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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: Thank you for the Tax Loss Bounce Blog. I own CXR and expect a bounce in 2016. I also like CRH. The other one that caught my eye in the blog is CKE. Can you please provide an overview/update on this company. What is leading to its continued decrease while others in the industry hover? How is the balance sheet? Is debt level a concern? Are the assets good? Do you have confidence in management? What is insider ownership? With prolonged low oil prices is this small company a good candidate for a takeout? Many thanks for your excellent service.
Read Answer Asked by James on November 19, 2015
Q: Hi Guys,

Can you comment on RFC's latest quarter?

I know there's fear of Alberta exposure, future car sales in Canada and loan losses continuing to increase, but is this company not starting to look incredibly cheap? I'm thinking of initiating a 3% position.

Mike
Read Answer Asked by Michael on November 19, 2015
Q: Please help me understand the massive increase in the "Short" position in EITun stock as reported in the Globe and Mail
I assume this change has to do with the Voluntary Redemption offer that is currently being offered.
If so, would you please advise the reasoning behind shorting the stock at this time.
Thanks
Read Answer Asked by Dave on November 19, 2015
Q: Given your familiarity with Wi-lan, I am hoping you will have equal insight into Memex, Inc. (OEE.v) Although very much a micro-cap, with all that implies, what is your opinion of its potential?
Read Answer Asked by David on November 19, 2015
Q: Hi Peter and Team,

An article in the Financial Post recommended the high-yield bond space. (http://business.financialpost.com/active-investor/high-yield-bonds-a-growing-opportunity)

Do you agree with this thesis, and if so, could you please recommend one or more ETF's?

Thanks as always for the valuable advice.
Read Answer Asked by Jerry on November 19, 2015
Q: Hi Folks

My question relates to your October 28 response to Paul re: the likelihood of the SPB - CUS combination going through and the need for CUS to pay a big break fee if unsuccessful. In a report by RBC dated Nov 1 on SPB they stated that "We note that Superior Plus is taking full regulatory approval risk and would be liable for a $25 million reverse termination fee if it is unsuccessful in obtaining regulatory approval." So could you please clarify the situation re: the break fee and who pays in event the deal does not go through.

Thanks

Ross
Read Answer Asked by Ross on November 19, 2015
Q: Hello - I try to diversify my portfolio best I can. However one concern I do have is not so much stock, or sector diversification. If I own a Brookfield portfolio of stocks (BEP.UN, BYP.UN, BIP.UN) that makes up 8% of my total portfolio, is it considered being too concentrated because of my weight in the Brookfield group?
Read Answer Asked by James on November 19, 2015
Q: May I have your opinion on these two stocks, please. Qualcom was battered today, but has been declining for a while. At&T seems to be solid and competitively priced?
Thanks!
Read Answer Asked by Sigrid on November 19, 2015
Q: Is there any rational explanation for today's sudden drop in Bird Construction? The stock closed down 8.2% and at its interim day low was down 9.3%. Thanks!
Read Answer Asked by Paul W on November 19, 2015
Q: Hello Peter and 5i staff,
Thank you for your recommendation of Enghouse . We sold a portion as it was overweight in our portfolio. [ 3 bagger ]. We would like to add another growth stock. We were thinking of DHX or AYA. What are your favourite names at present?

We just renewed our subscription today for 2 years. Great value and great advice. We look forward to seeing Peter on BNN today. thanks again
Read Answer Asked by john on November 19, 2015
Q: Just a quick note of thanks. I noticed a few negative/frustrated posts (in particular question asked by Josh - November 18, 2015). I have my share of hits and misses and we are all big boys and girls who know the risks - if not fully appreciated.

It shows your integrity to post these types of questions and not gloss over them. Keep up the great work.

Publish if you wish.
Read Answer Asked by Mike on November 19, 2015
Q: Hello 5i Team,

Could you please give me your thoughts on Sanofi as a five year hold? I do not presently have any pharma exposure.
Thanks,
Richard
Read Answer Asked by Richard on November 19, 2015
Q: I am retired and my portfolio is set up for income with some growth, I believe it to be well diversified. I also believe I could use some more exposure to REITs, RioCan and HR combined make up 3% of my portfolio. I have been considering bringing Reit exposure up to 12% by adding Boardwalk and Dream with each of the four holding at 3%. Most of the cost will come from cash and the sale of a portion of my CPD units with the balance coming from some needed clean up.
I would appreciate any thoughts, comments and input.
Thanks for you guidance,
Brian
Read Answer Asked by Brian on November 19, 2015
Q: I have held this security (Sherritt Int'l Corp Senior Unsecured Notes 11/15/2018 8%) for 3 1/2 years. What can I expect on maturity in 2018 now that it has tanked?
Read Answer Asked by wayne on November 19, 2015
Q: Can you provide an opinion on this stock please and thank you...i understand you don't follow it closely but an independent opinion would be appreciated...cheers
Read Answer Asked by Cam on November 19, 2015
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