Investment Q&A

Q: What are your thoughts?
Thanks

Q: NatPo had a mouthwateringly positive piece on Shell moving forward on its LNG project based in Prince Rupert. If one were inclined towards value Canadian gas Cos. would seem ripe for consideration. Knowing the long term play that LNG would have to be which gas plays would you view as opportune?

Q: My questions are related ECN:
1) what will be the catalyst to get this stock to move higher;
2) what is the impact of higher interest rates and why;
3) what is the impact of a lower Canadian dollar and why;
4) I have a half position, is this a good time to increase my position?
Thank you.

Q: I am looking for a good value stock with high yield, min. 5%. Can you add someone more to the two above?
Thanks
Margita

Q: Peter and Team:

If Royal Dutch Shell decides to go ahead with its LNG Export terminal in Kitimat, which NG Companies have the most potential upside?

I am woefully down on PEY, and am wondering if I should continue to hold in hope of recovery, or take a 50% plus hit and move on.

Thank you as alway

Phil

Q: Is there as maximum percentage of US investments allowed in RIF and TFSA?
I am doing my own investments in TD Waterhouse.
Thanks
Margita

Q: As of yesterday A & W serves Beyond Burger at all its locations, a veggie burger which has received rave reviews in the US. I think this may materially benefit revenue and profitability. People were lining up outside a location in Vaughan, Ontario to try it.

Q: Hi,
I"m going to sell my L and purchase PBH.

You good with that?

Q: Can you please give me your recommendations on Laurentian Bank?

Q: Hi 5i research team,
Besides nice weather, do you see any reasons why RET.a is doing better for the past few days? Volume is barely higher than median volume. It looks better technically (ma50 crossing over ma100). If nothing has changed: what would a good technical level to sell (at a small loss fiscally deductible)? Is it worth being patient for the ma50 and/or ma100 to cross over the ma200? The ex-dividend date is coming later this week (5 cents). RET.a remains cheap after accounting for the cash on the balance sheet. Thank you for your collaboration, Eric

Q: Can you please tell me your top 5 investment themes (US banks, Cdn O&G, etc.) and your top 1 or 2 investment ideas in each theme for a time horizon of 24-26 months?
Cheers

Q: I am considering realizing gains on a 3% position in FSV and moving the proceeds into TCN. My thoughts here are to maintain exposure to US real estate with a lower valuation higher yield while still maintaining a growth tilt. Your comments on this move would be appreciated.

Q: Hi team,
I follow a lot of U.S. tech. One that I actually haven’t been following closely at all is GRPN. It came to my attention this morning on a Seeking Alpha alert on GOOG. It seems that GRPN may be putting itself up for sale and several U.S. big tech names may be interested (or may not be). I was a bit surprised to see no questions on it yet on your website so time for me to use another credit.

I am never used GRPN but I believe you can sign up and get discounts off meals, travel and many other services. I think it is a highly competitive space and their stock chart looks like a disaster since its IPO a couple of years ago. I don’t like buying stocks just on takeover speculation but it is a nice kicker if there is merit in the underlying business model, which I suspect is likely not the case here.

Your thoughts?

Thanks again,
dave

Q: What do you think of this company for income and growth.

Q: Thank you for all of your good advice. I have some money put aside that I am think of investing in a mutual fund. Could I have your advice - would Burgundy or Mawer be better? What is the difference between the two? It's a large sum of money, so I'd like to know which one has a better return and is safer?

Thank you for your input - Marg.

Q: Saw a remark onBNN on PKI about valuation being very high. How do you see present value versus PKI's growth potential?

Q: I have owned this in the good times and bad ( have held it for years). What is your outlook for this stock for the next year?

Q: I note that in June you sold your entire position in SJ from the Balanced Portfolio. I hold SJ. Was your rationale for selling due to a problem with SJ or because you required cash to add TSGI?

Thank you

Michael

Q: Is the dividend sustainable & how are the debt levels
Is this a stock you would reccommend?

Q: I am 75% in equity with less than 10% in Canada, and mostly US with tech emphasis, plus Global and EM. The rest of the 25% is invested with a well known active manager (0.6% MER) of corporate bonds who invested in short-term corp bonds of no more than 2 years duration plus floating rate bonds. No Government or long bonds. With rising interest rate albeit not rapidly over time, bonds are not really a place to be in. Corporate bonds can lose capital as well if there is a significant downturn. What is your view on holding cash in MMF in lieu of corp bonds as a fixed income allocation of a portfolio in the foreseeable future as capital preservation? USD MMF instead of CAD cash?