Investment Q&A

Q: Thanks for the advice on ECI. Nice premium today.
What % of Brookfield Group would 5i be comfortable with in one's portfolio?

Q: Hello 5i,
We too have ECI stock. Thank you. Tendering is new to me. After a Google search we have enough information to be dangerous. Our portfolio is with RB. We only see an option to sell. Can you help by explaining how we tender our stocks? Is it easier just to sell? With FTS and AQN at 5% weighting we are not sure converting to 100% BIP shares is the best plan for our portfolios. Any help is appreciated.
Thank you
Debbie and Jerry

Q: Hello, like many other investors I have an happy problem today, thank you. I have read all the questions on ECI today. Let's say I have 1000 ECI shares and I choose to tender my shares, does this mean that 750 ECI shares (75%) will be sold for a cash deposit in my account and that 250 ECI shares (25%) will be rollover in BIP shares at takeover date? The ECI price on TMX Money is $28.88 right now, do you think this price can fluctuate significantly in the meantime of deal completion? Thanks, Gervais

Q: I have the above securities as well as RBC Cdn Equity Inc-D shares, Sentry Cdn Income, Sentry Global REIT. I am a retired conservative dividend income investor with a company pension, CPP, annuities and Fisgard Capital for fixed income.

I currently own ECI and will sell and look for a Consumer stock to replace it (not interested in BIP...I have a full slate of Utilities). I filtered several candidates using fundamental metrics (P/E, beta, P/BV, P/CF, P/S) and technical metrics (200 dma, etc), as well as yield and price targets (for what they are worth).

I will keep my CGX and PBH. I'm looking for a long term hold (conservative, liquid stock with a good and growing dividend). My short list of candidates include CLIQ, CTC.a, PLC, TCL.A. I already flushed ADW.A, KBL, RSI and since I already have 1 food stock, I flushed L and NWC.

Please provide your insights into the appropriateness of these Consumer stocks (CLIQ, CTC.A, PLC, TCL.A) for my portfolio, given my circumstances and existing stock positions.

Are there other securities I should consider, even those that I have flushed?

Thanks for your help...Steve

Q: I sold my complete position in Whitecap sometime ago. With a good quarter reported today and the market yawning I am considering buying back in to this company. I feel it is starting to look attractive again at this level.
What is your view on the results and what would you consider as a percentage entry level.

Q: Every so often I take a look at Torstar. Does today's earning report do enough to actually make it investable? Thank-you.

Q: Hello, in a recent answer to a question on chemtrade, you referred to it as a cyclical stock. Please explain what a cyclical stock is and why you consider this stock in this manner. Also I assume, it is in a downward cycle currently, when would you guess the upward cycle would begin.

Q: What do you think about RSI as an income investment? They have a nice dividend and seems to be a recession proof type of company.

Q: Hi Peter and Ryan,
What is your take on Electro Scientific Industries qtr report and the guidance, do you see positive sign for the future? Should I continue to hold this stock?

Thank you for your great service!

Q: EIF a year later seems to have weathered the short report put out by Cohodes for now.How many shares are currently short ? and with earnings out next week what are the market consensus?? Thx

Q: hello
would you suggest I purchase these companies in my RRIF

Q: I know Shopify is closely related to Amazon. Can you explain how can Shopify be negatively impacted by Amazon please.
Please comment on Square earning release .
Thanks

Q: why is agt is trading above offering price of $18.00?

Q: http://www.windaction.org/posts/48530-contractors-for-amherst-island-wind-turbine-project-owed-millions#.W2JM1tJKgdVI have a question about 956

In light of this report, would you have any change of thought on AQN? Is this something to be concerned about? Thanks.

Q: Made a good profit in my TFSA by selling ECI today. Would appreciate your thoughts on a decent replacement for income (4% yield or better) but with reasonable security of the dividend. Thanks.

Q: I have a question about CGI, which I've held since 2013, so I've done very well with them, but they don't have a dividend policy, so I'm feeling that the capital gain that I have is being lazy and not working for me without any divvy income to offset. If I was going to sell half, what would you suggest would be a good 3 to 5 year replacement to consider? I tend to favour medium to large caps, and mostly dividend payers. I also have Open Text and Syzlogist as other tech holdings, in a fairly diversified portfolio that includes international and US etf's. I currently do not have any resource/energy (I was thinking Vermillion) or consumer (I was thinking Loblaws or Metro, Dollarama looks expensive still)holdings.

thank you,

Q: Good morning Peter n your wonderful team,
I sold my J&J shares recently due to the outstanding lawsuits against the company, I think of replacing it with Pfizer. What is your opinion on future of Pfizer’s earnings, growth n dividends, cash flow, pipelines of drugs, balance sheet etc. Or can you please suggest one or two drug companies that will provide some growth plus dividend income?

Thank again for your insight! Asked by Rossana.

Q: What are your thoughts about the convert that Canaccord Genuity is releasing?

Q: Hi,

I own HBI and took a licken today on news they will not renew their contract with target onth eir champion brands. Would you continue to hold this stock or look elsewhere?

Thank you

Q: I hold 2000 shares of ECI with a significant unrealized capital gain in a taxable account. I read in an RBC report that the offering of exchangeable shares "intent would be to provide a taxfree rollover" . Could you provide some explanation of how this would work. Thanks.

Ross