Investment Q&A

Q: Thanks for all the great work and insights you provide.

I would like to buy both of these. I only have enough cash for a full position for one currently. Which would you recommend at this time?

Q: Good afternoon,

Could you please verify the yield on BIP.un after most recent increase in distributions? As well, any current thoughts on the company are appreciated.

Thanks,
Brad

Q: FM is up almost 10% today alone. Any idea why? It has been held since about the $5-6 range. Is it worth continuing to hold this for further growth over the next few years or cash-in and move to another name in Metals, and if so who would you recommend looking at?

Q: With a market cap of almost $700mm and little to no sales revenue, investors are stampeding into Canopy and anything weed related.

When recreational marijuana is legalized should we expect bigger participants to enter the industry? I keep thinking that the current names are run by greedy white-collars who have little expertise but do have access to capital. Will these early RTO's get weeded out when big pharma and the gang step into the sector?

People are talking about weed as if it's the rediscovery of the wheel and fire. This is an easily replicated farm crop that requires very little skill, capital outlay and maintenance.

Care to share your thoughts on the zebra-striped elephant galloping through the green house?

Thank you

Q: Do you believe BTE is undervalued with oil being above $50 a barrel. if i remember correctly the last time oil was above $50 a barrel BTE was trading around $9 per share. what are you thoughts?

Q: Peter; Do you see any chance of BCI doing an equity issue to increase liquidity. It is very thin and difficult to buy . Thanks,
. Rod

Q: why the drop today???

Q: US Silica Holdings (SLCA)
Your comments on this US play on oil and gas production would be appreciated
Thanks

Q: Any explanation why SYZ has been so weak for the past month? It's down again today. Is it a case of no news from the company coupled with only one follower (5i) of the company? Is this a buying opportunity or a time to move over to something more interesting (and more followed)?

Q: SYZ is down 6% this morning, any insight about why ? Thks

Q: PUR and AYA are taking it on the chin today. PUR has been one of your favourites. Comments please?

Q: My initial purchase of PURE constituted only 1.5% of my portfolio. With the recent dip, would it make sense to top this company up to 3%? ... assuming there are still clear skies ahead.

Alternatively, I've been "toying" with the possibility of switching out of Pure and into Spin Master, for a 3% holding. Is Spin Master an overall better growth company?

Your thoughts?

Q: tck.b @$.00 vsn @ $7.00 is dundee reit getting close to being an ok long term hold. a disliked stock that is fundamentaly cheap with a n ok payout ratio that will soon have a lot of cash on hand which i like. your thoughts please or do you have other stocks you think are also good canidates with a good yield and cheap

Q: Could I have your thoughts on AC? Specifically current stock price run up vs business prospects? The sentiment and the stock trajectory is good but everything has its limits. I am looking for a reason to sell (so is the stock still a buy?). AC has grown to 3.5% of my portfolio (up 40% now).

Q: Hi 5i I'm looking at adding 2 more companies to my income portfolio. At this time I own AW.UN , BNS , BCE , BEP , DH , ET , SPB , VNR , WSP. Would appreciate your thoughts on 2 more recommendations. Thx for a great service. Gerry

Q: Would you consider KEY a reasonable buy at today's prices to be held for dividend and some minor growth? Is there another company you would prefer for the same objectives of dividend and growth? Would you prefer KEY to ALA in view of the latter's potential current issues?

Q: I am thinking of selling ARZ and looking at PBH or EIF. Disregarding sectors, could I please have your opinion and what would favour or keep ARZ. Thanks

Q: I have topped up my TFSA to the full allotted amount (since 2009) and am now ready to invest it in a simple way. What are your thoughts about an equal weighting in xiu, spy, vgk, vpl, vwo and xlu?
Thanks
Jan

Q: https://www.thestar.com/news/insight/2016/10/16/justin-trudeaus-trillion-dollar-question.html?campaign_id=A100
Peter and Ryan ; Could you comment on this article with respect to (1) which companies would benefit most and (2) do you think this " Infrastructure Bank" will be a reality? Thanks. Rod

Q: Your answer to the dividend ratio payout for IPL over the past six months is in the 85% range. Over the past couple of years has this ratio been increasing? For an income investor would you consider this dividend payout ratio getting to the area of concern and if so what dividend stock would you consider replacing IPL with either in the same sector or another sector.

Thanks,

Bob