Investment Q&A

Q: Hi Peter and team,
Thanks for all your great information. Please give me your thoughts on CSZ Canexus Corp as a buy, thanks very much.

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Read Answer Asked by Steve on November 17, 2013

Q: could you please share a few names from the top of your list of take out candidates thanx robbie

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Read Answer Asked by Robert on November 17, 2013

Q: Peter,

Do you still think CEN is a good buy at this point. The financials are definetly good overall but I see come manipulation going on in pricing. Just 4 days before the earnings the stock dropped from 18.5 to 16 and then the news came where they missed the revenue guidance. How do you view this overall scenario, do you think there could still be a takeover and how does this company compared to other companies in this sector.

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Read Answer Asked by Imtiaz on November 17, 2013

Q: Which company would you buy today aah or mitel. Dave

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Read Answer Asked by david on November 17, 2013

Q: Did the CXS conf call today change your opinion? Would you buy more today, hold steady or pare back/sell?

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Read Answer Asked by Douglas on November 17, 2013

• IAMGOLD Corporation (IMG $15.11)
  • $15.11 P/E (TTM): 7.17X Cap: $7.97B
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Q: What is your current view on IMG? Do you still have the same view as your last comment? thanks!

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Read Answer Asked by Jacques on November 17, 2013

Q: I have a small position in Verde Potash [NPK] which is pretty well worthless at the moment. I was holding on thinking they might get taken over. Any prospects for that - or should I just take my year end tax loss?

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Read Answer Asked by steve on November 17, 2013

Q: Hi. LBS just announced a preliminary short form prospectus! What does that mean exactly? The stock price fell and had much more trading volume.

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Read Answer Asked by Keith on November 17, 2013

Q: In our joint portfolio we have 19% in oil (BTE,CPG,HSE,WCP), 15.5% in pipelines (ENB,IPL,PPL,TRP), 22% in banks (BMO,BNS,CM, RY,TD), 10% finance (PWF,KMP,FCR), 10% telcom (BCE,T), 12.5% utes (BEP,EMA,NPI,VSN), 11.5% misc (BIP,DH,PKI,WB). We depend on dividends for income and would like your thoughts on steady industrial stock(s) for a $10,000-15,000 investment to round things out. Would AFN seem suitable? Any others?

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Read Answer Asked by Edward on November 17, 2013

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,424.06)
  • $2,424.06 P/E (TTM): 8.39X Cap: $52.17B
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Q: Hi There
FFH.PR.E has fallen off a cliff since June - I wonder where the bottom may be. Other than Fairfax's interest in Blackberry, is there something I am missing? I have a modest amount and I am thinking of buying some more. Is Fairfax still sound?
Many thanks.

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Read Answer Asked by David on November 17, 2013

Q: What do you think of Plaza Corp (PLZ)in light of their plan conversion/consolidation and their latest quarterly report.

Thanks

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Read Answer Asked by Saad on November 17, 2013

Q: Hi 5i team
What is your opinion on EIT.UN ?. Looks stable with a high distribution payout . Also a sizeable investment by Brett Wilson recently.
Thanks
Cal

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Read Answer Asked by cal on November 17, 2013

Q: Dear 5i
I m considering adding to current positions which includes avo , cgx , csu , dh , mda , and wpk.
They have all done very well so far . Any reason not to ?
Thanks
Bill

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Read Answer Asked by Bill on November 17, 2013

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: 5iand team ,
I m looking at adding one more stock to my portfolio but can t decide between fsz , byd , or gil .
Which do you think has the best earnings growth potential over the next 1-2years ?
Thanks
Bill C.

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Read Answer Asked by Bill on November 17, 2013

Q: Hi Peter
Please give your opinion on zwu for income. What will happens to zwu in a 2008 market crash?
Thanks
Karl

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Read Answer Asked by Karl on November 17, 2013

• McDonald's Corporation (MCD $306.00)
  • $306.00 P/E (TTM): 27.61X Cap: $223.01B
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Q: What do you think of McDonalds (MCD) for a long term buy and hold retirement stock?

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Read Answer Asked by Andrew on November 17, 2013

• Labrador Iron Ore Royalty Corporation (LIF $28.05)
  • $28.05 P/E (TTM): 15.54X Cap: $1.77B
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Q: You last commented on LIF (Labrador Iron Ore) on July 9th. Is this company worth holding for its dividend, plus continuing special dividends, and high takeover probability? As always, I look forward to your informed opinion and thank you in advance.

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Read Answer Asked by Paul W on November 17, 2013

Q: I thought I had seen a Q&A concerning the tax efficiency of where to hold Cdn div stocks, Cdn equity stocks, US stocks, etc in term of registered account, TFSA, and/or margin accounts. Could you please point me to it (couldn't find it) or answer this question please.
BTW, awesome job team!

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Read Answer Asked by Brenda on November 17, 2013

• Sun Life Financial Inc. (SLF $81.29)
  • $81.29 P/E (TTM): 14.76X Cap: $46.06B
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Q: Great webcast today Peter! Quick question: I have had Manulife MFC since before they cut their dividend 50%, and the stock price tanked. It has come back some, but I'm wondering if I should continue to hold, or take my year end tax loss, and buy Sunlife instead. I also hold GWL.

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Read Answer Asked by steve on November 17, 2013

• Cummins Inc. (CMI $405.00)
  • $405.00 P/E (TTM): 19.58X Cap: $54.39B
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Q: I would appreciate your thoughts on c-com satellite systems CMI

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Read Answer Asked by Pierre on November 17, 2013