Investment Q&A

Q: Hi,

Do you have an view on Civeo Corporation (CVEO)? It has down over close to 60% YTD, mostly due to a decision of not converting itself into a REIT in late September. In particular, I am interested in knowing on how CVEO compares to Black Diamond (BDI) since both operate in the same business and therefore likely compete for the same projects. Thank you,

Q: Hi Peter and Team,

thoughts on ALJJ please.

Q: India is doing well now; your opinion on India large caps ETF ?
thanks
MD

Q: What two energy companies traded on the NYSE do you like the most?

Q: What do you think in regard to this stock. It's less than 1/2 it book value.

Q: Can you give me an updated outlook and comments on AAA?

Q: Hi Peter & Co
More of a general question.
With your years experience on Bay St I was wondering if you could give us some insight on what information analyst are given/get from companies.
i.e. How are estimates/guidance determined (do companies provide numbers or do analyst figure them out);
What information is asked and answered at private meetings? What are the disclosure rules?
How assessable are most companies for private meetings and is this something private investors can request from companies or is this generally reserved for investment professionals?
What questions are off limits?
Thanks
Joe

Q: Not a question but a reminder to members.. At the top of our members page 5i has suggested looking up the company you may have a question on, it may have been answered already. For the month of November the TMX had 15 trading days, questions were asked by members about Amaya 9 times and Avigilon 14 times. 5i provides us with an invaluable service at extremely reasonable cost. Fellow members please search before asking your question.
Just a comment not wanting to hurt anybodies feelings ( I'm Canadian you know ) Gerry

Q: Hi, I have held ATCO in my RRSP for about 3 years and have done well. I am now approaching retirement and am looking for higher income in my portfolio. I have a strong tilt towards the dividend growth and income strategy I am considering switching the ATCO to CU or EMA or FTS for better yield. Despite the lower dividend I feel CU will do better than EMA or FTS because they are primarily in Alberta. CU also has had better dividend growth than EMA and FTS in recent years. What are your thoughts on this plan.
Thanks, Manfred

Q: hello 5i:
please give me your opinion on this company. Interested primarily in dividend growth and safety.
thanks
Paul

Q: Hi Peter, I hold Kimberly Clark (KMB) in my kids’ RESP account and recently they spun off a new company called Halyard Health (HYH). I received 1 share of this new company for every 8 shares of KMB held. Since it’s a small RESP account for now, I only received 6 shares of HYH, which is currently trading at $39.29. What are your thoughts about this new company? I’m thinking of just holding the shares because I understand from an article I read that previous Kimberly Clark spin-offs have historically done well. Thanks as usual!

Q: This has limited partnership after it.Does it or others with LP have tax implications

Q: Just read an article about Dollarama. I would appreciate your comments re investment over 3 to 5 years, Thank you for your great independent advice. Much appreciated. Keith

Q: PS, why have the utilities rallied so much this week.

Q: Hi Peter: I know you do not follow non-Canadian stocks. I held Deo (Diageo) since mid-2009 and enjoyed over 100% gain not including their dividend in my RRSP. It has not done well over the last year and flat the year before. May be people are not drinking liquor anymore or they cannot afford to drink. I am considering selling and replacing it by another large non-Canadian dividend paying company whose products or services are not well represented in Canadian companies. I am considering DOW (Dow Chemical) or INTC (intel). What is your view on this strategy? Any other alternative security suggestion will be appreciated. Regards. Fl.

Q: I would appreciate your thoughts on DBO (buy,sell,hold) The technology is great, market is growing and they just turned the corner on net income. The stock is going nowhere, it's like watching paint dry !!!!! down +50% from IPO

Q: Hello to all at 5i

Based on personal experience and the demographics, one of the significant trends over the next 20 or so years, I believe, will the increasing amount of hip and knee replacements along with other orthopedic surgeries.

With respect to the investment thesis, do you have a preference between Stryker and Zimmer in the US or are there other investments (in Canada or the US) of which you aware that would eventually help soothe our aching joints?

Thank you for the service you provide.

Q: Would like your thoughts on the recent earnings and the company's ongoing strategy.

Thanks
Bob

Q: Hi Peter and team,
My US investment portfolio is 20% of my combined portfolios. In my Canadian (registered and non) I mostly have stocks from the 5i growth portfolio.
My US investments are full positions in VIG, BRK.B, IWO, QQQ, SLW & INTC and half position in FEZ. I also hold CRUS, VOD, VZ and GT.
I would like to get your thoughts(outlook) for the next 2 to 3 years considering the interest rates may be going(US) up and QE in Europe.
I am thinking of increasing my FEZ to full position but I have to sell something. In your opinion how should I rebalance my portfolio?

I value your opinion and really appreciate what you all do for retail investors like us.

Thanks

Q: Hello 5i,
I am currently deciding on a new sector to build out my portfolio into, the choices are health care or consumer stocks. Below is the list of stocks on my buy list in each sector. The idea is to have about 10 stocks in each sector to smooth out the returns. I currently have the money to purchase 3 stocks, can you help me select the three stocks to start with and which sector to start in, as there may be a timelier sector to start buying. I am a dividend investor and a 3% (minimum) dividend is pretty much my cut off. If you have some better ideas I’m open to suggestions (currently own GSK).
Consumer Stocks:
Kimberly-Clark , Kraft Foods Group Inc,Clorox Co, Sysco Corp, Procter & Gamble Co, General Mills Inc, Nestle SA, ConAgra Foods Inc, Unilever PLC, Campbell Soup
Health Care:
Sanofi SA, Roche Holding AG, Pfizer Inc, Novartis AG, Merck & Co Inc,, Johnson & Johnson, Eli Lilly and Co, Bristol-Myers Squibb Co, AstraZeneca PLC, AbbVie Inc.
Thanks for your help,