Investment Q&A

Q: Hi Peter,

Currently own CHE.UN - have been following your comments/answers & appreciate your answer to my previous question re: 4.6% drop on Aug 8

Your comments "stock not cheap" (P/E is 15 = not bad?), dividend not increased in 10 yrs (but currently 8% = pretty good & sustainable), downgraded by Desjardins from $19 > $17 (but currently trading at $14.7 = undervalued?) with 3 yr price range between $15-$20

That said, what is your outlook for CHE.UN and would you consider a BUY (more for income vs. growth perhaps?) - if not, why?

BTW - have made money on most of your insights - THANK YOU

Q: Hello can you comment on earnings for Fortis and Capital Power?

Do you have growth projection estimates for these companies?

Thank you very much

Stephane

Q: Time to cut my losses on West Jet? I have a small position (fortunately).

Q: I don't expect that you have a crystal ball, but I am sure your guess would be much better than mine.
What is your expectation for these two companies? Do you see on the horizon a takeover or merger for them and by whom?

Thanks.

Q: I own both of these in my portfolio and would appreciatse your comments on both and if you feel there are better options for a retired person looking mainly for income with some growth.

Wayne

Q: I hold three stocks in the oil and gas industry with huge losses. They are CPG -79%, FRU -31%, and TDG -80%. This there any hope for these dogs or should they be sold?

Q: Hello Peter & Ryan,
I appreciate your opinion about: NAKD, BURBY (Burberry group), LVMUY (Louis Vuitton Moet Hennessey), CFRUY (Compagnie Financiere Richemont S.A. ADR)

"Naked Brand Group Limited, a global leader in intimate apparel and swimwear (the “Company” or “Naked”), has announced an agreement between its wholly-owned subsidiary Bendon Limited (“Bendon”) and CVS Health (CVS), a leading pharmacy innovation company helping people on their path to better health. Under the terms of the agreement, Bendon’s master licensed Heidi Klum Intimates Solutions line has been featured in over 4,000 CVS locations across the United States."

Thank You!

Q: Which of these two companies would you suggest if Im looking for a two year hold without too much volatility. I like the bigger dividend of ARX but TOU seems more stable? Or is there a better choice?

Q: God morning,

Is it better to own ETF XIT or own only one tech stock OTEX?

Thanks

Q: Hello 5i Team

The passive index fund industry is dominated by BlackRock, Vanguard, and State Street. Seen together, these three giant, passive asset managers already constitute the largest shareholder in at least 40 percent of all U.S. listed companies and 88 percent of the S&P 500 firms. What are your thoughts in terms of the big three controlling the corporations and what happens when there is a market correction or meltdown. Would there be any buyers left and also individual stock investors could get into deep trouble.

https://www.cambridge.org/core/services/aop-cambridge-core/content/view/30AD689509AAD62F5B677E916C28C4B6/S1469356917000064a.pdf/hidden_power_of_the_big_three_passive_index_funds_reconcentration_of_corporate_ownership_and_new_financial_risk.pdf

Appreciate the good work done by 5i team.

Thanks
Ninad

Q: Can you comment on the company's turnaround progress

Q: Can you comment on the investment merits of KT

Q: I know you like Magna but with the pullback of linamar would you consider starting a position as well. both look like solid companies.

Q: Can you provide some comments about this company and its future. I have searched your Questions and have not found it.

Q: I am thinking of adding a REIT to my dividend portfolio. I have held DRG.UN for some time and it is up 75%, but it is only at a 2.3% weighting. What do you think of me adding CSH.UN or should I add to DRG.UN? Do you have another REIT you like better and why?
Thanks for your excellent service.

Q: Good day,

I currently own the subject shares in my TFSA portfolio. Are these stocks still worth hanging onto with the current volatility? I was considering selling everything and going with Vanguard or iShares.

Q: Hello,

Current portfolio is well balanced. Two sectors that are eligible for tops ups are materials and consumer discretionary. If you had to pick between wef and cliq for a long term hold, which would you choose to buy first?

Regards,

Robert

Q: Please comment on the earning release .
Thanks a lot

Q: Aecon winning contracts and with the takeover off the table and stock back to $16 is it a good buy now or do you still prefer WSP Stantec or snc. And which ones have the least amount of debt and would withstand a slowdown much better.

Q: With the recent sale off. Am considering adding to SHOP(3 %) or initiating a position on CSU. Your advice would be much appreciated. Thank you. Fooklin