Investment Q&A

Q: Hi There

I used to own this quite a few years ago and then it was, I'm sure I recall, bought out by somebody and de-listed. Something dramatic happened to the price in early 2012 and has been trading around $6 ever since. I'm wondering if the current company is the same as the one I used to own and whether it is worth picking up again. Thanks, as always.
David

Q: Hello team -

I am a dividend growth investor. Although Agrium's actual dividend growth has been almost non-existant over the years, recently their increases have been quite impressive.

Are you aware of change in their dividend policy going forward? With a payout ratio of about 53% do you believe their dividend is sustainable in a volatile environment (they seemed to do okay in 2008-09). For a cyclical company, are you comfortable with their debt load and current ratio - 37.5% and 1.3 respectively.

Feel free to advise if any of my figures above are not correct.

Thanks for your opinion.

Q: PWB is issuing a series of preferred shares. Can I please have your take on what your comfort level would be with these?

Q: In your opinion is it too late to buy CPacific with a 5 yr holding plan?
Why is CNR which is apparently a bigger company, not performing in the market as well as CP?

Q: Hi,

Your thoughts on Spartan Energy please? I recently purchased shares at 3.90. Would you recommend holding? Do you think the correction in Energy is over?

Q: I enjoy the weekly 5 from 5i. Thank you for that value added information.

This week the article on the solar industry piqued my curiosity. Are there any US or Canadian stocks that you can recommend for an investor wanting to test the waters in this industry, and preferably not get burned?

As usual, thank you for your help.

Q: hi i would like your opinion on having dividend paying stocks in ones RRSP. Is this a good idea or not , thanks for the help.

Q: Good morning 5i, in April you liked the high yield sector; has your opinion changed or is this still a hold. Thank you

Q: Hello
I recently sold ZWB at $17.85 and now planning to buy CEW (equal weight banks and insurance companies ETF) Is this ok or would you suggest a better alternative.

Thanks

Q: Could I please have your thoughts on Long Run. It's dropped much more than my other oil & gas stocks since the energy sell-off began, and the yield has now climbed to 10%. Is it still worth holding? I'm a long-term investor with a dividend focus, and also hold BTE, CPG, SGY, VET and WCP. Thanks in advance for your advice.

Q: Hi team, just wondering what you think of offshore drilling companys currently. They have been absolutely battered. How would you compare the big offshore drillers compared to some of the drillers working in western canada. On top of that, should I be very concerned about currency risk? Thanks in advance
Seamus

Q: Hi Petet and team,
Teck had a big drop today, is it a buying oppurtunity or a wait and see?
Great job this year,very happy I joined 5 I.

Q: Tourmaline or Peyto
I have room to buy one, in your opinion which would you buy and why?

Q: In your experience when do institutions do most of their tax loss selling? Would it be mid-November or late November and then they buy back in January and that would account for the so-called January effect in small cap stocks. Thanks for all your sound advice.

Q: I have been waiting for some strength in ACQ to start a position. I have never owned it . I guess the renewed strength has to do with Buffett entering positions in dealerships. So would you buy it now if you did not own it? Thanks.

Q: I am aware that you favor not selling when positions are down a significant amount when nothing has changed with the holding; good companies are good companies even when the stock price is down. You also believe, and I agree, that market timing is very difficult.

I am an older investor and I favor dumping a position if it declines by a set percentage { eg 10% } to restrict my losses. I then take the proceeds from the sale and move on to another good company.

My objective is to avoid situations where the stock price can fall more than 50% and who knows how long it will take just to recover.

I am interested in what your thoughts are as this applies to older investors. Thank you for any input.

Q: Greetings from BC: I read the following in a gaming article, but I did not see any of this news coming from the company. Does that mean that it is not "material"? The article said it was the reason behind Amaya's recent drop in share price. The whole gray-market issue is not something I've heard much about, but I guess Canada is also a gray market. Perhaps they are doing this to clean up Poker Stars and Full-Tilt in order to prepare to face US regulators?

Amaya Gaming withdraws from 'gray areas'
Since the acquisition of their parent company Oldford Group Limited by the Amaya Gaming Group, PokerStars and Full Tilt have already undergone several significant changes. These included, amongst others, the launch of the new PokerStars 7 client and an opening to the casino world with the inclusion of roulette and blackjack games to PokerStars.es.

Amaya CEO David Baazov says the company intends to use both PokerStars and Full Tilt to enter new verticals like casino and the sports betting, but the group does not seem keen to keep working in "gray markets" where online games are not expressly prohibited or strictly regulated.

What do you think?

Full article here: http://www.pokernews.com/news/2014/10/pokerstars-and-full-tilt-poker-withdraw-from-30-countries-19412.htm

Q: Hello 5i,
Ensco PLC (ESV) is getting beaten down badly, will they be able to keep the dividend going. Will they bounce back with the price of oil?
Thanks,

Q: syz was halted . no info on company website. what did they do?

Q: Hi 5i team,
I am wondering whether to cut losses on BDI, it seems in a freefall for the past 6 months. The stock is down over 30% from its high point in May and continues its decline today despite overall market direction. Yesterday, I received notification from BMO that 5 brokerages either downgraded or cut prices on BDI... I know you were positive on BDI in the past, what are your current thoughts on this stock. Are fundamentals still solid? Do you anticipate it to recover from current lows within one year timeframe? Thanks.