Investment Q&A

Q: Could i get your opinion of the value in analysts going out on a tour of a mine, oilfield, or even touring a manufacturing plant. I can see the value if it is someone like Brent Cook going out to a mine but the majority of the analysts have no background to realize what is going on out in the working world. As a working person I have been on 2 sites where tours of analysts took place and it is similar to when senior management comes out (clean the place up, and make sure everyone looks busy, and they are so careful to go to certain areas and not others).
Thanks

Q: Further to Gerry's comment/reminder to fellow Members:
1) Check for prevous questions regarding the Symbol/Ticker you are about to ask about.
2) NEXT before asking a question, ALSO use the "Drop down"
selection of "Search by Text" as a subsequent check that
other comments in miss-labelled/titled questions might
reveal insights to what you are asking.
3) Just as an example when I did a 'Search by Symbol' for AYA
it did not turn-up Gerry's comment/question, probably
because the symbol field contained two Symbols (AYA,AVO).
Whereas when I used the 'Search by Text' feature, Gerry's
comment was displayed.

As a note to 5i...I only discovered this feature by accident.
Was it ever advertised to the Members? Maybe a banner announcing this feature would be a good idea. The less time you spend repeating yourselves in your answers means the more time you will be able to spend on NEW questions.

Q: Hi Peter and Team,
I am currently holding GILD Gilead Sciences, CXR Concordia Healthcare and CCT Catamaran.

I am thinking to add one small cap of this sector into my p/f and am looking at GUD Knight Therapeutic and PLI ProMetic Life Science. Which one would you recommend. If you do not these two, pls suggest another one.

Thank you for you healp.

Q: Could you give your opinion on this Co for long term hold? Canada doesn't have equivalent large multi-national companies.

Q: Hi,

Do you have an view on Civeo Corporation (CVEO)? It has down over close to 60% YTD, mostly due to a decision of not converting itself into a REIT in late September. In particular, I am interested in knowing on how CVEO compares to Black Diamond (BDI) since both operate in the same business and therefore likely compete for the same projects. Thank you,

Q: Hi Peter and Team,

thoughts on ALJJ please.

Q: India is doing well now; your opinion on India large caps ETF ?
thanks
MD

Q: What two energy companies traded on the NYSE do you like the most?

Q: What do you think in regard to this stock. It's less than 1/2 it book value.

Q: Can you give me an updated outlook and comments on AAA?

Q: Hi Peter & Co
More of a general question.
With your years experience on Bay St I was wondering if you could give us some insight on what information analyst are given/get from companies.
i.e. How are estimates/guidance determined (do companies provide numbers or do analyst figure them out);
What information is asked and answered at private meetings? What are the disclosure rules?
How assessable are most companies for private meetings and is this something private investors can request from companies or is this generally reserved for investment professionals?
What questions are off limits?
Thanks
Joe

Q: Not a question but a reminder to members.. At the top of our members page 5i has suggested looking up the company you may have a question on, it may have been answered already. For the month of November the TMX had 15 trading days, questions were asked by members about Amaya 9 times and Avigilon 14 times. 5i provides us with an invaluable service at extremely reasonable cost. Fellow members please search before asking your question.
Just a comment not wanting to hurt anybodies feelings ( I'm Canadian you know ) Gerry

Q: Hi, I have held ATCO in my RRSP for about 3 years and have done well. I am now approaching retirement and am looking for higher income in my portfolio. I have a strong tilt towards the dividend growth and income strategy I am considering switching the ATCO to CU or EMA or FTS for better yield. Despite the lower dividend I feel CU will do better than EMA or FTS because they are primarily in Alberta. CU also has had better dividend growth than EMA and FTS in recent years. What are your thoughts on this plan.
Thanks, Manfred

Q: hello 5i:
please give me your opinion on this company. Interested primarily in dividend growth and safety.
thanks
Paul

Q: Hi Peter, I hold Kimberly Clark (KMB) in my kids’ RESP account and recently they spun off a new company called Halyard Health (HYH). I received 1 share of this new company for every 8 shares of KMB held. Since it’s a small RESP account for now, I only received 6 shares of HYH, which is currently trading at $39.29. What are your thoughts about this new company? I’m thinking of just holding the shares because I understand from an article I read that previous Kimberly Clark spin-offs have historically done well. Thanks as usual!

Q: This has limited partnership after it.Does it or others with LP have tax implications

Q: Just read an article about Dollarama. I would appreciate your comments re investment over 3 to 5 years, Thank you for your great independent advice. Much appreciated. Keith

Q: PS, why have the utilities rallied so much this week.

Q: Hi Peter: I know you do not follow non-Canadian stocks. I held Deo (Diageo) since mid-2009 and enjoyed over 100% gain not including their dividend in my RRSP. It has not done well over the last year and flat the year before. May be people are not drinking liquor anymore or they cannot afford to drink. I am considering selling and replacing it by another large non-Canadian dividend paying company whose products or services are not well represented in Canadian companies. I am considering DOW (Dow Chemical) or INTC (intel). What is your view on this strategy? Any other alternative security suggestion will be appreciated. Regards. Fl.

Q: I would appreciate your thoughts on DBO (buy,sell,hold) The technology is great, market is growing and they just turned the corner on net income. The stock is going nowhere, it's like watching paint dry !!!!! down +50% from IPO