Investment Q&A

Q: I was mere minuted away from purchasing Chemtrade Logistics below $20, but the stock has been up about 6% over the last 2 sessions. Still ok for a long-term hold? I'm interested in the yield as well as some capital appreciation over time.

Thanks,
Jason

Q: I read with interest your US stock recommendations and Ship Finance (SFL.US) caught my eye with a current 9% dividend. What are your thoughts on the company and is the dividend safe or is it a telltale sign that all is not well with the company?

Q: Is it possible for you to post your conversation with Globe & Mail from yesterday on the website?

Q: What are the implications of the Federal Government's proposed "bail-in" legislation for investors? Thanks. Michael

Q: I have yet to put this years TFSA contribution to work. Can you provide a high growth non speculative name to invest, considering I have 20+ yrs before I need to access this money.

Q: I own Direct Cash (DCI) and am thinking about moving on. They seem to have a stretched balanced sheet and I wonder about the long term future of the ATM business. The last quarter showed improvement in their results so what are your thoughts? Am I selling at the bottom of a turn around? THANKS

Q: Bonjour, I hold BPO.PR.J shares and part of my holding was exchanged for BPS.PR.B shares. Do you think that this is a good deal for holders of the initial shares J shares?
Thanks
Ronald

Q: Can you please update TML and TME --both have had a lot of recent insider buying. Thanx Robbie

Q: what is your take on PWF power financial, it has been loosing ground lately and I have a substantial amount of money invested in PWF. also the insurance companies MFC SLF etc havent moved much. Should I take profits? thank you Linda

Q: Hi Peter and gang
Do you have anything new to report on Energizer resources EGZ since your last question in Dcember?

Q: For growth potential which one should I choose; Aston Hill, InterRent, Carfinco, Fiera Capital, First Capital Realty or First Service Corporation? Or some other?

Q: Hello 5i Team,
Re: TBE and BBD.B
I am down 34% on TBE and 19% on BBD.B
My total $ loss will be 10K if I sell both of them.
Is there any point in holding?
Or should I hope that either one or both may climb up anytime soon so I can get out without losing too much?
Thank you for your always great advice.

Q: I have been watching Chicago Bridge and Iron (CBI:US) and Fluor Corporation (FLR:US) for awhile.They seem like interesting plays in the engineering/construction/LNG/energy areas.CBI seems somewhat volatile.I realize they are US stocks but if you have any thoughts on them it would be great.Thanks. Joe

Q: Hi 5i: I am thinking about Amaya’s (AYA) valuation, at this point with the stock around $17.50ish, and whether it makes sense to add some. Relative to before the announcement, it seems there is now a new risk factor and a counterbalancing potential reward, the balancing of which indicates market approval via the pop to the shares. Presumably the difference between the market price and the equity financing price of 20.00 reflects some deal completion risk, at least in part, along with merged enterprise business risk. Could you comment on what that deal completion risk really amounts to? In other words, if this falls apart, which participant(s) would be most likely to balk and why? If the deal doesn’t close, AYA likely dumps back down into the $9.00 – $11.00 range, all else being equal. The guys financing it at $20 obviously think there is significant upside from $20. Are they likely to be averaging down with public market purchases in the meantime? On the other hand, is there any sense in which a stock price below $20 between now and the acquisition closing date might itself amount to a barrier to the successful completion? Or is the equity financing effectively committed at $20? Thanks for your perspective on these points.

Q: Hi all,

I am certainly learning a lot from this site. Is there a preferred time of day to place an on-line order and do you recommend setting a limit price when placing an order? My orders are going through at the high of the day.

thanks,
Janice

Q: Hi,

Any idea why Hain Celestial is down recently and what do you think of it as a two year hold?

BTW, re your note that when searching for for a US stock to add .US, when I do it, I get no response at all. When I search without that suffix, I get results?

Q: Good Morning Peter,Ryan and staff

I hold most of the stocks in your Model Portfolio and have had a tremendous 2 years following you advice, thank you. My question is regarding three half positions I have in Input Capital IFA, Aurora Spine ASG and Ifabric IFA. I realize they are risky investments and feel only Input is now starting to gain some traction.I remain under water on the other two. I have watched both Home Capital and Boyd for some time and regret not getting in sooner. Would you endorse a switch or should I remain patient?

Q: Hi Peter,
Would you give an updated view on Hi-Crush Partner HCLP-US which has been on a roll since you last commented on the Co in March? I greatly appreciate the information you provide. Thank you so much

Q: Hi Peter. Please comment on Canaccord. Looks like significant fees to come regarding Amaya deal. Is this a good time to get in?
Many thanks for your great advice on Surge, Enghouse and Amaya. Great work!!
Cam

Q: Hi Peter and staff. May I please have your take on XSR. It has been steadily sliding from 10+ down to 7. Valuation seems crazy stretched and I don't understand borrowing to pay a special dividend, if I have that right. I'm still in the black but thinking of moving on.

Thanks