Investment Q&A

Q: ENB is yielding close to 6.5%. I have been hearing about an MLP announcement and it's lack of material impact on the company.
Is the dividend of 2.68 on EPS of 1.65 sustainable (even taking in to account significant amortization of infrastructure)?

Q: Hello Peter / Ryan and Team,

I have the model balanced portfolio other than KL for AEM, a tiny position in MG, and am still missing Teck.B. My thoughts for new money is to either get MG up to a proper position size (approx 4%) or to buy Teck.b for a 3% position.

What are the pros and cons of each. Thanks for all your hard work.

Wes

Q: How much debt does Enbridge have? If interest rates go up 1% in the next 12 months what is the additional cost to them and how does this impact free cash flow? Thank you as always.

Q: Hello, I would appreciate your thoughts specifically on Verde Agritech and generally about how to interpret After Tax Net Present Value (NPV) reports of companies and if they're something of value to consider when investing.
Verde Agritech has recently been approved for 150K tonne of fertilizer production which at $28/tonne looks to be about $0.1/share, which seem like very good initial production in a company with no debt.
The NPV of the company is extremely high at $1.8 billion. That number is so large compared to the companies current value it seems like pie in the sky, but it also seems like the company could theoretically reach that. I don't know what to do with it.
I do see an extremely likely route for the company to reach 600K and about $0.4/share.
Thank you for your opinions on this interesting little company.

Q: I currently hold PEGI at a small loss. It was picked by our advisor when we had one. I'm now managing the account and am less familiar with it so am considering selling and replacing with Crius, which at least I have 5i to support me with.

Both have their risks...what are your thoughts on the switch?

Cam.

Q: I need to add to my healthcare sector. Currently own GUD, COV & PLI. What 2 or 3 stocks would you recommend & could you please rank them in order of preference.
Also, not happy with the momentum at CHE.UN. Would you hold & if not, what would you replace it with? Doesn't need to be an income stock.

Thanks

Q: How do you feel about the blackberry and Microsoft partnership, and what does this mean to blackberry? Would you recommend buying BB if one was to look at growth in a tfsa over the next 2-5 years?

Q: I currently hold 3% on VBAL should I increase to 5% or would you suggest to add another ETF VRGO. Currently ETF portfolio I hold VE, VEE, XSP, VBAL - 3% each
Do you recommend I add another VGRO ETF or just add 2% each on above ETF?

Thanks
Hector

Q: good morning, I would appreciate your opinions concerning the canadian dollar and if it should get into the sixty cent range and the impact on our stock market ? thanks

Q: We have had 500 shares of orbk with a nice gain in capital. it seems the ride is over with the sale to klac. Should we ride it out to the conclusion and have some cash and klac shares in trade (pay some capital gains), or sell at current price (pay more capital gains), to redeploy the funds.?
Your advice is always appreciated.

Q: Brick Brewing has gone up in price recently. Do you consider it to be overpriced?

Q: I keep hearing about TOY being tied exclusively with Toys R Us but I have seen Spin Master toys being sold in numerous outlets including: Canadian Tire, Mastermind and Walmart. Shoppers even has some of their product like Paw Patrol.
It seems the recent decline has been a bit over done?

Q: Hi, my brokerage co. offers technical alerts and top picks on a daily basis. The top picks have a price target and a time frame to reach that target. On March 6th one stock trading at $5.94 was predicted to reach $10- $11 in 29 days. The very same stock on March 17th, trading at $5.85, was predicted to reach $7.50-$7.90 in 9days. So my questions are, does the second prediction cancel the first ? I realise that both are possible given the time frame but would that be the correct way to look at it? Also when they talk about days to target is that calendar days or trading days? The same question applies to moving averages, 20 day 50 day etc, calendar or trading? Thank you

Q: Hello 5i,
5i has RME debt to equity at .21 last twelve months. Meanwhile Yahoo has total debt to equity as 165 (most recent quarter). Is this due to an RME acquisition?

Thank you
Stanley

Q: Hello 5i, I purchased shares on the Telus IPO in 1990 and 1991 and am about to sell them but I need to find out what the adjusted cost base is.
In 1990 they were 12.00/share and 1991 they were 15.00/share.
Is there an easy way to find out what it would be or is there a website that you know of that could calculate this.
Thanks

Q: Could you comment on the Hecla takeover of Klondex Mines, please? I've been a long-time holder of Hecla and sold my Klondex a little while ago a higher levels. Thanks.

Q: Hi Team, We are wondering if you would still recommend WPK (we already have CCL at a max. percentage of our portfolio) or would you have other companies in consumer cyclical that you would prefer?

Q: Knight committed to up to $25M in the partnership deal announced this morning. It is a fairly large amount compared to some deals. Is this a big deal?
Thanks.

Q: With a PE under 10, and a sector with legs, doesn’t MU look like a screaming buy? Morningstar is bearish based on the cyclicality of the sector and prior management missteps. Plus insider action is bearish.
Appreciate your take. Thanks Frank

Q: Why the weakness?
Thx