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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, I'm holding two smaller REITs, NWH.UN and ACR.UN, intended for longer-term, higher-yielding RRSP investments. Can you offer any comments on these? Basically, if these continue to be stable 7-8% dividend payers, I'm happy to own them for several years. Thanks! Bob
Read Answer Asked by James on August 12, 2014
Q: re: SGY Surge & John O'Connell' comments

One of my biggest challenges is "sifting through" comments made by industry guests/pundits/experts whether on the TV, radio or in an article. I often wonder if there is any ulterior motives at work behind what they say and have no doubt at times there is. After all we are talking about money.

Mr. O'Connell' comments on Surge for me however made sense, and it isn't the first time I have heard similar comments of this kind regarding this company.

He feels the growth per share would be considerably inferior if the company wasn't paying such a large dividend. He was very complimentary regarding Paul Colburn' management abilities and referenced what he did at Cresent Point. However when it comes to Surge, John mentioned Paul made allot of acquisitions, paid brokers allot of money in commissions, and that production/share growth hasn't been all that spectacular. He went on to say he wished Paul wouldn't pay such a high dividend and that he's "on a bit of a treadmill" trying to keep up with high decline rates and that the high dividend is a crushing problem for him as it is very expensive money.

I have done very well with Surge up to this point (40% after dividend) and would like to hear your thoughts regarding Mr. O'Connell' comments and what the 5i Team expects for Surge moving forward.

As usual, thank you for all you do... would be lost without you

Gord

Read Answer Asked by Gord on August 12, 2014
Q: All of the stocks that I own are your recomendations. As per you suggestion I want the highest growth stocks in TFSA's. From your A and B rated stocks in the summary, which would you consider for the highest growth for TFSA's.
Thanks for your outstanding service.
PB
Read Answer Asked by Peter on August 11, 2014
Q: What would your preference be Input Capital, Fiera?
Also what are your thoughts on holding AVO thanks as always for your fine service.
Read Answer Asked by Maureen on August 11, 2014
Q: I Purchased Boston Pizza in April 2013 and am down 3.92(this includes the dividend). Should I hold this or find something better. If so What would you recommend.? Looking for dividend and a bit of growth. Ernie
Read Answer Asked by Ernie on August 11, 2014
Q: You iincluded exco along with questor and kelso, sylogist and high arctic as stocks you like for growth.
Between exco and martinrea which would you choose, since exco is somewhat similar to martinrea, qrowth is paramount, martinreas analysts estimates have increased substantially, your choice. Thanks dave
Read Answer Asked by david on August 11, 2014
Q: I have owned JAZZ off and on for a year+ but it seems quite volatile. Should I keep holding or would you suggest something else more to your liking. Canadian or U.S Thanks much.
Read Answer Asked by Maureen on August 11, 2014
Q: Hello Peter,Ryan,and Team,
Would you update your thoughts on Fam Reit (F.un) after its quarterly report. The Huntingdon(owns 29%) strategic review was anticipated for June 2014. My take is the payout ratio this quarter is too high, debt has been reduced,a new building will be accretive. Is it a buy now for long term income?
Read Answer Asked by Bruce on August 11, 2014
Q: Hi guys,

I'm curious to know what names get you really excited nowadays. Are there any comapnies that you see really moving in the next 12-24 months? I'm looking for places to move the more speculative portion of my portfolio (~10%).

Thanks!
Read Answer Asked by Michael on August 11, 2014
Q: Good morning, could you offer your view of PTA.V (Petro America), and their rexent acquisitionof Surocco.
Thank you.
Read Answer Asked by Frank on August 11, 2014
Q: How does PZA.UN stack up against AW.UN and BPF.UN as an income investment?

Are the restaurant royalty companies going to be able to cope well with rising interest rates and inflation in the future?

I am looking for stability with some growth over the next 5+ years.

Thanks in advance.
Read Answer Asked by Russell on August 11, 2014
Q: Do you have any thoughts on Mobileye (MBLY)which did an IPO earlier this week with shares jumping from $23 to $34.50 yesterday (Thursday)? The company seems to have developed the ideal product for Advanced Driver Assistance Systems (ADAS), i.e. the technology currently being adopted by many car manufacturers to help drivers avoid accidents (lane departure warnings, automatic braking systems to avoid imminent collisions, alerts of pedestrians, etc.). You may have access to information that I cannot find via a Google search on the Internet namely, is the company really the leader in this field? Are there competitors that are well positioned to overtake it? Feel free to provide any other comments about the company that would help me decide whether or not to buy, or perhaps to wait for a pullback.
Thanks,
Robert
Read Answer Asked by Robert on August 11, 2014
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