Investment Q&A

Q: do you still maintain a buy on this company and also is the last few days down draft just a reflection that it had went up so much
how much lower do you think it might go

Q: Results look very good do they not?

Q: I see your last update on SSW was in August (when it was trading for $14/share). Many things have changed in the shipping business since then. Could I have your thoughts please as it is now into the single digit space.

Thanks for the election commentary special, was appreciated.

Mike

Q: Why not consider nmx as a mining company that has a solid functioning mine , is fully cashed up, is building a production facility that will be complete in late 2017 or early 2018, has sold 50% of the initial production at I assume a profit? Should this be the case why will it take decades for this co. to get anywhere. After meeting the CEO at a function almost exactly a year ago I got into this at 30c. Can you look at the financials on this co. and its realistic prospects and give an investment thesis . PS I think the comments you make at various market crises are very important to your individual investors. Do not hesitate to continue them Thanks as ever

Q: As a retired income investor, I own TRP (3.7%), ENB (3.5%), ENF (0.7%), PPL (1.7%), IPL (2.8%), ALA (3.7%) representing ~16% of the Canadian investments across all my accounts (registered & unregistered).

I am uncertain whether I should continue to hold all of these because the overall percentage is too high. Keeping in mind that I need income, should I perhaps cut the 16% down to ?? or is it fine to continue with this percentage? Which are your preferred picks for a longterm hold?

Should I rationalize down to 3 or 4 of these names or cut percentages of specific stocks? Do you view any of them as especially risky?

(Canadian banks and telcos represent 24% and 10% respectively of my Canadian investments.)

This may count as another question which is fine:
• Have you any insight into the geographies served by the smaller pipeline companies?
• Is there any likelihood of acquisition/ merger activity between them or with TRP or ENB or ?

Thank you 5i, as always!

Heather

Q: TEVA has been quite volatile recently. Can I have your analysis, particularly in light of yesterday's election result?
Ted

Q: What is the consensus for Q3 revenue, adjusted ebitda and eps?

thanks

Q: What do you think of their latest results ? Thanks.

Q: Can you please comment on the Q3 results? Thanks.

Q: Your thoughts on today's earnings report, as well as the payout ratio and growth prospects for Enercare. I have an overweight position. Many thanks

Q: What is your analysis of their latest earnings?
Thanks for all your expert information.

Dave

Q: Could you commit on their latest earnings and on this company going forward.

Q: Boyd Group reported its Q3 this morning. It beat on the top line but missed on the bottom line and also on the earnings per share. The stock was up just under 5% today.
I would appreciate it if you could comment on the results.
Thank you. Ian

Q: Please provide your comments on EIF's Q3 earnings and dividend increase. Thanks.

Q: comments re earnings. Market seems to like it. Thanks. Chris

Q: I am break even in my holding of STN in my RRSP account. It had a large gain today and reports tomorrow. I am considering selling that position and trading into a stock in the same sector, such as NFI, WSP or MDA, all of which have had recent pullbacks. What would be your recommendation for my RRSP?
Thanks, Peter

Peter

Q: Have you come across this name & if so, would you have any insight as to potential? Seems like very innovative technology with revenue stream about to ramp up.

Thanks, George T.

Q: Is it time to sell UnitedHealthcare and switch into IBB? Would a defense stock be more appropriate (weightings aside) and if so which one?

Q: With the market looking at the Trump victory positively.
Is there still a bullish case for gold and metals considering That US $ looks bullish as well.

Q: Hi Peter,
These long bond etf (ZLC, XLB, ZFL) have done very well with YTD total return of 10.48, 10.35 and 8.91 respectively
Why have they done so well?
Is it too late to consider them for RRIF income investment going forward? If so, which one do you recommend, thanks