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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: Would you consider these three reasons sufficient to justify a switch from Pembina Pipeline (PPL) to Enbridge Income Fund (ENF):

(1) ENF's lower valuation on a p/e basis
(2) ENF's recent dip due to its equity offering
(3) ENF's fairly aggressive (and seemingly predictable) dividend policy

I have a pretty good capital gain on PPL but I also have some capital losses I can use to offset Pembina's gain. Do you think its possible/likely ENF can outperform PPL by around 10%?

Lastly, is either company more likely to be to be an acquisition target?

Many thanks.

John
Read Answer Asked by john on October 16, 2015
Q: I would suggest that Canoe got the better of this deal.Your comments please
Read Answer Asked by jim on October 16, 2015
Q: Hi Peter,

Being a retired person looking for safe dividends I have full positions in The Royal Bank, TD and Bank of Nova Scotia. I was wondering about doubling my BNS shares.

My thinking is that the dividend is safe and BNS will probably continue to be around a long time from now and the price I am paying for the shares seem to be cheaper than most other businesses at approximately 11 times earnings. Where for example to buy Telus is approximately 18 times earnings.

(as an FYI, I also have Railroads, utility's, pipelines, telecoms,oil, gold, reits, Life co's)

Warren Buffet says to buy things that are on Sale.

Just wondering what your opinion would be on this thought.

Thank you,
Charlie
Read Answer Asked by CHARLES LA on October 16, 2015
Q: Hi Peter,

Can I get your opinion on the $1.16-billion offer to acquire French aluminum components maker Montupet SA in a deal that expands Linamar’s global reach and customer base. The market doesn't seem to like it because the stock is down today.

Correct me if I'm wrong but LNR earnings are growing +30% yoy yet the valuation is only 10x 2015 estimates. I know the market is full of fear but this stock screams bargain to a GARP investor like Peter Lynch.

Read Answer Asked by David on October 15, 2015
Q: Peter and Team,

I just renewed again for the next 2 years to take advantage of the deal you offered and of course your great service. Thank you again for thinking of us existing members before increasing prices... it helps us feel valued.

Keep up the good work!
Read Answer Asked by Marc on October 15, 2015
Q: Hi,

I am thinking of buying either TD or BNS for my RRSP to buy and hold. I saw that you recommended BNS on BNN the other day so I assume you like it more than TD. Can you briefly tell me why and how the two compare on a valuation basis. I like TD for the US exposure.

Thank you!
Read Answer Asked by Arthur on October 15, 2015
Q: In Donville's most recent ROE reporter, he notes that he remains committed to Concordia. He says this:

"...at current valuations, I think the company is
worth a lot more than $50 a share. On our numbers, CXR trades on 4.8x 2016 Cash Earnings and 1.1x BVPS, while earning a 24% ROE."

Are these valuations in line with 5i's research, including the AmCo (Amphidarm) deal?
Read Answer Asked by CAMERON on October 15, 2015
Q: I own share of Regal. What is procedure to cash out on recent purchase of company ?
Tks
Jean
Read Answer Asked by Sherrill on October 15, 2015
Q: You think this company is been beaten up too much?
what is your outlook here ,is now a good time to buy?
Read Answer Asked by Josh on October 15, 2015
Q: Would you recommend subscribing for these IPO shares for a well-diversified income (and hopefully capital gain)portfolio, and if not, are other other utilities you would recommend instead?
Thank you
Read Answer Asked by Harold on October 15, 2015
Q: Hi, Peter and Co.
In view of a significant AND constant increase of supply of Natural gas worldwide, how would you characterize the future of PSk.
I own a small/medium position and back to same as last year. Notwithstanding the dividend, not very optimistic as to it's future growth prospect.
You may have a different opinion, thanks for sharing,
Claude
Read Answer Asked by claude on October 15, 2015
Q: Can you give me your thoughts and GPR? Also what's your outlook on Silver. Thanks
Read Answer Asked by sean on October 15, 2015
Q: Hi 5i,

How do you feel about CRH at current levels? I like the company as it generates real FCF (1-2M per month), but I am concerned that their could be a structural shift outside of healthcare as companies continue to blow up (e.g. PHM, CXR, VRX, NHC).

Would you recommend CRH as a pick in the junior healthcare space? Do you think it will play catch up and drop down to its peers performance? Seems to be holding here at the 4 dollar level.

Thanks in advance.
Read Answer Asked by Sasha on October 15, 2015
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