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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: Can I get your updated views on Lumenpulse? The stock has been acting a lot better on higher volume lately. I take it that this is a good sign and that you would still be ok with initiating a position. Any significant news that your team is aware of?
Read Answer Asked by Mike on June 18, 2015
Q: 35% of mortgage loans in Alberta and all in Sask. are non-recourse where you can walk away from the mortgage if you're under water. I see HCG has a Home Trust office in Alberta; would you know how much of this type of lending HCG does in these 2 provinces or is this info even available? Can one know which are the biggest lenders in these areas - the big 5 banks, perhaps? We do know the Bank of Canada is concerned about some housing prices being up to 30% overvalued and FP did a piece on this recently:
http://business.financialpost.com/personal-finance/mortgages-real-estate/you-can-walk-away-from-your-mortgage-if-you-live-in-alberta-but-should-you
Read Answer Asked by Jeff on June 18, 2015
Q: Are there any plans to initiate coverage on Concordia? In the meantime thoughts on adding as larger cap more stable compliment to PHM assuming it is the only other healthcare stock in a portfolio? Unless you think one of the two smaller health care stocks covered, pli and gud would be appropriate? Cheers
Read Answer Asked by Josh on June 18, 2015
Q: Hi, I am considering selling an ETF (cdz) and replacing with JNJ for my RSP. Is this a good move?. This is about 3% of my overall portfolio. I also own GSK for about 2% of my portfolio.Thanks.
Read Answer Asked by Shyam on June 18, 2015
Q: Today I read the following report on Stockhouse.....

"Retrocom Real Estate Investment Trust (the "REIT") (TSX:RMM.UN) announced today that it intends to reduce the REIT's annualized distribution from $0.45 per unit to $0.30 per unit. The new distribution would represent a Funds From Operations ("FFO") payout ratio of 70.8%, compared to 106.1% as reflected in the REIT's first quarter reporting, and would represent a yield of 8.3% based on the June 16, 2015 closing price of the REIT's units on the TSX. The REIT also announced that it will be changing its name to OneREIT in the coming months."
What are your thoughts on growth with this considerably reduced payout ratio ? And what is your opinion on the quality of their existing property portfolio regarding safety of the new reduced yield ? And your thoughts on the company in general relative to reits with similar yields ? So far I'm inclined to take a position in D.UN or CUF.UN based on questions I asked recently but the reduced payout ratio for RMM.UN interests me from a growth perspective.
Read Answer Asked by Garth on June 18, 2015
Q: How do you think the market will react to RMM.un`s distribution cut announced today at the AGM.
http://www.bnn.ca/Shows/The-Close.aspx?spMailingID=11985283&spUserID=NDMyNDYzOTYzMDgS1&spJobID=523590000&spReportId=NTIzNTkwMDAwS0
thanks
Read Answer Asked by Tom on June 18, 2015
Q: Stock hitting new highs. Have been watching it but have not bought. Too late to initiate a position? What is the insider ownership? Thanks.
Read Answer Asked by Helen on June 17, 2015
Q: hi

In my non-registered a/c:
I'm down 23% on Russel Metals. I have a 2% position. Industrials make up 10% of my holdings.

I'm down 10% on Artis. I have a 2% position.
REITS make up 16% of my holdings.

I have this urge to average down whenever I lose 10% or more on a holding.

Should I resist the urge to add to my REITS and add to Industrials instead? The 8% yield on Artis is appealing.
Thoughts?
What Sector would you be overweight in these days if any?

Thanks

Read Answer Asked by Carlo on June 17, 2015
Q: bnn reports today that dsg is one of the most shorted stocks in Canada (8%, 38 days) is this a transportation sector bet or do you see something I do not...thanks for the service
Read Answer Asked by gene on June 17, 2015
Q: Peter: I have cash in my usaccounts and wish to purchase a USA regional bank. Could you provide info on any good choices?
Thanks
Read Answer Asked by john on June 17, 2015
Q: Your updated views on TPK please. I noticed Cormack recently initiated coverage of the Company. Based on their estimates, the Company trades at ~5x EV/EBITDA with ~14 fcf yield, 3.5% yield + 25% payout ratio.

I find this to be abnormally cheap for a company with decent growth prospects and a high margin business. Would you recommend purchasing shares? Have you met management?

Cormark thinks a reasonable multiple is 8x EV, which i tend to agree with. That yields a target of 13 dollars, which is considerably higher than the current share price. What do you think?
Read Answer Asked by Sasha on June 17, 2015
Q: Any thoughts on the earnings, the reaction and would you consider it a buy on this drop? Thank-you
Read Answer Asked by Alex on June 17, 2015
Q: Hi Folks,

In all of the 5i Portfolios are there any stocks that offer DRIPs at a discount to market price that you now of?

Thanks
Read Answer Asked by Sheldon on June 17, 2015
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