Investment Q&A

Q: When the market was doing well, all the analysts were positive on the future of stocks. Now that there have been some stumbles, the bears seem to be coming out of the woods. They say that quantitative easing and a zero interest rate policy has created a stock market bubble by forcing yield investors to switch from bonds to dividend paying stocks. I even heard one analyst on BNN say that this feels like the tech bubble of the late 1990's. I don't really feel that multiples are stretched. Although some high yielding dividend stocks are trading at higher multiples than 10 years ago when interest rates were "normal" and some high growth stocks are trading at rich multiples, overall the market does not seem over valued. Of course, if we see double digit inflation and much higher interest rates, then I would expect a significant pullback. Otherwise, the market feels like it has room to grow. I would appreciate your thoughts.
Thanks,

Q: Hi Peter.
RE: TNC and SIS, TMX and Venture Exchange websites classify both companies in the INDUSTRIALS Sector.
Is that your classification too? If not, what Sectors do you assign to them?
Thanks
sarah

Q: Hi Peter Ryan and Team;
Do you have an idea of a few companies that would have the greatest chance of surviving these low oil prices, and until a recovery.

Q: Noticed on cnbc a pick of the day for one of the regulars was splv. could you give me a report on last years performance.thaks for all you guys do for us. regards CLIFF

Q: Hi guys,

According to a Halifax newspaper article, DHX will co-produce 130+ episodes of original animation + acquire rights to 1,000 half hours of Dreamworks kids shows. I don't know much about the deal; but that seems like a lot of content with a major animation studio! Are you worried about the debt levels though? I noticed debt moved from 'Low' to 'High' from the last 2 reports, yet their content library keeps growing. Just wondering if you like what's been happening lately.

Thanks again!

Elliott

Q: What's your current opinion on the Cdn and US economies and it's impact on the current investing environment. Do you feel we're close to going into a recession in either country?

Q: In response to Brenda, the Liberal government has made it clear that the TFSA limit for 2016 is going to be $5,500, so there really isn't a reason to put $10,000 in for 2016 even if the legislation isn't finalized by January 1, 2016.

At best, you will have the administrative headache of later having to remove the amount without penalty. At worst, you will have the administrative headache of later having to remove the amount plus a penalty for the over-contribution.

Q: Is there no deadline for filing interim F. Statements for this classification of Co.? They just don't seem to play by the usual rules! Thank you.

Q: Hi, I would appreciate your latest opinion on PPY. Thank you for the great service. Tim

Q: Striker Exploration's November 2015 presentation on their website indicates debt at 1.2, $38 Million in unused credit, 33% insider ownership and "no chance of insolvency".
It is always difficult to ask about a company's survivability considering livelihoods are involved and lives are affected. Given that, how would you rate Surge Energy, Spartan Energy and Striker surviving through this pricing war based on the assumption that it will take twenty-four to thirty months before prices regain their footing to at least the $60-$65 level?
Thank you.

Q: I see in an article (Globe and Mail) that the Liberal govt announced (yesterday) the limit for 2016 is $5500. Since it is not yet legislation, and maybe unlikely to become legislation in the next 23 days, if one contributed $10,000 (the legal limit) could one be penalized for the excess? or forced to withdraw the excess? I realize you are not the decision maker, but am curious as to your opinion based on your experience.

Q: The stock price seems to be in free fall on no new company news. Is it just market gyrations, or is something else going on? Thanks as always.

Q: Can I please get your thoughts on results announced this AM.

Q: What do you think about MSL for a 10 year hold? I have a small position and I'm wondering if its worth holding long term. Thanks, Neil

Q: Your take on latest numbers reported and where this company is headed.Thank You
garry

Q: Peter; What do you make if the negative interest rate statement by the BOC? Is it a sigh of weakness ( no pun intended) in our economy or just forward planning? Thanks.Rod

Q: Wondering if 5i members looking for U.S. diversification might benefit from cherry picking equities from the top ten holdings of ETF funds. Not sure if there are conflicts of interest when ETF funds make their selections.
Happy Holidays!
Roger

Q: I didn't get any allotment on the Hydro One IPO and the price shot up after it went public so I stayed away. H has retrenched to 21.90. Do you see this as a good price for an income investor? Given a choice of H or FTS, which would you recommend?

Q: Hi 5i,
For direct exposure to renewable power would you be ok with RNW? I already own BEP.UN and AQN. The juicy yield is appealing.

Thanks in advance!

Q: At today's prices, if AYA has dropped to 3% of a well diversified portfolio, would you top it back up to 5%? If not, any reasons why you wouldn't? It looks cheap to me. Thanks, Neil