Investment Q&A

Q: Hello,

hoping you can comment on the 4th quarter results. Also, I know there have been some red flags with management in the past (I read a seeking alpha article that painted a not so pretty picture a couple years ago) and I seem to recall you guys commenting so - any further comments to this?

p.s. great showing by Ryan on BNN - curious if you get to have fun and choose what you want to recommend independently or if as a team at 5i ya'll decide what stocks to talk about?

Q: I own these stock and I am under water (CSW.a-22%, BOS-24%, DML-37%). Could you please provide your comments and recommendation (continue to hold or sell).
Thanks

Q: Hi Peter, I noticed some companies have high debt/equity ratios (above 50%) both in their most recently reported year and over the 3 previous years: RSI: 77%, PKI: 85%, BCE: 134%, CJT: 289%, ATD.B: 83%, CNR: 70%, LAS.A: 100%, AGT: 106%, BIP.UN: 193%, REF.UN: 58% (70% in the past), BYD.UN: 139%, BIN: 137%. How and where do I know that a particular industry's standard is acceptable? For example, maybe all of the telecommunications industry is operating at unsustainable levels (although doubtful). I do realize that some of these industries or comparing A to B will be necessary for years to come (hence why a good investment), but I just don't understand how maintaining high debt can be okay or they can get away with it - i.e. banks and utilities seems to have high debt to equity ratios. Why invest in them then ... thankx.

Q: What is this reit trading at in terms of price to cash flows and how does this number compare to it's competitors? Also, is this a more utilized valuation metric than discount to NAV and which metric is better to consider? Thanks!

Q: hello 5i:
I note there are no questions yet on this ETF. Your take please?

Q: I hold small positions in both. Do they overlap too much? Should I keep both or sell one and increase the other?

Many thanks

Q: Hi is there a guideline of what makes an A/A- or B/B- for your report cards for your gross margin and net margin? What is a good gross and net profit margin to you - above ~15%? Do you use net income or operating income for this calculation? Thanks.

Q: I will like to trade this stock,, please give me your opinion

Q: Which would be your favourite small to mid cap gold stock at this time?

Q: quite a few stocks in the oil and gas sector have been going up and I am under water on them all but the weight is quite small and wonder if better to sell them in the momentum or ride it up and then once a downturn sell or average down to bring the weight higher and hang onto them. If I sold these stocks I could then add to my other holdings(non oil and gas stocks) to bring their weight higher.
Thanks
Dolores

Q: Could I have your thoughts on buying PTG here.
Management has backed off ( I gather) and at least one analyst puts the value / potential share price at $1.50.

At 45 cents is the risk/reward look compelling?

Thanks.

Q: Would appreciate your thoughts on their last quarter and year, published today

Q: I'm looking to add some exposure to the preferred sector. It would be primarily for income and portfolio stability, but an opportunity for capital gains over time is also important. Horizon would be at least 3-5 years. Do you have any recommendations for specific issues or for good ETFs? Thanks.

Q: hi Peter
My first question
What is your opinion of the following BGI.Un ,Bhy.UN,HOt.Un DRG.UN I have kept them for the dividend is this wise. ise
Pat

Q: I'm looking for a stock to hold with SJ to make up my Materials coverage. I am considering either MX or CCL.b. The stock chosen will be a 5% position to add to my 5% position in SJ. Please help me choose or would you offer another alternative? Thank you

Q: As a follow-up to Tim, I understand the CDIC issue, but what about funds in a self-directed brokerage account held at a bank that has to be bailed-in? How would a bail-in affect stock and preferred share holdings in the bank affected, and, in the same account, non-bank stocks and ETF holdings that hold some of the bank stock? Does it make any difference if the individual actually holds the stock certificate (I suspect most of us don't)?
Thank-you

Q: Looking for a nice/reliable dividend and some growth.

With lots of "talk" about infrastructure spending, would you buy either .... OR BOTH ... of these companies.

Thanks yet again.

Q: I read your report on this company and questions and answer and you mentioned that this stock need to be kept for 5 years or more. With the stock being down so much from my purchase price and in my TFSA is it not better to just sell and look for another stock with more potential. It is a 7% weight.
Thanks
Dolores

Q: XHY looks like a timely buy for a nice yield and maybe even a little price appreciation over the near term in an income account?

Q: You recently recommended 20% financials in an income portfolio. I own BNS, TD, SLF, FFH, OCX, and BAM.A. Would you consider FFH, OCX, and BAM.A to be financials? If so would you recommend a weighting of approximately 3 % in each of these 6 stocks? I note that the OCX share price has pulled back - would you recommend adding to it now? Many thanks for your great service.