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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Recent weakness in ENB preferreds is caused not only by the shift of assets to ENF and the common dividend increase, as 5i pointed out, but also a downgrade of the company from stable to negative by Standard and Poors last Nov.22, which you may have missed and caused a significant weakening of the issues in Dec. They state in part "We view Enbridge’s financial risk profile as “significant.” The continuing large capital program to expand existing and build new liquids pipelines will continue to pressure financial metrics for the next several years."

The whole article in prefblog is here http://prefblog.com/?cat=31
Read Answer Asked by Jeff on February 16, 2015
Q: Good morning. I enjoy your service and appreciate the knowledge gained. I look forward to your new growth portfolio.
I was wondering if you would consider implementing a TFSA portfolio. I myself would find this to be most helpful. I understand that the strategy used would be different for different people. Possibly 3 portfolios with one for income oriented, one more balanced and a third growth orientated. My problem is finding the right mix for diversification and growth in mind. Specific TFSA advice would be most helpful since it is such a great avenue for wealth building for Canadians. Each january a new stock could be added. Just a thought.
Read Answer Asked by Anna on February 16, 2015
Q: Hi 5i: I'm trying to clean up my energy holdings to avoid having dead money for an extended period. PPY is down around 20% this year so far. Given that LNG hopes seem to be receding, what do you see for PPY over the rest of 2015? Thanks for your always sound advice.
Read Answer Asked by Roland on February 16, 2015
Q: Hi, I'd like to get your opinion on Crh's Q4 release that came out yesterday after the close. Did it beat or miss expectations? Was their acquisition expense just one time in Nature or did anything look off? I've done quite well with this name in a short time period but I think I'll hold or add a little for further growth if everything looks okay.

Thanks
Read Answer Asked by Scott on February 16, 2015
Q: At TDW they list the dividend payout ratio for VNR as 103%. How does this fit with it's dividend being sustainable and seeing it a a stable source of income?
Read Answer Asked by Stephen on February 16, 2015
Q: Hi - your comments on the financing- it appears to have been upsized and over subscribed. What do you think of the theory that this will be used for more acquisitions?
Read Answer Asked by Scott on February 16, 2015
Q: Hello Peter & Co,
Terrific results: Revenue up 36%, Net Operating Income up 64% and Net Income up 29% year over year; what's better is that the previous year was 13-months long (change of fiscal year).
I just bought a full position on January 21, 2015 and I'm already up some 22%.
What is your take on its outlook?
Thanks,
Antoine
Read Answer Asked by Antoine on February 14, 2015
Q: hi.. Could you tell what happened with pli and what is the value?TODAY.. Thanx for everthing.. Regards , Cliff
Read Answer Asked by cliff on February 14, 2015
Q: What is your opinion of the proposed deal

Is actavis a buy?
Read Answer Asked by Ernest on February 14, 2015
Q: I have sold Manulife(RRSP) and IGM and(TFSA) and am dithering between CXI, GUD and BIN for the two replacements.
On your report card metrics, CXI scores an A on most of them and BIN gets a C on one year growth, although it gets an A on stability. However you suggest 10% weight for BIN and half of that for CXI. I did not understand why you would want it that way for a TFSA account.
I am fairly diversified, though a little light on pharma(PHM, PLI). Which 2 of 3 mentioned above would you recommend for TFSA and RRSP accounts? I would greatly value your suggestion.
Appreciate your service as always.
Read Answer Asked by Rajiv on February 14, 2015
Q: Just thought I would add my 2 cents to keeping a record of your Q & A. I copy and paste on a excel worksheet on column A and format the column to wrap-around the text. In column B, I enter the symbols that the Q & A is about. This way I can easily find any symbol by doing the Ctrl-Find command.

Regards
Francis
Read Answer Asked by Francis on February 14, 2015
Q: I see you that you recomend not buying at this point. Should I hold on or dump it at minimal losses?

Thanks
Paul
Read Answer Asked by Paul on February 14, 2015
Q: Somebody asked about keeping note on some of your questions. I keep a record (for my personal use) in Word by copying and pasting a question and answer so that I can check the list at a later date. Currently I have 6 pages.
Publish if you wish.
Keep up the excellent work. Thank you
PB
Read Answer Asked by Peter on February 13, 2015
Q: CTC.a keeps falling and the market is strong. Surely
something is wrong - maybe bad 4th quarter numbers
anticipated? I'm thinking of dumping it. Your advice
please.
Read Answer Asked by claudette on February 13, 2015
Q: Hey Team :)

What is the point of price targets on stocks when in my experience the price targets are often miserably out of whack with what the security is trading for in real time? How does this practice continue without vehement discussion? And given the often ubiquitous price mismatch why does anyone give analysts price targets any credibility? Can we take anyone's price targets, valuations seriously?
Read Answer Asked by mark on February 13, 2015
Q: In today news release Aston Hill Financial announced that it plans to convert this closed fund to an open daily redeemable mutual fund and change name to Aston Hill N. American dividend fund.
Do you see this as positive or negative development for current unit holders.
Best regards
Harold

Read Answer Asked by Harold on February 13, 2015
Q: dear Gentlemen,
I have 2000 shares of BAD, loss 28%. It seems to recover
Do you recommend to buy at this time or wait .
How can I quickly all answers to question on 5I covered stock ?
Thanks
Best regards
Read Answer Asked by Djamel on February 13, 2015
Q: Re your advice to Lois today.You suggest moving this stock to get the div tsx cdt I thought all Cdn capital gains and dividends were tax free in the TFSA. Pls clarify
Read Answer Asked by Ron on February 13, 2015
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