Investment Q&A

Q: I hold five stocks in the income portion of my portfolio; AltaGas (ALA), Brookfield Infrastructure (BIP.UN), Chemtrade (CHE.UN), Dundee REIT (D.UN) and Inter Pipeline (IPL). I would like to consolidate this position into three holdings by selling two and investing the proceeds into the top three. How would you rank these stocks for total return over the next two years? Do I have to much concentration in oil and gas with AltaGas and Inter Pipeline?
Thank you for your advice and the great service.

Q: Please comment on investments in shipping companies ( in particular DSX) and where you see the Baltic Index going short and medium term.

Thank You!

Q: If you had to buy 5 stocks today that you couldn't sell for 5 years, what would those stocks be?

If a similar question has already been asked, feel free to reference that question/answer to me as opposed to creating a new response.

Thanks for the great service!

Q: We're heavy in Canadian o&g already, for the dividends, but what would you think of a small position in TOG, 1000-2000 shares, to sound it out for growth?

Q: Patient Home Monitoring (PHM) Would you buy it? Thanks, Bill

Q: Hello 5i Group
I am a new member to 5i and to investing although watching and reading for the last year and a half. I see your Model portfolio. Is this " model portfolio" updated annually? then tracked for 12 months? If I am looking at this list now as an " investment start date" how do I determine which ones on the list you are still recommending as " buy" positions?
I am looking for a combination of income and growth. Based on your reports that I have read I have recently bought small positions in AW.Un, BEP.UN and HR.Un
Thanks for your comment.

Q: I purchased Peabody BTU 2 years ago on favourable outlook for coal prior to the natural gas fracking bonanza.
What is your opinion on coal stock prices in the short and medium term?

Q: Would you please give an updated view on CDV at these prices.

Q: Peter I own some UUU stock I know the company is being taken over I did not vote to sell my stock I felt that $2.86 was to low , I don't know the process what will happen to my shares .

Jim.

Q: Peter ,could you give your opinion CLQ is it a buy any back ground info . ???

Q: Spyglass (SGL)
George Armoyan has acquired abt. 5.2% of the float and is having himself installed on the BOD.
His MO is to acquire enough shares in a company to get control of the BOD and whip it into shape. Given his mixed track record of both successes and failures and limited (to my knowledge) experience in the Oil and NG industry do you view this as a positive or negative development?

Q: Is there enough diversification between Parkland Fuels and Gibson Energy to own both? Thank you.

Q: Hi Peter and the 5I team
I have finished the CSC (Canadian securities Course) and I suggest the course to every Canadian that wants to run their own portfolio as it gives a good base of knowledge to work from. My question is, what other courses/books would you suggest to a retail investor to expand a persons knowledge base even more?

Thanks

Q: EEP - You might mention to the members that EEP and all other MLP's are subject to a withholding tax for non-US citizens "to the maximum prescribed tax rate..." which currently is 35%. It is theoretically possible to claim it back by filing a W8-B tax form, but good luck with that and do you really want to start filing US taxes.

Q: Hi,
Would you please give me your opinion on Carfinco vs Rifco.
Carfinco announced a new aquisition in the U.S., which means they are expanding but in the U.S., and we all know the hazards of that, ie: Tim Hortens ect. Is this a game changer for CFN.TO or a wait and see while I hold on to my Rifco.
Many thanks for the great service, it sure beats standing at the window taliking to myself!

Q: Hi Peter and Team,
Yours service is superb!

I realize your are getting busy with many more questions but I would appreciate if the month end statements retain some of the information that your older statements contained e.g. dividend rate, industry and previous ratings. I found these fields to be very useful when looking to make a purchase and/or ensure I am reasonably diversified.

mike

Q: ATH rose on the win over DOVER...but has been stagnant lately, is it a good buy ?

Q: Hi Peter,
Could I have your opinion on Imvescor Rest. IRG. Is it a buy now? Do you prefer it to MTY Foods?
Thanks

Q: Great Info with short-to-the-point answers. When your team selects a company to do a formal anaylis and report on, what selection critera do you use to choose that particular company?

Q: Hi Peter & 5i: I’m interested in knowing more about the execution of corporate share “buy-backs.” I know that there is no obligation for the company to actually purchase that goes along with the permission to do so and the announcement of the maximum that could be bought/spent. I also know that you usually can’t find out about any actual buying until at least the next following quarterly report. But how does it work behind the scenes? Can companies have direct access to the exchange or do they have to buy back the shares through a brokerage of some kind? What kind of transaction fees are they looking at paying to execute the buyback – is it a per transaction item or would it be structured otherwise? Are there any “usual strategies” that are employed in making the buys – e.g. putting a floor under the stock or maybe waiting until a large block is offered for sale at an acceptable price? Often the potential size of the buyback is many times the average daily trading volume. Are there strategies for dealing with that obstacle if the company does want to max out its buyback potential? Thanks for any insight!