Investment Q&A

Q: Hey guys. All things being equal, regarding reits, in the current environment, what do you think a "fair" multiple to pay for on an AFFO basis would be?

I have several reits ranging from rmm.un trading at 10.72x AFFO to cwt.un trading at 16.86x this year's AFFO.

Thanks for your insights.

Q: Hi Peter What is causing the sell off today in the reits appears both us and can
Regards Stan

Q: Trying to decide between HLF and PBH. Which would you prefer? Thank-you.

Q: I'm not sure if the question I sent this morning got through to you. D.UN has fallen from $39 to $35. I've lost 4% now. What's happening? Should I dump it?

Thanks!

Q: Your model portfolio appears to be mainly for aggressive investors but may not be suitable for a retired guy. Could you not indicate in some way the stocks that are suitable for aggressive investors and those suitable for conservative investor and let the investor choose. Could you name five dividend paying large/medium cap stocks with fair future growth that are suitable for purchase now with a time horizon of 5 years.

Thanks

Ash

Q: KBL
I am interested in your comments regarding the recent news on K-Bro Linen

Q: Hi Awesome Team!!!
I have been reluctant to invest in the US stock market as I don't understand the tax implications. Can you advise me what the impact is of profit or losses? Do I file a US tax return?
Many thanks!!

Q: reguarding avo share price wow do you think it is a little ahead of itself

Q: I noticed that Vic West had a down first quarter but the analyst think that the rest of the year should be better and the dividend is good. Do you think it is a buy?

Q: can i have your outlook on bei.un share price now and 1 year out

Q: Hello, noticed today the dividend payers were sold off due to "concern of interest rates rising sooner than expected" . This was the explanation I heard but I can't share the view that rate hikes are imminent in any way. Having said that, bonds also seem to be selling off and I am not one to argue with the market. My question is if there is a fear of interest rate hikes coming would this put pressure on a stock like CGI which is carrying a high debt load? Thank you.

Q: Hello 5i & co., my question is regarding Yangarra (YGR-T).it seems in the last 2 quarters management have executed well.going forward things are very encouraging.if they meet guidance what "should" a stock like YGR be trading at, i realize this sector stinks right now.can you please comment on management performance , the last quarterly and issued guidance. also it appears that management has a lot of skin at stake.
with regards to their Duvernay holdings what are the different options that could become available ? i guess the cost of drilling in this area is extremely expensive so going it alone here would probably not be one of the options.the Duvernay area is drawing a lot of attention so roughly speaking how long will it take before we know what this area contains. thanx norm

Q: Re - your last comment on POW vs. BAM. POW's been moving up smartly - at what price would you consider it expensive?

Thanks

Q: Hi Peter:
I would like advice on infrastructure stocks.

Thank you

Henk

Q: Peter,

What are your views on NPK after they deferred the PEA of the project? Do you think it is buyable here. Thanks

Q: Hi 5i team,
Would like to get your opinion on Hartford Financial Services (HIG-US). Economic environment seems like it will be become more favorable to insurance companies in the mid-term and this stock specifically looks to be ready for a breakout on technicals. Thank you

Q: Hi Peter and team: I assume you would let us know if you thought it prudent to sell Valeant around these levels. I think the rise is so good that I wonder if it will be somewhat less on an upward
track now Am I thinking like a day trader, not an investor? I always want to thank you for your
guidance and incredibly understandable answers. I know you do not like companies with debt, and I think they now have DEBT!

Q: Hi Peter and Team,

Can you comment on Toscana Energy Income Corporation, TEI.

Q: With the price of lumber down. Any thoughts on ANS?

Q: Hi Peter. I have a question about a very small cap stock, called Volta Resources (VTR). This compaany has about 5 million oz of M & I Gold and they are very close to where Randgold operates. This stock has been selling of indiscriminately, in my opinion.I would consider VTR a perfect buy out opportunity. Why would a 5 million oz deposit go for waste when seniors are looking to replenish their ounces. Your feedback is appreciated. Thanks,