Investment Q&A

Q: Following up on your comment to Gord today: "It is very unlikely that 5i will report on US stocks. One problem is simply finding staff with experience in the US markets that are willing to commit to no trading", would you be open to the idea of creating a US stock research section where the analysts allowed to hold U.S. securities but must fully disclose them?
I'm pretty sure most 5i Research members are astute enough to discern the difference between objective commentary and biased, self-serving opinion. Moreover, you could institute very strict guidelines for making stock recommendations that would address possible biases.
I have made a lot of effort in the past few years to diversify worldwide (U.S. 40%, Europe 20%) but it's awfully hard to find good, objective information on foreign companies.
Robert

Q: Is RIOCAN a better Reit to own than H&R , I read somewhere Riocan is planning to develop some of it's properties and maybe build condos in Toronto. Does that mean more growth. The payout ratio is also quite good, is that true. Thank you.

Q: Peter,

As a follow up to Stephan's question on Oct 19, BMO's report on REITS shows only 8 of 34 Reits have return of capital of less than 50%. 16 of the 34 have a return of capital of more than 70%. As a general rule, would this not indicate that REITs are better invested outside of the RRSP.

Regards
John

Q: 5I Team,

I would appreciate getting your view on North Atlantic Drilling Ltd (NADL). The share price has really been hammered in the recent correction and I'm wondering if now is a good entry point and whether the yield is too high to be sustainable.

Thanks,
Scott

Q: Coukd you please give yor cureent assessment of PRE: safety, dividend safety, prospects for growth and comparison to your current favorite in energy,

Q: Due to fiduciary resposibilities, I am looking for ETF's that invest exclusively in investment-gade Canadian debt instruments, which could include quasi-debt such as preferred shares. Do you have any suggestions?

Q: Hi: could you comment on latest results from the Score given big jump in users and revenues. Are they still 2 yrs away from break even, any improvement based on these numbers? thanks

Q: I'm a recent member , was backchecking on Sherritt and noticed a response from July 31st that identified S as more of a copper player when I understood it to be primarily a nickel play especially with the Madagascar site hopefully ready to produce when the market improves.
I've owned Sherritt for some time. Is it a keeper for the next 3 -5 years? Thks. Tony.

Q: Hi Peter and gang. Please ignore my earlier question as I have just learned, and it is my understandaing, that Largo did not appreciate and the discrepency in my valuation is due to a 1 for ten consolidation. However, I would still like your opinion on this stock going forward.
Many thanks
GUY R

Q: How do you feel about buying call options in good blue chip dividend paying companies over a longer term? As I understand that options still payout dividends while holding the contract. I have noticed that some contracts have dropped 40-50% while the underlying stock has dropped only 20-30%. This would present a good case for substantial rise and possibly exercising the option down the road. Your thoughts.

Q: re - 5i Filter – Overblown Corrections?
This report shows Sears (SCC) with a dividend of over 50%. When I looked up the stock on BMOInvestorline, it showed a dividend of 0. Does it pay a dividend? Is it safe at that rate?

Q: Looking at Symax Lift SYL on the Venture Exchange, interim statements indicate increased profits of almost 100% over comparable 6 month period in 2013, may I have your thoughts please.

Q: Would be interested in your view on AEM at this price and time in the market. Thanks,

Q: Hi

Could you do a comparison of these two companies in terms of earnings growth, price to earnings and balance sheet evaluation. Which of the two do you favour for stock purchase at this time.

Thanks

Q: Any news for the 0.99 increase to $31.21 on Oct 17.The technical analysis @ CIBC's discount broker,IE shows a resistance @ $31.30 & a target price of $34.50 to $35.40.Your expert view please in this voliate market.Thanks a lot

Q: Hi 5i Team. Perhaps one thing to remember in these times is that, if you are lucky enough to hold cash and is waiting to get in, you could do it in steps. Take for example, Whitecap. It got to over $18 before the drop. When it got down to 13.95, I went in with half a position. It bounced up violently the following day (2 days later? whatever), I went in with the other half at 14.90. Of course, there could still be another drop in oil prices. For the long run though, we are addicted to the stuff. So it is a hold. I am able to stay calm during all this turmoil because I was unlucky enough to have been invested through Black Monday. 20% drop in one day! This one we are experiencing is a picnic. You don't need to remind me that anniversary will be in a couple of days. Cheers. Henry

Q: Not a question Peter, but another word of thanks to you and your team. My wife and I enjoyed your presentation at the money show on Thurs. We especially were pleased to meet you and Ryan in person and have a few words with you.
Again many thanks for all the help you have given us and many others. Hal

Q: why such a drop in share price lately; is it time to buy in

Q: I am approaching retirement and want to transition from a growth portfolio to an income portfolio. The stocks/ETFs in your model income portfolio look great, but I am concerned about potential price declines in higher yielding stocks/ETFs when inflation and interests rise as all the money being printed by central banks actually starts circulating in the economy instead of being held by the big banks.

Which stocks in your income portfolio do you think have the pricing power to grow profits in an inflationary environment?

Thanks, and compliments on the high quality of your service.
Hans

Q: What do you think of the acquisition today of an oilfield rental company based in Fort St. John by Enterprise group? This would seem to be a direct attempt to strengthen their exposure to upcoming LNG development. Thanks.