Investment Q&A

Q: I would like your take on Freehold Royalaty FRU , the div is nice but what is the payout ratio and is there any up side to this company

Q: Hello 5i, for tax loss selling if you own common shares of the same company in your cash account and in your self directed RSP account can you sell only the cash account shares and claim the loss in the cash account and not sell the shares in the self directed RSP account as you cannot claim tax loss selling from the Self directed RSP account.
Thanks
Michael

Q: Hello5i. Could you comment on Canwell CWX as to the company and also what the payout ratio is.
Thanks
Michael

Q: On the 5i-Research-Summary-Dec-13-Excel document:
It shows around 80 stocks listed.
Is that roughly the total number of stocks tracked at any one time ?
When stocks are deleted are they marked or shown anyplace ?
Thanks

Q: I have seen a trend in Agnico Eagle. It appears to hit a high of $30. then retreat to $27. Do you think the next time it is close to the top, I should sel out and re-enter at $27. ?

Q: Hi Peter and Team, what is the street consenssus for SVC earnings, and also your opinion on the stock?

Thanks

Q: Is there advantage to buying td before it spilt thank you

Q: I am looking at taking a position in either BDI or HNL for my TFSA contribution this year. Back in July you had rated HNL slightly ahead of BDI in an answer to a members question. How would you contrast the opportunity for these 2companies at this time?

Q: Hi Peter
My question is on gold and whether it is a good idea to keep some as part of a balanced portfolio. I currently own GLD and unfortunately entered when gold was $1650 an ounce. Do you recommend maintaining this position ? Changing to gold stocks ? { if so what } or exiting the gold sector and investing elsewhere ?
Thanks Garth

Q: Hi Peter and good crew. I bought some MNW and am watching it slide . Is there any current news re. this or is it just profit taking?

Q: What is your take on MRE- The auto part company. According to an article in Seeking Alpha it has upto 60% upside.
Thanks

Q: Your opinion on whether to purchase TransCanada Pipe OR Canadian Utilities. As far as I can tell, both have a long history of increasing dividends. For long term dividend income play; if you had to pick one, which would it be?
Thank you

Q: Hi Team : any comments on the LOY announcement re: Franchising overseas? This seems like a smart move on their part. Thanks

Q: Hi, happy new year. TFSA time, last year you advised MCB which I bought and has been terrifc (60%)gain. It is now over $7 do you beleive it is a good buy over the next 12 months. I also have RY,SLF,GH,ESL,ZRE do you think BDI would be a reasonable addition. Or any suggestion you have is always appreciated. Thanks for your help, fabulous service.

Q: BBD.PR.B perpetual, cumulative, floating at Prime, Preferred from Bombardier
Would this preferred share be a good long term holding? With a current yield of ~5.25%, when BOC does finally increase the overnight lending rate, each quarter point increase bumps up the monthly dividend. With $20 billion on the order books, the company looks safe for paying the dividends. Please give me your thoughts.

Q: I can't decide what to do with Paladin (PLB): every time I go to sell it, the stock moves up sharply. Furthermore, I get confusing news and analyst downgrades on Endo (ENDP). The long quote below (sorry) is a sample of what confuses me. Does the market think that Endo would be better off without NuPathe? Any clarification you can provide would be greatly appreciated. Thanks

"NuPathe (PATH) looked to start a bidding war between Endo Health Solutions (ENDP) and Teva Pharmaceutical Industries (TEVA). .... NuPathe, meanwhile, said that it's reviewing a $114 million buyout offer from Teva, topping Endo's $105 million bid, which NuPathe accepted last month. .... Last week, Cantor Fitzgerald downgraded Endo based largely on the NuPathe acquisition, saying that the upcoming launch of its migraine treatment Zecuity would likely face stiff competition."

Q: As a comment to Neil who wrote about SYZ, as a fellow chartist - who never made a lot of money reading charts and is trying to take a more fundamentalist approach (thanks 5i), to add to your woes, there is a Head and Shoulders formation trying to form on the weekly chart. If the price drops below about 6.70 it will have completed. Also, on the daily chart, there is an intermediate triangle in place - the bulls and bears have less than a week to decide who will win out; since the downtrend is still in place, the bears will like prevail.

My observation about Fundamentalists and Technical Analysts is that all professionals never lose site of either, only emphasize one over the other. 5i wrote a few weeks back, that us Techies usually want to "market time" which he stated he does not believe in.

Q: Hi Peter and Team,

What are your thoughts on Starz, STRZA?

Q: I am looking to add a small high-yield oil/gas company, more for income than growth. Could you rank Whitecap, Surge and Torq in your order of preference (looking at distribution stability first then growth potential) and comment on your list. Any others that you would prefer in this list? Thanks

Q: CCA Cogeco Cable. What do you think of this seemingly very cheap stock? Is it a good sector for this stage of the market?
Thank you.