Investment Q&A

Q: With the recent drop what would your opinion be of this company for a 3-5 year hold.

Q: What kind of long term dividend growth would you expect from this company? Can they keep up the historic 8% annually for the next ten years or is this asking too much. Their company presentation claims that they have a naturally higher ROE than other insurers. They do not seem to be aggressive investing their float like Fairfax is. Thanks.

Q: I bought Tck. at five dollars and I'm wondering if I should sell it now. What is your opinion. Jack

Q: Looking to understand the process a bit better. At what point does a board of directors need to disclose that they have been approached about a possible sale? How do they decide whether to go public or to keep confidential? What are the odds a deal is announced this weekend?

Regards,

Robert

Q: Could I have your view on Chorus Aviation? I am looking at a small position, to be held for income. How sustainable is the dividend and what is the payout ratio? Any visible headwinds in the next couple years?

Thank-you

Q: I currently own CXR but underwater so would you still recommend this stock a buy with all news happening?

Dolores

Q: Share price of hrx is breaking to new highs recently. Would appreciate your comments on this company -would you recommend a buy here?
Steve

Q: Hi Team
Starbucks has issued a bad year ahead and a bad quarter in every region. I am now in the red. What is your take on this? It was 2% of my PFs. Should I sell NOW????

thank you

Q: What is the reason in your opinion that is causing the run on this stock
Stan

Q: Hi Peter, thanks for your FR recommendation. Just a follow-up question. Could you please comment on the timing of selling THO and buying FR in light of today's FR C$50 MILLION BOUGHT DEAL FINANCING. Should I wait for a period of time for the deal to be "digested".

Q: Hello Peter,
I have done well on bombardier and was thinking of selling my position and adding to alimentation couche tard to bring to 5% weight given the current debate on the control structure. The stock is down on the news and was wondering if the switch would make sense given Bombardier is more speculative, but 5% weighting of couche tard makes me a bit nervous. Please advise.

Q: I presently hold eight PM miners. My Lakeshore Gold position was taken over by Tahoe Resources. I'm not comfortable with Guatemala and THO management so want to sell THO and re-invest proceeds in a silver producer. Could you recommend one for me (not SLW as I already own it). Thanks, Ralph.

Q: I would appreciate your thoughts on Merus Labs.
Thanks Richard

Q: I have IKM in my TFSA, down 46%. Everything else in that account is doing well but I also have $13K in cash. What is the outlook for IKM and what suggestions can you give me for the cash. I currently have TPK, EQB, and PHO. Overall, I tend to be a value investor, like dividends and am somewhat aggressive.

Q: Further to Andrew's question, what do you think of the business model for Goldmoney (XAU)and their claim that they will replace gold ETS's in ten years? Would you hold this company for five years?
Thanks.

Q: I am concerned about the risk associated with investing in large non Canadian bank stocks. Using Barclays as an example The shareholders’ equity in Barclays is $84bn, sitting on top of $2 trillion of assets. Putting that into perspective, the equity is 4.3pc of the total assets. It doesn’t take much of a movement in the value of those mortgages and loans written all over the world to cause serious problems for those holding the shares. Since the shareholders equity is the difference between two very large numbers the shareholders can easily be wiped out by small movements in asset values. In the case of banks like HSBC (HSBC.US) the exposure to places such as China makes the value of these assets questionable.

Do you agree with the analysis here and does any of this reasoning apply to Canadian or US banks? If so which banks are risky?

Q: Hi Peter, Ryan, and 5i Team;
Please share your opinion of the Americas Silver Corp. (USA) regarding leverage to the silver price, management, and valuation?

Q: Hi Team,
Given IT is undergoing a strategic review, do you have any idea what it might sell for if it were to be acquired?
Thank you, Michael

Q: I'm keen to watch top managed companies in totally out of favor sectors, to buy when business conditions improve. I'm not looking for a relief rally on overlevered stocks for a short-term profit, but rather for stocks I can hold for a signifiant time as business conditions improve. BDI is one of the companies I'm interested in.
What would be the signs that BDI is a good "risk-return" story? What do I look for?

Q: May I please have your opinion on DR for a 2 year hold.