Investment Q&A

Q: For someone who needs income to live on in retirement, does it really matter whether you own dividend stocks or growth stocks? I have heard proponents of both, but some say that whether a company pays out dividends to shareholders or reinvests for growth, the long term return to the shareholder is similar. Is it just a matter of higher volitility for growth stocks, but the end result is the same?

Thanks,

Q: I cannot find any information on Home Capital's site about the geographical breakdown of their mortgages. Finally I found a Seeking Alpha article suggesting that about 3% of their loans are oil patch related and that the majority of their loans are in Southern Ontario and in the GTA specifically. Is this correct and where might this information come from so I can get more detail? Thank-you.

Q: Are you there, Peter? Its me, John.

Sorry, I had to start off with the Judy Blume reference for a laugh to prevent myself from crying over High Liner's quarterly results. Did you get a chance to listen to HLF's conference call? If so, any further insights?

Do you see anything in the report that potentially jeopardizes the business, or was it simply just a bad quarter. I have held HLF for years now and am use to them missing estimates (5 out of the last 6 reports have missed) but cant remember a time when you started an answer with "yikes", as you did with the last HLF question,(LOL).

Lastly, do you think there was any use for High Liner management to halt the stock for three minutes before issuing the earnings report?

Thanks, again. Looking forward to resubscribing with 5i soon.

John

Q: I was told that surge energy was offered $5 per share by a major oil company just recently but declined the offer. Do you know of any other info. about surge at this time. I will continue to hold my shares I think.

Thx Blake

Q: Is there a particular reason why Silver Standard Resources (SSO) has held up quite well compared to the rest of the sector? The same goes with Franco Nevada (FNV). What attributes have saved them from the slaughter?

Q: Do you believe Bellatrix will survive given their assets, operations and the current oil price environment? Thanks.

Q: Hello Peter & Co,
(1) It seems to me that Air Boss would fit in the Industrials sector; does it?
(2) I have no exposure to the Patient Mobility business (Health); do you have a preference?
Thanks,
Antoine

Q: Good Morning 5i Team:

I currently hold some IT, as I think it will perform well during a deflationary/recessionary time.

I have heard the issues AYA are having with the investigation.

What relationship do those AYA rumours have on IT? How do you feel about an investment in IT?

Thank you!

Q: I currently have too much US cash (315) in my portfolio. Pls recommend a few US stocks - moderate risk - growth is a higher target than yield for me. Thanks

Q: Appreciate your commentary on this stock.
Thanks.

Q: Seems to trade at a fairly low volume though it seems a decent stock with USA business,why the lack of interest here you think ?

Q: Is the earning report on Monday satisfactory? They raised the dividend but the stock is dropping. What is the reason and do you like this stock? Thank you.

Q: I want to eliminate one of my utilities, Aqn or ala the one with grow and dividends thanks

Q: How much does Riocan suffer as a result of Target USA not paying the rent of empty stores in Canada, that Riocan cannot find tenants for?

Q: Hi Team,

Would you go full position on Priceline today? Do you still believe in the company the way you did last year? Would it be worth biting the exchange bullet on this one when you have to buy every US dollar to purchase it? The holding period is 5+ year.

Thanks as always on your informed and prompt response.

Q: Hi Peter and team,

When you remove FM from a model portfolio, does that mean a sell for us even if we do not hold the same positions as the portfolio. Would you recommend swapping FM for another company in the sector (e.g HBM or LUN) or just getting out of the sector at this time?

Also, what's you take on PRW's survivability in the current environment?

Thanks for all you do for us.

BK

Q: What are your thoughts on a share purchase at this time? Pozen has a new CEO guiding them who has a stellar reputation for packaging companies as attractive takeover targets.

Q: Could you recommend an Canadian utility ETF

Q: Down around ~40% on Kelso & Questor in 8 month old's RESP. $1800 to use elsewhere if I sell.

Context is 3 RESP's 4 year old, 2 year old, 8 month hold, managed as single portfolio (new contributions annually). 14 Names held at relatively equal weights are KLS, QST, GUD, PHM, CXI, PSD, ADW, BNS, WEF, MCD, CSU, FFH, SU, ESL. Happy with all except maybe PSD is a bit of a dud lately given sector.

Sit tight on KLS & QST given investment horizon?
Sell and put into a little overweight in one of 12 names left?
Or sell and put into AirBoss or other 5i stock/ETF suggestion?

Q: BCE or ET? My thesis is to hold this for income and I would like to consolidate my portfolio. In order to do so I need to choose between these 2. Which one would you choose?