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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: Hello Peter & Co
Just looking for clarification on these two answers to questions. One says CRH is pricey(Feb.9) and the other says its not(Feb23). What am i missing?
Thanks
Dave

Question: Hello Peter & Co, (Feb.9)
The above represents 13% of my RRIF Equity portfolio. I hold CCT,CPH,CXR,GUD,RX and thinking of nibbling in VRX,CRH,PHM; would you please rank them as if I did not own anything.
Thanks,
Tony

5i Research Answer:
These are all so different it is really hard to rank and compare but we would say VRX (for size and stability), PHM (for growth and a decent valuation) and then CRH (due to it looking pricey).


5i Research Answer: (Feb.23)
We think CRH is still OK; it is a solid company getting new attention; yet is still only 14 X earnings, so not too pricey at all.
Read Answer Asked by Dave on February 24, 2015
Q: Hi Peter and Co.,
I'm a shareholder of VNP and they are releasing earnings tomorrow. Would you happen to know what the consensus expectations are for tomorrow's release?
Thanks,
Michael
Read Answer Asked by Michael on February 23, 2015
Q: Hi Team,

These names would be positions to diversify my portfolio. My portfolio already has exposure to most other sectors. Eventually I would like to own all these companies however, could you comment on the pros and cons of each please. Even substitutes/alternatives within the same general sector would help too.
Thanks again for the great work.
Read Answer Asked by Marie on February 23, 2015
Q: I have recently sold Ship Finance Ltd. SFL.US and now have US funds to invest. This for an RRSP that must be converted to a RRIF within the year. We are underweight Tech sector and Healthcare and would like to have your suggestions for one company (2.5% of portfolio).
Read Answer Asked by John on February 23, 2015
Q: Good morning,

I have some cash in my non-registered account and would like to purchase a couple of stocks. I am looking for some suggestions for stocks that can be purchased and held for 10+ years. I have full positions in ENB, BCE, ATD.B, CSU and AYA. Anything else you might suggest I could add to current positions. Thank you and stay warm! Janet
Read Answer Asked by Janet on February 23, 2015
Q: Based on information from 5i I have been considering purchasing a small position in TMA for dividend income as well as capital gains. Perhaps it would be better to wait until they report in early March? Are your thoughts on TMA still positive going forward? Thank you.
Read Answer Asked by Len on February 23, 2015
Q: For sector diversification purposes, would you consider royalty companies such as AD, DIV, and GRC as financial sector, or is it better to classify them primarily upon the industries they invest in? Ie. AD - industrial / healthcare / costumer discretionary. GRC - technology. DIV - consumer discretionary. Thanks - Robert
Read Answer Asked by Robert on February 23, 2015
Q: I noticed that Rus Metals performs much better the second half of the year. Do you think it is a safe stock to own, just take advantage of the strong seasonality and get the divident as well? Expected earnings for 2015 at $1.56/share compared to $1.96/share in 2014. Thank You very much.
Read Answer Asked by Marinos on February 23, 2015
Q: Any thoughts on Trimac's drop today? I see it is on light volume.
Read Answer Asked by Gregory on February 23, 2015
Q: I have a few shares in Salix Pharmaceuticalds which is in the process of potentially being acquired by Valeant. There is a significant breakup fee if Salix does not go through with the sale which would seem to be a barrier to a competitive bid coming forward. Salix is currently trading $2 below the Valent offer of $158 perhaps because there is always a chance that the transaction will not close.

Should I sell my shares or wait to see if a better offer is tendered?

As always, thank you for your advice.

Don
Read Answer Asked by Donald on February 23, 2015
Q: My holdings include ' Constellation Software Unsecured Subordinated Floating Rate Debentures Series 1 Exp. 31 March 2040'. Quite a mouthful!

What do I do with these? What are these? Do they entitle me to something now or later?
In essence keep or sell.
Thanks, Klaus
Read Answer Asked by Klaus on February 23, 2015
Q: Hi Peter and team
Are you aware of any reason for the sudden pop in this stock? I can't find any headlines. Thanks.

Harvey
Read Answer Asked by Harvey on February 23, 2015
Q: Just a correction to someone's comment about Currency Exchange International: For Canadians, the private placement is a four month hold and not twelve months which is the case for Americans. I think its important to note.
Read Answer Asked by Norman on February 23, 2015
Q: Hi - in an answer to a question on Friday re BCE prefs - you referred to Benchmark 5 yr Gov bond yields of 1.75%. Here is what you said:

"The benchmark 5 year bond yield right now is 1.75% (from the BoC site), but yields are much lower now."

I read the latest benchmark 5 year yield as .80% - from the BOC website. Am I missing something. I am looking at rate reset prefs so would like to be clear on the benchmark for the reset.

Thanks
Read Answer Asked by Gary on February 23, 2015
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