Investment Q&A

Q: Hi Peter,

In your view, what would a Big stimulus package (QE Europe) mean for North American Markets. But mostly our Canadian Market (Toronto Stock Exchange). Would it help the TSE get back on solid footing again?..

Appreciate your opinion
Charlie

Q: Hello Team, I am considering purchasing either bep.un or cpx. Can I get your reasoning for giving CPX a B rating, but gave BEP.un an A rating. The numbers would indicate cpx deserves a higher rating.BEP has the following numbers: Debt/equity:2.7, P/E:81, P/B:1.4,EPS:0.42, 3 yr EPS growth is neg and has a 4.5% div yield.
CPX has the following numbers: Debt/equity:0.6, P/E:32, P/B:1.1, EPS: .82, 5 yr eps growth is positive and has a 5% div yield. Granted CPX has less power generation and a little diversified geographically but it would seem very comparable. Can I get your thoughts on this and what else gives Bep.un the edge? If you were to purchase one over the other which would it be and why? Can you confirm that both payout in dividends and not return of capital. Thank you

Q: Hello Peter..BMO Price Chart Analysis says as of today (Jan 15/15) that the long term uptrend of AYA MAY be near an end and that long term investors should proceed with caution. Thoughts? Thanks ahead of time!

Q: hi , with the various problems and issues in some of the african counties ,i was kinda thinking that some resource companies may choose to go too and explore or develop in south America . I would like to know if you have your eye on any prospective companies or ventures in this area of the world ?Thanks again for your advice and opinions.

Q: With Input's latest update what do think about this company now?

Q: Gold seems to be getting a bit of support even with the strong USD which is encouraging compared to other commodities. With a low CAD$ and cheaper oil CDN producers should have an advantage and be able to increase cashflow. I have G but am looking at other low cash cost producers with mines in Canada. What are your thoughts on Detour, Richmont, and New Gold? Any other suggestions?

Q: Hello Peter & Co,
I'm another year less young (71) and thinking of moving 15-20% of my RRIF portfolio into fixed income vehicles; I could reduce each holding on a pro-rata basis (which is easy to do) or I could exit 10 positions (which is much harder to do).
Which of the following would you select to exit?
Consumer discretionary 5.2% of portfolio: LNR,MG
Energy 6.9%: HWO,TOU,VET,WCP
Financials 8.1%: BNS,EFN,HCG,TD
Health/Pharma 12.6%: CCT,CPH,CXR,GUD,RX,XHC
Industrials/Transport 8.5%: CCL,CHE.UN,CNR,SJ
Infrastructure 4.6%: BIP.UN,STN
Materials 4.0%: IFP,WEF
Pipelines/Midstream 11.5%: ENB,IPL,KEY,PPL
Retail 5.3%: ATD,DOL
Services 7.4%: BYD.UN,FSV,CGX
Technology 16.9%: CSU,DSG,ESL,GIB,MDA,OTC
Util/Telco/RE 9.0%: ALA,BCE,BEP.UN,TCN
I greatly appreciate your input
Tony

Q: 5I must be at the Canteck Conference today, as I have been enjoying their tweets.
Amaya provided positive update on developments, and I am getting close to pulling the trigger here. Price to earnings here is in excess of 56 times and wonder if this is appropriate.
Your thoughts please going forward

Q: Good Afternoon Peter and Team,
The announcement this morning that Target is leaving Canada also means that over 100 Target Mobile stores will be closing. These stores are operated by Glentel. In your opinion what impact will this have on the BCE / Rogers takeover of Glentel ??? Thank you. DL

Q: I realize badger has been hit by the oil exposure but it's at a 52 week low now. Do you think it's worth holding for the long term.

Q: I am starting a TFSA and have a maximum of $36,500 to invest.
Can you recommend two stocks in each sector for diversification?
I am 24 and can handle some risk.
Also is CXI in the financial sector and which two stocks out of these GUD, CRH, PHM, NMHC would you pick in the healthcare sector?
I alrady own CRH.
Thanks for all your help

Q: I'm looking to assemble a portfolio of quality O&G companies that will do very well once the market turns, I only have room for 3 positions from an existing list of 7. Could you help me narrow it down? feel free to add additional options if you see an opportunity.
SU,WCP,TOU,CNQ,RRX,APA,SGY
Thanks.

Q: Your views on this company, please. Traded in New York. Thanks

Q: The headline numbers looked fine. Digging down were there things in the recent release to warrant the sell off? We're numbers below expectations?

Q: This company is rarely mentioned. What would be your assessment of the company given current market conditions? Would you consider it a buy?
Thank you for your insight!

Q: What is your opinion on investing in Shopify, should they issue an IPO (as rumoured)?

Q: Could you please update your thoughts on TAO, will they still be cash flow positive at these low oil prices. Also your thoughts on management, from what I see they don't seem to have much skin in the game. also your thoughts on the share buy back s they have been doing.
thanks

Q: Hello 5i
I noticed that I-shares Canadian Dividend Aristocrat ETF (CDZ) lists a 0.60% management fee and a 0.66% MER. Does this mean the effective cost to the customer is 1.26%? I don't understand the distinction between the two values.
Thanks,Richard

Q: (Prevoiusly known as Davis & Henderson)
Re: All the comments about DH Corp initiating a DRIP. If you own shares thru a Broker (i.e TDDI) and you own a sufficient quantity of shares that your dividends allow the purchase of at least ONE SHARE then your Broker will purchase for you (called a Synthetic DRIP, with no commission)as many shares as possible (only whole shares, no fractions). This is why Mike has been recieving re-invasted dividends since March 2013 (as have I). One qualification is, at least with TDDI you need to have this feature turned on for the respective A/C. This cannot be done by the Client. You must contact your Broker to ascertain or request that the feature is enabled.
Company DRIP's are an economical way for small investors to start to build a position and also re-invest 100% of the dividends including fractional share purchases.
Hope this provides some clarification.

Q: I was doing some research on CXI and, this morning, I found an article signed by 5i Research on the Seeking Alpha website. I quickly returned to the 5i site to see if you posted it here and I didn't find anything. If you are writing for other websites, how can we find out about it and is there a way you could notify us when one of your pieces is published?
Robert