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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: Hi all - I need an energy company to add to my portfolio. I have held off buying a name in the oil/gas/pipeline sector as I've been expecting the cycle to take a number of years for the demand and supply sides to lose inertia and start moving in the opposite directions. I don't think we're there yet (US crude draw-down reports are suspiciously counter to other indicators out there), but I'm thinking the down-side risk is for companies that will survive is pretty low at least.

Which two companies would you recommend at this time?

Thx very much.
Read Answer Asked by Rick on October 31, 2016
Q: There is an article on Bloomberg " Aussie banks 7000 mile Blockchain experiment could change trade " It's worth a read to get a better understanding of the viabiity of blockchain transactions in international trade. I believe DH Corp's relationship with Rabobank and Malauzai is designed to move DH corp into the fintech world, specifically regarding the use of blockchain transactions in international business dealings. What does the 5I team think of this and does DH have the ability to become a significant player in this area?
Read Answer Asked by Clarence on October 31, 2016
Q: I am just about to give up on Empire A. Do you think Cineplex would make a good switch in a Balanced/Income portfolio?

Or should I just bide my time as I am currently down 27% and hate to lock in the loss? Letting go is always a problem for me as I suppose it is with a lot of retail investors.
Read Answer Asked by David on October 31, 2016
Q: In the conference call the CEO specifically stated that share buy backs are not being considered. Their three goals for now are 1) investing in the businesses, 2) reducing debt, 3) and supporting the dividend. However they are suspending the DRIP program. What would be the logic for this?
Also, do you know, and would you consider this a management that can be taken at their word? The experience with Wi-Lan and Concordia was not encouraging.
Mike
Read Answer Asked by michael on October 31, 2016
Q: Hello, Apologies, my last question was about Viad Corp US (VVI) not Seven gen. Thanks.
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Question:
VVI has gone up by almost 30% since summer, I am thinking after the election if there is a little bit of a lull..might be a good time to take a half position on this company. What are your thoughts on this company. Thanks. Shyam

Answer:
Seven Gen looks quite good following its recent acquisitions. It is showing excellent momentum, good growth is expected and cash flow looks good. It has checked back a bit from its high, and looks good today. It reports Wednesday. Its last quarter was well ahead of estimates.

Read Answer Asked by Shyam on October 31, 2016
Q: 11:13 AM 10/30/2016
Hello Peter. I have a 1.2% position in Chesswood for income and some growth, and am down 32% at present. The data I see on the company is:

Dividend $0.84, Yield 6.8%, POR 75%, P/E 7.5. Earnings $1.12, so to me it looks pretty good.

How solid do you think the company is and do you think the dividend is reliable and sustainable over the long run? Would you advise doubling my position at this price.

Thank you............ Paul K
Read Answer Asked by Paul on October 31, 2016
Q: Peter and Team

As the sector allocation between ZLB and XMV (both identified Low volatility ETF) is significantly different. Could you please confirm which ETF would be most suitable to replace Sentry All Cap Income Fund with a MER of 2.68%?

Thanks

Sylvain
Read Answer Asked by Sylvain on October 31, 2016
Q: Hi , can you please provide the estimates for Revenue, EBITDA and EPS for the quarterly release, next week. Thanks
Read Answer Asked by rajeev on October 31, 2016
Q: I am a retired income/growth investor, have sold some PKI (made over a double) and looking to reinvest in a similar growth/income stock. Would you have a preference between FSZ or EXE, they both pay about 5% and seem to have good prospects. If you have another preference I am all ears. Thanks,
John
Read Answer Asked by John on October 28, 2016
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