Investment Q&A

Q: Having built a cash position I am now looking at re-deploying into the market. S&P500 looks like a technical top but maybe on a long-term perspective it is ok. I own many of your names and would favour just increasing those positions as it would not result in over concentration on a name basis or a sector basis. No Oil & Gas due to long-term structural changes or mining due to too many operational and geopolitical challenges. So with this in mind, your top ten or so picks for long-term growth/income.

Q: Could I get your comments on this stock. What do you think of the fundamentals, including payout ratio, growth potential? How do you feel about it as a long term hold? How expensive is it compared to other industrial REITs? Finally, what caused the big drop in January? Thanks.

Q: I would appreciate your thoughts on Mullen Group. I am not sure i fully understand their Q1-2016 comments about strength of trucking business. Yes, OIBDA for trucking is better year over year, but their revenue actually declined for this segment as well. would like to know your thoughts on company's debt, current share price, their survival chances if oil remains at or below current price for next year or so.
At what price would you recommend buying the stock?

Q: April 22, in regards to the process involved, you responded to Andrew, "Once it is done for one movie, it will work in all theatres." Can you expand on this statement please?

Q: We have 2 Rrsp accounts. The first one contains mostly 5i recommendations with a focus on dividend income and some growth. We would like to structure the second account to be more conservative and withdraw the dividend income. We like the Canadian banks ie RY and BNS as the dividend is safe and pays well and even when there is a sell off in the banks (including 2009) they eventually bounce back thus preserving capital but in the meantime one just collects the dividend. i know you would say that we should diversify so my question to you is what other stocks would you suggest that pay a 4percent dividend and have the security of the banks over the mid to long term or until Interest rates increase to make GICs/bonds an option.
Thank you.
M

Q: With CXR paying its dividend in US dollars, do you think a bid for the company would be in US or Canadian dollars? Thanks!
Linda

Q: Please comment on their Q4 report? Have you met the management team and what is your opinion of them? Thanks.

Q: There's talk today that investors are starting to switch from growth investing to value investing. Can you give 5 names of small to mid cap Canadian companies that you would consider a value company to start my research.

Thanks for the great service.

Q: Would you please provide an update on this company and there outlook for a long term hold for income and growth.

Q: hello peter;

could I please have your up to date opinion
for fie?

Q: I've had a long term holding in IBM, know they have struggled as their traditional hardware markets have declined and services shave stagnated and although they are getting growth with their cloud business, it's not enough to offset declines elsewhere. Declines seem to be levelling off though, they exceeded analyst expectations last quarter. Debating whether to hold on as stock is cheap (for good reason) or dump my shares and move on to more attractive growth opportunities. Any thoughts? See Buffett still holds shares...

Q: I'm under water on Polaris materials I thought I should wait for there next earnings ,
Before making a decision to sell.
Your thoughts please
Thanks

Q: How would you rank these companies in terms of growth and risk level? which 2 do you believe offer the best risk/reward potential?

Q: With the Canadian Dollar getting stronger is it time to pull out of my US stock and bring the money home. My portfolio is 50/50 CDN to US

Q: I have no exposure to gold and would like to buy a gold stock that has good bounce potential with the rising gold value. Or, have I missed the bounce already? I'm okay with some risk. I thought of YRI or KGI. Could you make a suggestion of one of these stocks or another stock altogether?

Q: Hi 5i, can you provide some examples of the comps for Intertain in Europe? I understand these companies trade at much higher multiples. Thanks a bunch.
Mark

Q: I have Shaw, Telus and Bce in my cash account. Would you recommend selling Shaw and buying Premium brands (Pbh) or some other stock? Thanks.

Q: Greetings, Peter and Co.
I currently have 14.8% of my investments, excluding real estate and bullion, in the biotech/healthcare sector. I hold
Biosyent (RX) 0.5% (I have a considerable loss in RX.)
Concordia (CXR) – 1.5% (I expect CXR to be acquired by a larger company.)
Merus Labs (MSL) – 2.2%
Prometic (PLI) – 2.4%
Amgen (AMGN) – 3.1%
Knight (GUD) – 5.1%
I am considering liquidating my holdings in CXR, RX and perhaps MSL and using the proceeds to add to my PLI position and/or an alternative that you might recommend unless you think I am too overweight in this sector.
Thank you for your analysis and recommendations.
With appreciation
Ed

Q: Which of the big three telecom companies would be best for further investment as this point - BCE, Rogers or Telus?

Q: I would like to buy FNV. You say you are "very comfortable" with FNV. I've done some basic research and see that S&P Capital rates it a sell;TD as a hold; Thompson Reuters a buy. A news brief says "FNV files for mixed shelf of up to $2.0bln." INK Research shows that FNV insiders were doing lots of selling in March. HELP! How do I interpret all this?