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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: I am just curious if I own t0o many REITS. If I am overweight REITS (20.18%) which one should I sell?
AX.UN (4.45%) CSH.UN(6.78%)
DRG.UN (0.81%)HR.UN(2.67%)
MRG.UN (1.40%)MST.UN (3.47%)
PLZ.UN (0.60%)

Thanks
Read Answer Asked by Jimmy on October 02, 2015
Q: you just had a fairly positive report about high liner foods.
Now the stock is down almost 10%.
What are we suppose to do?It looks like a falling knife here.
Nobody seems to be able to get a grip at things.
Read Answer Asked by Josh on October 02, 2015
Q: just a comment. surge has been active in the market buying back their own shares. according to the tmx website sgy bought shares every day in sept. except one for a combined total of more than a half million shares so far. its nice to see a company support their shareholders. it seems to be helping the stock some but I realize oil needs to recover but its nice to see a company not so distressed to be able to actually buy back shares.
Read Answer Asked by blake on October 02, 2015
Q: Nobody is talking about Potash, and KRN has just been approached by Erwin Braich to effectively take a controlling share by proposing 63,000,000 new common voting shares at CDN $3.15. The stock has bounced up to around $1.00 on this news, even though it seems there is little coverage, and volume is still pretty low. In general potash has not performed well over the past few years, with over-supply and lack of demand. What's your opinion on this proposed deal (non-binding at the moment) and its impact on the stock price over the next 6-12 months?
Read Answer Asked by jason on October 02, 2015
Q: Hi Guys,

I have owned JNJ for many years and it really has not performed up to my expectations.

Would you sell JNJ today and replace it with UnitedHealth Group (UNH)for a 5 year hold. I require something to stay in the drug/healthcare area of my portfolio.

If yes, could you give me your reasons.

Thanks for the help.

Regards
John
Read Answer Asked by John on October 02, 2015
Q: Hi, Peter
which oil and gas service companies has the most to gain in the event of a oil and gas "revival".
Thanks very much
Claude
Read Answer Asked by claude on October 02, 2015
Q: Wondering what your latest thoughts are for RSI. Dividend yield is getting higher, is their sustainable CF operations able to cover it? Did they ever cut their dividends historically b/c of low sugar prices? I treat it like a bond investment and collect the dividends b/c I can't ever see Rogers Sugar going under - the product is in every store, most restaurants and sugar is in food products - you would think it has a large market share besides Kraft sugar so what's going on? Or are people just switching to salt and coconut oil these days ...
Read Answer Asked by Michael on October 02, 2015
Q: hi; at 5 year maturity I take a floating rate 3 month T-bill now would be under .5% plus 2.5%,if the 2.5% on the $25 original price. if this is correct buying today would yield over 3% + floating rate in 4 years is this correct. thanks brian
Read Answer Asked by brian on October 02, 2015
Q: Hi Peter, I think I received a communication or notice on your website (can't remember which) about subscription going up in the new year and that we can renew at current rates till a certain date. I can't find that communication. May I have that info again. Please? Thanks, sarah
Read Answer Asked by sarah on October 02, 2015
Q: Hello all at 5i: With the downtown in the markets would you take a loss on Stantec and put the funds to work in another stock with maybe more upside. If so what stock would you choose.

Thank you
Read Answer Asked by Barbara on October 02, 2015
Q: Hi 5i From what I have read Boston Pizza and Mr. Lube are both owned by T&M group of companies. Since DIV now has acquired mr. lube trademark/royalty, is there any reason why div could not also acquire bpf.un. And if so do u think this would be a good fit?
Thx
Gerry
Read Answer Asked by Gerry on October 02, 2015
Q: What do you think about National Bank deal a bank rising capital through common shares for capital requirement are they in any trouble?
Read Answer Asked by OSCAR on October 02, 2015
Q: How much would National Bank have to fall for you to consider it an overreaction to the Oct 1 news?

Knocking off 19 cents for the restructuring charge and taking off a little more for the dilution still has the shares trading below 10x earnings. Also, the Maple Financial Group, as ugly as those headlines are, only represents less than 1% of net income. Is the news as bad as it initially appears?

Your insights would be appreciated.

John
Read Answer Asked by john on October 02, 2015
Q: It was noted in many articles that the DGE in New Jersey conducted a very thorough investigation of the Pokerstars acquisition prior to the approval being made:

http://www.pocketfives.com/articles/new-jersey-dge-doing-comprehensive-review-amaya-s-pokerstars-purchase-591396/

I would think this would alleviate most concerns regarding the AMF investigation. The DGE was also able to complete it on a timely basis; how long do you think AMF can drag this out before reaching their own conclusion?
Read Answer Asked by Arneh on October 01, 2015
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