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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: If you have to rank them from fundamental perspective, which names would you prefer? Which ones could be potential takeover candidates?
Read Answer Asked by Iskandar on July 19, 2016
Q: this question is about i shares silver trust etf, slv:us, just in case your section above does not pick up the stock again!
Do you think this is a good way to invest in silver, my understanding is that it holds the actual sliver. also the forward calls on this product seem to have a very reasonable spread, as far as risk reward goes it seems like a good way to get some torque on a 3 to 6 month trade on silver, realizing of course your call premium could expire worthless.
thanks TOM
Read Answer Asked by Tom on July 19, 2016
Q: I read a previous response regarding TA & RNW. You stated that TA owns 37% of RNW but from what I can find, it appears they actually own 64%. Can you please clarify this and then provide your comments on purchasing TA as a deep value play. If they actually own 64% of RNW, it appears to be extremely reasonably priced (you are almost getting the TA assets for free...)

Thoughts?
Read Answer Asked by Kevin on July 18, 2016
Q: Hello 5I,

It appears that the group that started Healthlease Investments, which were bought out in 2014, is back in 2016 with Mainstream Health Investment. The last time they were very successful after their IPO at $10; building a company that was bought out at $14.30.
Would appreciate your thoughts on management and any opinion you would have about the company. (Their corporate structure appears a bit confusing.)

Cheers,
Bob Ahearn

Read Answer Asked by Robert on July 18, 2016
Q: Good Morning Peter, Ryan, and Team,
I manage an income oriented account which closely tracks the 5i Income Portfolio. However within that account I do have a small basket of more growthy but still steady eddy names with position weights of 2% each. The idea is to squeeze out a bit more return than just income stocks over time. The present holdings are GUD, SIS, ESL, SYZ, BCI, PKI. I was thinking of adding FSV and DSG to this group. Your feedback would be greatly appreciated. Thank you. DL
Read Answer Asked by Dennis on July 18, 2016
Q: How do you use trend analysis to determine if a stock is trading at a good entry point? For example, WPK is trading at $46.52 as I write. Its 10 year trend line value using linear regression is $36, but the 1 year comparison is $49. Is WPK trading above or below its trend line ie based on 1 years trading it appears under valued, but using the 10 year value it appears currently over priced. Thank you.
Read Answer Asked by Richard on July 18, 2016
Q: Hi , I am contemplating doing some bottom fishing with money set aside for higher risk plays .
PHO by the books looks good , is there any possibility the recent loan fiasco could lead to criminal charges?
On the damage control conference call they mentioned a potential 1 time special dividend and even possibly putting the ompany up for sale .
With the books looking so good , does this seem to have more upside potential , than down ?
Thanks,
David
Read Answer Asked by David on July 18, 2016
Q: BMO US Put Write(ZPW)
BMO Europe High Dividend Covered Call Hedged to CAD(ZWE)
PowerShares Preferred Portfolio(PGX:US)
BMO Laddered Preferred Share Index(ZPR)
BMO US High Dividend Covered Call(ZWH)
BMO Equal Weight REITs Index(ZRE)
iShares S&P/TSX Canadian Preferred Share Index(CPD)
iShares S&P/TSX Capped REIT Index(XRE)
BMO Covered Call Dow Jones Industrial Average Hedged CAD(ZWA)
iShares Convertible Bond Index(CVD)
BMO Canadian Dividend(ZDV)
Above are ranked as to yield - high to low. Can you rank as to risk - high to low?
Thank you for considering my question
G. Reynolds
Read Answer Asked by Gail on July 18, 2016
Q: Hello thinking of switching out of this stock. While there is a dividend it isn't large enough to offset in my opinion the geographic doldrums. Am thinking of switching to SIA or Milestone REIT. I do not need the income but want some dividend and some capital appreciation. Do you have a preference or another recommendation?? Thanks, Bill
Read Answer Asked by Bill on July 18, 2016
Q: Could you give your insight into the growth profile for Shopify wrt revenue, margins, balance sheet, etc. Who are or could be their customers? What is their biggest risk? What are some companies, current ones and already successful ones, that you might compare Shopify to? And if you did rate it, what letter grade would you give it?
Thanks for your continuous assessment of so many different companies. Tis very informative.
Read Answer Asked by James on July 18, 2016
Q: I would like to add to my portfolio one or two of the following. ENB,PPL,TRP or PPL:US. My investgation revealed that these 4 COS. are over valued, future sales and profits are not encouraging. I do not know if the dividends are sustainable. Please give me your advise on these cos. or any other co you may like to recommend. Thank you
Read Answer Asked by Ben (Balbir) on July 18, 2016
Q: Titan Medical (TMD.ca) gets no mention in media. I bought thinking Titan could be the Canadian Intuit Surgical. I have met management and have rooted for this Canadian science & med company . For some 3 years I sense management seem to spend much of the day in internal squabbling. Sad if Canada were to lose yet another tech co. , especially one that was one of the top performers on the TSX a few years ago. Would you please comment on this company’s prospects ( I wonder who might need to buy them?)
Read Answer Asked by Adam on July 18, 2016
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