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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter and Team,

What is your take on Barry Critchley's article in today's National Post?

http://business.financialpost.com/investing/investing-pro/reit-investors-face-new-risk-as-ceos-age-raising-succession-questions

In this article, he discusses the problems that REITs may have going forward due to the 'advancing age' of some REIT founders with no apparent successors in place, thus increasing the possibility of a strategic change in direction for the REIT, or an outright sale.

Do you view this as a problem? What REITs in your view are most vulnerable if in fact there is credibility to the article?

Thanks as always for the timely and pertinent advice.
Read Answer Asked by Jerry on March 21, 2016
Q: Hello Team,
What would be your comparative assessment of these two packaging company?
It seems that ITP is fairly stable whereas CAS seems to be sliding.
Which one has better growth potential and which would be your preferred choice?
Thank you, as always!
Read Answer Asked by Sigrid on March 21, 2016
Q: Can you update Bci since earnings came out
Thanks
Read Answer Asked by Greg on March 21, 2016
Q: I would like to venture back into O&G again - touch wood (banking on the oil price recovery will continue during 2016). On that premise which one do you prefer between WCP and VET in terms of income and growth, and the safety of the dividends? Thanks.
Read Answer Asked by Victor on March 21, 2016
Q: Would you offer an opinion on RMP's 4th quarter and full year results released on March 16th?
Thanks.
Read Answer Asked by Steven on March 21, 2016
Q: With reference to Scott's comments on your interview on Market Masters, how do I gain access to it. Thanks, Catherine
Read Answer Asked by Catherine on March 21, 2016
Q: Hello Peter and 5i team.... We are selling our Cenovus holding and are looking for a smaller cap replacement as we have other large cap oil and gas. What is your view on pif [polaris infrastructure] or would it be better to replace with pki [Parkand fuel] or gei {Gibson energy].
These names came up on our TD screen as similar companies?
thank you for your opinion
Read Answer Asked by john on March 21, 2016
Q: Hello Team,

If you could only pick one of these two companies for an investment, what are the pros and cons of each and which would you choose? Please assume an already well-diversified portfolio and a long-term horizon (e.g., 10 years).

Many thanks.

Michael
Read Answer Asked by Michael on March 21, 2016
Q: Could comment on their latest results,debt and future prospects. Time to buy?
Read Answer Asked by Paul on March 21, 2016
Q: Can you please give me your opinion on this company, hold or sell?
Read Answer Asked by Susan and Philip on March 21, 2016
Q: Peter; I see Mr. Trudeau said that the first two years of infracture spending will be on " unsexy" things such as recapitalization,deferred maintenance,upgrades and restoring subway signals. Would this not take the shine off the above companies re " major" projects and forward any new work out two years? Thanks.Rod
Read Answer Asked by Rodney on March 21, 2016
Q: It's had quite a run lately. Could you provide your views on this stock and thoughts on whether to sell now or hold?
Read Answer Asked by Richard on March 21, 2016
Q: Peter; Could you comment on the nearly 11 million share volume today? Is there some sort of hedge being done and if so what is it? Thanks.Rod
Read Answer Asked by Rodney on March 20, 2016
Q: I have a growth oriented portfolio that includes AD, CXR, CXI, DHX.B, KXS, GUD, NFI, OTC, PHM and SIS amongst a few larger stocks. I am committed to holding these long term and won't need the money for at least 20 years, but I want to have a strategy in place.

What does the end game for this type of portfolio usually look like? 10 years from now will some of these stocks be negative and one or 2 have gains over 1000%? At what point do you recommend selling off stock?
Read Answer Asked by Andrew on March 20, 2016
Q: I'm ready to buy into a Canadian Bank. It seems like the stock prices in the last two years have fallen to the point where buying it makes sense to lock in some juicy dividends.

But while I've been waiting around, there is this nagging feeling that the Canadian Banks have some bad loans on the books. I know there is a lot of talk about their Oil and Gas loan book and potential defaults. In the last 4 quarters it seems there hasn't been any sign of it yet (so far) that's significant on their top or bottom lines. But my concern is that while their commercial loans aren't significant, their domestic mortgages are significant.

In the event that more job losses are coming and the majority of Canadians might feel this loss in work, are there not contagion affects to residential real estate that then affects the mortgage loan book of Canadian Banks including Scotiabank? If that does happen, how will Scotiabank's business be affected by a prolonged housing market downturn?
Read Answer Asked by Eugene on March 20, 2016
Q: Hi,
I'd like your input on the fintech sector in general and how you would recommend investing in it. So far I've come across 4 names that seem to get the most attention
paypal, square, betterment and the lending club. Would you recommend any of these and which would rate the highest? Are there any others that rate higher?
Thanks very much,
Dave
Read Answer Asked by David on March 20, 2016
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