Investment Q&A

Q: Boup Group has proven to be a great investment over the last couple of years. I anticipate that this winter's weather, if we enjoy polar vortex activity, should see some bitter weather and a brisk business for the auto repair industry. However, taking a longer term view, I have to wonder how the technological developments in self-parking, danger alarms, back-up obstruction sgnals etc. will impact the accident rate and therefore the auto repair business.
Would you please comment on these issues and provide your two to five year view of BYD.UN?
With appreciation for your significant support for the retail investor.
Ed

Q: Could you give me your opinion on this company at this time.It pays a good dividend and seems to come off its highs recently.

Thank You

Q: good morning 5i team,

yesterday it was announced RKN received an order from a national corp in the Asia Pacific worth $13 mill. And your reply to my query yesterday re recent results was luke warm but had some encouraging aspects.

On Sept 15 you answered my question with "RKN has potential but has so far been a bit of a disappointment."... "We would consider holding on for one more quarter to see if things look like they will improve and then consider moving on."

As we stand today @ 4.08 with a bit of an upward trend in place, I am under water a little over 15% on a small position.

Everything considered, would you say 1) things have improved 2) it's time to move on or 3) looks like things are/may be improving and to hold on for another quarter.

As always, appreciate everything you do

Gord

Q: Hello Team
I am 79 yrs old and in good health. I have 100k to invest. I do not need this for other than disaster insurance?
65% of money in a RRIF in cash and some BBD.B and CNR stock and 35% of the money is in a TFSA cash and some BNS stock.
Should I be looking to your Income portfolio or the model portfolio or a hybrid of the two as I could accept some risk here.
Thanks
Frank

Q: Hi Peter,

What is your take on WEQ-Buy, Sell Or Hold? The company seems to be moving in the right direction but stock price get slaughtered. Thx Colin

Q: Hi Peter and team, do you think it is time to start dipping your toe back into energy stocks or wait for tax loss season to be over? Which stocks would you pick with the highest upside potential for a tfsa?
Thx Nancy

Q: Hello,
Are you planning to replace Contrans by another name in the transportation sector?
Thanks,
Tony

Q: Read a report on this Reit. (buying properties in Europe)
Your view on this company and this purchase.
thanks for all your contributions to our knowledge base.

Q: Would you sell Goldcorp today at a 20% loss (for tax purposes)with the intent of buying it back in 30 days, or is that getting too cute with market timing?

Q: Thank you for your information on Phillips North & Hager's High Yield Bond Fund. The MER is .087 and the RBF1280 Symbol is shown on their website and is what I used to purchased it on Royal Bank Direct Investing. I tried PHN 285 on their site and it showed no response. The fund closes again this Wednesday.
Thanks again.

Q: Re: Steven's inquiry and 5i's response. TDDI shows RBF1280 as the ticker for this fund. The MER is indicated as 0.87%
PHN285 is an invalid ticker as per TDDI

Q: I bought this stock a month ago and have a small position and it was my intention to purchase more shares later by dollar cost averaging. I wasn't planning on doing this so quickly but with the recent down grade by Credit Suisse on this company and the price drop in the past few days, would you consider this to be a good time to increase my position. As they are reporting earnings on the 25th could the recent downgrade be attributed to speculation to a possible poorer result and if that is the case would I be better to wait until after the earnings report.

Thank you,

B

Q: Phillips, Hager and North have recently opened their high yield bond fund to investors for the first time in a while - would you buy this type of fund for a five year minimum hold?
Thank you.

Q: Good Morning,
What is your opinion of Terra Firm Capital (TII)? Is it in the same line of business as Home Capital Group?
As always thanks for all you do.

Q: Hi Peter. Given recent news of sink hole in Russia potash mines and possible world shortage, do you think this is a good entry time for POT? As always, many thanks for past advice.
Cam

Q: having been caught with the price drops I am down considerably on these two oil stocks.
My question is, in your opinion, would be wise to increase my holdings or eat the loss and move on or just sit tight and wait it out.
Thanks for the excellent service!

Q: Hi team:
Is there a seasonal trade for the utilities stocks like FTS, EMA and CU?
Does it peak in the winter months like Dec and Jan ? my 2nd question is that CU trades at a lower P/E (16) as compared to Fortis (23) and EMA (19), the return of CU is lower, is there a fundamental reason for CU for the relative poor performance ? Thanks for educating us

Q: Of the companies that 5i covers, which 3 currently have the best valuations on a forward earnings basis?

On the topic of value, I found it interesting to compare a recent report by a bank on NPI (Northland Power) to the 5i report released today on the company. The take away message from the bank’s report is more positive – NPI is a buy for share appreciation and income, while the 5i report draws a different picture based on the company’s high valuation, debt level, pay out, project risks, etc. The bank does disclose that NPI has been a client and it expects NPI to be a client in the near future. Reading both reports knowing that 5i’s assessment is independent, to me, is extremely valuable.

Q: What is your opinion on the company at this price?

Q: I just learned that the Ontario government has ruled that P&C insurance companies will henceforth be required to lower their premiums on car insurance policies by 15%. I know that Intact Financial (and other insurance companies, I presume) has been fighting this for a number of years. Now that it's a fait accompli, how much of a negative impact will this have on the IFC's share price?
Robert