Investment Q&A

Q: Hi Peter and gang. Please ignore my earlier question as I have just learned, and it is my understandaing, that Largo did not appreciate and the discrepency in my valuation is due to a 1 for ten consolidation. However, I would still like your opinion on this stock going forward.
Many thanks
GUY R

Q: How do you feel about buying call options in good blue chip dividend paying companies over a longer term? As I understand that options still payout dividends while holding the contract. I have noticed that some contracts have dropped 40-50% while the underlying stock has dropped only 20-30%. This would present a good case for substantial rise and possibly exercising the option down the road. Your thoughts.

Q: re - 5i Filter – Overblown Corrections?
This report shows Sears (SCC) with a dividend of over 50%. When I looked up the stock on BMOInvestorline, it showed a dividend of 0. Does it pay a dividend? Is it safe at that rate?

Q: Looking at Symax Lift SYL on the Venture Exchange, interim statements indicate increased profits of almost 100% over comparable 6 month period in 2013, may I have your thoughts please.

Q: Would be interested in your view on AEM at this price and time in the market. Thanks,

Q: Hi

Could you do a comparison of these two companies in terms of earnings growth, price to earnings and balance sheet evaluation. Which of the two do you favour for stock purchase at this time.

Thanks

Q: Any news for the 0.99 increase to $31.21 on Oct 17.The technical analysis @ CIBC's discount broker,IE shows a resistance @ $31.30 & a target price of $34.50 to $35.40.Your expert view please in this voliate market.Thanks a lot

Q: Hi 5i Team. Perhaps one thing to remember in these times is that, if you are lucky enough to hold cash and is waiting to get in, you could do it in steps. Take for example, Whitecap. It got to over $18 before the drop. When it got down to 13.95, I went in with half a position. It bounced up violently the following day (2 days later? whatever), I went in with the other half at 14.90. Of course, there could still be another drop in oil prices. For the long run though, we are addicted to the stuff. So it is a hold. I am able to stay calm during all this turmoil because I was unlucky enough to have been invested through Black Monday. 20% drop in one day! This one we are experiencing is a picnic. You don't need to remind me that anniversary will be in a couple of days. Cheers. Henry

Q: Not a question Peter, but another word of thanks to you and your team. My wife and I enjoyed your presentation at the money show on Thurs. We especially were pleased to meet you and Ryan in person and have a few words with you.
Again many thanks for all the help you have given us and many others. Hal

Q: why such a drop in share price lately; is it time to buy in

Q: I am approaching retirement and want to transition from a growth portfolio to an income portfolio. The stocks/ETFs in your model income portfolio look great, but I am concerned about potential price declines in higher yielding stocks/ETFs when inflation and interests rise as all the money being printed by central banks actually starts circulating in the economy instead of being held by the big banks.

Which stocks in your income portfolio do you think have the pricing power to grow profits in an inflationary environment?

Thanks, and compliments on the high quality of your service.
Hans

Q: What do you think of the acquisition today of an oilfield rental company based in Fort St. John by Enterprise group? This would seem to be a direct attempt to strengthen their exposure to upcoming LNG development. Thanks.

Q: Hi,
Do you have a favorite list of about 6 Canadian companies that have recently started paying dividends.
Thank you.
p.s. Great presentation at Money Show.

Q: Hi Peter New member,very happy...wondering what your parameters are to keep a stock in equity portfolio as far as growth targets going forward (share value). For someone hopping on the some new names.....wondering if we have missed the boat on some of your real winners like AYA/CSU/SYL/ESL and what you continue to target for gains in some that have not so far like DSG/MDA or SJ before you would toss them out
Thanks for all you and your staff do

Q: Hello,
I know you are generally positive in Aimia, but it has really been crushed due to decreasing cash flow estimates. Do you think its'
business may improve and grow over the long run, or is its' best case scenario just be a nice dividend payer? If you feel it could grow, why?
Thanks for your opinion.

Q: hello, for fixed income portion of portfolio do you consider bonds as a better bet or stable low beta low risk utility/toll collector type stocks - ie BEP.UN, BCE etc. if bonds then which you recommend in current environment - XHY or cbo or chb or cab. if other category, then which ones you rec. thanks.

Q: 5i,

With PNE and its dry gas vs liquids rich gas, is there an advantage.

Does dry gas simply have less by products to sell?

Are its gas properties well positioned for LNG?

Q: More of a comment,

Latest report for CSX was excellent on all accounts and the share price has reflected as such. Dividend is strong and increasing, EV/EVBITDA ration is very low @ just over 9, and the company is looking at very good earnings growth prospects.

I think this is a stock that has a very bright future moving forward and would like to know if you agree. And was wondering if there may ever be a time when 5i might do a company report on a U$ equity?

Thought the rest of the 5i members might want to know more about a stock I think has a bright future.

Thanks for all you do

Gord

Q: Please inlighten me on how the Reit distributions are taxed ( Interest or Dividends)...? Basically my question is, would it be more prudent to hold certain Reits in a Registared or Non-Registared acct?

Thanks

Q: I noticed that even though BEI.UN only offers a yield of slightly under 3%, it has combined returns in double digits for YTD, 1 year, 3 years, 5 years, and 10 years. That's impressive.

Do you think this trend can be continued? I'm interested in taking a major position in BEI.UN (say around 10% of my portfolio).

Thanks.