Investment Q&A

Q: Peter and Team, I am looking at this bond from one of the Brookfield group with a coupon of 3.538% and a maturity of 10/30/2020. I have the Ask Price yield at 3.2559% and am curious on your thoughts of owning buying this bond and owning it to maturity.

Thanks, Marc.

Q: I asked you about this company a year ago. Since that time it has only gone down more. Given the share price, is this company finished as a going concern.

Thanks.

Q: Hi there,
Could I please get a brief analysis and your opinion on Canadian Solar. It is trading at a low p/e and is approx 40-45% down from it's high. With all the recent talk about clean energy is this stock a buy? It appears to be under valued, contracts world wide and has a decent insider ownership? Why is is down so much? What is the risk level and growth outlook over the next couple years. Thanks, Kerri

Q: Hi Team

I noted your comment to Shyam on Dec 1st regarding Google. In the tech sector would you see Google or our own CSU as being the preferred choice for a long term hold?

Thanks.

Q: Would you please comment on this company

Q: What is the payout ratio for TA? It's yield is 13.408% and pays out a quarterly amount of 0.18 for a total of 0.72 per year. It earns 0.66 a share per year. Therefore I figure the payout is 109%. Is this how the pay out rate is calculated. If I am correct. how can a company sustain paying out more than it earns, thanks

Q: Is this a good defensive ETF? It seems to go up some when the market goes up, and doesn't seem to fall when the market falls.

Q: I'm considering buying POT and LIF for the yield expecting some share price appreciation over the next 4 years. Does that seem reasonable?

Q: Given Alberta Premier Notley's goal to lower coal emissions and usage by 2030 what do u think of Teck's future and price?
If Green companies are going to be favored in the future do you have some names you like for long term holds?
Thanks.

Q: You commented in early November that you thought this was a good REIT with attractive sustainable dividend yield. Since then it has dropped below $8.50 to within 5% of the 52 week low. Div yield looks even more attractive now. Any change to your view?
Thanks

Q: Hello Peter & Co,
I usually consult the coverage summary to verify the ratings; but I'm intrigued by the data you also provide eg (1) start date, meaning when? (2) monthly returns...from when? P&L 2015 or total...profit and loss? Perhaps you could provide an explanatory note.
Thanks,
Antoine

Q: Peter; I'm not sure how to phrase this but here goes. Since being a member since 2012 I have bought,sold and held various 5i suggestions. Some went up - some went down but overall I am so far ahead that I can only " suggest" to some of the more impatient members to try and remember that if they owned a mutual fund or ETF they would not have the opportunities available to them at 5i by sending in questions or queries etc . If you weren't pleased by a mutual fund or ETF's performance you can sell it. I guess at 5i you could just drop your membership. This is one of the reasons that I don't think a Forum is a good idea. Post if you wish. Rod

Q: Hello,

I bought TD some time ago at 55 looking to convert to US. Unfortunately the plan didn't work (in order to sell in US you have to call the brokerage and I could not get through). Long story short the stocked dropped the next day and jut now I'm even.
My question is what do you expect when they announce the earnings?
Is it worth holding? Should I sell it in U$ and if yes do you have any US stocks that you recommend ( I know you don't follow the us market, but I think you should really start)?

Thanks
Marios

Q: Looking to get some small cap exposure in the industrial space. Two that stand out from your Growth Portfolio are PURE Tech and Dirtt Environmental Solutions, which of the two in your opinion has the better 3-5 year outlook and would you consider either as "Buys" today?

Q: What is your estimate on the future of this stock over the next three years

Q: What are you thoughts on the recent earnings from SPN? Is it a buy at these levels?

THanks

Q: Picked up a half position (300 shares) once the dividend hit 4%. I plan to hold for a few years. Hopefully I made a good decision. Would you put DH in with the financial or technology category? Also, knowing how they have re-invented themselves from a sleepy cheque printing company, how would you categorize the risk from apple pay type competition to DH corp? Or would DH corp be a beneficiary of this movement?

Q: Dear 5i,

BAM, BIP and BPY possess many of the characteristics that appeal to me. However, I found a couple of Seeking Alpha analyses that raised doubts for me. Inter alia, the analyses say that:

- BAM has an amazingly complex and constantly changing capital structure that makes the company unanalyzable and maybe vulnerable to manipulation
- an undisclosed SEC probe was found
- prior criminal exposure remains unresolved.
- BAM has a pyramidal control structure which US regulators have long frowned upon. This type of structure lets a small group of mostly hidden owners exercise control disproportionate to their investment.
- the business model involves heavy reliance on related party transactions with subsidiaries
- net income comes mostly from accounting entries rather than business activity
- the SEC has publically questioned how BAM uses investment terms and its valuation methodology

Would you invest your money in BAM, BIP or BPY? If so, in your opinion, what is the level of risk in an investment in one of these companies?

Q: Gold is quite beaten up. I have no position in Gold in my portfolio. Many have suggested a 5% position as an insurance.Is it a good time to enter a position? Would you suggest GLD or CEF (Central fund of Canada)?or Coins/Bullions?

Q: Hello team,

What's your current view of Arsenal Energy's survivability given the debt level and the sector environment. Would you consider it an add, sell or hold?

Thank you,

BK