Q: Your recent report on PKI mentions a dividend payout ratio of less than 60%. By my calculations you are using something other than Earnings in your formula. As a new member, could you please explain what you include/exclude in your payout calculation. Thank you.
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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: I notice you cover EXE and IIP.UN. Any other favourite REITs? Is the Canadian REIT sector overbought?
Q: Hello Peter: You thoughts on GLN after its run up and now a little pull back. buy, sell or hold?
Q: Hello, what would be your opinion on holding units of CEF.A in an rsp or tfsa? Thanks again.
Q: I am a new member, CSU is the only recent report. Are this years 5 additional A rated companies still a good investment? WIN , STN , BYD , BAD , CGX
Q: I'm sorry that you are asked so many questions about equities that are not in 5i's portfolio. I understand that you don't want to be rude and you have a lot of knowledge, but as the membership grows, this is going to consume all your time.
Perhaps if somebody asks about XXX Bank and mentions their great dividend, why not point them at 5i's recommendation of Aston Hill or Fiera Sceptre etc. If XXX Restaurant, simply point them to 5i's Boston Pizza and A&W have been good. Heavy Equipment, look at 5i's Badger. Etc. Etc.
General or specific strategy and investment questions are great and I love reading your suggestions.
I'd just like to see you folks not have to spend so much time on questions that are not related to your portfolio recommendations or investing in general.
This would free you up to have more time for research and finding those hidden gems.
My two cents.
Perhaps if somebody asks about XXX Bank and mentions their great dividend, why not point them at 5i's recommendation of Aston Hill or Fiera Sceptre etc. If XXX Restaurant, simply point them to 5i's Boston Pizza and A&W have been good. Heavy Equipment, look at 5i's Badger. Etc. Etc.
General or specific strategy and investment questions are great and I love reading your suggestions.
I'd just like to see you folks not have to spend so much time on questions that are not related to your portfolio recommendations or investing in general.
This would free you up to have more time for research and finding those hidden gems.
My two cents.
Q: Hi Peter, could I get your opinion on that South Asian TV station, SAT? Tia.
Q: Hi Peter et al, I have had the same experiences as Claude (OCT 11) on being run ahead on trades. It is no longer a level trading floor, so to speak. Does it only happen on the venture exchange? Or does it happen on the main exchange as well? Thanks. Henry
Q: Could I please get your comments on Enercare (ECI). What do you think of this company and its stock? Thanks.
Q: The recent announcement that Shopper's Drug Mart -SC- would be allowed by the government to expand services that could help offset the revenue lost through provincial curbs on generic drug prices was greeted favourably. However, if I understand correctly, the $7.50 per flu shot administered roughly covers costs and the province has not yet promised to pay for other services like renewing prescriptions. Could I have your thoughts on the company in light of these developments. Thanks
Q: hello Peter:
could I have your opinion on WPX Energy, and, if possible, what would be an equivalent (or higher in your estimation), pick in the Canadian energy group.
thanks
Paul
could I have your opinion on WPX Energy, and, if possible, what would be an equivalent (or higher in your estimation), pick in the Canadian energy group.
thanks
Paul
Q: Hi Peter:
Any thoughts on DL? I have had it since it paid a dividend (some time ago). I can't figure out why they remain a public company, but wonder how long I should be patient for something to happen. I'm gun shy as I owned Arbour Memorial for over 10 years and sold it shortly before they went private. Thanks, Rick
Any thoughts on DL? I have had it since it paid a dividend (some time ago). I can't figure out why they remain a public company, but wonder how long I should be patient for something to happen. I'm gun shy as I owned Arbour Memorial for over 10 years and sold it shortly before they went private. Thanks, Rick
Q: I`m looking to invest profits from a short-term trade into a long-term hold (5+ years) with decent dividend growth. I like IPL, PPL, and NPI. Is it safe to split my investment between these three names? Do you have a favourite?
Q: Hi Peter
I have held Barrick Gold ABX. forever and today I am still a dollar or two under water. It seems to trade a dollar or so above or below $40. Is there any hope that ABX will start moving up or should I sell and move on?
Thank you.
David
I have held Barrick Gold ABX. forever and today I am still a dollar or two under water. It seems to trade a dollar or so above or below $40. Is there any hope that ABX will start moving up or should I sell and move on?
Thank you.
David
Q: Hello, can you please give me an opinion on lakeshore gold? Thank you.
Q: Hi Peter
Have you upgraded your opinion of SPB? It gets mentioned on BNN as a turn around. Has a nice 6.75 dividend. Is this a stock you can buy and sleep at night.
Thanks David.
Have you upgraded your opinion of SPB? It gets mentioned on BNN as a turn around. Has a nice 6.75 dividend. Is this a stock you can buy and sleep at night.
Thanks David.
Q: Hi, could you comment on the just announced financing for Gibsons? At first glance it looks good, with increase to dividend and not taking on much debt?
Q: My question is in regards to Uranium. As a contrarian and a 5 to 10 year investor, I am looking at accumulating positions in both U and CCO. Do you prefer one over the other or are both equally good?
Q: Hi Peter & team,
Just wondered what you think of OAKTREE CAPITAL GROUP LLC (OAK)on the US market. I would be buying for the dividend & some growth. Do you see it as a buy, hold or sell.
Thanks in anticipation, best wishes,
Paul.
Just wondered what you think of OAKTREE CAPITAL GROUP LLC (OAK)on the US market. I would be buying for the dividend & some growth. Do you see it as a buy, hold or sell.
Thanks in anticipation, best wishes,
Paul.
Q: Hi, Do you have any comments on GSR(Goldstrike resources) recent news release. The stock has got hit hard after the results.