Investment Q&A

Q: Greetings, Peter & Co.
I am looking to diversify my portfolios a bit by adding stocks in sectors in which I have little or no investment. Would you please give me your analysis and opinion of the following stocks? Any alternative recommendations would also be appreciated.
EMC Corp (EMC)
FedEx (FDX)
Lucara Diamond (LUC.TO)
Thanks for your exceptional service to retail investors.
Ed

Q: CBM one I have seen you mention before pulled back sharply on Friday and has since recovered somewhat by the end of the day up to $37.00. Super Micro has dropped about 35% since January. Seeking Alpha has said that this is a buy at the $30.00 range. What is your opinion on these two US stocks? Dennis

Q: Canadian Solar is trading on the US stock exchange and, to my knowledge, is not trading in Canada although a Canadian Company. I would be interested in your assessment of this Company. With the demand for solar expanding and the cost of solar panels dropping it would seem like a good long term investment. What do you think.

Q: Hi, I have one more question for you. Could you please suggest an equity that is returning over 6% in Dividends that might also have more share price upside potential than downside. I would be looking to hold for a year or more. I realize these loftier divi's could be problem for many companies so I would be satisfied with an answer of nothing at this time. Some Safety would be a concern with this holding. Thanks

Q: Hi Guys. Peter, I Hope you were able to do some cycling on the weekend . Could I please have your view of this Company? I took an exploratory super small position in it last week with some free cash. Is there anyone else in the body camera biz that might prove to be a more promising pick? I also hold AVO but I would consider it a slightly different Application/Customer focus. Thanks

Q: Hi Peter, Ryan and 5i team,

How do I make money in a bear market? If we go back to late '08 until mid '09 it was very hard not to albeit temporarily lose money. Are there ETF shorts you would recommend? Do you agree that when the yield curve inverts that its time to head to the exits, or by then will it have been too late? thanks so much for your help.

Q: Hello Team
What is your opinion of Finning's fundamentals? How sensitive do you think they are to the energy sector? Is their debt level of concern?

Thank You
Clarence

Q: Hi,

Do you ascribe any value to the tax loss carry forwards on company balance sheets? If so, how do you value such tax losses?

Q: I am having difficulty determining and rationalizing payout ratios. Different sites give different ratios. A couple days ago you answered a question on Pembina stating the dividend is safe. GlobeInvestor tells me the eps is 1.07 and the dividend per share is 1.74 giving a payout ratio of 162%. Several other prominent dividend companies also show payout ratios over 100% using the same methodology. Am I missing something or are these dividend payouts at risk?

Thanks so much!

Gary

Q: Hi 5i team,

I was wondering if this would be a good time to move into corporate bonds via ZMU (BMO mid-term US IGCorporate bonds)?

Thanks for your hard work.

Q: Hi - after reorganizing my portfolio I am left with some smallish positions in ERF,BNP and BTE. I would like to consolidate in one name and was thinking ERF or BNP since both are gas weighted (the rest of my producer holdings are oily). Which company offers the best upside and sustainable dividend. Or do you have another name that you would suggest - I don't hold any WCP and was thinking it might be better even though it's more oil weighted. Thanks

Q: I am entering my second year following your research, and still own some companies prior to following your portfolios. Could you please advise whether you suggest I continue holding the following, or substituting these with others from your portfolio.
I still own: BMO, CPG, TOU, TMA and DIR.UN.... Thank you.

Q: First National released its quarterly earnings on April 28th. Analysis?

Q: Hi Team,

I just noticed a headline (http://business.financialpost.com/news/fp-street/fairfax-financial-holdings-ltd-says-insider-trading-probe-of-prem-watsa-tied-to-fibrek-inc) about possible insider trading at FFH. It seems this is not "new" news. Do you have any comments on the implications for holding stock in this company?

Many thanks.

Michael

Q: Can you tell me who is heavily involved in rail braking systems in view of the latest safety requirements? Thanks

Q: To round out recent comments on ATD.B (Alimentation Couche-Tard), here are excerpts from a couple of recent articles:

In a research note, senior analyst Bonnie Herzog said she believes positive trends in the convenience-store sphere will continue as “the industry is embarking on a new era of sophistication and growth.”

As the industry continues to grow, it remains fragmented and larger chains continue to get stronger. Strong fuel margins, despite soft gallon trends, will help to drive future growth across the industry, the report said.

Full article here: http://www.cspnet.com/industry-news-analysis/corporate-news/articles/analyst-bullish-state-convenience

Like all large convenience-store chains—especially those that have grown excessively through acquisition— The Pantry lays claim to some “premium” locations and others “in worse shape than average.” Therein lies the biggest challenge and greatest opportunity for new owner Alimentation Couche-Tard as it begins to integrate The Pantry’s Kangaroo Express c-stores into its business, according to a new report from a convenience-store analyst.

Full article at http://www.cspnet.com/industry-news-analysis/corporate-news/articles/challenges-opportunities-integrating-pantry

Q: They came out with very interesting results in carbon capture in a pilot project for Husky. The CEO was on BNN and explained how it worked and what the next testing steps are.

In general I'd like to ask your opinion on this one. And more specifically, given the excellent and independent test results, what could go wrong in testing it in further testing (e.g. with larger operations, with different operations, etc). I can't help relating this to the trials of drugs, and my frequent surprise when results change from phase 2 to phase 3. Finally, they only have a million in hand, so I suspect they will need to do something to raise funds when the opportunity arises - do you agree?

Q: Hi Peter and team

I have 2000 shares of this company that I have held for several years. On may RBC account I am showing a 15% gain on these entirely because the distributions have been return of capital (ROC). Currently it is yielding 9 % . What are your views on the controversial merger transaction and the future prospects of the REIT.

Q: Hi,
I realize you get asked about sector allocation percentages often but could you give me your thoughts today on what you think they should be. We r moderate/aggressif investors. Would you be holding cash right now?
What would you buy in the US for the industrial sector?
Thank you

Q: Hi Peter,

Since I bought it at start of this years portfolio the stock has been down a little over 10% in a very short time period.

Any developments of note in the past month that would cause this drop?

Thanks