Investment Q&A

Q: SU.to

Peter,

In your view. Do you feel that SU would be trading higher if all the cash used for buyback was returned to shareholders with dividend increase instead?

Many thanks

Q: Peter, I hope you are fully recovered from your mishap with no lasting injuries.
My question relates to the risky DCF (Difference Capital). It's trading at .18 of book value (Google finance) with market cap of $66 million. I can understand that many of DCF holdings are private and am wondering:
1) what is the FMV of these private holdings
2) what is the value of the 28% they hold in BENEV Capital which has a net working capital of $68 million (stock is halted).
What I am getting at is that based on an assumption of reasonable valuation of FMV of the private holding of DCF and market value of its public investments, the stock is undervalued. If you agree with my argument, what then would be a fair discount to Book value if 18% to BV is unreasonably low?

Thanks Peter.

John

Q: Good Morning,

I would appreciate knowing your thoughts on market timing. Specifically what you think about The Dow Theory and the Schannep Timing Indicator.

Q: In response to Edward's question concerning DH and TD Waterhouse trailing P/E. TD does show DH Earnings as 0.78 on the Over View page, however, if you drill down to the Earnings Page, the last 4 qtrs add up to 2.11. Nothing in the reports add up to $0.78. You'll have to ask TD how they arrive at that figure.

Q: HI PETER AND STAFF:
I AM HOLDING SOUTHERN PACIFIC RES. CORP-STP-AND PRESENTLY SHOWING A LARGE LOSS. IS IT WORTHWHILE KEEPING THIS COMPANY OR SHOULD I TAKE MY LOSSES AND SELL?
ALSO, DO YOU KNOW THE CANADIAN COMPANY THAT MAKES THE CHIPS FOR CREDIT CARDS AND/OR THE CREDIT CARD READERS? THE USA IS NOW INTRODUCING CREDIT CARDS WITH CHIPS. PRESUMABLY THERE WILL BE
A LARGE DEMAND AND SUBJECT COMPANY MAY BE DOING WILL.
THANKS FOR YOUR REPLY.
KLAUS SCHMIDT

Q: any update on cxi tks

Q: Thank you for such a great service...I have a u.s. portfolio and it contains FANG,GMCR,ARII,INTC,CLCT,SFL,CSCO,EAT,UTX,EPB,PFE,ATHN,GE,CSGP for one half of the portfolio and RBF1025 for the other half...some of these I have gotten from the questions and answers and some I have owned for a while...could you please look at these and give me your thoughts...this portfolio represents about one third of my total portfolio the rest divided up with your portfolio and the rest in Canadian dividend companies that I have held for quite a while...I am a buy and hold investor with stops in place...thank you

Q: Hi Peter,
Any insight as to why Gluskin Sheff (GS) has been decininig so much lately when the TSX and financial stocks are making new highs.
Thanks
maggie

Q: Hello 5i,
I am holding qst, efn, hwo, and cpg in my TFSA. I am ok with riskier stocks in this portfolio and I'm looking to add to it with either dhx or sgy. I know these are very different stocks but I'd like your opinion on what will provide the most growth long term. Also, while I'm looking to diversify, sgy seems to be at a good entry point and the dividend is added incentive.

Q: Greeting, Peter & Co.
I am pleased to read that Peter should make a good recovery from his accident.
I have been reviewing analyses of Davis & Henderson (DH) from a variety of sources including 5i. In contrast to 5i's positive view of the company, TD Waterhouse shows a trailing 12 month PE of 44.67. Isn't this a bit rich for a moderate growth company?
With appreciation.
Ed

Q: Can you please comment on TKM's news release causing downward action in price. Thanks

Q: Hello Peter and Team,
Speedy recovery Peter and thank you again for your excellent service, I am constantly making money with your recommendations since I joined your site. Thanks a million.
My question is about material stocks. I have been out of this sector for a while and I am thinking of re entering now. Your view please. Is Lundin mining or Sherrit appropriate or you may have another substitute? Should I may be get into an ETF ?
Regards

Q: Hi Peter, I currently have 31 stocks in my 4 portfolios, Oils, REITS, ,IPL, PPL, MRE, PLZ, NIF, WRG, WCP, STB, AAR.un. AX.un, CPG, ERF and alike. My concern is how an interest rate increase will effect my portfolios. I am in my 80s. Would appreciate your suggestion of a safer selection for reserving my capital.
Many thanks, Joseph

Q: Hello,

What is your opinion on MRE considering the latest developments. It seems that the internal fights were resolved and new board selected.
Is it a buy at this levels? I have Magna in the portfolio, should I replace MG or complement it with MRE for more growth?

Thank you

Q: Hello Peter , i would like your opinion on Martinrea International Inc. (MRE.TO) for a two year hold, has the accounting issues been resolved ? Which other company in the same space you would recommend ? Thank you

Q: What is your single favorite copper play in canada or the united states .dave

Q: Peter & 5i, please include the closing price of the stock you're discussing for reference and context. This is time-saving as sometimes I may not log in until weeks later. Thanks.

Q: I would like to add BNS to my portfolio, but it is at its 52 week high. Do you still recommend buying it at this price? Or should I wait for a pull back? Also, BCE has been rated a hold by some analysts. Any idea why?

Q: Question about DHX valuation. I am considering initiating a position but am unsure of its current valuation relative to its growth rate or historical valuation range. The stock is up 30% since the last 5i report only two months ago and 100% in the past 12 months. Is the current valuation relatively high, low or about average for this company?

Q: Good morning 5i Team. Would you please explain something to me. ESL closed on the TSX yesterday at $35.80, it shows in our portfolio closing at $34.40. Why the difference? I suspect it is after hours trading, where can I check this out. Thank you.