Investment Q&A

Q: Hello 5i team,
In the sector classified by Globe Investor as "other services", I hold BYD.UN (B+) and CGX (A-) and think of adding KBL (A-) and FSV (B) which I consider as steady eddies discreetly flying under the public radar. Would it be OK to buy them at current prices?
Thanks as usual,
Tony

Q: Svc tse
Stock has fallen sharply this week with poor earnings report but they say this will improve in next quarter. Previously there had been analyst estimates of a 4.50 price next year. Any comment

Q: Do you have any recommendations re participation in the marijauna industry in Can. Or the U.S

Q: Re SYZ, On September 5th, the volume jumped to almost 600,000 on the sell side, almost 20 times the 100 day MA of about 31,000. There was a question/comment on this site talking about a new issue yet my source for news (Scotia iTrade) talks about a trading halt on the 4th with a resumption on the 5th. No other news. Can you fill in the blanks? Where, if I am not getting all the news from Scotia iTrade, can access ALL the news?

Q: Hello Peter,
Thanks for the reply regarding BNS, CP, KEY & CSS, . Can I have your opinion on AVO, CNQ as well.
Thanks for the great service.
KS

Q: symbol: MDA
Hi 5i Team,
Pls give your thought and update on MacDonald Dettwiler which is in the model portfilo. Would you still recommend a buy on this stock at the current level.
Thanks as always.
Pui

Q: Hi 5i Team
I am now down to a 2 percent gain on each of BDI and Bad. What will bring back Investor interest to these stock? Analysts all seem very negative on BAD in particular . Should I get out and look for better opportunities?
Thanks

Q: Is there any problem buying WSP Global in our US RSP portfolio? Will the stock's performance basically match the CAN version?

Q: The courts have recently ruled in favour of BNS employees claiming lost overtime wages. Scotiabank has sent letters to all branch sales staff allowing them to make claims for overtime hours worked. Are you concerned about the negative impact this could have on BNS stock? Sue

Q: Hello, when looking at oil and gaz exposure in a portfolio, I assume you combine oil and gaz service companies and producer to assess your overall risk. I was interested in those names: FRC, MCB, VET, PEY and BDI to build a new portfolio. Which ones would you combine or should I buy a smaller piece of each name ? Do you find those names decent buy at the momen ? I can take some risk and anticipate to hold for 5 year +. I would appreciate your general comments. Thank you.

Q: Good afternoon....I was wondering what your thoughts on COS (CDN Oil Sands) with a dividend of 6.5%...basically form Income perspective as I would not anticipate much growth...based on the current volatility in the oil markets...would you say the dividend is safe? looking at longer term hold 3 to 5 years..

Q: In looking at the quarterly statement for IEI this appears to be an up-and-comer. Your comments please. Thanks Al

Q: FFM - besides obvious of small size and short track record, do you have any information about their technology, who their customers are, etc?

Q: Hi 5i Team,

I had a question about FAM REIT, I realize it is small and a little higher risk. My question is with regards to their dividend is it sustainable now with the higher payout ratio and what about for the long term?

Q: Hello Peter,

I recently opened a joint account funded with cash for my wife and myself. We're starting with a clean slate as we've liquidated some other less interesting holdings to fund the new account.

We're both in our late 30s and will continue to add funds to this account as we can.

From the model portfolio, what holdings would you start with? Our account isn't big enough yet to buy board lots of all of model.

Looking for 5 things that we could buy now.

We already hold BNS, ENB, ESL, and T from the model portfolio.

Q: Hi, I'm interested in the following US stocks - Kimberly-Clark and Colgate Palmolive. Do you have any advice or comments based on current stock price ie would you lean to a "buy", or favour something else in the sector. I already own Proctor and Gamble.
Thanks, Dave

Q: Hello 5 I Research team. I was wondering about your thoughts about Westport Innovations. Thank you for providing your feedback. Cheers from PEI

Q: re: Mitigation Strategy (MS)and lagging equities

Saw your answer for Rita re the MS and your comment to reallocate into stocks that "are lagging."

Could you give us a few examples of your opinion re which equities you would consider are lagging?

Thanks for all your do

Gord

Q: re:XOM

Hi 5i Team

I'm always a little hesitant to ask about U$ equities as you have stated in the past you're not necessarily following US companies as closely BUT, you were planning on doing more so in the future.

Having said that, if you could please give an opinion the following comment and your thoughts on Exxon in general.

Comment... Oil requirement expectations have been reduced recently and Exxon is down 8% since 3rd week July. At this point I am breaking even not counting a fairly good dividend. And I read a report recently that money would be better spent on Canadian O&G rather than U$.

Do you expect Exxon to improve once we get past Sept & Oct? Would your advice be to sell/hold or buy XOM at this time? And do you think the Canadian O&G is a better place to be for capital growth in comparison to Royal Dutch/CVX/XOM etc...?

Thanks for all you do

Gord

Q: Would you please put in the name of the company as well as the call letters. It is much easier, especially for some stocks that are not real common. It seems to go good for a couple months, then reverts back to a lot of call numbers, Thanks Ken