Investment Q&A

Q: Hello 5i.
I would like to compare apples to apples. For example I'm comparing BCE to the TSX60 over a period of 5yrs. In TDwaterhouse I look at the graph for BCE for 5yrs and it shows a 55% increase. When I compare it to the TSX60 capped Index it shows BCE at 80% and the index at 25%. Why the difference of 55% and 80%? What goes into calculating the value of BCE over this time frame. Is it the appreciation of the stock price plus the compounded dividend reinvested? Is it the same for the index? Also is it the same for mutual funds?

Q: Brookfield's U.S.-traded income funds (Infrastructure INF, Total Return HTR and High Income HHY are all trading much closer to their 52-week lows than their highs. Can you explain why? Do you consider them good investments for income and growth?

Q: PTG Tanked even though it announced a 7% Div, starting in Sep/15???
PRW Tanked while expected to win some good business with the Big BC Project??
Are they BOTh Sells?

Thanks P-Team! Austin

Q: Does their recent announcement give you more or less confidence about the company's success going forward? The intention to buy back some shares seemed like a good thing. Thanks.

Q: Hi Everybody,

Further to my post yesterday, I found the address I needed; still don't know how to file it electronically though.
Thanks for putting up with me.

Molly

Q: Hi,
Hi
I just now renewed my membership.Will my membership fees be considered as a valid investment expenses under CRA rules and can I get tax deduction from my capital gains while filing my 2015 CRA tax return?
thanks

Q: TRN management has been accused of bribery. I have a small position but its down 13% in two days. Should I hold on and what do you thinK?

G

Q: Do you know where I can view what % of a company insiders own? Thank you.

Q: Responding to a question regarding form T1135. CRA website states that for 2014 you can file this form electronically. But when I phoned U-File they told me that I have to sign and send the form using regular mail. Both U-File and CRA website has the mail address. Using U-File I was able to complete the form and print it. Don't know which packages allow you to send this form electronically. Responding to longstanding frustrations with Form T1135, the government announced in the proposed budget that there will be a streamlined process for taxpayers with between $100,000 and $250,000 in specified foreign income.

Hope this helps.

Q: Can you please comment on Exco recently reported earnings.
Thank You

Q: THIS STOCK HAS DROPPED ALMOST 20 PERCENT ON NO NEWS OTHER THAN EARNINGS WHICH STILL LOOK PRETTY GOOD. EARNINGS PROJECTED AT 4 TO 4.40 SO THIS IS ABOUT 7 TIMES EARNINGS. IS THE LAWSUIT THAT MATERIAL TO THIS COMPANY? YOUR THOUGHTS AND THANKYOU.

Q: Good morning Team: Do you think ENB price will get them thinking about a stock split again?

Q: It was discussed on BNN yesterday by Jerome Haas "BNN effect". Like 5i, he feels it has good prospects for growth ahead. I haven't watched it but I believe he made a comment saying it could be a $50 stock within 12 months. In the past, I believe he also said it could be a $1B company in the future which based on market cap would put it at $150/share.

"CXI is a wholesale provider of foreign currency services to financial institutions such as banks, credit unions, and trust companies. It’s a low-risk, high-growth business, and I think it has the potential to be something very big. The market has only started to awoke to the growth potential ahead of CXI, driving up the stock by about 135 percent in the last 12 months. FY2014 numbers were fantastic: sales and EBITDA both grew 40 percent year-over-year. Management is confident that they can grow the business organically at a 30 percent rate over the next few years. We believe they will be able to exceed that rate over the next 3 years; 50 percent growth is not out of the question. Still not a well-known story; another ‘uncrowded’ trade; only three sell-side Analysts cover the stock."

Q: GDI which was privately held is now being offered to the public by merging with a small public company(MWC.v). It seems like an interesting company with revenue growth of 29% since 2004, generates lots of free cash flow and it operated in a very stable industry. Could I get your opinion on it.
Thanks.

Q: I am constantly wrestling with 'industry' in my portfolio. Is Amica real estate, health care, financial? You could help your subscribers education if you identified the industry or asset class of each of the holdings in your model portfolios.

Q: I don't mind holding a stock through expensive valuations the same as I don't mind holding a stock below my buy price as long as there is a high degree of predictable, repeatable business and growing earnings per share.

With the above being said, I'm trying to figure out how predictable is Concordia's earnings per share growth over the next few years. I see next year's eps estimates are around $5.50 per share. What do think the chances are of cxr hitting this target and going forward how predictable and repeatable is their business?

Thanks.

John

Q: Hi Team

I was wondering what you know about HRX, seems like it has good rating from Scotia bank. Is it a buy at this price . and what can you tell me about it

Q: Good Evening, I would like to ask about Guestlogix. I am curious about them because of what they offer in the airline industry. When you think about it, when one goes to the airport they almost always have to purchase something, such as food, because it is more of a hassle trying to get it through the gate. Anyways, would appreciate your input on this company.
Seamus

Q: I'd like to start a small position in either Cerf or Strad. Do you favor one name over the either?

Q: Hello 5i...I'd appreciate a quick growth potential comparison of Tourmaline and Peyto...also their respective oil/gas production ratios..any debt concerns (?)...I'm wondering if I should swap Tourmaline for Peyto in order to collect a dividend till the sector recovers. thanks /art