Investment Q&A

Q: Hi Peter & team

Have learned to take most of the guests comments on Market Call/Tonight with a grain of salt often thinking conflicts and ulterior motives may be in play which, by the way is what makes 5i so valuable to all of us.

Having said that, Colin Stewart who I have grown to appreciate has provided some very accurate commentary in the past had some very positive comments re RPI today.

So I took a look at some of the metrics in play... Debt/Equity ratio 0.59, Price/Cash Flow 9.38, Price/Book 1.92 and Book Value/share is at 6.81.

There doesn't appear to be a ton of debt, the dividend is excellent, and as Colin said, this is a fairly recessionary proof business that generates good cash flow.

I am surprised there are not many questions on this company in the 5i forum... especially looking at it's recent performance - up almost 10% today.

What is you opinion? Why no interest from the membership? And would you consider RPI a sell/hold/or buy at this time?

Thanks for all you do

Gord

Q: In your answer of Nov 12 2014 you suggested that spending now for future growth is keeping the share price down. I would like to now when these new projects will contribute to price appreciation and possible dividend growth. How save is the dividend at this time.
Thank you for your terrific work
Albert

Q: I am wondering if it would be possible for you to include in your reports "book value per share growth" over a five or ten year period or if you could direct me to a site where book value per share growth is already calculated.
Thank you for your help.
John.

Q: I would like to diversify my portfolio and I am looking at WSP, CCL.B and BIN. I would appreciate your opinion on which of these companies you would buy at their current valuations I am leaning towards purchasing BIN since it is very different from my other holdings but I see that it is trading near it's one year high.

Q: Could you please comment on 2014 results and possibly elaborate a bit on the non- cash charges they list. I've owned this stock for some time and still think it will pay off some time in the future. What do you think? Thanks.

Q: PREM WATSA of Fairfax Financial issued a report saying he is wary of the market which has no downside protection. Should we be worried? Thanks.

Q: New member, first question :
What would be a sensible approach for a portfolio in the red for a number of years basically due to investments in shares of gold and silver companies, and to a lesser extent in uranium and iron ore ?
I am 74 old,and, as such, not looking for long term, but my investment portfolio is needed to supplement a modest pension. I have been hoping for a resurgence of gold and uranium prices, but I am beginning to despair on that account. Here are the shares I hold and, in parenthesis, my losses on paper against the price paid: in my regular account: anv-t (94% ) auq-t(45%) edv-t(89%) mag-t(17%) mdn-t(15%) sso-t(72%) slw-t(2%) yri-t(67%) nugt-n(62%), cev-t(99%) wai-t(99%), yel-t(90%), mat-t(92%), mga-t(58%). In my RRIF: ar-t(79%) abx-t(49%) bto-t(19%) img-t(60%) vgz-t(88%) . I also hold in my RRIF McKenzie Precious Metals (57%) and Sprott Gold (12%). In total, my losses on paper in my regular portfolio is 26 % and in my FERR, 52. %. The question is what is worth selling and keeping ? I would like to raise capital to invest along 5iResearch lines, but I see no point in selling shares who have lost more than 60% of their value as I will never recover from such a loss, even with the guidance of 5i research to buy promising companies. I already use a maximum of margin credit in my portfolio. Your views, Dr. Hodson ?

Q: what is your outlook for whole foods this coming year? thanks.

Q: Peter

Could you give an opinion on RPI_U

Thanks, Peter

Q: Peter What would make this stock jump 10% with out any news or results.
Kind Regards
Stan

Q: I am very surprised at the relatively poor performance of HRX over the past year, particularly given the very large backlog of orders it is supplying to Boeing (and others). (Both National Bank and Scotia analysts have given it a 1-yr target of >$14 for some time now.) I would appreciate your opinion as to whether I should buy (more), sell, or hold. Thanks!

Q: Was there any reason for the run up in the stock price today? I dont see any news out on the company but there was really high volume.

Am I missing something?

Thanks

Q: I have a few different portfolios like many people. My RSP, my wifes RSP, her spousal RSP, Mine and her investment account, TFSA's and my kids RESP's. How does one do sector weightings for each of these? Should they be bunched togeather and considered as one or each of them should be viewed as a seperate entity.
Like your article pointed out in general some of these are weighted more towards finanlcials (SLF, BNS and HCG) and Oil (SGY and WCP) I am am trying to balance to consumer staples, health care and consumer descretionary. I am inclined to wait a little bit for the oil sector to improve prior to balancing. Some guidelines and suggestions are welcome. Thanks very much.

Q: Hi Guys,

What's your take on a 8% intraday pop higher when the company reports a hald billion dollar LOSS? Am I missing something???? Was the loss expected to be much greater?? Thanks

Q: could you tell me rtk, is it a hold or sell?

Q: could you tell me bkx at 0.36 cents,is it a buy? what would be the down side.

Q: hi from the big Island of Hawaii, I'm on holidays. Anyway I would like your opinion on after oil stabilizes , how long do you think an investor should wait before the energy service companies that are still in good shape become good buys. thanks jim a.

Q: Hi - we have bce, otc and cm invested in a rdsp.
could you please provide suggestions for 5k to be invested?
thanks for your help.

Q: Hello,

I would like to get into trading options in Canada, mainly by selling covered call options as I intend to own the underlying stock. I recall reading that the options market in Canada is quite thin. Can you point me to where I can get more information on trading options, specifically in Canada.

Thank you

Q: Hi Peter, Ryan, and the team, This isn't a question but rather a big thank you for Ryan's latest blog posting "With Valentines Day behind us, is it time to dump market-cap weightings on the TSX?" The article makes perfect sense, and I look forward reading more about it in the Canadian Money Saver! Thanks for the superb service.