Investment Q&A

Q: Hi,
Is Manulife starting to get more attractive than SLF due to its cheap valuation? How do they compare overall? I have exposure to SLF, would you recommend a small position in MFC? Thanks and Happy Canada Day weekend!
Shyam

Q: I own both TRP long time and Enb a year. I was thinking of selling one. Which one would u keep. I also own small position in KEY. I am up on TRP and almost even on ENB

Q: How do the above Reits differ in asset allocation, rate of return and fees?

Q: Could I have your opinion on the quality of management and long term prospects of these companies. Thanks

Q: I own this stock which has gone down over the past number of months. What is the future propspect for this stock? Should I keep?

Q: I have held a full position on SHOP since it was trading at high 50s and had sold 1/3 of my holdings at $150. I am thinking of selling half of remaining shares and would like to get your thoughts on this.
Cheers,

Q: I own a healthcare company in my portfolio called Craneware PLC. It mostly does business in the US but is listed in London. I know this is not your primary focus but I would like your opinion. It warned on profits and took a 35% haircut last Friday. Do you think the drop was overdone?

Q: can you update on this company.
Latest result?would you add to it?

Q: Wondering what your thoughts are on ABM:CA now that they are diversifying into the gravel industry? Tks so much for your excellant service. Glynn Norman

Q: I have had a held Bank of Nova Scotia for several years. Also held Toronto Dominion for shorter time. , Small holdings in each stock, about 1% in each. Should I sell BNS and replace with TD., or sell BNS and add to TD. Looks like 5 year return on BNS is -1.14%. Looking forward to your comments, thanks

Q: When is the acquisition of Valener expected to close?

Q: The Canadian dollar has risen two and a half cents against the US dollar in the last month or so. Is this likely to continue? Should I be thinking about transferring into hedged ETFs for American exposure?

Q: I currentlly own Canopy . If the us legalizes pot what would be the best two US listed stocks to own.

Q: Hello,
What do you think about Nova Leap Healthcare? Company is growing by acquisitions and insiders hold over 30% in the company. Company increased revenues from $1M to $12M from 2017 to 2018.

Q: Even if ENB's scale of operations and growth profile make Michigan's lawsuit a small bump on the road, I would have expected the announcement to have had some impact on the share price - and it did: the price went up. What is the market's reasoning, here?

Q: Could you please shed some light on Echelon's 'special dividend'. I'm having a hard time finding accurate info. What is the dividend; when is it paid; if I buy shares going forward do I automatically get the special dividend? Thank you.

Q: I just found your section on "companies." Great site. I am interested in finding dividend and revenue growth for companies. Let's look at Enbridge as an example. You list the 3-year dividend growth as 11.01% and the 5-year dividend growth as 15.88%.
Enbridge currently pays a dividend of $2.96. In 2016 it was $2.12 and in 2014 it was $1.40. These represent growth of 28.38% and 111.43% respectfully.
My question: Is your posting of dividend growth rates an annualized rate? I assume your 3-year dividend growth of 11.01% and 5-year of 15.88% are annualized rates. Am I correct in this assumption?
The same question for revenue growth. You state the 3-year as 10.87% and the 5-year as 5.62%. Are these annualized rates?
Thank you
Michael

Q: Do you think Boyd Group has much upside potential considering that it has done so well over the last few years. Would you consider it a strong buy?

Regards,
James

Q: Hi Peter, A question was asked about which stocks you see doubling and the answer was that you dont necessarily see a doubling but a potential moving higher of the stock and you mentioned SHOP, KXS etc. Based on past questions you seemed bullish on LSPD. Any reason you did not include LSPD in that list of stocks?

Thanks,

Q: Unlike many 5i people, I purchased Waste Connections at its high and have been watching the share price erode daily . Today it goes ex-div and I am considering getting out and taking a loss. Would you buy-hold-or sell if you were in my situation ? .... Thanks to 5i , I have a balanced and broad portfolio .