Investment Q&A

Q: The price is falling off , don't know much about the company but some of the multiples look interesting. Is it worth purchasing at current price for a long term mid risk portfolio. (Eurocontrol EUO-V)

Q: What do you think of Artis as a buy here on its recent pullback? Any other REITS that look cheap to you?

Q: Excluding mutual fund management fees for the moment, is it not better to own the entities within a fund vs the fund itself? Putting it another way, if the stocks go up, I go up 'x' percent. However the funds holding the stocks also have to be 'popular' with other investors, so money flows into them, for me to make any money. Have I got that right?
Are we, as investors, getting a continual watered down effect with the many funds out there?
You commented briefly on the industry decline on the past while reviewing CIX for another member.

Q: Comment please on IPL recent quarterly report. Six cent dividend hike is nice, but concerned re. Payout ratio and debt. Will the Williams acquisition provide growth?

Q: Hello I5, my cash position is over 25% and would like to reinvest some of it. I would like to have your help to choose the ones with the least downside effect in case of interest rate increases, safest with some growth. Also, would appreciate your assessment of the Manulife (MFR and MBK)ones. Many thanks, J.A. P., Burlington

Q: Hi, I would like to use your balanced model portfolio but with 5 to 7 less holdings, which ones would you delete. thanks, Johann.

Q: Why there has been SIGNIFICANT drops of 2 above stocks recently.?Thank you.ebrahim

Q: I do not own any stocks in this line of business. Which one(s) would you recommend and should I go for a full or half position?

Thank you

Q: I understand there are rumours in the market place that Knight and Endo are in discussions for the sale of their Paladin Labs interest...would you be able to provide a little color as to the size of the unit...ie...Sales / Earnings and also a multiple you feel GUD could pay that the market would like..please and thank you

Q: It seems that your response to Russ's question got lost as the response is BLANK.

November 07, 2016 - Asked by Russ

Q: Could you please give your opinion of Memex! I am considering a small position for a two to three year hold.
Thank you

5i Research Answer:

Q: E-mailed my request yesterday and see no reply. Not abusing the system but annoying when request is missed or ignored.
J.A. P. Burlington

Q: I just ran across AB in one of my screens. They seem very stable over the long haul. What are your thoughts for income and some growth. Thank-you.

Q: K-Bro says it will finance its Toronto facility expansion through debt (existing facility). Do you expect K-Bro to finance its Vancouver expansion from debt or equity? Thank you for your comments.

Q: Can you give me your updated view in this company? How does this company receive it's royalties? Since it receives royalties, would it make this company less risky?

Tnx for the great service.

Q: I have owned this stock for a while. can you give me your thoughts thanks bill

Q: Hi, Your thoughts on GEI's latest 1/4 and future prospects, buy, sell or hold.
thanks

Q: Please summarize this company wrt the dividend and overall health

Q: During the process of analyzing a companies quality the management team is often referred to as an important factor by many analysts. During your many years in the industry who would rank on your top 5 all time list of CEO+company combos for creating investor satisfaction. Or in other words, if someone started a brand new company today who would you invest in on day 1 based solely on their reputation?

Q: Westshore Terminals, in the recent report, increased its guidance for full year 2016 coal shipments to 26 mm tonnes, towards the high end of 25.5-26 mm tonnes. Also US producers of thermal coal like Cloud Peak and Light House resources have recently announced resumption or additional volumes of coal shipments starting in Nov, 2016.Cash Flow has been strong. It is also public that Jim Pattison has been aggressively increasing its stake in the company as recent as Oct/2016.
It is also known that Westshore Terminal owns this remarkable long life asset which is very hard to replace or replicate.
I know that stock has seen a meteoric comeback from its lows. But, if I wish to own a company in material sector with lower volatility and decent income, with some growth potential, would WTE meet your criterion, Today? Thanks a lot for your valued advice.

Q: MT Newswire at 7:26 AM on Friday filed a report that BIP.UN had reduced its dividend when in fact there distributions are up 11% in the year. The result was a drop of 6% in Market Value which later in the day recovered half of the loss. Some shareholders would have been damaged if it prompted a sale. Are there no repercussions for MT Newswire for the misstatement?