Investment Q&A

Q: PPY Painted Pony I've been watching with interest the crescendo of selling on this name. Earnings came out today. What is your opinion at this point?

Thanks very much

Q: Clearwater has just initiated a dividend of $.05/qtr.With its qrowth & PE ratio does it rate as a buy? Is the debt still too high or are they paying it down? Thanks for your time & effort.
Dave

Q: Could I please have the street consensus for the top and bottom line of the past Q for CGX, EH, and HCG?

Thank you,
Sandy

Q: OK, here's one out of left field for ya! Bitcoin. As a speculative long term investment. It still seems quite shady to me, but there are others who feel it's destined to be the "next big thing."
I know it really doesn't have much to do with what 5i is all about but never the less I'm curious what your guys thoughts are.

Q: I was curious about your recent response to the 'screaming buy' opportunity. I've read a few of your responses about potential 'up and coming' companies that people have inquired about. They don't fit your requirement for a full recommendation but they probably peak your interest as a 'company to watch closely'. Maybe you can a category named in that way....ones on your 'watch List'. That way we know you have an interest in them but you are not giving a 'recommendation'. It would fit all those young companies that have some promising statistics. Just a though. Such a great service ....thanks.

Q: Hi Peter. What is your opinion on DTX long and short term

Q: Hi,
What do you think about FTN? It has grown nicely over the months due to the strength of the financial sector and coupled with capital gains is also paying a hefty dividend. Their dividend I think you mentioned is considered return of capital. What are the risks of investing in this product considering the finance sector continues its upward trend

Q: Good morning 5I, re: convertible debenture ETF question from Kelly, the symbol given (CFD) does not seem to be correct. I did find DCD.UN, PCD.UN and OCV.UN. Do you like any of them? Thank you

Q: I am looking for some international exposure via an ETF. in Canadian funds. What would you recommend for an international ETF that pays a dividend of at least 4%

Q: What is your opinion of ZED Zedi inc.

Q: I have become a member recently and want to create an additional portfolio to my investments. Although the model portfolio was created a while ago, can i consider it as a model portfolio to start with if i were to invest today? And if so, do the ratings for each stock reflect the potential as of now, or should I pare them based on the YTD gains?

Q: Peter, how would you rate Bell Aliant. Long haul is the dividend safe? Would it rate a B? Thanks Ken

Q: I figure you still like MDA at todays prices but wanted to check if this is still the case.

Q: What is the street consensus for MDA's Q3?

Thanks,
Sandy

Q: We've talked in the past about screaming buys and it begs the question, how would you disseminate word to the members if you came across any stock that was, for one reason or another, a compelling buy. Indeed, would you even tell the members?

Q: Hi Peter and Team,

Quick thoughts on Extreme Networks, EXTR.

Q: Any opinion on SJ Stella-Jones Inc ? Thanks.

Q: Hello to all.
OK so this is the first adjustment in the model portfolio (AYA) ... I thought any moves would be much more dramatic,my allotment is not as precise as yours due to re-buying my dividends into Goldcorp and also I had DRIP which also has taken me away from exactley 5% holdings. Should a fella just stay where I am at or drop some Amaya. TY and thanks for the 28% !!!

Q: Two short questions: i)what's the 3 year upside on the Canadian banks? ii) do you consider preferred shares fixed income or equity? Thanks.

Q: When I analyze the 5i Model Portfolio and the assignment of securities to sectors I see that some stocks get tagged with "Services" which could just as easily be tagged with something else. For instance AYA and CSU ("Services") are ones I would tag "Technology" along with ESL and SYZ and if they were thus tagged it would make Tech a 20% portfolio weighting based on cost and 23% based on current value (Sept.30). If you agree with this assumption would it be an indication that 5i highly favours the Tech sector over others, even though Tech is less than 2% of the TSX Composite? There's no doubt the performance of the 5i portfolio going forward is going to be vastly different than the TSX where 72% of the composite is Financials, Energy and Materials.