Investment Q&A

Q: Hi Team,

A would appreciate your opinion regarding 2 companies for some growth and dividends that should grow over time.

I'm thinking of buying IPL.UN Interpipe) now that it's become a corp. What do you think of its future prospects and do you think it's a reasonable buy at the current price?

Davis and Henderson seems to be changing itself into a viable company. Do you agree and is it a buy at current prices?

THANKS FOR THE GREAT SERVICE!

Q: Hi Peter & 5i: Am I missing it or is there no link from your Members page to your model portfolio?
My real question is whether you could take another look at the answer you gave to Ken on his ZPR question? In particular the comment that: “... we would not choose a single company over an ETF.” Presumably that isn’t generally true or else your model portfolio would only hold ETFs. Keep in mind that Ken’s question was about adding a holding in the context of a larger portfolio. Presumably there are times, at least, during which you might prefer the prospects of a single company over the index (or average return) for the relevant sector. So are you really just saying that right now you don’t prefer HR.UN’s prospects enough to outweigh any perceived individual company risk – or do you mean something more than that? Thanks!

Q: RLC - I am holding some RLC shares. I see that they are about to issue $25 million of convertible debentures. What will this do to the share price?

Q: Hi 5I Team
I am interested in purchasing Unilever (UL) would this be a good but at this time?

Q: Hi 5i, OMG what's with Wilan. Is it time to throw in the towel. As everything else that's decent continues to grind higher, this dog in my portfolio sends me around the bend. Is it time to take my loss or is there anything you know coming. I feel that after holding this for years now I will sell and up it will go. lol Thanks as always, you guys, girls are wonderful.

Q: What is your opinion on BB-T?.isTHE NEWS THAT COMPANY IS FORSALE BETTER OR THEY MIGHT NOT FIND ANY BUYER?.

Q: Re GIB.A: is this an example of noise from sell side analysts?

"Deutsche Bank downgraded CGI Group to Sell saying the company's aggressive accounting has driven much of the reported margin improvement. The firm says CGI's top line growth is weak and lowered its price target for shares to $24 from $32." (Sept.3)

What I don't understand is: why not just say the outlook for the company is poor or shares are overvalued rather than smear the company's accountants? Any thoughts? J.

Q: Now that JPMorgan is the most shorted US stock, what do you think it's prospects are, short and long term?

Q: We have 850 shares of BCE and 450 shares of T. I'm getting sick of the shenanigans that the government is playing, inviting in foreign investors with advantageous entries. Is it time to dump these? We are also heavy in energy, pipelines, banks, etc, so what would you suggest as an alternative?

Q: hi Peter,
A little company CRH.to (CRH Medical corp) looks very good. What's your view. Thanks a lot!

Q: I'm looking at allocating 10% of my overall portfolio to variable income securities that provide some inflation protection and decent fixed income returns. I was looking at ZPR and ZRE etfs as candidates - splitting them evenly at 5% a piece. I know ZPR has rate reset preferred shares which should provide some protection and ZRE seems oversold. Also, would I be better off buying HR.UN instead of ZRE because it holds longer term low interest rate debt than some of the REITS held in ZRE? Your comments please.

Q: Any comments on Dollarama, Q2 results looked great, do you see further upside.

Q: Any comments on the new deal CMI ( C-Comm )announced this morning with Avanti Satellites ?

Q: I was wondering the same as Robert D regarding WTE. He refers to a capped dividend - what does this mean?

Q: Peter if you could add 3 extra names to your model portfolio for long term growth with a dividend or without a dividend (value, growth) what would they be at this time?
Tks

Q: Hi Team, A member asked a question on TBE (Twin Buttle) and you answered that it was not one of your favourites in that group. Could you share with me which are your favourites in that group? Thanks

Q: Hi Peter:

I have owned shares of National Bank for about 2 years, it pays a 4% nice dividend and the stock is slowly edging up near a 52 week high, knowing that Sept and Oct months are usually not kind to the stock market, I wonder if selling half of the position and re-investing it when the market corrected would be a good move ? Thanks

Q: could you comment on the stock gur .any suggestions for other etf? to consider Thanks CR

Q: HI. I need to diversify globally. What stock would you advise buying for long term hold and revenue? thanks.

Q: What are your thoughts with Nokia going forward? Recently RBC and others have upgraded the shares since Microsoft purchased their handset division.