Investment Q&A

Q: I am looking to add a consulting company to my portfolio and was wondering which would you recommend. As you have two in your portfolios, STN & WSP which one would you recommend for capital appreciation and best in class.

Thanks for your assistance.

Q: I want to invest as per 5i Income Portfolio. But I already have 5% plus positions on BNS, ENB, and L. Can you suggested suitable replacements ? Or should I just follow the entire stock list. Thanks for your great service.

Q: Hi. Wondering what you think of axl?

Thank you, Louise

Q: Hi Any words of wisdom regarding Northwest International Healthcare MOB.UN Looking for yield and maybe a bit of growth

Thanks Ernie

PS Keep up the good work!!

Q: Hi Peter and Team,

Could you please provide an update on Merus Labs (MSL-T)? Is there any other Canadian company that you would prefer in this space? Thanks!

Heather

Q: What are your thoughts on Brookfield Property Partners (BPY-UN)? I have been hesitant to get back into the REIT's considering interest rates have nowhere to go but up, but Brookfield has some excellent properties.

Q: I have owned Talisman [TLM] for a couple of years and am under water. At this point in 2014 I have capital gains which would easily offset the loss resulting from selling TLM. I'm looking for a suggestion on the way forward given this comment on BNN.
"We believe this provides an opportunity for astute, patient investors as the stock sells at a large discount to comparable companies and we do not expect that to stay that way forever. Investors also get to collect a 2.5% yield."
I don't need the cash so could sit tight and wait until later in the year. My energy exposure is about 7%. As a retired person I look more for yield than growth but do hold a number of your recommendations such as Amaya.
Appreciate your thoughts.
Ron

Q: May 4/2014 For 2013 year can you give me total debt and cash flow for spyglass resource sgl and southern pacific stp. Thanks

Q: Hello, could I please have your opinion of Manac Inc, MA on the TSX Thanks

Lynn

Q: PKI -vs- CSS outlook?

Q: bpy.un -vs- hr.un for both income and growth?

Q: Two opinions if you would. What is with cxr last two days? What can you tell us about aif. Thank you as always.

Q: Canaccord Genuity downgraded Linamar to "sell" from "hold" but maintained a $50 (Canadian) price target. It says its margins are near peak levels and the stock is pricey. Do you agree with this assessment?

Q: Warren Buffett bought SU in mid 2013 resulting in hugh increase for this sort of dormant stock in terms of price,& creating lots of increase fr.USA in our energy sector,which is the darling sector now. He now bought Altalink fr. SNC for $3.2b. Please advise how we are going to benefit fr. his move today,& provide some name of stocks. Thanks a lot

Q: Good morning. I own Torstar and they recently sold the Harlequin division of their company. I believe they are winding down the company within the next year or two. Should I hold on to the stock or sell? Thanks

Q: Dear Peter and team: Do you think convertible debentures are a good idea in a RIF account?
Thanks so much. Jean

Q: Good morning, I don't believe I have seen a question yet on MDA's recent earnings. Clearly, the market was receptive to the announcement; I am hoping you might be able to add more colour and commentary?
Thanks in advance,

Q: Peter
Best of luck with your bike trip. I was wondering whether the fees paid to 5i can be written off against taxes? Or is it a gray area? Publish this at your discretion but it could be a minefield!!

Cheers Jim

Q: I would like to hedge $100k CDN in case the Loonie falls further against other currencies particularly the $U.S. I was going to simply buy $U.S. but thought there might be a more effective means. Can you recommend something, maybe a composite that is easy to buy?

Q: TN.UN
Hello Peter,
I noticed True North Apartment REIT appears to have bottomed out and is now moving in a
positive direction. I have not been able to find any news as to why this may be happening. Is this a good time to buy and is the dividend safer now (previously a 94% payout ratio)? Thanks.