Investment Q&A

Q: Hi: Considering adding a single Canadian Telco to my portfolio. Out of Telus, Bell and Rogers which do you feel is the best pick?

Thanks!

Q: When I try to check your individual reports, all I get is a grey screen and nothing ever comes up on it. Your thoughts on that? Also, I would like your opinion on AFN as steady dividend industrial stock, Any growth in the future? Altenatives??

Q: Hello, Could you please comment on RBI once again issuing shares
at a seemingly low price diluting shareholders again,and
how you think this will impact the shares in the long
term.

Thank-you
Robert

Q: Good Afternoon 5i,

I have about 40% of my portfolio at this moment in cash. This is because of the season that I usually sell about 50% of my portfolio and re-enter in the market in September and October. Usually I alwau=ys kept this amount in cash over the summer. This time I would like to put it in a etf where I would earn some interest and not at risk of losing any of my principal amount. Would you have an etf to suggest to me?

Thanks,

Paul

Q: Hi,

I'm hoping you can comment on the safety of AUQ's dividend, do you have any other thoughts on the AuRico?

thanks,
Andrew

Q: AYA... your favorite subject by now I am sure

I read your report and thank for that.... one comment which stood out for me was;

"We think AYA will eventually have to start ‘playing nice’ with the markets and release guidance at year-end to avoid this sort of decline."

Can you please provide additional explanation for this comment? Does this infer there is information management is not comfortable revealing? Or am I reading far too much into this .

Thank You

Gord

Q: Further to Steve's question and your response about when the dividend is paid to a shareholder, and particularly with reference to your comment “The easiest way to look at it is to only consider the ex dividend date. For Teck, this is June 12. If you have bought the stock prior to this date on the market, you will get the dividend. If you buy it after this date, you will not get the dividend on July 2. If you buy on June 11 and sell on June 12 you will still get the dividend.”
In my Direct Investing account, if I buy shares on the open market on a given day, they don’t actually appear on my ledger until about 3 days afterwards. Does this time lag have to be taken into account with reference to receiving the dividend? In your quoted example, if I bought the shares on June 11, I wouldn’t see them in my account until about June 14 or later. Would I therefore need to buy the shares on June 8 to make sure they were in my account prior to the ex-dividend date?

Q: Any insight into high volume decline of AXXX today?

Thanks

Q: Prometic has dropped by 50% in two months and the slide is continuing as we speak. There has been no negative news. Any suggestions

Q: ACQ AutoCanada Just wondering if you could comment on the latest news coming from the Co.? Disregard if similar Q already asked.

Q: CSU seems to be taking quite a hit over the past couple days. Any thoughts on the decrease, and would this be a good time to slightly increase your position?

Q: what is your take on bad price drop

Q: Hello 5i,
Would this in your opinion be a good time to enter CFN.to?

Q: good morning. I was wondering when a company announces that they are paying a dividend, for example; tck.b will be paying a dividend on July 2, for shareholders of record on June 16, my question is: Do I only need to own the stock on June 16 and can I sell it on the 17th or do I need to hold on to it until the pay out date to get the dividend?

Q: Hi Peter,
I have been waiting to get into BAD. Would you start to add here or do you believe I should wait? Do you still like this stock and do you see much growth in the next 1 to 2 years?
Thanks
Luke

Q: Hello Peter
What is your opinion about "SELL IN MAY AND GO AWAY" as a investment strategy for stocks in portfolio.Is this valid strategy and have you ever applied it in your practice.
Regards Andrew

Q: Just curious: does 5i sleuth AGM's as part of the process of analyzing covered companies? Constellation has theirs on Thursday which is being held in what I assume to be their lawyer's office, which is the first time I recall such a venue for an AGM, and I wonder why? Thanks, J.

Q: Hello Peter and co,

I am considering adding either TWX or DIS to my portfolio. I am looking for growth and income with an emphasis on more stability. Which would you prefer (and why)?

Thanks for your great service!

Wayne

Q: Hi Peter and Team, regarding Connacher, CLL, I just read that Garry Mihaichuk has been an independent director of the company since 2012 along with Glen D. Roane since this year, 2014, and that both are also currently on Badger Daylighting's, BAD, board as well, very interesting, any thoughts on these two individuals and how they can contribute to CLL's turn around considering their contributions to BAD's success?
Also, any thoughts on Gregory A. Boland, another independent director of CLL since 2012? He focuses on value and distressed investing and assists in restructuring companies. He seems to have a lot of skin at stake in CLL with 50 million shares owned or controlled?
Have you met or do you know any of the above mentioned individuals? Thanks!

Q: HI & thanks 5i team. Young family man w/too little time to follow holdings as would like. Hope this ? w/I ballpark. Own GABC Nasdaq. Was going to add til realized reported today (always seems to run after earnings). Your view on said earnings & co, particularly in light of impact on same of most recent acquisition, would be most helpful as I examine long term p/folio plan. Appreciate size & local market risk assoc w/holding, but mgt never seems to disappoint.
Thanks for anything you can offer, Joel