Investment Q&A

Q: Hello,
I would like your opinion on IMF. They made two interesting announcements recently following good work from their R&D. I understand that: management owns a sizable position in the company, the balance sheet is a little too much levered, they are growing revenues after a few years of problems with new equipement, the stock is thinly traded.
Thank you,
Eric

Q: Would you consider these two stocks as 'strong buy' for the long-term (5 years)?
Are they at at good entry point now?
Also, what stocks would you recommend in the infrastructure sector?

Q: What is your take on CLR's 3rd quarter earnings? Apparently the market didn't like them.

Q: Peter: Could you recommend a Canadian company that will benefit from doing a lot of business with the U.S. for the next two years ? Thanks.

Q: What is your opinion of Ikkuma Resources Corp? Would you buy it at this level?
What good stock would you recommend in the infrastructure services sector?
Thanks!

Q: I hold CU on the income side of my portfolio. It's longer term performance is solid, but its recent quarter wasn't well received, and in recent months other utilities are outperforming it. Tax considerations aside, would you sell CU and switch to EMA, FTS, BEP.UN or one of the other utilities? I heard Peter say recently that he's a "big believer in momentum" and lately CU hasn't had much of it.

Q: Your thoughts please.

Q: Could you please tell me your top 3-4 picks for pure growth stocks in Canada to buy today. I'd appreciate if a couple could be more established (such as CSU) and a couple more "up and coming." Thanks.

Q: Could I get your thoughts on SHAW cable? I hear everybody recommending Telus or BCE but never recommending SHAW. They have been hitting their numbers and pay a decent div of about 4% and the stock has risen about25% over 1 yr? somebody is obviously buying the stock. thanks.

Q: Hello 5i, Could you recommend 2 ETF's, one for corporate bonds and the other for preferred shares. Also would these ETF's be good as income for a persons retirement by being more secure as a buy and hold. Thanks

Q: Hi 5i team. It would seem that you don't have one of the main telecom Co's under coverage. I, too, do not have a telecom in my portfolio, even though, as a retired, income invester, that is against the majority of advices. My main reason is that there are two things that affect profit negatively; competition and regulation. They have got both. It wasn't always the case. I owned BCE in the 90's and sold when Nortel (which they owned) got to over 80$ and achieved a ten-bagger. I'd very much like to know what your reasons are for not including the sector. The reason is that I'm thinking of going back in. The companies in the sector seem to have settle down and have exchange the golden goose of land-line for the golden eagle of internet/media. Even though there isn't going to be big catalysts like NT for jumps in growth, they yield a goodish dividend and give you a bit of growth. They might even end up like the banks,i.e. become a government sponsored oliopoly. Your thoughts would be much appreciated. Thanks as always. Henry

Q: I 've read that you are recommending CDZ and XDV for dividend paying ETFs. The yield on XEI exceeds the yields of CDZ and XDV. As well, fees charged for XEI are less. Would you also recommend XEI ?

Q: Hi Peter -New and loving it - I thought you had 2 portfolios with weighting shown - now I see a long list of stocks in a portfolio. With no weighting?
Dennis

Q: Reported earnings for the quarter of.13/share. Has cash of almost $400 million or close to $2.00/share. Full year earnings estimate of .48 cents per share. Therefore can one say that it trades at less than 4 times earnings which seems to be very cheap. Has very low all in costs of about $1.07 per pounds. Has a good dividend for a metal company. What is holding this back, is it future copper prices?

Q: Hi Peter and team, I have some unallocated USD in an unregistered account, TFSA and RRSP. I have quite a bit USD tech so would like your recommendation on some solid growth stocks, dividend payer for the rrsp would be good. I'm OK with a Risker stock in the TFSA.
Thank you

Q: Peter, Since sin stocks, amaya, great canadian gaming, gamehost are all doing well, I own a position in century casinos on new york exchange. I am underwater for now but like the growth prospects and they keep winning awards for best run casino as well as running casinos on cruise ships and they are building in calgary which will include racehorsing. Can you tell me how much insiders own of this company. Because it is not followed very well, I feel that if all things go well this is a company that could surprise on the upside and start to be followed more closely.

Q: Morning folks: HWO is listed in Toronto but does the bulk of it's business in New Guinea where the energy industry is still
going strong. The numbers look good and it has a 4.5 percent yield. Appreciate your comments on this company.

Q: Hello Peter and Team,
I have available cash in a non-registered account which I will not need to access for several years. My goal is long-term capital gains WITHOUT any other income along the way. Currently, I hold non-dividend payers TOU, AVO and GUD in the account. Which one or two of these would you feel best about for a solid long-term gain? Also, if I were to add two other non-dividend paying shares for the long-term, can you please suggest two? PS. Any explanation for the wild (10%) ride on DHX today? Thanks for the terrific service!

Q: Fortis is having a very good week when looking at a daily chart. How is the valuation? Would you add to an existing position at this level?

Best, Don

Q: Hi,
The equity portion of my Income Portfolio contains the following with % weightings shown. Any names you would remove or add to? Any sectors you would trim or add to? Any names from your Income Portfolio you would strongly suggest I include? My average yield is 4.3%.

Consumer 1% (CTC.A)
Banks 20% (BMO,BNS,NA,RY,TD,TMC)
Insurance 11% (MFC,POW,SLF)
Utilities 8% (EMA,FTS,TRP)
Telecom 15% (BCE,MBT,RCI.B,T)
Precious Metals 6% (AEM,TCK.B,SLW)
Energy 19% (CNQ,COS,CVE,CPG,FRU,IMO,SU)
REIT 17% (CAR.UN,CHP.UN,D.UN,DIR.UN,HR.UN,REI.UN,TCN)
Technology 2% (ET)

Looking forward to your Portfolio Analysis feature/service.

Thanks for this,
Carlo