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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: Please give me your opinion on the quarterly report for Pure Technologies. Thank you.



Read Answer Asked by maida on August 12, 2014
Q: Cipher (DND) had a great day today up over 10% on higher than normal volume. Can you identify the cause of this activity? Do you see more upside in this name (hold), or take my gains and redeploy the money in better opportunities?
Read Answer Asked by Zen on August 12, 2014
Q: I'm curious as to the potential impact in Canada of Kinder Morgan consolidating into a huge energy company partly in order to better pursue acquisitions. According to Mr. Kinder: “I think virtually anything in the midstream energy area would fit us”. This may be U.S. focused but I am wondering if this potentially increases future Canadian midstream infrastructure consolidation. Names like Keyera, Altagas, Pembina, Veresen , InterPipe come to mind. Is this plausible?
Read Answer Asked by Greg on August 12, 2014
Q: Hello Peter, I'm holding two smaller REITs, NWH.UN and ACR.UN, intended for longer-term, higher-yielding RRSP investments. Can you offer any comments on these? Basically, if these continue to be stable 7-8% dividend payers, I'm happy to own them for several years. Thanks! Bob
Read Answer Asked by James on August 12, 2014
Q: re: SGY Surge & John O'Connell' comments

One of my biggest challenges is "sifting through" comments made by industry guests/pundits/experts whether on the TV, radio or in an article. I often wonder if there is any ulterior motives at work behind what they say and have no doubt at times there is. After all we are talking about money.

Mr. O'Connell' comments on Surge for me however made sense, and it isn't the first time I have heard similar comments of this kind regarding this company.

He feels the growth per share would be considerably inferior if the company wasn't paying such a large dividend. He was very complimentary regarding Paul Colburn' management abilities and referenced what he did at Cresent Point. However when it comes to Surge, John mentioned Paul made allot of acquisitions, paid brokers allot of money in commissions, and that production/share growth hasn't been all that spectacular. He went on to say he wished Paul wouldn't pay such a high dividend and that he's "on a bit of a treadmill" trying to keep up with high decline rates and that the high dividend is a crushing problem for him as it is very expensive money.

I have done very well with Surge up to this point (40% after dividend) and would like to hear your thoughts regarding Mr. O'Connell' comments and what the 5i Team expects for Surge moving forward.

As usual, thank you for all you do... would be lost without you

Gord

Read Answer Asked by Gord on August 12, 2014
Q: All of the stocks that I own are your recomendations. As per you suggestion I want the highest growth stocks in TFSA's. From your A and B rated stocks in the summary, which would you consider for the highest growth for TFSA's.
Thanks for your outstanding service.
PB
Read Answer Asked by Peter on August 11, 2014
Q: What would your preference be Input Capital, Fiera?
Also what are your thoughts on holding AVO thanks as always for your fine service.
Read Answer Asked by Maureen on August 11, 2014
Q: I Purchased Boston Pizza in April 2013 and am down 3.92(this includes the dividend). Should I hold this or find something better. If so What would you recommend.? Looking for dividend and a bit of growth. Ernie
Read Answer Asked by Ernie on August 11, 2014
Q: You iincluded exco along with questor and kelso, sylogist and high arctic as stocks you like for growth.
Between exco and martinrea which would you choose, since exco is somewhat similar to martinrea, qrowth is paramount, martinreas analysts estimates have increased substantially, your choice. Thanks dave
Read Answer Asked by david on August 11, 2014
Q: I have owned JAZZ off and on for a year+ but it seems quite volatile. Should I keep holding or would you suggest something else more to your liking. Canadian or U.S Thanks much.
Read Answer Asked by Maureen on August 11, 2014
Q: Hello Peter,Ryan,and Team,
Would you update your thoughts on Fam Reit (F.un) after its quarterly report. The Huntingdon(owns 29%) strategic review was anticipated for June 2014. My take is the payout ratio this quarter is too high, debt has been reduced,a new building will be accretive. Is it a buy now for long term income?
Read Answer Asked by Bruce on August 11, 2014