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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: With respect to the above companies, I would like to have your opinion on their potential, and whether you see any imminent issues with respect to debt levels. Please deduct credits as necessary.

Thanks
Read Answer Asked by Robert on August 27, 2019
Q: I saw Samir Manji from Sandpiper Group on with A. McCreath on BNN on Fri. He made an interesting case for HBC but that is not what I want to ask about. I noticed his Co. also took a position in EXE. It looks like the stock made a comeback off of that purchase. Given how he finds hidden value in these companies I was wondering if you could speculate about what he sees in EXE and how much more value there is. I am attracted undervalued divvy plays by predilection.
Read Answer Asked by Gerald on August 27, 2019
Q: I have held XRE for over 10 yr. in RRSP - so, with dividends I am up over 400%. I was thinking of selling this ETF and buying BPY.UN because the latter regularly increases dividends and is a broader based property/real estate holding company. I did not think it prudent to own both: either would be a very small holding in the portfolio.
Read Answer Asked by James on August 27, 2019
Q: Hi team,

I have had some recent success in the large cap consumer space in the U.S. with WMT, TGT and HD, with the first two, in particular, getting good traction in their on-line sales. It seems like the consumer is alive and well in the U.S. and recession fears are certainly not showing in large cap retail. I like to stay with what is working in the market until it doesn’t. So, that brings me to BBY. It also has been moving into on-line sales but had a few stumbles a couple of years ago, if I recall. On the tariff front, I am not sure if it sources a lot of electronics from China or not. I really don’t have a strong view on BBY, and while it looks like good value here, I am not a really a value guy. What are your thoughts?

Thanks again.
Dave H
Read Answer Asked by Dave on August 27, 2019
Q: Peter and His Wonder Team
I have owned this stock for years and almost lost everything. However with this run I am above water. Please tell me why it has momentum or is it "fools gold". Ha!Ha! I have little confidence but will be upset if I run away too soon after waiting for years! Do you think it has any further to go? Your thoughts please! Thanks immensely!
Read Answer Asked by Ernest on August 27, 2019
Q: Hi Peter. When should an investor buy non-voting shares instead of voting shares in a company? Say Corby. The dividend is a little higher on the non-voting shares. Is this typical?
Thanks
Read Answer Asked by John on August 27, 2019
Q: On BNN last week one of the guests stated that insider trading in large oil companies has been rising. Would this fit in with your assessment of the sector and in your opinion does this indicate that it might be time to start taking a position in the oil and gas sector. If so then would you have a few stocks to recommend, perhaps three small to mid cap and a couple of larger ones. Thanks.
Read Answer Asked by Rob on August 27, 2019
Q: The rich get richer, which is why David Thomson is increasing his stake in TRI without lifting a finger, just like Buffet. The weekend Financial Post covered the controversial area of why companies love to do stock buybacks and why it is not really in shareholders' interests. The above stocks were mentioned for Canada.

I'd be interested in knowing which 5i portfolio companies are most active in buybacks and which take no part among all the portfolios.
Read Answer Asked by Jeff on August 27, 2019
Q: Hi All:
RBC just paid their quarterly dividend on Friday. The DRIP portion bought new whole shares. The closing price on Friday Aug 23 2019 was $96.60. The DRIP repurchased at $99.6542. A big noticeable difference this time. This shows up in my account as a purchase on Aug 23 2019. I have read somewhere that the DRIP price is an average. Over how many days do they average? Is this standard practice that all companies with DRIP's do this? ie: CM, BNS, BCE, etc I have been also wanted to know when Peter does a webinar he usually covers a few stocks worth watching. Where, if any, would this be found on 5i? I recently put in to follow 'MIsc' Which covers a lot of general information for all investors. Thanks again for your very useful and resourceful answers. Ken ...
Read Answer Asked by Ken on August 27, 2019
Q: Today, the 10/2 year spread just dipped into the negative territory. What are your thoughts for investors going forward and how do you see this as an impact for the global economy?

Thanks,
Read Answer Asked by Barry on August 27, 2019
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