Investment Q&A

Q: I see you continue to omit Whitecap Resources when members ask you for
your top oil/gas companies even though WCP remains in your balanced portfolio. (today you recommended TOU, PEY, RRX AND VET) Is this because they have greater upside from here or is there something else wrong with Whitecap as a top pick? I also noticed you recommended not to chase the current trend towards materials and oil and gas companies. Why is that?

Q: Why had this stock down $20.00 since Late Sept. Is there concerns here, or a buying opportunity?
Thanks in advance

Q: Our investment group currently hold this stock but during this year the stock price has steadily fallen. What are the reasons and what is your prediction for the future? Is it a hold or sell?

Q: Brookfield is spinning off a portion of its Business Partners division to BAM.A shareowners. The only comparables to BPP I can think of are KKR and BX, neither one having set the world on fire in terms of returns the last few years. Do you think that BPP as a much smaller entity will have better long term growth prospects than either of those two? The CEO of BAM claims the last 5 years has seen great growth in its private equity and continues to see opportunity. Do you agree? Thanks, J.

Q: What do you think about the possible sale in the news

Q: Hi guys,
Loving the nice bump today but can't see why it's up so nicely. Do you have any news? Thanks!

Q: This morning Larry Summers was talking on Bloomberg. He doesn't see inflation rising "as far as the horizon" and if it was up to him, he wouldn't even consider rising rates until he sees inflation. It's hard to believe rates will go up much at all and therefore, the hunger for yield should remain for years. Let's assume we knew that (a) U.S. rates stay below 0.5% for years (b) you want to minimize your exposition to Canadian housing and economy (no oil stock / office / mall REIT) (c) that you want above 5% plus income. Can you find better stocks than A&W, PizzaPizza and Sienna (AW.UN, PZA, SIA)? If our economy slows, Canadians will keep eating fast food (A&W + PZA). Sales might even go up while restaurants start to struggle (cheaper). They also have no exposition to currency or world issues. As for Sienna, I picked it because it add some growth that isn't tied to world growth or the Canadian economy. Please help me find holes in my strategy. Much appreciated.

Q: Morning!! Your top three picks in the current market for oil/gas...growth...looking for those high quality that definitely increase with overall increase in oil/gas...I believe price for oil will fluctuate between 45 and 60 over the next 12 months...
No worries for portfolio just extra cash..

Thanks

Q: Please provide me with your comments on Restaurant Brands. Do you see this as a good long term hold and is the current price a good entry point. Thank you for your invaluable service.

Q: i own both at much lower prices, i would like 2 more of your favorite oil and gas stocks small to mid cap do not have to have a dividend. thanks. dave

Q: Hi 5I team. Do you think the outperformance presently of Tucows and Kinaxis is correlated to their sector or are they possibly the outliers in the growth portfolio? Thank You
Jeremy

Q: I am 69,retired and dependent on my rrif and cpp for income. I have put aside cash in gics which I approximate will cover the mandatory draws for 6 years which I felt would cover an economic cycle and allow stability to the equities and bonds in the portfolio. The cash does grow beyond that sum and is redeployed to best advantage. This is a different approach from the percentage models used . I would appreciate your opinion. Thanks very much for your help.

Q: Do you think the TPP trade deal will adversely effect NFI's business? Are there any Korean or Japanese bus makers exporting into the US now?

Q: As a retiree I am looking, mainly, for income from dividends which will, hopefully, increase with time. i have done well in terms of capital gain over the years with TD, which I have gradually reduced, but feel I can get better value elsewhere. Specifically with HSBC having a yield of ~6.3% versus 3.9% - both have a history of dividend increase.
I know HSBC has been through a period of re-trenching and consolidation and wonder if this has stabilised the bank now.
Any thoughts on the switch for this ~1.5% holding?

Q: Is there a way to run a screen for stocks that are:
1) doing buybacks (perhaps using a % of shares outstanding range)
and
2) over a certain p/e (eg 30x)
Thanks Cameron

Q: Hi Peter
My thoughts are to trim DH by 25% and use the proceeds to expand my position in WIN which would by about 2.5%
Can I have your comments on this
Kind Regards Stan

Q: Good morning

Can I have your thoughts/analysis on Mad Catz as a possible investment (projected earning growth/debt etc.)? Are they any stocks you would recommend in this sector)

This stock is behaving very well technically.

Thanks again!

Q: It seems every time ESL gets back to around $55, insiders unload a sizeable amount of stock. Does this suggest they see limited upside to the stock?

Q: There is a nice bounce underway in the mining sector. What do you think is the cause? And if you were to pick one or two companies in the non-precious metals space (by which I mean not primarily precious metals) what would it/they be. Thank-you again.

Q: I bought this stock at $42 in July and it's currently at $31. I don't mind holding a losing stock if it has potential and I'm looking at a longer holding period of 7 - 12 years. Do you think this company has value for that period of time and should I hold? Is there too much competition for its market and if so how do you think it would fare? If you were to switch to another U.S. Company in the tech sector for that time frame could you give me 2 or 3 names you think would do well over time?