Investment Q&A

Q: In my husbands Rrsp account we have been generally following the income portfolio with regards to equities. Since he doesn't have a pension, it is important that it generates a steady income while preserving capital although he would not be touching capital for a few years. We recently added Bns when the dividend went to 5.5%. Given Boston pizzas increased dividend announcement and its drop in price today, would you purchase it today for income knowing that the stock price will probably increase in the further when the markets stabilize or are there other stocks that are more compelling.
Thank you.
Maggie

Q: What are your thoughts on the recent year end financials. With the finances improving and new members added to the board, do you believe the stock will start to be re looked at. Many heavy hitters asked to see ALL these changes and year end numbers. Could you also speak to the balance sheet..cash on hand etc. Would you be a buyer around these prices.
Thanks Jason N

Q: I thought your comments about PHM regarding their revenues, plans and PR ineptness hit the nail on the head. It is distressing to see how they, on the one hand, can integrate the acquisitions and grow revenues and profits - a significant feat - and on the other hand, stumble on public relations. I keep reminding myself that hospitals are kicking people out "feverishly" and 10,000 people a day turn 65 in the U.S. In my Canadian hometown, we have an absolutely fantastic new regional hospital costing $500M in 2010 and beds have been cut by one-third in five years and staff cuts are heartbreaking. Clearly, we live in a new healthcare era and PHM is so well-positioned to capitalize. Is this not a bonanza waiting to happen if they continue to streamline their profitable operation to the point of maximum potential before getting back into acquisition mode? I think this model is so relevant today. Lately, the share price has been consumed and overpowered by traders but the long term prospects could be substantial. Frustration aside, what do you think?

Q: Hi- what is happening with this Maple Leaf situation? Are they in trouble?
Buyable here?
Thanks

Q: Regarding the question about a U.S. citizen holding mutual funds in a RRSP account, my tax professional advised me that anything can be held in a RRSP account since they are covered by a tax treaty.

If Canadian mutual funds or trusts are held outside of a RRSP extra tax forms must be filed, which can be expensive. U.S. stock can be held in any account.

Q: Your thoughts on today's earnings release.

Q: Hi folks,if no one else asked,opinion on Q results phm/v,stock selling off pretty good,thanks,jb

Q: Hello 5i team,
I have learned that, with a positively sloping yield curve, lending institutions provide much needed liquidity into the economy; but the current situation seems, to me, to defy all logic. Mind you, compared to the rest of the world with negative yields across the spectrum, the US yield curve seems OK despite the fact that it is dangerously flattening. How does all this affect liquidity? and is this a precursor of an eventual recession?
Given the uncertainty, 20% of my equity RRIF portfolio is in cash.
Thanks,
Antoine

Q: What Canadian companies represent the best promise is liquefied natural gas gets exported from north America. Could you please give pipelines as well as producers. Thanks all your the best.
Chris

Q: What would you see as the best play on LNG type stocks?

Q: Hello,

Could you please provide your views/commentary on the recent earnings report of First Service.

Thanks

Q: So now that Sinoenergy has been announced as the buyer, what do you think of the risk/reward in realizing the buyout price of 52 cents, an almost 45% upside form the current share price (36 cents).

Q: Hello Peter
Further to your response to Steve this morning, would you recommend a sell and reset on the entire sector? I hold TOU WCP PPY RMP
Regards

Q: Have been away from 5i for a while, hope you will consider this as one question.
Kinda stupid, but I am still holding Husky and Cenovus, down a lot of course. What do you think of their future, and which might be the best one [if either] to hold, or should I cash out and look for something else?
Thanks

Q: I have almost no direct energy exposure except for 2% in a services firm with high recurring revenue. Of course, there is lots of indirect exposure through banks, industrials, etc. I am interested in wading in, mostly for a yield play with some growth, not looking for a ton of torque. I understand that no dividends are entirely safe in this environment. I was wondering if it is better to go for a mid-size E&P such as Whitecap or Cabot, a pipeline such as Interpipe, a services firm such as Gibson Energy, or a global giant such as Chevron? Generally my portfolio is diversified across geography, industry sector, and market cap. I would look for an initial half-position and prefer a yield above 4%. Which names would you recommend? Thanks as always!

Q: Hi folks,can u please comment on Q1/16 of rkn/t,appears to be miss of eps -.04 vs est of +.03.Is there hope for company in their guidance going forward as most analysts have Buy/Outperform with higher targets.Would 5i rate redknee a buy,hold or sell. thanks as always,jb

Q: The assets held in this ETF seems to fit well with your own selection.
Your views, please ? Would you buy it now ?

Q: Would appreciate your analysis of today' results announcemt.
Thanks

Q: I am thinking of selling some positions I feel will be a long time recovering and using proceeds to add to my DHX position but it keeps going lower. Do you have a sense of how far into oversold this name is?

Q: Would you comment on articles on Bloomberg and CNBC websites, among others, indicating China's potential banking crisis could be 5 times worse than the US subprime crisis? Very daunting article! Thanks.
Steven