Investment Q&A

Q: To implement a cautious and defensive position, what are your top picks in each of the following categories: 1. life insurance; 2. utilities; 3. telcos; 4. consumer staples?
Thanks for your response and keep up the good work.
David B.

Q: I have held HBC for a couple of years and wonder why it trades at such a low price. It has $4 billion in property, plant and equipment but that doesn't seem to be reflected in its stock price. On the common shares along it is worth over $20/share. What am I missing here?

Thanks - Ron

Q: Opinion on Alta gas ....

Q: You refer in your latest report about "recent flash report" can you please clarify? Not sure which report you are referring to. Thank You. Heather

Q: is the decline in largo price related to the warrant conversion to shares announced today and when the warrants are converted this causes an increase in share count, am i correct and then with more shares issued the stock goes down to reflect that. dave

Q: Hi, I took a half position in TSGI at $44.68, what do you think of adding to it now? Thanks. Peter

Q: I invested late Oct at the top of the graph curve and am now down 35% because they issued new equity, diluting my share values. I am not panicking bec I think this relatively new firm has a future and knows how to set it self up nationally and internationally which new capital.
Do you agree with my optimism ?? Pls justify it.
Art

Q: I currently have a small position in DSG and am wondering:
1. Would you add at this time?
2. To what percentage of a portfolio would you recommend holding DSG?

Thanks,

Q: For ALA, AQN, DIV, DR, ENB, PRV.UN, what is the payout ratio for each of these companies? Is payout ratio a valuable measure of dividend sustainability? Can payout ratio about 100% be maintained? thanks

Q: So, really beaten down on CPG at this point. I guess the lesson is to pick a sell point perhaps. My view is long term (ie. hold for 15+ years). I bought at an average cost of around $15. In your view should I ditch this, continue to hold, or double down at what seems like basement prices? Even 2 years ago when oil was trading for less CPG was triple where it is now. What gives?

Q: I can see that I was one of many concerned about Nvidia's reporting later that day. Peter wrote in on Nov. 15 in the morning asking about analyst's expectations on Nvidia's numbers. You told him it was 1.92 EPS and 3.2B for revenue. These numbers didn't mean anything to me. I hope the next time you can elaborate such as these numbers don't look good or they do look good, etc.. Or when companies that 5i clients own and they have a possible bad number reporting, you could make note of that ahead of time. Thank you Dennis

Q: Is this a good time to add gold to a portfolio? If so which stock would you recommend? Thanks.

Q: Recently President Xi gave a speech indicating the intention to open up the Chinese economy, including " lowering tariffs for autos and other products and enforcing the legal intellectual property of foreign firms".These are things the Trump administration is seeking. Also in a recent dinner talk David MacNaughton indicated pressure from American farmers to reach a resolution.

Have you any thoughts on the possibility of the trade dispute being resolved and which of the 5i stocks would respond most positively?
Mike

Q: Hi Peter and Ryan, I found this US health care stock (trades in Canada) trading near its 52 week high, yielding just over 7% and looking to break out, what are you views on DR, worth a look in this “crazy” market?
Thnx
Dave

Q: Given the current turmoil in the oil market are you confident that the above 2 noted companies will survive and eventually bounce back to their former price levels. Thanks fro your advice. I am fairly heavily invested in both of them

Q: This stock has dropped in the last 10 days , after rising on the release of the Quarterly Report on 31 st. October . is there any particular reason for this ? Thomas A

Q: Please provide your opinion of GH's Q3 release. Gross revenue growth did not materialize while costs rose.

Company announced the proposed vend-in of CEO, VP and COO's Grande Prairie hotel for $12.5mm. Property looks appealing completed in 2017 with exceptional customer feedback and a 2 minute walk from Great Northern Casino. Guessing this asset could add approximately $4mm in gross revenues to GH's annual earnings, it's in one of the few areas of Alberta that has shown above-average growth and may continue as gas liquids are being developed in the Montney.

Not a game-changing transaction for the company but if they suggest that the hotel can be acquired and provide accretion for shareholders, what's good for the goose is good for the gander and gaggle of little retail investors.

GH stated that they have increased their LOC by $7mm. Do you think the company will issue common shares as part of the capital paid to Peace Country Hospitality?

I am offering up three 5-i doubloons for this in-depth query. Thank you

Q: Please provide your opinion on recent Q3 released by BEI. Thank you

Q: If I bought Facebook today in my TSFA, but sold the shares (at a loss) in my taxable cash account tomorrow, would I be able to reap the tax loss in my cash account?

Q: What is your take on leons earnings. Is it business usual.
Thank you