Investment Q&A

Q: What is your view of Peyto at this time? Does gas price at $3.55 today make a big difference going forward for the company, or have they sold most of their future gas at lower prices?
Thanks,
George

Q: ROOT is at a very low price. Is it worth buying it at this price or wait for more loss...maybe it won't be able to recover? Thank you.

Q: Hello 5I Research
I read that Warren Buffett has bought back his Berkshire Hathaway own shares
is he suggesting that the market is undervalued as a whole ?What are your thoughts with his move ?Should we be buying stocks on the October dip?
Please take credit as deemed appropriate .
Regards
Claudio

Q: Can you please comment on earnings? I believe I read that they report nov 5. Thanks

Q: I am presently in 70% cash and wanting to rebuild my portfolio--with the emphasis on --dividends ---blue chips and diversity.
Could you please suggest 3 stocks in each of the 11 sectors that would fit
these requirements.
Thanks for all your suggestions over the years
Peter

Q: Hello, in your response to Arzoo's question regarding international holdings better held in RRSP, you say that generally International companies in an RRSP will not have dividend withholding taxes. I have MDT in my RRSP, and there is a withholding taxes of 20%. I have phoned my online broker about this, and they told me that if a company's main address is outside of Canada / USA (Medtronic is based in Dublin, Ireland) then there will be a 20% taxes. And this even if the company trades on the NYSE. They told me that the RRSP tax treaty between Canada and the US applys only to US domiciliated companies. Do you agree with that? Thanks, Gervais

Q: GC seems to have had
a solid and better than expected Q3.
Do you see anything negative?

Q: What is your outlook/opinion on CIX with it's reduced dividend? Will it ever be a $30 stock again?
On an Oct. 23 question, FSZ was mentioned as maybe a better option when looking for income in retirement, but FSZ has a large 6% yield currently. Would you also like MIC with a solid 4.5% yield and a recent 9% dividend increase announcement. (we are looking to stay in the financial sector, but not the big banks or insurco's - already have those covered. Thx. (multiple credits here..).

Q: After market close today.RAY.A announced that its existing shareholder,Irving West will buy 2,429,544shs of its private placement @ $10.25 for $25m. subject to regulatory approval.This will increase Irving West's ownership to $10.13%.Please comment.Txs for u usual great services & views

Q: This is a response to a question asked by j stuart regarding the Globe and Mail stock watch list having recently disappeared.
Globe and Mail has now transitioned to a new platform in an effort to add more functionality etc. Currently only subscribers have access to most of the features that were previously free. As it stands right now being a long time subscriber, I find the new platform is full of bugs, lacks many of the previously available details, is missing many of the previously available tools and is a very frustrating work in progress.

I have been tracking my performance and ACB's for almost 15 years using the paid subscription on the old platform service and now I am quite unhappy with the current status and fear that I may permanently lose my data and the information I rely on to track my investing performance. Hope that helps those considering this paid service.

Q: Would you hold che.un for income? Is there concern that the dividend is not sustainable. Currently the dividend rate of return is in excess of 9%.

Q: Hi 5i research team,
In your recent report update on BOS, you mentioned the need for a catalyst as their house is pretty much in order (balance sheet, operating systems, management). I am wondering what it could be? #1 Revenue growth: BOS only made few acquisitions in the past 20 years, so it would be a surprise; and in the current state of world growth (probably slightly decreasing at best), BOS would need to enter a new related line (from their current activities) of business: any ideas? #2 Dividend growth and share buybacks: what size of increase or program would be needed to represent a catalyst? When would the balance sheet be ready (size of debt?) for such moves? #3 Privatization of the company: insiders own 41%: looking at insiders could they be buyers or sellers? Do you see this possibility in the next 5 years? #4 Could BOS be on its way to become a value trap? Thank you for your collaboration, Eric

Q: I want to take my huge loss in my rrsp on Altagas and move on. You mentioned there are better names in the sector. I already have a 3 percent position in Algonquin power. Which companies have better upside.

Q: KWH has started a distribution reinvestment program. It appears they intend to buy the shares in the market. What is the advantage to the company when they do this? It seems to make sense not to issue new shares when the yield is so high. (makes for expensive money).

Mike

Q: With both these companies in a similar business can you suggest why Shop has a share price about double that of Square. Which in your opinion will grow faster and why?
Thank you again

Q: Greetings 5i,

Your thoughts/impression on the RedHat aquisition?

Cheers!

Q: i am curious on your answer on the stars group question on whether to sell now for tax losses, you say even if tsgi had
good earnings it is unlikely it would rise 20%, well why not, it has been beaten down so bad a 5.00 rise does not seem unreasonable. dave

Q: Very recently some lumber companies have had major moves in their share prices, despite the slump in US housing construction. This is probably caused by a rise in lumber prices. True? And why are lumber prices up (apart from supply problems in BC)?

Q: Would you hold Alta gas at this price?

Q: What is your opinion on Ts.B last earnings report? The stock dipped below $1.00, will the company survive and what are the consequences if it stays below $1.00?
Thanks,
George