Investment Q&A

Q: Recently President Xi gave a speech indicating the intention to open up the Chinese economy, including " lowering tariffs for autos and other products and enforcing the legal intellectual property of foreign firms".These are things the Trump administration is seeking. Also in a recent dinner talk David MacNaughton indicated pressure from American farmers to reach a resolution.

Have you any thoughts on the possibility of the trade dispute being resolved and which of the 5i stocks would respond most positively?
Mike

Q: Hi Peter and Ryan, I found this US health care stock (trades in Canada) trading near its 52 week high, yielding just over 7% and looking to break out, what are you views on DR, worth a look in this “crazy” market?
Thnx
Dave

Q: Given the current turmoil in the oil market are you confident that the above 2 noted companies will survive and eventually bounce back to their former price levels. Thanks fro your advice. I am fairly heavily invested in both of them

Q: This stock has dropped in the last 10 days , after rising on the release of the Quarterly Report on 31 st. October . is there any particular reason for this ? Thomas A

Q: Please provide your opinion of GH's Q3 release. Gross revenue growth did not materialize while costs rose.

Company announced the proposed vend-in of CEO, VP and COO's Grande Prairie hotel for $12.5mm. Property looks appealing completed in 2017 with exceptional customer feedback and a 2 minute walk from Great Northern Casino. Guessing this asset could add approximately $4mm in gross revenues to GH's annual earnings, it's in one of the few areas of Alberta that has shown above-average growth and may continue as gas liquids are being developed in the Montney.

Not a game-changing transaction for the company but if they suggest that the hotel can be acquired and provide accretion for shareholders, what's good for the goose is good for the gander and gaggle of little retail investors.

GH stated that they have increased their LOC by $7mm. Do you think the company will issue common shares as part of the capital paid to Peace Country Hospitality?

I am offering up three 5-i doubloons for this in-depth query. Thank you

Q: Please provide your opinion on recent Q3 released by BEI. Thank you

Q: If I bought Facebook today in my TSFA, but sold the shares (at a loss) in my taxable cash account tomorrow, would I be able to reap the tax loss in my cash account?

Q: What is your take on leons earnings. Is it business usual.
Thank you

Q: Hi Guys, my above holdings got wacked lately and was wondering if there is anything going on, from the above list should I sell anything besides WEED, are the institutions selling these companies because they think there is more to the downside? These are long term holdings are all up except for COV and KXS which I just bought before the tumble, not one of my best moves.

Thanks
Chicken Little

Q: Hi there - down 40% on both. If you had to get rid of one, which would it be?

Q: At the risk of sounding foolish, the last sentence in your response to Tim re WCP started wit "But", suggesting you would not expect a cut in dividend. Could you verify your answer.
Thanks

Q: Is the dividend safe?

Q: I have a question about UNH.can you provide an updated view on Unh investment appeal?

Q: Hi Team! I'm wondering what might move this market to a better place where there is some momentum for stocks. It seems that all indicators seem to point to a slowdown or downturn for stock markets. While valuations are more realistic, long term interest rates haven't moved up that much indicating that the economy might not have longer term strength, the market has been good for some time, the benefits from US tax cuts have been digested, stronger earnings seem to have petered out a bit and so in all of this as a layman I'm looking at whether I should be more defensive and perhaps move some funds to cash before things get ugly. Is the recent volatility perhaps not a warning sign that markets are bracing for a tougher session ahead. Your thoughts?

Q: Top 5 income stocks to initiate a new position? Seems like lots of beaten down or tax loss selling candidates this month.

Q: a majority of the questions and answers from your members are about a companies prospects over a period of years, lets say 2-5 years.
my question is what are your top 3 picks in canada and for the next year with the cavaet you prefer longer term.dave
dave

Q: I have some cash to deploy. Can you state your order of preference please.
Thanks a lot.

Q: In your answer to a question by David on Nov. 16th, you wrote BEO.UN under utilities. Was that a typo? Did you mean BEP.UN?

Q: FYI - I see on BNN - Market Call Top Picks , they have Peter's top picks from yesterday posted with the incorrect stocks of Celestica, Absolute Software and Photon Control.

Q: One more question on Crius and it relates to the capabilities of the management. Given the sell off and the recent results it would seem that the decision as to whether to hold or not has to do with whether management can be believed. If the outlook for adjusted EBITA of $100m annually is to believed, this seems quite positive since annual distributions would be $36m. In fact management says it makes the distribution sustainable.

However, this is the same management that a year ago was positive about the solar division, and municipal aggregations (even though they acknowledged the latters lowering effect on gross margins). In fact they were sufficiently sanguine that they even increased the distribution.
This year they are exiting solar and divesting municipal aggregations. The new strategy is to go back to focus on the original deregulated energy business. They acknowledge that the customer count will continue to decline over 2019 and the costs to obtain the high margin customers in the deregulated business is high. How long will it be before they get to their $100m?

In case you think these are the comments of a short seller I am in fact a shareholder who is wondering if this emperor has any clothes. Your opinion would be much appreciated.
Mike