S. last Friday. Did you receive it?

Q: Hello, Could I get your opinion on this company. How does it compare to Transforce. For example does it have better prospects for growth.

Thanks,
Alan

Q: Some specifics on phm.

They did an offering a bit before the fuss.
1. Was the offering @ $1.50?
2. I believe there were restrictions on selling which I believe come off September 8. Is this correct?

3. Is it likely that some who bought the offering would be upset enough to sell at that time even though at a loss?

4. If they are selling, is it likely they would sell the first day possible or try to spread it out?

5. If spread out ,over what period?

Bryon in Elmira

Q: Hi team:

the above is a conglomerate, would you classify it as indutrial ?
would you consider it to add to your balanced portfolio as a 3 plus year hold ? would you rank it as a "B" or higher in quality ?
as it pulled back to about $ 41, thinking of adding a small position in my balanced portfolio, thanks

Q: Hello 5i Team,

What do you know about this security? It is listed in Tsx but in US dollars! My discount broker told me I can buy the shares on line but I can't sell them myself. I have to go through the broker because of the U.S. pricing. Will it be a good diversification in a portfolio and what is the growth prospect? Thanks as always. Rossana.

Q: Your thoughts on Labrador Iron Ore going forward as a long term hold. It has fallen considerably this summer. Is the dividend safe?

Q: Dear Gentlemen,
if you cover Nobilis Health Corp. what is your opinion on this company,
also on the Health Care and Health Sciences Sector in general?

What is your research on Manulife Financial (MFC.TO)?
Would it be a good time to buy now? Thank you.

Q: My impression of the conference call is that:
1) they apologized and took responsibility for the meltdown but did not offer details as to what the original two still own, possibly because of legal advice or they just think it's been beaten to death.
2) the questions from three analysts - Mackie, Beacon and a third I didn't hear - were soft and supportive so, at least, they have not given up on this company and, in fact, congratulated the team on the latest acquisition.
3) the new people in charge will no longer promote LOI's but will only announced signed acquisitions while implementing new strategies to cross-sell in a more complete and continuing fashion with methods that were previously successful at Sleep Management.
4) Overall, there was an underlying sense that they know they made a massive error in judgement and who knows who benefited as the share price lately may prove to be a gift when you can buy a stock for 50 percent off when fundamentals haven't changed (forgive my cynicism but some made a lot of money on this charade and, I admit, I bought quite a few shares at around seventy cents) but the underlying theme that surfaced from each of four speakers is that they now know it's time to stop blowing their horn and get down to building a solid, profitable business in a $250B market and let their results speak for themselves. As John Templeton was famous for saying - "well done is better than well said".
I am sticking with them and in three years this will be a five dollar stock, in my view.
Thanks for the opportunity to provide some insight.
Steven

Q: Good morning
May I have your comments on CWB's results. Thank you again for your superb service which has been a huge benefit.

Q: Regardless of sector or risk what are your 5 favourite stocks today? Thanx Robbie

Q: Hi, I have a very diversified portfolio, including most of your recommendations from your model and income suggestions. I do not have any of your Growth picks. I am thinking of using your current percent allocations, unless you could give me your top 10 list, to cut my homework time in half. This is for a mad money act, with 100,000 with a minimum 4 year time frame. Thanks

Q: I cannot understand why you prefer CSH.UN over SIA. Over the past year SIA is up over 20% whereas CSH.UN is up just over 9 %. CSH.UN yields 4.5% compared to 5.6% for SIA. You can look at 3 and 5 year comparisons and SIA is clearly ahead of CSH.UN is stock price appreciation. SIA has the momentum and pays a higher yield so beats CSH.UN on both counts. Can you please explain your preference for CSH.UN.

Steve

Q: Announced today that they retained a banking firm to review potential strategic and financial opportunities. Does this sound like the company is considering going private/selling itself, or looking to grow by merging with or acquiring another company? As a shareholder I would be more pleased with the latter as this allows me to participate in the growth of the company.

Q: Based on the release of restricted shares on Sept 5,what effect would you expect to both volume & share movement?
Thanks

Q: HI Peter,
Any idea why Currency Exchange is dropping every day? Also, I thought Fairfax had mechanisms in place to ensure it does well if there are market corrections, but the stock is stagnant. Any comments please

Q: I have a question about C-COM Satellite Systems.
I have noticed that the stock has dropped to $0.95 with a 5% yield. However, there seems to be alot of insider buying. Is CMI a good buy at these levels.

Thanks, Alan

Q: I noticed reference to some portfolio changes being done but I don't seem to be seeing where this information is posted on your website? Ian

Q: Do you think the Bank Licence is Baked in the current price? Any idea
why the stock is being beaten up? Thanks