Investment Q&A

Q: This is a response to a question asked by j stuart regarding the Globe and Mail stock watch list having recently disappeared.
Globe and Mail has now transitioned to a new platform in an effort to add more functionality etc. Currently only subscribers have access to most of the features that were previously free. As it stands right now being a long time subscriber, I find the new platform is full of bugs, lacks many of the previously available details, is missing many of the previously available tools and is a very frustrating work in progress.

I have been tracking my performance and ACB's for almost 15 years using the paid subscription on the old platform service and now I am quite unhappy with the current status and fear that I may permanently lose my data and the information I rely on to track my investing performance. Hope that helps those considering this paid service.

Q: Would you hold che.un for income? Is there concern that the dividend is not sustainable. Currently the dividend rate of return is in excess of 9%.

Q: Hi 5i research team,
In your recent report update on BOS, you mentioned the need for a catalyst as their house is pretty much in order (balance sheet, operating systems, management). I am wondering what it could be? #1 Revenue growth: BOS only made few acquisitions in the past 20 years, so it would be a surprise; and in the current state of world growth (probably slightly decreasing at best), BOS would need to enter a new related line (from their current activities) of business: any ideas? #2 Dividend growth and share buybacks: what size of increase or program would be needed to represent a catalyst? When would the balance sheet be ready (size of debt?) for such moves? #3 Privatization of the company: insiders own 41%: looking at insiders could they be buyers or sellers? Do you see this possibility in the next 5 years? #4 Could BOS be on its way to become a value trap? Thank you for your collaboration, Eric

Q: I want to take my huge loss in my rrsp on Altagas and move on. You mentioned there are better names in the sector. I already have a 3 percent position in Algonquin power. Which companies have better upside.

Q: KWH has started a distribution reinvestment program. It appears they intend to buy the shares in the market. What is the advantage to the company when they do this? It seems to make sense not to issue new shares when the yield is so high. (makes for expensive money).

Mike

Q: With both these companies in a similar business can you suggest why Shop has a share price about double that of Square. Which in your opinion will grow faster and why?
Thank you again

Q: Greetings 5i,

Your thoughts/impression on the RedHat aquisition?

Cheers!

Q: i am curious on your answer on the stars group question on whether to sell now for tax losses, you say even if tsgi had
good earnings it is unlikely it would rise 20%, well why not, it has been beaten down so bad a 5.00 rise does not seem unreasonable. dave

Q: Very recently some lumber companies have had major moves in their share prices, despite the slump in US housing construction. This is probably caused by a rise in lumber prices. True? And why are lumber prices up (apart from supply problems in BC)?

Q: Would you hold Alta gas at this price?

Q: What is your opinion on Ts.B last earnings report? The stock dipped below $1.00, will the company survive and what are the consequences if it stays below $1.00?
Thanks,
George

Q: Hi 5i
This is a follow up to a reply on another members question about "intensive care" monitoring of portfolios.
I was a little surprised with the inclusion of VNR in this list - what specifically causes concern to the extent that you want to keep a closer eye on this one ?
Thanks
Mike

Q: is it a sell ?

Q: I’m down approx. 25%. Is the dividend safe? Should I buy, hold or sell? Thanks

Q: I’m down approx. 40%. Is the dividend safe? Should I buy, hold or sell? Thanks

Q: I already own this company. What is your thoughts on adding to my position?

Q: Hi,

Is there a web site where I can see the short positions on various stocks? In the same vein, is there a site that detail which days companies report their results?

Thanks

Q: I own loblaws and wondering what to do with my soon to be issued george weston. Is it a hold or sell.

Q: It's been a few months since anyone has asked about BEAT. It's been on a tear all year and apparently just announced some good results and/or guidance.

Can you summarise the recent results please and would you be a buyer?

Q: Good Afternoon: Another question about preferreds. I notice that kml.pr.a, a Kinder Morgan Canada preferred is now trading more than a dollar below its par value of $25. This is a rate reset with a guaranteed minimum of something above 5% yield. My suspicion is that this has something to do with the current deep malaise of anything connected to the energy sector in Western Canada. However, KML surely has a viable ongoing business as long as there is oil and gas to be transported from source to elsewhere. I could see the negativity if the switch away from fossil fuels to renewables was imminent, but this hardly seems the case. Or am I missing some factor that is peculiar to KML and its operations. I actually thought it came out of the deal involving TransMountain pretty well. Your comments please. Don