Investment Q&A

Q: Hi 5i team

I'm trying to put together a excel spread sheet of my portfolio for better analysis based on the financials. What would be the best way to calculate the free cash flow? Is ROIC an important measurement of profitability or is ROA sufficient? Thank you.

Q: Hi Peter:

Do you have any good Canadian start up solar companies? I am not interested in fslr but I had to put a symbol in order to submit my question

Thanks.
Yasmin

Q: Hello Peter and 5i Team

Your opinion regarding the safety of the dividend for these two REITS please? DRG.UN seems to be holding up better than D.UN in the current sell-off. I could do with some reassurance as D.UN is relentlessly dragged down by market sentiment - is it only market sentiment or is there more to this story to be concerned with ?

Thanks

Q: current price for this preferred stock is 9.75 with 5% dividend if fund winds down; the original issue price of 10.00 per unit will be paid to the share holder. is this correct or am i missing something. i have shares in dgs.pr , ftn.pr & dfn.pr how would you rate these funds as to saftey of dividend &repayment of orginal issue price

Q: Your opinion please, many thanks.

Q: I am 68 years old, retired, and rely on dividends for income. I went 100% into cash on December 31st, thereby avoiding the 7.2% drop in the TSX over the past two weeks. Once the dust settles, I plan on re-establishing my previous positions in individual high paying, low beta, small to mid-cap Canadian dividend paying stocks, diversified across most sectors. I prefer Canada over the U.S. for the dividend tax credit, and I prefer small to mid-cap stocks for their monthly payouts. Given the current macro and micro economic conditions influencing the Markets, in your view, is this a reasonable strategy going forward? As always, thank you for your valued response!

Q: Can you please give your top names (covered by you or not) of fairly-priced companies today, that stand to benefit the most from a lower Canadian dollar? XTC comes to mind as you've mentioned them before. Presuming I needed that sector in my portfolio, would you be buying it now? I'm not one to wait for a bottom in this messy market, or freak out and "sell everything". I liked your comments on BNN yesterday. Cheers

Q: Do you think this company is getting bounced around with the market? If they can deliver on their loan book and free cash, do you see potential with this company? Is patience necessary to see upside given the market conditions, or would you sell for a loss?

Q: Headlines scream out "Sell Everything" ... but surely there needs to be someone on the other end to "Buy Everything".

I've been slowly dipping in and buying and appreciate the wisdom in your answers to all members questions.

Do you have a gut feel for how long the market sell off will continue? I like open ended questions like these to see where you go with them.

Thanks
Mike

Q: The value of PJT.us shares allocated to my RSP is less than a percent of RSP. My options seem to be to leave the PJT shares which were remnants from the 'corpoarte action' by BX , i.e. leave them as is..... OR I could add to the holding. Since PJT is newly independent as a listed entity little history is available to us, the NON-Bloomberg Club :( .
With the panic selling lately (panic that is incomprehensible to me) PJT shares may have become good value . Perhaps now could be an attractive point at which one could add to above-noted PJT holding?

My question is whether PJT is a business whose shares are OK to add to?
Your diagnosis of PJT’s prospects and your opinion would be much appreciated, especially if you deliver your somber (and sober) ruling with gravitas.
Enjoy le weekend. AO: jv dictated
File : Dept: Neurosurgery, Trauma, Rochester NY

Q: hello 5i:
can you advise what type of tax treatment dividends from US REITs, such as OHI, receive here in Canada? From either a registered or open account?
thanks
Paul L

Q: Hi
I like to transfer NVS into my TSFA account.I own it since 2003 have a nice cg and would like your opinion on NVS for the transfer
thank you

Q: Peter and His Wonder Team
Peter you were great on BNN this week!
I am a little perplexed about the gold sector. Yesterday gold was up $17.50 yet most of the gold stocks retreated. I think this is irregular...why do you think this happened? In particular KGI was down with the rest ...and yet HMY was one of the exceptions to be up!
Respectfully...
Dr.Ernest Rivait

Q: I am looking to buy up to ten (10) shares of ALA to start a DRIP program for a granddaughter. Could a fellow member perhaps direct me to a web site where one can purchase shares to put in her name. Thanks for all help and knowledge provided by 5i's by professional staff and by fellow members. Thanks, Bill

Q: Hello,

Just wondering your thoughts on this company? The valuation appears to be cheap and I think they have a good foothold in their respective business. The pay a handsome dividend and I am very patient. I would be buying it in a TFSA.

Keep up the good work!

Q: Good afternoon:
You answered a question about MELI two years ago and stated that you viewed it as "quite risky". Would your view be the same at the current time and current price?
Thank you.

Q: For the A,B, or C company ratings in your reports, what factors are used to determine them ? e.g. A for Brookfield, C for Extendicare ?
Thanks.
Dan.

Q: Hi Peter and Team,

With the recent market turmoil and economic conditions expected for the next little while can you name 3-5 companies that you think would be absolute BUYs? Whether they are solid companies that have been brought down with the general market, or ones that can actually benefit from the current conditions.

Thanks,

Jordan

Q: What would be your top picks in consumer staples stocks for 2016?

Q: 20 % plus move in TCK the last 2 trading sessions on heavy volume. This in a crap market. Might there be something going on or just a rally because of the low share price.

Thx Blake