Investment Q&A

Q: Hi,
Regarding AYA and it's move to the TSX; would this increase the likelihood of it becoming a dividend payer in the future; if so, any idea when (i.e. what kind of data points would lend themselves to determining this)? I know the financials and company strategy don't lend themselves to this right now but I would be curious as to your thoughts on this.
Thanks for the awesome service!
Cheers,
Mike

Q: Strategic Metals SMD:V seems to be getting zero respect
for it's holdings in ATC:V. With $40 M in cash and 90M shs outstanding equal $.45 in cash per share. The stock is
trading for $. 44 today. Is this a case of 'to good to be true'?
ATC:V is moving but why not SMD? Your insight would be appreciated.

Q: Hi Peter, Badger Daylighting (BAD)is down 7% in these two days. Any reasons? Is it a good entry point to start a position? Thanks

Q: Good morning 5i,
I own E-L Financial Corp's preferred shares ELF.PR.F, which I bought 4 years ago yielding 5.5% at the time. The shares are now lower and yield almost 6%, so I'm thinking of adding more to my portfolio (currently a 1% weighting). Other than interest rate risk, is there anything about this particular issue that would not make it a good candidate for long-term income? Many thanks in advance,
Brian

Q: Your opinion on BA please. Is the dividend safe? Does it drip?
Thanks - Ted

Q: Hi Peter and team, regarding PJC.A's sale of the Rite Aid shares in mid July, do you think it is possible that Jean Coutu liquidated in order to streamline any potential sale of the company?

My thinking is that selling the shares eliminates any potential anti-competitive issues that may arise if an American company interested in buying Jean Coutu (given that Walgreens was quite interested in Shoppers). Does this seem reasonable?

Alex

Q: ET

What is your outlook for Evertz Tech. Thank you

Q: Hi, Peter, what are your thoughts on Sylogist (SYZ) results, just released? what is the upside from here, in your view? Thanks

Q: Hi Peter and team I have a comment and question re: Zargon. I last asked about this in May. Over the year I have been accumulating shares and I am now in a profit position up 5 % in one a account and over 12% in another. This was quite painful for a while as the shares kept going down. Recently the shares have been in pronounced upturn - almost exponential. My thesis was for once and at least temporarily proven correct: that the shares would rebound once we approached the start up of their new Enhanced Oil Recovery Project (EOR) in 2014 which is a company maker(breaker) . However since I have quite a bit of money here do you think it is time to cash in some or all of these holdings? Also would the expenditures on their EOR project have led to your statement that the all-in payout ratio was 150 % in your August 13 comment? Thanks

Ross

Q: I am considering selling my avigilon and buying cxs or sum. Which would you prefer?

Q: Good morning 5i team. I bought Enbridge (ENB) and TransCanada (TRP)during their recent price dips in June. Realize it's only been a couple of months; however, both seem to be languishing, with ENB down some more. Is this due to the ongoing uncertainty surrounding projects like Gateway, Keystone, etc., ongoing concerns about income stocks, or maybe both? Are thet both still decent long-term holds? Thanks.

Q: Hi Peter and 5iResearch Team,
Can you please provide an update on Stantec. It has had a good run recently. Can you provide your assessment regarding both ST and LT outlook?
Thank you. Linda

Q: My question is why does the CRA not allow subscription to investment newsletters to be charged against investment earnings. I noticed from last years income tax statement of mine which was prepared by an accountant that I was allowed to claim as an expense my accountant fees (as I had investment income) and the fees paid to my financial advisor for this advice. I use the term "advice" very loosely. Both were substantial with the latter being as you would expect very substantial.
We should petition the CRA, or better still Jim Flaherty directly, for the income tax act to allow investment advice deductions from sources other than the big banks and investment houses. Given that more and more Defined Benefits pension plans are being converted to Defined Contribution pension plans it means that more Canadians will have to make their own investment decision. This will be a field day for investment advisors and the banks that they work for.

5iResearch and maybe Benj Gallander's Contarian Investor's are two of the independent investment advisor services out there that would no doubt benefit if their subscription could be allowed as a legit deduction.

Derek

Q: As a value investor, I would appreciate your opinion regarding which 3 companies in you 'Model Portfolio" represent the best values at the present time.

Thanks again for your appreciated service.

Q: Gold seems to have an established uptrend and so have the equities.

What do you think about the investing in Gold Royalty Companies at this point such as Franco Nevada (FNV) or Sandstorm Gold (SSL)?

Q: OZM "Och-Ziff Capital Management Group" has an unusual high dividend payout. What do you think of the company and do you think the dividend is sustainable.

Thanks

Q: Hi 5i, my question is regarding Tamerlane (TAM). it has filed for bankruptcy. when the company restructures does the current shareholder get completely wiped out ? i would also like to know your opinion on what other options could emerge for shareholders in this situation. thanx norm

Q: Hello,

The last time you commented on ARW was a year ago. Can I have your opinion now.

Thanks

Q: Hello 5i, could you comment on Armtec ARF as to there last quarter and the company itself.Thanks

Q: Hello 5i, I think Inter Pipe IPL.un is converting to a dividend paying corp from a trust unit. Could you explain the options on conversions as I think there is a limited time frame to make your choice as a shareholder as to taking a capital gain or not.
But in both cases you will still hold the same amount of shares.
Thanks