Investment Q&A

Q: Hello Peter & 5i Group,
I've been a member since shortly after you offered your services and watch your appearances on BNN shows with great interest. In my opinion your service is top notch. Most members ask good to the point questions. However there is getting to be a number of members that are writing a LETTER in asking a question, almost to the point of asking you to manage their portfolios. Have you considered limiting the length of their questions??
Thanks again for your great services.
Ken

Q: A followup on the answer to Brian's question: the 4.74% reset rate is on the issue price, $25, correct? That would mean that the issue would pay $1.185 US dividend, more than the current $1 US. So with the current 5.2% yield expected to lift to 6.1% based on the current $19.20 SP, that makes these ENB US$ issues attractive buys, particularly with US interest rates expected to rise, does it not? Thanks, J.

Q: I currently hold my maximum in CSH, SIA, NWH.UN, & DR. I plan to increase my present position in EXE to match those other holdings.

Is this a reasonable approach? Are there other names in the sector that would be preferable to increasing my EXE?

TIA. William

Q: I have just reviewed your report on WiLan. I have a small position on this stock down about 50%. Would it be worthwhile to just hold the stock for a year or so and see what happens. Don't need the tax loss, thanks

Q: Is the reason for this stock's demise over the past couple of years solely related to activity, or the lack thereof, in the oil patch? The dividend has kept me hanging on while I wait for a recovery. You have often referrd to the company's cash reserves so should I still feel comfortable that the dividend will be paid and wait for oil activity to recover?

Thanks for the insight.

Paul F.

Q: just raised their dividend 8.33% to 6.5 cents per quarter.

Q: On Market Call you recommended PHM as a top pick. You spoke positive of CXV and LND. Why is PHM a better investment than CXV or LND?

Q: Just want to say thanks to Julian for the info on the Yahoo Finance web site details.
There is a wealth of info there. Plan to put it in my favourites.
https://ca.finance.yahoo.com/q/ks?s=DH.TO

Q: Given the recent patent infringement issues on top of difficulty in China, what is your take on QCOM? It has a very dominant position in mobile chips, but this seems to be the source of many of its problems. I remember when this happened to Microsoft in the late 1990's. The stock lanuished for years before recovering. MSFT was at a much higher P/E then compared with QCOM today, however. What are the chances of recovery? Would you recommend holding QCOM or taking the hit and selling to look for better opportunities? Any suggestions in the technology space?
Thanks,

Q: I would like to add something I have learned since I have been with 5i for a couple of years now. I have learned an awful lot and no lesson has been more important than the need to diversify. Unfortunately, at first that simply meant to me holding companies in different sectors without enough regard for exactly where those companies earn their money. So when oil and commodities collapsed, not only did my purer plays (Tck, G, Sgy) drop but "associated" companies in other sectors declined as well (Rus, Bdi, Qst) so I realized I wasn't as diversified as I thought. Lesson learned.

All in all, I have been happy with my total returns over these past few short years. But I seemed to have achieved those returns by having some 2,3, and even 4 baggers while having lots of losers. Is this a "normal" situation or just a current sign of the times and the makeup of my porfolio? Is there a percentage of winners one should expect in a portfolio (assuming moderate risk)? Or will the losers often/usually outnumber the winners?

Appreciate your insight.

Paul F.

Q: hi again;what would be todays reset rate be if it was now and not on june 1 2017 5yr usg yld+3.05% thanks again brian

Q: would you sell or hold

Q: In your opinion, is Valeant an outright "sell" at this time? It's going nowhere fast.

In your comment to Gary, on November 6th, you stated:

"The problem is that VRX is no longer trading on fundamentals, but on emotion and rumours. ... it is likely worth (worst case) $100 US. This is not our number, but from a good report from Mizuho Securities looking at worst case scenarios."

Given that the $100 US target price is not your number on the stock, would you nonetheless concur, or would you assess it higher/lower? (I know you don't believe in target prices, but at some point there is the essential value of the company that speaks out, and affirms its fundamental worth.)

For someone with a one-year time frame on this particular stock, do you think it's worth hanging on? I have a 28% loss and it is only 2% of my portfolio. I would like to recover that loss and move on, whether through Valeant or some other means.

(I have other, longer time frames on other parts of the portfolio, but was using this as my "Mad Money Corner".)

With everybody piling on Valeant, including lawsuits, shorters, staff desertions, things are looking pretty grim, and it's no longer possible to assess what is real and what is not.

Would this be a good time to take the "mad money" and run? You have lots of good choices in your growth portfolio, and I was considering turning to one of those.

Thanks, as always, for your great service!

Q: hi all. just sold 4400 shares this a.m. lost over 8000$ Won,t be the last loss for me anyway.. Thaks for the great service, The last two years have been a great education. I will sign up for another two years before Dec, even though my programme doesn,t end till Aug, Got a good suggestion for a measily 5000$, Thanks for all your efforts.Regards Cliff

Q: I am happy with the dividend but would be much happier with less dividend and at least some growth Any suggestions or should i just sit tight

Q: Where can I find your recent article on "Call Options"?

Q: What do you think of PLI at this level. It has been going up a lot recently. Also, can you also provide your views on NLN after their recent earnings and contract negotiations. Thanks

Q: all the big companies laying off workers. t.d. enb and now teck! What is this telling us regards the future?

Q: The other day you mentioned that comdev had been sold out of the model portfolio, but that you recommend members hold to the closing. Can you elaborate further on the reasons for this. Thanks as ever

Q: Hello,
Is it time to get back into this name? Is the dividend safe?
From their web site:
today declared a dividend of $0.05 per share to be paid on December 15, 2015 to shareholders of record on November 30, 2015. The ex-dividend date is November 26, 2015.

So, if I buy know I get the dividend?

Thanks
Marios