Investment Q&A

Q: Peter,

I like your opinion on NDN. They recently agreed to sell one of their businesses and would have $3 in cash from that.

Q: Hi 5I team. Great work. In my TFSA I have RCI, MFC, WIN, IPL, FCR. There is 4000 in cash. What else to buy for long term 3-5 years.
Thank you for your help.
Milan

Q: Can I have your opinion on CIX and AGF. The latter has a great dividend but I'm concerned about its safety.

Thanks
Ted

Q: Hi Gang, I think I understand why AGNC is falling like a stone, but as long as it's backed by the U.S. government, is it a screaming buy (5% position) at this price.
Thanks
Kyle

Q: Please share your views on Adobe Systems, ADBE

Q: hi team :
Superior Plus Corp SPB:TSX
do you see any company related reason for it being 8-10 % down. would you advise to add to a position or hold ??
Thanks
yossi

Q: Hi, why is it that all the stats for companies differ on each website? I'm looking for chemtrade and Rogers sugar's payout ratio, but the numbers are different from td to globeinvestor to yahoo. I just want to learn how to look through them and what/what not to include / most important in calculating it. Your views / quick examples? Thanks.

Q: Hi Peter:
Another question regarding the the rotation out of bonds. I have huge capital gains in XRB and was wondering if it would be a good idea to sell and put the proceeds into a 5 year GIC ladder to lessen the damage that could be caused by rising intrest rates.

Thanks
Ron

Q: I have a question regarding the 5i portfolio model. Is it too late to purchase these stock.? I see some have made substantial gains since March 1st,? Or should I just pick some of them that haven't made as much gains as others. ? Thanks for your reply. Really like your service.

Q: Hi 5i: Just an additional comment on the discussion speculating on the rational connection between dividend yields and interest rates. It is important to remember that stocks don't trade off of their yields alone, even though income investors may be particularly interested in comparing the net benefit of different kinds of income streams. Low interest rates don't only make dividend yields relatively more attractive. They also mean that those dividend paying businesses are themselves operating in a low-cost debt and capital environment. That is the ideal business environment for many dividend paying companies. So when interest rates rise, it doesn't only mean that debt compares more favorably as an investment. It can also mean that those dividend paying companies are going to have to generate their cashflow and maintain growth expectations in a relatively more difficult economic environment. This impacts people's perceptions of the potential future value of the companies.

Q: If you bought a stock like IPL.UN in 2009 and have a hugh gain why would you sell it now since the chance of re purchasing it close to the original purchase price is very small. I know that buy and hold is not always the best system but where would I get this kind of return on my money in the current market.

Thanks

Carolyn

Q: Hi Peter & 5i: It looks like the smoke is clearing after the trustee elections at Partners REIT (PAR.UN). What are your thoughts on the outcome and its current valuation? Thanks!

Q: Hi 5i team,
Thanks for all the help, much appreciated! My question is a general one based on your reply to an earlier question regarding dividend payers:
In a rising rate environment where rates hit, say, 4% and a stock pays the same; would not the dividend payer still be generally a preferred option due to the dividend tax credit as opposed to the 100% tax treatment on interest income? Shouldn't there be a built-in differential before a given interest rate would hurt a specific stock? So, if a stock pays 5.5% dividend and interest rates look to rise to 4.25%, why should that particularly hurt the higher paying dividend stock to the degree it likely would? While I recognize it is not as simplistic as I make out, I would think there would be a smidgin of validity to my argument.....

Q: Would you kindlly give me your opinion on Killiam Properties. Thank you very much.

Q: AAR.UN-T is dropping. Is the dividend safe? Should I hold or sell. Thanks

Q: thinking of buying Lightstream Resources (LTS)
any opinion?
Thanks harry

Q: Hi there,

Regarding Reitman's (RET-A), four to five years ago I bought this stock at about $14. Its dividend has steadily increased to an uncomfortably high level while its share price has dropped to around $8. Should I hang on to it and wait for a recovery or dump it now?

Thanks,

Steve

Q: Hi! What is your view of BNK?

Q: VG -Veris gold. Announced that they achieved 18,000 ounces of gold for May.Is this right, because stock is only around 0.60.Would it be worth it to buy.I can spend around $1,500.or is there something better

Q: Peter,

TIVO just announced a $490M settlement and the stock went down. What are your views on this and is it a good buy with so much cash on hand and a big buyback.