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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 Re LRE J. O'Connell on BNN has a negative view on this div. payer and feels the div. is too high. TD sources tell me the div. is 7.8% , EPS .24cents , payout ratio 86%,and BF $4.91 He preferes WCR and CPG with payout ratios of 272% and 456% respectfully. I kmow they both have lower D/G ratios but it seems to me LRE has some new drilling properties and a good recent track record. What is your opinion thanks Paul
Read Answer Asked by Paul on August 13, 2014
Q: Healthlease Properties ( HLP.UN.TO) As we move into the mid/long term future, do you think this entity can grow it's current dividend?
Read Answer Asked by Guy on August 13, 2014
Q: Hello Peter and 5I team,

Would you please comment on KEL on TSX? KEL released it's result today. I'd like to know your thoughts about the result and it's future performance. Specially compare it with SGY. Which one is more risky. I bought SGY for my RRSP account recently. I am thinking to buy KEL as well in my regular trading account. I can hold it for 2 ~ 3 years.

Thanks,
Deming
Read Answer Asked by Deming on August 13, 2014
Q: Regarding Concordia Healthcare (CXR): do you suspect there could be headwinds against companies that employ "inversion" as a means of growing their earnings per share, as this strategy may appear "gimmicky".

If public sentiment turns against inversion stories, do think companies like Concordia could be affected?

Lastly, could you provide us with CXR's earnings per share estimates for this quarter?

Thanks again.

John
Read Answer Asked by john on August 13, 2014
Q: Can you comment on the most recent results for PPY?
Read Answer Asked by peter on August 13, 2014
Q: I was disappointed when mfi maple leaf foods reported and did not announce a special dividend from the sale of Canada bread. I sold my stock at a decent profit. I had been holding it for three years.
Now on weakness I am thinking of buying it back wondering what they will do with all that cash.
Thanks. Helen M.
Read Answer Asked by Helen on August 13, 2014
Q: Would appreciate your thoughts on EIF Exchange income r2nd quarter report today. Westower margins and profitability appear to be improving. Will this be enough to blunt the short sellers? I sold half my position at a loss after the Globe and Mail printed Veritas' one-sided report without bothering to mention the positive opinions of most analysts. Thanks
Read Answer Asked by richard on August 13, 2014
Q: Hi Peter & 5i Team. I'm still learning the ins and outs of your website, but I'm very happy with my recent membership purchase.

A macro question that's been on my mind for a while, and was finally broached today on BNN by technical analyst Bill Carrigan. With all the oil and gas production coming online in both Canada and the U.S. (and what's stopping these new production techniques from being used elsewhere in the world?), I'm wondering if we're heading towards a glut of energy products, particularly oil? I realize the U.S. dollar has been gaining strength, but here we are at the peak of the driving season and WTI is at $97 -- despite geo-political concerns in middle east (multiple) and Ukraine. It begs the question where my oil & gas stocks (CVE, WCP, PPY) are going to be in one year, three years, five years? Can we count on OPEC stepping in and cutting production, or is it every producing nation for themselves?

I'm also wondering if I'd be better off reducing holdings in producers and re-allocating towards infrastructure (currently have less than full positions in PPL and PRW), since regardless of the price of energy products, the oil and gas still have to get to market. Thanks in advance for your thoughts. Pete in Calgary, with the rose-coloured glasses placed slightly down the bridge of my nose.
Read Answer Asked by Peter on August 13, 2014
Q: Could I have your opinion on Tesla please.
Thank you for your hard work!!!
Read Answer Asked by Issaku on August 13, 2014
Q: Peter,thanks for recommending CSS on 7/29 on BNN.I bought @ $15.18 as it is a great risk/reward ratio(0.18 for potential of $1 to $3).I will reject TFI's offer
Read Answer Asked by Peter on August 13, 2014
Q: Thoughts on the subordinate debt Constellation (CSU) is offering? Joel Greenblatt wrote a good book on making money in odd deals like this. His thoughts are the big holders create initial selling pressure bc they either specifically invest in equities or the position wouldn't be large enough. Then one could pick up the rights at a discount and to purchase the debt at discount. At $95 for $100 debentures with 7.4% yield your essentially getting a yield of 13.1% annualized in the first year.
Read Answer Asked by Michael on August 12, 2014
Q: on july 29 peter was on bnn with contrans as a top pick with an 18. target with no takeover by transforce. also peter felt a higher offer would come.
now you seem to be saying that no higher offer is forthcoming, I own contrans but why should I keep this stock now, when there are so many better opportunities out there. it is obvious now that 15. is all we are going to get. dave
Read Answer Asked by david on August 12, 2014
Q: Peter and Team,

Is there a reason the model income portfolio doesn't contain any of the Limited Parternships that are spun off of the major pipeline companies? Examples would be TransCanada Pipelines LP or the Enbridge Income Fund. These generally pay higher yield and have less volatility than the common shares of the associated pipeline company so I would think this would have been a great pick. Are there reasons to avoid these vehicles?
Read Answer Asked by Marc on August 12, 2014
Q: RE: CSS
So, the takeover of Contrans by Transforce seems to be progressing glitch free. Is there still a reason why I should not sell my shares and access a price, as of now, that is superior to the original Transforce offer?
Thank you and kind regards,
Read Answer Asked by Geoffrey on August 12, 2014
Q: HLF: Hello Peter & team. Would you still rank HLF a B rating following today's dreadful quarterly report? Rising costs which can't be passed on due to contracts and competition. Customer sales are also weak. Not much comfort from commentary on operational outlook. Should I dump it? Thanks, Keith
Read Answer Asked by Keith on August 12, 2014
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