Investment Q&A

Q: A request to Santa and his band of merry elves at 5i. On Sept 9, 2015 you answered a request by Eugene for a list of stocks trading below "tangible book value" (your phrase) but considered profitable. You did not recommend them. They were all trading on the Venture and many were/are illiquid. Nevertheless, they have performed tolerably well, and 3 of those stocks: BVO,EIL,CDN have done exceptionally well. The only stinker in the group was CFL picked by Eugene. So on my Christmas wish list is a request to 5i to do it again, only this time my only restriction is to keep it any Canadian exchange. I don't write in very often, so I would like to take this opportunity to wish everyone at 5i a very Merry Christmas...........Lionel

Q: which are the best Brookfield holdings for long term dividend yield and capital appreciation?

Q: Although I typically look at some ratios when purchasing stocks, I never have used the Relative Stock Index (RSI). Although I understand roughly how it is calculated and understand that an RSI above 70 is an indicator of an overbought situation, I was interested to know if you use this tool as part of any of your recommendations or when you are answering Member's question and why or why not.
Also, if I am asking a question that has already been asked in the past, how can I search the history of questions asked to find questions related to a specific issue. The only place I can find anything seems to be in "MISC" however there does not to be any means to search this specific area to determine if a specific question has already been asked.
A specific company I was looking at in regard to RSI was Manulife. In the last month the RSI of this company has risen from about 50 to the current level of about 85 as the share price has increased from about $20 to $23. Obviously, if I look at RSI, I should not buy until the RSI drops to below 70.
I appreciate very much your thoughts on RSI and what if any value you would assign to it.

Q: With FTS exiting SOT.UN at such a substantial discount rate, is it a good opportunity for us small retails to do an average down? I'm currently down about 10%, but if the company is operationally sound, it may be the chance to add more. Your advice?

Q: Peter and team:
I hold all equities in your balanced portfolio and a couple from your growth in a portfolio worth about 450K (Thank you). I currently have about 35K to invest and would like to choose one stock from your growth and two from your income to "round things out".
At current valuations and looking at a 10 year plus time frame could you please rank each of the four equities per group. Sector allocation is not a consideration.
Please deduct 2 credits and Thank you as always for a fantastic service.

Phil

Q: Hi 5i Group,
Any opinion on the above two stocks? Due to the huge recent run ups have we missed the PARTY...?

Ken

Q: I have cash in RRSP that I want to put to use in purchasing a REIT. At this point, would you wait until after a 0.25% increase in the US interest rates (likely this year but not guaranteed), or purchase now?

Q: Grande West was a top pick on BNN recently. Could I please have your view on this company. Thanks

Q: Do you think there is still room to grow for the small cap index?

Thx

KR

Q: Hello
My interest was in your recomendation of Pimco Monthly Income Fund. When reviewing this it appears the positive returns were made on the exchange rates alone. The US denominated fund shows negative returns. Am I assessing this correctly?
Thanks for the great service.
Peter

Q: Pls. provide a synopsis of their recent quarterly results along with answers to the following questions.

Your analyses of this company usually reference high debt levels. Is not most of this debt for new aircraft purchases that are secured by their CPA with Air Canada? i.e. isn't debt servicing a pass through cost?

My concern in their quarterly and subsequent news is their entry into the equipment leasing business. This seems a strange endeavor for a company seen to have high debt levels. Do you see this as adding significant risk?

Thanks, Hugh

Q: The shareprice dropped significantly ...is this justified?
Where do you see a bottom? And is this still one of your favorites.
If you had choice pur or heo?

Q: With Toronto Rentals Rates moving UP exponentially, can 5i recommend 1 or 2 Apartment Reits?

Thanks Kindly! Austin

Q: Hi- I know this is a cyclical but my understanding of the business model is that as a distributor they have limited commodity exposure and only 15% USA exposure. the debt is mostly tied to inventory and payout ratio will be coming down. Do you concur and pretty good value at these levels? 10% yield tgtbt?

Q: I took a small position in this company almost 2 yrs ago and watched it drop like a stone. I hung in and since July it has taken off. Today they released a very flowery report stating significant cost cutting and time saving in drilling, new fracing technology etc. It all seems too good to be true. I am worried that this is a typical pump and dump. So far they have drilled several positive wells that are shut-in awaiting pipeline tie-in infrastructure. I read your comments to another question from another person in oct. and you were un-impressed.
Is there somithing here or should I run
Cheers bruce. GMT capital is a big investor

Q: I would like about 3 ETF's to cover my fixed income and 4 or 5 to cover your best idea sectors. Thanks Al

Q: Hi, the US portion of my portfolio is composed of about 15 stocks, mostly dividend paying. Because the dollar is fairly high, I am reluctant to buy US stocks at the present time. Therefore, I am looking to add to my US exposure through a dividend paying ETF. I think ZUD (which is hedged to CAN dollar) is a good choice (do you agree?), but I was wondering whether you would have other suggestions for an ETF or even a mutual fund that would pay a dividend. Thanks again for your service.

Q: If I were to initiate a small position in either Dug or Heo,which might you recommend for a 2 to 3 year hold and why. Thanx.

Q: Because the markets seem to be moving in a different direction, I am concerned about sector allocation. As the major portion of our income comes from our investments I would appreciate it if you could provide the percentage that should be taken in each sector. Please use a balanced equity model. Thanks for your help

Q: Hi Team, In my RRSP, I'm Currently holding 30% weight in U.S.market with 20% in VUN (Vanguard Total U.S. Market ETF.) and 10% ZDY (BMO U.S. Dividend ETF) given the potential of rising rates, would I need to get rid of ZDY which has performed well and replace it with VGG.Is there something else you would recommend. Thanks-you! Sam