Investment Q&A

Q: Hello great team,
I own some split preferred FFN.pr.a. I am OK with 5.25% dividend and my understanding is that my principal investment and dividend are safe as long as NAV value of the unit remain above $10. Current NAV is ~$14. Are there any other risks (e.g. management) in losing my principal of $10 per preferred share other than drop in NAV value less than $10. Overall, what do you think about this preferred? DBRS rating is 4 high. The fund is managed by Qudravest Capital Management. I will appreciate any alternate suggestions to this preferred share? – I am OK with 5% return and safe principal.
Thanks

Q: Good day 5i Team, could you give some guidance on K-bro. It took a hit last week on news of lost contracts and it doesn't appear to have found a bottom. I own it and am not concerned short term but looking for guidance on its long term outlook. Thank you

Q: Your views on the drop of 63% in the stock. I missed selling in the morning. Should I hold or bail at whatever price

Q: hi,

do you have the earning release date and the consensus estimate?

thanks,

Q: In an environment where the Canadian dollar strengthens Iam wondering which 3 companies in the Balanced Equity Portfolio are most likely to benefit and which 3 would be least likely?
Many thanks
Mike

Q: The micro-cap Greenspace Brands listed on the Venture Exchange last year. It operates in the attractive organic foods space. A recent financing /acquisition prompted the company to indicate continued rapid growth ( although share price has declined since). Interesting story aside, can you comment on its merits as a speculative investment. Thank-you.

Q: Just wondering what you think of Corby. It never seems to go anywhere, but it pays a nice dividend with sometimes a special dividend.

Q: Hi 5i
Could you please tell me what would be the best 2-3 metrics to use in security analysis for each sector. I would like to focus in on the most important metrics for stocks within each sector. Thank you for all your advice.

Q: Goodmorning. What are your thoughts on this company i have owned it for over a year now at twelve dollars and have seen no share growth. It does pay a nice dividend. Would you continue to hold or suggest moving on as i would have thought it would be more of a growth company?? Thks for the great work

Q: Hello Peter and the 5i team

I have been starting to look into the energy sector as I think there will be a slow and steady increase in oil prices over the year (I think there will be dips back down but these dips will not be as low as the previous ones higher lows and higher highs as the year goes). What do you think of Vermilion energy? I look at the numbers and it seems to actually have a fairly large amount of debt (comparable to that of BTE on a total debt to capital ratio, although it hasn't had the bad press about its debt compared to BTE). It has a higher price to book. Management seems very good though and I like that it is diversified on a global scale and doesn't have its oil land locked in Alberta like many Canadian oil companies. What are your thoughts on the company? If you don't like it what energy names do you like better.

Q: Hi, CSU earned a lot of praise from analyst community (including 5i)after recent release of solid quarterly results. Most analysts upgraded company outlook and revised their ratings and price targets upwards. The stock responded very well and revisited $589, close to its last high reached in late 2015. However, it could not hold there and over past 10 days has returned to pre results level. I have a decent position and continue to own CSU for long term. But, with such wild fluctuations, I am interested in your comments on TA for the stock. It appears to have again moved into oversold territory with support at $525 and $500. Is the stock presenting another buying opportunity at current levels $525-$530? I know, Tech sector has sold off recently in US and Canada, but I guess there is no other specific reason for this price decline. Thanks

Q: What is the price/cash flow on this company and how does it compare to peers? How about the discount to NAV? Thanks a lot.

Q: is the score a buy..... what would you recommend for a tech stock

Q: Hello 5i team,
It's in times like these that I should have listened to you when you suggested to maintain an exposure to energy, gold and minerals (even though you exited FM); but to what do you attribute the recent (sudden) rally? I understand gold = uncertainty but lack of global growth (demand) would not suggest a surge in metals; as for oil, it seems we will always have an oversupply thanks to shale production.
I would appreciate your take on these issues,
Antoine

Q: I am looking for a position in silver at this time. Thoughts on SVR.C.TO or others?

Q: I read today that SSO has purchased Claude Resources, CRJ. The market seems to dislike this acquisition, any idea why? I've bought and sold SSO over the years (in fact I used to monitor this stock in our local newspaper for my father back In the 60's). What are some reasons for one stock to soar and the other to deflate following an acquisition? Thanks for everything!!

Q: Peter and team:
What are your thoughts on CG at this time? Would it be a buy currently (regardless of sector weighting). It was sitting on substantial cash reserves last year, do you know if this is still the case? Also are you aware of any political stability concerns with any of their operations.

Thank you for a great service.

Phil

Q: Could you give an update on this company? Do you think their share price could recover over the next 6 to 12 months?
Thank-you very much for such a valuable service!

Q: Recent results ?

Q: Greetings Peter & Team:
A short time ago your comment was that you preferred gei over mullen transport. I own ipl and would appreciate as detailed a comparison of ipl & gei as your time permits. To my knowledge they are both midstream producers. Also, in your opinion which has the most upside in a changing market, and considering all metrics, which would you own. I await your learned opinion.
Regards,
Ben.