Investment Q&A

Q: Hi team:
playing defense with respect to the risk of china's banking collapse. What would be your suggestions as per sectors and companies that would be least vulnerable to china sharp down turn especially the banking system.
thanks
Yossi

Q: Could you please comment on the earnings report of Surge Energy
SGY....including comments about their dividend and recent purchase of Longview shares.

Thank-you..Robert

Q: Would you comment on SGY latest earnings please?

Q: I have a question about Boston Pizza Royalties Fund.
Would you feel comfortable adding additional stock @ this time?
Thank you Dave

Q: Hi 5i team

I was wondering if you have seen anything on when ACQ is reporting. In past years, it's been around March 20.

Q: Would you comment on ASton Hills (AHF) results. They seemed pretty good but the market did not react. What makes this stock so lethargic. Could it be a takeover candidate? Appreciate you views. Thanks.

Q: AHF
What is your assessment of Ashton Hill's latest year end financial results?
Also, how would you rate it relative to its peers as a safe investment for growth and income.
The dividend is nice at over 5% - is it safe?
Thanks

Q: AHF Aston Hill announced yearend results today. For a perennial under performer what do you think of them?

TIA

Q: What is the consensus for Boyd's Q4 adjusted revenue and eps?

Thank you,
Sandy

Q: Could you please comment on WCP Whitecap Resources which reported fourth quarter and year end results today?

Thanks Dave.

Q: Hi Peter, In your interview with My Own Advisor you stated, "Also, there will be at least 10 times of complete panic in the markets in the next twenty years. Use these times to buy, not to panic."
Recognizing that there will be a different number for every individual and situation, what would be an acceptable range of cash to keep for the purpose of buying into panics, say 10 to 20%? Or would you recommend staying fully invested and pulling funds from the fixed income side of the portfolio, or tapping into margin, or perhaps a combination of the 3 areas? Thanks, J.

Q: Peter,

I am hoping that you may be able to clear up the confusion I have about what is the definition of a "dividend stock". In response to a question from Mark yesterday about obtaining a 5% dividend yield, you commented that outside of telecoms or utilities, it is difficult to get more than a 5% dividend (although you did note almost as an after thought that the REIT sector has higher payouts). However, there are a number of stocks that you support that do pay out higher dividends - many of them in the oil and gas sector - and there are several tech stocks and assorted others as well. (Morneau, Calian, Torstar)

Secondly, in the past you have referred to companies such as Boyd, Stantec, Cineplex etc as being good "dividend stocks" even though there dividend yield is somewhat low (not even sure why Boyd is called an Income Fund with a 1.9% yield).

So my question is, what is the definition of a dividend stock and do those stocks differ from stocks that pay a high dividend?

Thanks.

Paul F.

Q: What is the consensus for Carfinco's Q4 adjusted revenue and eps?

Thanks,
Sandy

Q: Hi the fantastic 5i team, would you please update your view on SMF and MAQ since last year.

Q: Can you tell me when LSI will release earnings next?

Thanks,
Rob

Q: Re: FSZ.TO
I have been watching FSZ.TO for a while. What's your take on the quarterly results? Is it a buy?
Thanks a lot!

Q: Last fall you felt NPK was dead money, however they recently announced government funding assistance to get their Brazilian Potash mine into development. They are close to a major farming area where most of the potash must currently be imported. Since the funding announcement the stock price has taken pretty wild swings. What would your current outlook for this company be?

Thanks

Q: Would you please suggest a couple of ETFs for a very young 1 year old lady just beginning a RESP.Because of withholding taxes on foreign dividends in RESPs it seems those ETFs should be Canadian and also for a long term hold.Thanks for a great service. Don.

Q: re: SUM question earlier, can you clarify ROE of 4-5%? how is that considered attractive?

Q: What do you think of the latest quarterly reports for Painted Pony Petroleum (PPY-T)? A couple of analysts on BNN haven't been that enthused with PPY in general, one even indicating it should be a sell. I currently hold a 2.25% position and am wondering whether to keep holding in anticipation of it being sold! Thanks!