Investment Q&A

Q: Hello Peter,
Thanks for the reply regarding BNS, CP, KEY & CSS, . Can I have your opinion on AVO, CNQ as well.
Thanks for the great service.
KS

Q: symbol: MDA
Hi 5i Team,
Pls give your thought and update on MacDonald Dettwiler which is in the model portfilo. Would you still recommend a buy on this stock at the current level.
Thanks as always.
Pui

Q: Hi 5i Team
I am now down to a 2 percent gain on each of BDI and Bad. What will bring back Investor interest to these stock? Analysts all seem very negative on BAD in particular . Should I get out and look for better opportunities?
Thanks

Q: Is there any problem buying WSP Global in our US RSP portfolio? Will the stock's performance basically match the CAN version?

Q: The courts have recently ruled in favour of BNS employees claiming lost overtime wages. Scotiabank has sent letters to all branch sales staff allowing them to make claims for overtime hours worked. Are you concerned about the negative impact this could have on BNS stock? Sue

Q: Hello, when looking at oil and gaz exposure in a portfolio, I assume you combine oil and gaz service companies and producer to assess your overall risk. I was interested in those names: FRC, MCB, VET, PEY and BDI to build a new portfolio. Which ones would you combine or should I buy a smaller piece of each name ? Do you find those names decent buy at the momen ? I can take some risk and anticipate to hold for 5 year +. I would appreciate your general comments. Thank you.

Q: Good afternoon....I was wondering what your thoughts on COS (CDN Oil Sands) with a dividend of 6.5%...basically form Income perspective as I would not anticipate much growth...based on the current volatility in the oil markets...would you say the dividend is safe? looking at longer term hold 3 to 5 years..

Q: In looking at the quarterly statement for IEI this appears to be an up-and-comer. Your comments please. Thanks Al

Q: FFM - besides obvious of small size and short track record, do you have any information about their technology, who their customers are, etc?

Q: Hi 5i Team,

I had a question about FAM REIT, I realize it is small and a little higher risk. My question is with regards to their dividend is it sustainable now with the higher payout ratio and what about for the long term?

Q: Hello Peter,

I recently opened a joint account funded with cash for my wife and myself. We're starting with a clean slate as we've liquidated some other less interesting holdings to fund the new account.

We're both in our late 30s and will continue to add funds to this account as we can.

From the model portfolio, what holdings would you start with? Our account isn't big enough yet to buy board lots of all of model.

Looking for 5 things that we could buy now.

We already hold BNS, ENB, ESL, and T from the model portfolio.

Q: Hi, I'm interested in the following US stocks - Kimberly-Clark and Colgate Palmolive. Do you have any advice or comments based on current stock price ie would you lean to a "buy", or favour something else in the sector. I already own Proctor and Gamble.
Thanks, Dave

Q: Hello 5 I Research team. I was wondering about your thoughts about Westport Innovations. Thank you for providing your feedback. Cheers from PEI

Q: re: Mitigation Strategy (MS)and lagging equities

Saw your answer for Rita re the MS and your comment to reallocate into stocks that "are lagging."

Could you give us a few examples of your opinion re which equities you would consider are lagging?

Thanks for all your do

Gord

Q: re:XOM

Hi 5i Team

I'm always a little hesitant to ask about U$ equities as you have stated in the past you're not necessarily following US companies as closely BUT, you were planning on doing more so in the future.

Having said that, if you could please give an opinion the following comment and your thoughts on Exxon in general.

Comment... Oil requirement expectations have been reduced recently and Exxon is down 8% since 3rd week July. At this point I am breaking even not counting a fairly good dividend. And I read a report recently that money would be better spent on Canadian O&G rather than U$.

Do you expect Exxon to improve once we get past Sept & Oct? Would your advice be to sell/hold or buy XOM at this time? And do you think the Canadian O&G is a better place to be for capital growth in comparison to Royal Dutch/CVX/XOM etc...?

Thanks for all you do

Gord

Q: Would you please put in the name of the company as well as the call letters. It is much easier, especially for some stocks that are not real common. It seems to go good for a couple months, then reverts back to a lot of call numbers, Thanks Ken

Q: Hello 5i team,
I own Cineplex CGX for quite a while and I'm wondering whether to hold or sell. Granted you have rated it A- for all the good reasons you mentioned in your report (and I agree with them); but all it takes is one so-so season (poor content) for the stock to take a tumble. Given that, how can one intelligently forecast future revenues and earnings?
Food for thought!
Tony

Q: I am looking at adding to my holding in SJ. In your report you mentioned the 38% ownership by SJ Intl (Glasgow Scotland). Would you expect any impact on the stock price from a YES vote simply because of Scottish ownership? Given the growing strength of the US $ what impact would that have on the stock? Lastly what kind of revenue and eps growth would you see over the next couple of years.
Thanks
Mike

Q: re: LNR

Saw your comment a few days ago. I am seriously considering a position in Linamar because I believe the auto industry has a bright future in the next couple of years and I feel Magna is a little pricey at it's current levels which leaves Linamar as an alternative for getting involved.

I think I know the answer to your opinion re: my comment on a the bright future. Do you think my comment on Magna is accurate? And with keeping in mind the Sept market blues (as usual) we are seeing right now, would your advice be to buy Linamar now, wait and see or not buy?

Stock is up today 1.52%

Thanks for all you do

Gord

Q: Your thoughts on the REIT sector given its' interest rate sensitivity specifically ax.un is it a hold or sell. Will its U.S.assets help it weather any possible interest rate hike?

Thank you