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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: Financial post headline today “The Canadian unit of France’s Total SA is putting its $11-billion Joslyn oil sands mine on hold indefinitely, saying high costs do not support investing in the project.”
Is this a significant trend and are there specific companies that may be at risk due this this. I am specifically wondering about BDI , HNL, E, Ent, and MCB and any others that you may be aware of.
Thanks
John
Read Answer Asked by John on May 30, 2014
Q: Greetings, fellas. True North Apartment REIT (tn.un) announced a deal today where it looks like the reit's management is selling the properties to true north from Starlight. On first glance, it looks like management is simply paying themselves for properties they will still partially own.

With the $9 exercise price, as part of the deal going to management and with Daniel Drimmer owning 41% of tn.un do you think with this deal it is more likely or less likely that Mr. Drimmer will put together a bid to eventually take tn.un private, in the future.


Thanks.
Read Answer Asked by john on May 30, 2014
Q: Hi Peter and Team, would you please compare between Bonterra, BNE, Surge, SGY and Crescent Point, CPG, in terms of which one you prefer for better share price and dividend growth (1st/2nd/3rd)? All three management teams seem strong here. Based on what you have written so far I would assume SGY, but could be wrong, and thus the question to confirm. Thanks!
Read Answer Asked by Hussein on May 30, 2014
Q: Could you please share your opinion and thoughts on TransAtlantic Petroleum (TNP-T). Thanks
Read Answer Asked by David on May 30, 2014
Q: Hi,

What do you think of GoGo at these prices for two year hold?

G
Read Answer Asked by Graeme on May 30, 2014
Q: FSZ-vs-AHF - need one - which is best for long term and why? thanks
Read Answer Asked by don on May 30, 2014
Q: Peter. You have Brookfield renewable ranked very high on you ratings and I have followed your advice on that. I am looking for guidance on Brookfield Infrastucture. Would you rate it as high? Would you buy it before Emera, Telus or Fortis? Looking for long term safety with moderate growing dividends. Thank you , Ken
Read Answer Asked by Ken on May 30, 2014
Q: Previously, I owned MBC (MBAC Fertilizer) but bailed when the potash industry collapsed. The stock is now at a 52 week low. The company recently gave an update and their Q1 2014 results. I certainly know the stock can still decline but I would like your opinion on where the potash industry is today and where MBC fits into that scenario.

Brian
Read Answer Asked by Brian on May 30, 2014
Q: Hi Peter,
Any thoughts or update on TRL (Trimel Pharamceuticals) I see they received FDA approval today.
Thanks.
Read Answer Asked by Chris on May 30, 2014
Q: Hi Peter & Ryan,

I usually stay away from situations in which there is a share consolidation, as it rarely represents a good news story. However, I have been intrigued by Yangaroo (YOO). Since August, they seem to be doing everything right. I realize they are tiny and it is not a significant holding, but I am wondering if you follow it and can comment on the new structure, their outlook in terms of earnings and any other insight you can provide. They will soon be debt free and expecting a very solid next 12-24 months in revenue growth.

Thanks,
JS
Read Answer Asked by JAIME on May 30, 2014
Q: 10:25 AM 5/29/2014

Hello Peter
I have been watching Canadian Oil Sands COS for a long time. I am looking for a regular income from another very stable low-risk company with a dividend yield in the 5% to 6% range, for a permanent hold. I already own 4 big banks and SLF and GWO, PSK, BDT, BTE, ENB, ENF, PKI, EMA, FTS, TRP, and PPL.

COS has a low debt/equity ratio of 34% and a forward P/E of 12.9 according to Morningstar.
The Company has steady revenue and margins, slowly rising dividends, and a payout ratio of about 82%.
The Company has only about 25 employees so the overhead must be extremely low. Their only job is to contribute their ongoing share towards their 36.74% working interest in Syncrude Ltd.
COS's only product is light sweet crude so that is eminently saleable and always commands premium prices

So my question is: Why is 5i so cool on the stock? I know it doesn't have strong growth ahead compared to some but the company has a very stable business, sells a product in high demand and has many decades of reserves...... so what's not to like?

If I don't buy COS then the only other possible "Stalwart Core Holding" Alternatives that I don't already own seem to be :
MKP, FRU, FN, CTY, AW.UN, GH, KMP, BEP.UN, and AD, but most of these have individual flaws of some sort or are less likely to be able to maintain or grow their dividends in the event of a major market correction.

My guess is you may prefer BEP.UN to COS despite BEP's terrible payout ratio, but it is just a guess....I am open to any comments and suggestions you can make, and any other stocks to consider, and to your informed opinion on COS.

Many thanks......... Paul.
Read Answer Asked by Paul on May 30, 2014
Q: I asked a ? the other day about where to access insider trading info on companies & 5i did not have an answer other than to say call my investment bank, which I did. Sedi.ca, click on no. 5 option-takes you to another page where in top left you click on the info you want to access. FYI..JP
Read Answer Asked by James on May 30, 2014
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