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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: I am a long term dividend focused investor---I am looking at two utilities, GEI (gibson energy)and CPX (capital power). They have wuperior 10 year dividend growth according to todays globeinvestor article. Would you be comfortable with these as a dividend investment in a long term diversified portfolio for a person 5 years from retirement, as compared to the bigger more well know names enbridge, transcanada and inter pipeline?

Thanks for all you do.
Read Answer Asked by joanne on August 05, 2014
Q: I own NA Palladium PDL or PAL.US. I am very nervous about this company. I have heard rumours of bankruptcy. I tried calling the company but no-one would answer the phone.

What is your opinion? The metal prices are not bad at this level.

Thanks.

Grant
Read Answer Asked by Grant on August 05, 2014
Q: Hello 5i,

I manage 2 RRSPs in our household. I am running the income portfolio on the larger account and the model portfolio on the other without duplicating crossover stocks . Does this sound like a valid strategy?
I am adding 2 stocks to both accounts and would like you to give me your preference at this time.
For Income portfolio ENB, ET, L, SLW and VNR

For the Model portfolio AYA, CSS , FSV, CCL.B, and DSG

Thanks
Read Answer Asked by John on August 05, 2014
Q: Hi Peter and Team,
Quick thoughts on Ocwen Financial, OCN.US
Read Answer Asked by Graham on August 05, 2014
Q: Hi 5i team,

I currently own Black Diamond Group and I am looking to switch into First Service Corp. For a 2-3 year time frame, without considering sector diversification, would you see more upside potential with First Service or Black Diamond Group? Both are in very different industries and are both in your model portfolio, with similar ratings, B and B+ respectively. First Service seems to have stock momentum at the moment whereas Black Diamond has been on a downtrend.

Any thoughts would be much appreciated.

Regards,
Read Answer Asked by Jonathan on August 05, 2014
Q: equity finance EQI. Do you have any opinion on this company. A year ago your rating was a B+. For a mortgage co. it seems to be sliding.
Read Answer Asked by Charles on August 05, 2014
Q: Peter and Team,

I have been looking for a US industrial to add to my portfolio and have been researching UTX for a bit. Would you recommend buying it here even though the technicals are not great. I usually like to but into strength but is there something fundamental that i have missed here?

Thanks again for your great advice.
Read Answer Asked by kelly on August 05, 2014
Q: I prefer not to invest in gambling stocks and since AYA is in the model portfolio what would be your next best stock for the model portfolio?
Thanks
Read Answer Asked on August 05, 2014
Q: Team,

Looking for a general updated opinion on WAN.

More specifically, I have a half position in my TFSA as part of my more speculative portion of a balanced portfolio. I am down nearly 30% (not really worried / stressed, I know this is a risk / reward company). I'm thinking of selling my half position in LSI at a small gain and averaging down on WAN. Recognizing that they are in different industries, are you ok with this switch for small cap exposure? I want something with "pop" potential as I already have full positions in other more stable 5i growth names (DHX, AYA, SYZ, FSV, AVO etc).

As always - thank you.
Read Answer Asked by Ray on August 05, 2014
Q: A company I have been very happy with (WFI.TSX) looks like it will be bought out and I am selling it. I am looking to replace it in my portfolio. Brookfield Rebewable (BEP.UN) looks like a good fit with its dividend but the current portfolio report is dated to September of last year. Is 5i still considering this an 'A' rated company.
Read Answer Asked by Bill on August 05, 2014
Q: Greetings,

I wonder if you have some thoughts on RPT, a very small cap oil and gas firm operating in Argentina. It owns a gas processing plant, has some mothballed close in, off shore wells, and lots of land for exploration. It was down to .005 per share, but after a 25:1 consolidation is up to about .60 a share. It has ongoing stable revenues from its gas plant, and Total just announced a large exploration and drilling program that would likely flow to the RPT gas plant. RPT is very tightly held . I appreciate any thoughts you can offer.
Read Answer Asked by Tim on August 05, 2014
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