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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: Hello Peter and the 5i team
My question's are concerning Stella Jones.
1. Who are Stella Jones competitors and how much market share do they have in the rail tie business?
2. Which rail companies are customers of Stella Jones?
3. I have heard that some rail companies are starting to go with cement ( or some other material) for the use of their ties. Is this true? and will it affect Stella J?
4. How much growth do you see in this company over say the next 4-5 years?
5. What is the payout ratio of SJ and is it sustainable?

Thanks
Read Answer Asked by Darren on February 23, 2015
Q: My former advisor put me into these securities. I don't know whether I should keep them (I have enough financials otherwise). Your opinions greatly appreciated. Thanks.
Read Answer Asked by Astrid on February 23, 2015
Q: SVC vs RKN ... which stock do you prefer ... briefly explain why.

Thanks for your insights.
Read Answer Asked by Owen on February 23, 2015
Q: Hi - I'm just starting to invest actively at age 45 with a 15 yr timeline. I have 25k cash in a self directed rrsp and 8k cash in a tfsa. I want to keep long term growth in the rrsp (I can tolerate volatility) and make riskier investments in my tfsa. I'm looking at flyht (fly.v) and CMH for starters in my tfsa and wondering what you think and if you have any other suggestions. For my rrsp, I'm going to take positions in the model portfolio but so many of the stocks have had quite a run up and have high PE's; should I take my time and wait for a pullback? Thanks for your time. Our total portfolio is the 25+8k I mentioned in my question, but I am contributing 30k per year now and intend to increase that over the next 15 years.
Read Answer Asked by Rick on February 23, 2015
Q: Hello Peter & Co,
Could you shed some light on the following, please?
Regarding CXI: it seems the share price has remained stable despite the lower than market issue because the institutional demand was very high and also because there was a 12 month trade restriction.
Regarding CGI: it seems that Computer Sciences CSC in the US is planning to split its business in government/commercial halves and that CGI is very much interested in acquiring the commercial half.
Thanks,
Antoine
Read Answer Asked by Antoine on February 23, 2015
Q: Hi Peter and Team,

I've acquired Goldcorp, Franco-Nevada and Silver Wheaton in roughly equal proportions over the last 18 months or so. G is up 3.1%, SLW is up 18.2% and FNV is up 35.9%. I was thinking of selling G and splitting the proceeds equally between FNV and SLW since they seem to perform better. I realize G is an operating company and the two others are royalty streamers. Do you think I am better holding all three or focusing only on SLW and FNV? Taxes are not a consideration if I sell G. FNV and SLW would represent ~4% each in my portfolio (which is fine with me) if I make the switch. I realize I'd be giving up on some dividend yield if I sell G, but perhaps the dividend is not that safe anyway. Any thoughts you have would be appreciated.

Many thanks. Michael
Read Answer Asked by Michael on February 23, 2015
Q: can you provide any outlook for this name -seems to be somewhat similiar to Brookfield infastructure -
Read Answer Asked by Kim on February 23, 2015
Q: You recently mentioned that for international exposure consider FEZ, and VXUS. Both these trade in the US but I have a difficult time getting my mind around buy US $ at this time. For Cda $ hedge ETF, would you consider the following as substitutes - ZEQ-t for FEZ-n and ZDM-t for VXUS-Q.....or are they other more suitable replaces?..........thanks......Tom
Read Answer Asked by Tom on February 23, 2015
Q: Could you please give me your opinion on this company. Thank you.
Read Answer Asked by Anne on February 23, 2015
Q: Hi 5i team,
XLU (SPDR-Utilities) has fallen by 9.6% since it peaked on Jan 29, 2015. Please comment...is this the canary? Thanks
Read Answer Asked by Karl on February 23, 2015
Q: Company reported recently. Can we expect an update by 5i? Is there a time frame between same and a financial/material release? Thanks.
Read Answer Asked by Norman on February 23, 2015
Q: Besides Chartwell what are some other names that provide assisted living at various increasing levels of care for Seniors? I would be interested in US names because of the larger population. The Canadian names all seem to have large dividends the are unsupported by published earnings.
Thank you.
David Kendrick
Read Answer Asked by David on February 23, 2015
Q: SJR.PR.A now trades at $17.50 or there abouts and it will be going to a floating rate next June 30, 2016 using the 5 year BOC +200 basis points. What do you think might happen to the price of this preferred when it goes to the floating rate?
Read Answer Asked by Derek on February 23, 2015
Q: What's your assessment of latest Q4 and FY2014 results? Is the dividend safe? Do you recommend?
Read Answer Asked by Normand on February 23, 2015
Q: Hi 5i can you give me some understanding of this company. according to TD Web it trades at a PE of 5,div of 15.6% with earnings of 1.91/share - it has traded in the $9-$10 range for some time. for income investors what are the risks - rising interest rates? payout ratio of 89% too high or D/C of 60% too risky - maybe no growth or are they just returning my capital would appreciate your knowledgeable views thanks Paul
Read Answer Asked by Paul on February 23, 2015
Q: Your answer to Marilyn,Feb 20, regarding a CXI financial issue
raised more questions. Will the stock price pullback to 26 or 27 $ area? Is this not what usually happens when a company makes a "new issue" below current price? If this deal "allows larger investors to get in" as you suggest, could they possibly snap up the new issue price in some kind of dark pool; thus leaving out any possibility of a pullback that retail investors
could participate in? If the stock price for CXI does go down to $26 or 27, I think it would be a great buy opportunity - do you agree? Thankyou. I really enjoy the Q&A......Lionel
Read Answer Asked by Lionel on February 23, 2015
Q: Could you please, define by $Market Cap value:

Canadian: Microcap, Small cap, Mid cap and Large cap
USA: Microcap, Small cap, Midcap and Large cap
Read Answer Asked by Jan on February 23, 2015
Q: It seems to be that this fund is certainly worth a look for sector exposure versus individual stock picking. I can see that its expensive to own but the returns seem to support the cost. That said, do you see this fund a worthwhile investment for sector investors in healthcare? TDB976 is the fund code. Thank you.
Read Answer Asked by Michael on February 22, 2015
Q: Could you please give me up date on these componies thank you jack
Read Answer Asked by Jack on February 22, 2015
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