Investment Q&A

Q: HI Peter. Thanks for your great service. My question today is I am going to sell RBF 1340 formerly PHN bond. I would like to replace it with stocks that consistently and regularly increase their dividend for the past 5,10 ++ years. They would be inside a rrsp fund. I have a company pension and receive cpp and oas. Please suggest 5 to 6 stocks. Thanks Frank

Q: Can you give me an update on Cipher? Seems to be stuck. I know pharmas have not been great overall, but just wondering if there is hope for this one, or should I cut bait and ditch it?

Q: Could you give me a synopsis of the VCM latest results? They seem to beat estimates, but the stock is tanking.

Thanks!

Q: Hi 5i,

Do you have any information on the jump in Canaccord today? I have been looking to dump these shares for a while but have been hoping to do so closer to $5. Before I sell i'd like to know if there was any good news released today that I may be missing. Volume looks pretty normal.

Thanks,

Joe

Q: 20% drop today! No apparent news-any on your end? Is it time to get rid of the roller coaster, or should I stock with it?

Apparently, one of its chips can be found in favebook's occular rift headset. Please enlighten me.

Thank you for your excellent service!

Karim Rahim.

Q: I am trying to find your last research report on this company under the report section. I am not having much luck - am I doing this correctly. I see all your comments of the questions from subscribers. Thanks AJD

Q: Hi,

Within an overall balanced portfolio, I am looking to add one "high yielder" to supplement dividend income. Which of the four listed would you prefer and feel the dividend is the "most" secure going forward? Is their a different equity that you would recommend other than the four listed?

Regards,

Robert

Q: Sounds like good news coming out of the mine now that it's up and running. Would you recommend?

Q: Recently, there has been much in the news about improved Canada-China relations, and the Liberal government pursuing a free trade deal with China. As it appears that more business opportunities are on the horizon (e.g., SNC-Lavelin, Canada Pension Plan Investment Board), what Canadian ETFs or specific stocks I should be considering?

Q: Hello.
Thanks for the ongoing investing commentary.
Given the results I have experienced with a few individual investments over the past 8 months, it is clear I either do not have time to keep up with small cap growth stocks' activity, do not know how to make buy sell decisions, do not have the stomach for the ride or just completely outside my sphere of investor ability. In reviewing my experience with buy sell of Phm, I was up 8000 and ended up selling at loss of 6000. Ad recently up 7000 and end d up selling for 3000 loss. Painfully sitting on a 35,000 loss in Cxr.....largest loss ever in 16 years of direct investing. Can not make money this way. Clearly I should be handing over small company decision making to someone else.

The question.......what Canadian and USA mutual fund or strategy would you have me consider to help capture some of the growth available through small company / special opportunities investing ........ Without being directly involved with the buy sell decision?

I am okay with long term but long term with current results will land me in the poor house.

Appreciate your thoughts on this topic.
Dave

I already own Mawer global small and global mutual funds but they are not invested like 5i portfolio

Q: Hi, I know you've already answered a few questions on the exchange offered by PG but I'm still too obtuse to understand the ramifications.

Very simply, if I own 50 shares of PG and I tender them as part of the exchange, will I still own 50 shares of PG afterwards, plus the shares of the new spin-off, or will I only only shares in the new spin-off?

I have to provide instructions by September 28.

Thank you,

Q: Please provide your insight on to the lawsuit/dispute over title issues wrt the Liberdale copper project and the probabilities and time frame of a favorable outcome? Why would anyone explore without clear title?

Thanks.

Q: Good Day Team; I've had a small position in CGI for a few years now, and am considering a switch to DH. Would you say that the forward growth (3-5 years) of these two companies would be comparable, and if that is true, would the additional DH dividend make a switch more attractive.

thanks,

Q: WEF has not done anything for quite some time. Should I continue to hold? Could you provide update on softwood lumber agreement.

Thanks

Q: You said:
5i Research Answer:
We are recommending tendering under the exchange, and taking the EXCHANGEABLE share option.

My question is what are the pros and cons of going for each option?
If the value is higher on the London exchange do we expect the TSE price to be the same adjusted for currency differences?

Q: Now with 11 sectors in the TSX, what would be a good sector to sector % breakdown to have a balance portfolio?

Q: The last question on MDT was asked in Jan, 2016, and you were favourable at that point. Do you still think it is a good prospect? What about Vodaphone? Both were top pics on BNN today.

Q: According to the RBC Direct Investing data base MRU has a lower p/e, higher roe, lower debt to capital, higher net profit ratio, larger sales growth and a better 3 year stock performance { 50% vs 100% }. Why do you favor L so much? Thank you.

Q: Hello Peter and team:

You may want to perhaps address this question through your Blog or answer it here. Whatever you think is appropriate is fine with me.

What do think of the article in the Globe, Report on Business section, Saturday September 24 2016 edition by David Milstead on Big companies using non GAAP methods to report their earnings, profit, write downs and such. Except Imperial Oil, all the companies fail GAAP standards his article claims.
Many of the companies that you recommend don't fare well in the analysis by Veritas. For example Agnico, Manu Life, Magna, Interpipline etc., In fact 4 out of 5 companies negatively highlighted by the Globe are your favourites! Interestingly all the banks fare reasonably well which surprised me! The same bankers who "forced" the Govt to enact "opt in" measure come out as "reasonable"?
I went through the table provided by Veritas very carefully. I find that the following companies seem to have the least variance between GAAP and non GAAP measures: AGU ATD, BCE, BMO, BNS, CM, CNR,CTC, DOL, EMA, GIL, IMO, MRU, NA, POT,POW, PPL,RCI, RY, SAP,SJR,SNC,T, TD, WN.
Am I right in interpreting that these companies are "reasonably" clean in their corporate governance? Does this list by Veritas correlate with other lists by other companies that measure or evaluate ethics of a company by entirely another set of variables?

Do you folks consider this accounting issues when you choose a stock?
Thank you for your patience in advance. My apologies for this rather verbose question.

Q: Would MRE be a good investment or would one of the larger parts companies be a better bet? How is its debt.It has 3 new plants in Mexico etc. & I'm wondering how they'll impact the company.It seems cheap but is it a value trap or too speculative? Will the market for car parts hold for a few more years or have we reached a tipping point.It appears that people are still driving older cars even though sales of new ones has gone up dramatically.Thanks as always for your valued advice.