Investment Q&A

Q: Up substantially the past month. Is it time to sell Cenovus.

Q: Why do most Asset Allocation models or discussions include BOND funds or ETFs but not GICs? Is not a laddered portfolio of GICs an alternative ?

Q: I have a question regarding SIS's dividend. Maybe I am mistaken, but most ''growth by acquisitions'' type of companies usually either pay a small dividend or no dividend at all. CSU, ATD or GUD/Paladin come to mind. The logic being that more value is created by investing the money than giving back directly to shareholders. SIS, on the other hand, pays an high dividend that has been growing quite rapidly in the last year. What is your opinion on this? Have you ever asked them why they pay this amount of dividend or have they ever explained it? I understand they usually sound quite confident in the future but still, I am curious.

Thank you!

Q: What do you think would be the effect on the shares of H of the NDP privatizing H should they be elected and fulfill there campaign promise?

Thanks

Sheldon

Q: Thought that was an ok investment according to your past thoughts. What are your thoughts now? Thanks. James

Q: Do you still like Sanderson Farms?

Q: Hi 5i,

Peter said on May 16th "May I add a comment to Saeed's comment.On May 9 Technical Analysis provided by 5I show that PHO has broken out to the upside,Today it touched $2.14,a 52wk high."

Where can I find Technical Analysis by 5i? Could you please provide a link?

Thanks very much.

Q: I listened to Morneau this morning talking about indemnifying Kinder Morgan for any political risks/delays in KM's pipeline project. The mention of the indemnity applying to any other company who may take on the project means to me that this was a topic of conversation. I am thinking that KM may be trying to position this project as one that they could sell and thereby exit Canada. Their name has been tarnished and I would think that their Board and shareholders would prefer to sell the old and new pipelines, exit Canada and invest elsewhere. So, which pipeline companies are most likely to be interested in buying out KM? My first thought would be Enbridge but with their debt I think they'd pass on this. TRP or is there another one?

Q: Could you comment on Q1 results reported yesterday, its debt, and the potential growth over the next one to two years. Thank you.

Q: Can you pls rank Dollarama, Ag Growth, and Maxar for a very long term style investor taking into consideration their current stock prices.

Q: I’ve held this for a good 6 months now, has really not done much. What do you think of the company ? Buy sell or hold ? And if you are not enthused about, please suggest 5-6 large cap stocks you would replace it with ( not necessarily industrials )

Thanks
KR

Q: 11:10 AM 5/16/2018
I very much appreciated the geographic distribution of business exposure to different countries for BNS that you provided this morning to Ron.

It would be very helpful to me and likely to many other members if you could provide a similar geographic breakdown of activities for the other 5 Canadian banks. It would help us to calculate our exposure outside of Canada.

Thank you............. Paul K.

Q: May I add a comment to Saeed's comment.On May 9 Technical Analysis provided by 5I show that PHO has broken out to the upside,Today it touched $2.14,a 52wk high.

Q: comments on recent financial data for Prometic Life...
any hope for a reasonable recovery of stock price?

Q: Any reason for today's drop in share price? Thank you.

Q: Peter and His Winder Team
CRR is up almost 8% today. Any news on the wire? What are your thoughts?
Thanks!

Q: Does the announcement by LNG Canada, the Shell consortium, bring any hope to the BC gas producers, and if yes, which ones would benefit the most. Thanks. Rod

Q: Although the bank is praised for its diversification out of Canada, I'm concerned about its geo-political risks on the exposure it has in central and south american countries. Am I too worried?

Q: What do you think of their latest results.

Q: Hello 5i,
The market seems not to like the most recent news from KEY about a new storage and terminal investment in Cushing, Okla.
While KEY doesn't specify (that I saw) the funding, they indicate it is a manageable project. Superficially, I would see this as being far more positive news than negative - what am I missing here? Just the potential increase in either debt and/or share dilution?
Thanks for any insight you can provide!!
Cheers,
Mike