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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello
earlier question about the enb pref.......ticker is PF.G

The dividend is initially fixed until September 1, 2020. On September 1, 2020 and on September 1st every five years thereafter the dividend will be re-set and fixed at a rate that equals the sum of the Government Of Canada Yield (GCAN5YR) plus 2.68%.
Read Answer Asked by David on January 06, 2016
Q: In an earlier response you made a reference to “the typical small cap January bounce after a disastrous year”. I’m holding a few big loosers which I was looking to dump for a year end portfolio clean-up. I didn’t want to do any selling in the middle of the tax-loss selling season and was holding on in hopes of this “January bounce”. Given the way the market has started off the year so far, I’m beginning to think the chances of a bounce have all but faded away. Looking into your crystal ball, would you suggest still holding out a little while longer in the hope of a minor short term rebound in some of the names that have been decimated over the last year?
Read Answer Asked by Steven on January 06, 2016
Q: I have a large investment in Apple.Assuming the lower sales estimates for Apple products to be true, would you recommend paring the amount when the stock price is plummeting?
Read Answer Asked by hal on January 06, 2016
Q: 2 questions:

I have done very well with ABBV, but wonder how much of an impact is likely when Humira comes off patent in 2016. Have you heard of any company plans that would offset the loss? Do you have a hold or sell suggestion?

How much and what kind of a difference is VEF’s transition from the FTSE Developed ex North America Hedged CAD Index to the FTSE Developed All Cap ex US Hedged to CAD Index? How is it likely to affect my returns?
Read Answer Asked by Blanche on January 06, 2016
Q: What is your opinion about this company?
Would you consider it a buy and is dividend sustainable?
Read Answer Asked by Josh on January 06, 2016
Q: Hi Peter
Why when running stock screens under criteria in which you know certain stocks should pass,they don't come up,I notice this happens quite often.
The free screen I have been using is at Zacks, I find the large selection of criteria to be better than most.
I subscribe to both Morningstar & The Globe & Mail and find their stock screens lousy.The Globe Investor Gold advanced filter screen was the best, but they closed it down because it was to costly to Maintain.
Gord
Read Answer Asked by Gordon on January 06, 2016
Q: Hello Team! I purchased this insurance company in anticipation of rising rates in the US. It was doing very nicely until it fell prey to a short seller attack. It is now down 10% from my original purchase price. Do you have any insights into this company. Thank you, Jen
Read Answer Asked by Jen on January 06, 2016
Q: Hello I am interested in how I could get some exposure to Samsung; perhaps through an ETF here or one in the US. A top ten holding would be preferred, but not necessary. Is the Mawer 102 or 150 likely places to start? Thanks in advance.
Read Answer Asked by Michael on January 06, 2016
Q: In your post about sustainable dividends please explain what is meant by CAGR, CFO, PCT and LFY. Thanks.
Read Answer Asked by Astrid on January 06, 2016
Q: Hi Peter/Team Happy New Year. What is your opinion about FTN. Thanks, Jim!
Read Answer Asked by Dimitrios on January 06, 2016
Q: Hi Guys, I'm a little nervous to start the New Year. What are your favorite defensive stocks right now in the healthcare, staples, utilities, telecom space etc..maybe get cautious and collect some dividends for a period of time until the global economy markets settle in a bit.
Thank-you.
Read Answer Asked by Chris on January 06, 2016
Q: Hello Peter & Co,
In my previous question, I was enquiring about exposure to the US Housing sector to add to a position I already hold with TCN; in your response you mentioned a few REITs but I was surprised that you did not mention any of the Canadian lumber companies such as Interfor or Western Forest.
Needless to say that I greatly value your opinion
Antoine
Read Answer Asked by Antoine on January 06, 2016
Q: Would it make sense to construct my portfolio buying all the A rating for companies under 5iResearch coverage and to diversify I would pick some of the B rated companies, replace them as you eliminate or down grade them?

Thanks
Read Answer Asked by Saad on January 06, 2016
Q: Do you think Riocan has bottomed yet? With a 6% yield it looks very attractive.
Read Answer Asked by Patrick on January 06, 2016
Q: Happy New Year! Thank You for the great service. I hold HCG, BAD and ACQ in my TFSA. All 3 have losses ranging 40% to 47%. I'm a buy and hold type of investor and not looking at selling my positions. What is your long term outlook for these stocks (greater than 5 years).
Thanks
Kevin
Read Answer Asked by Kevin on January 06, 2016
Q: Disney appears to be trending down. May I please have your longer term (2 - 5 year) opinion of Disney.
With appreciation!!
Ed
Read Answer Asked by Ed on January 06, 2016
Q: SIRI,the US co of XSR reported that in 2015,its subscribers of 2.3m exceeds 2m guidance.It expects to meet or exceed its 2015 guidance for revenue,adjusted Ebitda & free cash flow.Will announce results in 1st week of Feb.It was up .03 to $3.93 after hours. XSR is slated to report results after close of market on 1/13.Its last q shows eps of .02 vs .04 expected resulting in a big drop in its price.Please provide your view on up coming results Always appreciate your great services & opinions
Read Answer Asked by Peter on January 06, 2016
Q: Hello Peter and the 5I team
I am wondering about HLF as a good value pick at the moment. But I notice that the low canadian currency seems to effect them negatively, since I believe that the canadian currency will continue to be weak should I stay away from this stock? What is your general feel for this stock ? Is the div safe? Another stock I am considering is AD. Is the div safe with this stock? I realize that these 2 stocks are very different but if you had to pick one which would you pick and why.

Thank you
Read Answer Asked by Darren on January 06, 2016
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