Investment Q&A

Q: Hi Peter and team,

Understand you don't follow the US Equities that closely but I have owned Disney for some time but its valuation seems a little overdone here and I was considering the switch to TWX since it is trading at a much cheaper multiple. My question is will the sell off of the cable division impact TWX overall and do you think this is worth the switch?

Q: The satellite tech space (please excuse the unintended pun)does seem like an interesting area these days. Of the three you have mentioned recently - MDA, CDV and CMI - which would you favour most? I am looking for long-term growth and I do like dividend paying stocks.

Appreciate the advice,

Paul F.

Q: Hi Peter. What is happening to Telus? The stock is down 40% in just minutes. Any insight would be appreciated.

Thanks

Bill

Q: Hi Peter
Thanks for your recent newsletter my favorite read of the day. We bought Altus Group (AIF) because of an answer to a question from back in Aug. We did some research and have being holding it since. It had a good jump this week. Would you say it is still a buy or just a hold. It makes up less than 1% of our portfolio. Thanks for groups time and effort.

Q: What are your thoughts on Shawcor (scl)?

Shawcor is among the largest positions i own and i am very bullish on pipelines and was looking to continue to raise my ownership of those companies who will benefit as pipelines continue to be rolled out globally

Thanks

Q: Hi 5i
I am getting pummelled on Argent Energy. Is it time to jump ship or should I wait for it to recover to a better price?
Thanks, Kevin

Q: hello, i bought Jive software @ $10.00 a share. do have an outlook on jive ? symbol i "JIVE" on nasdaq. thanks.

Q: I still hold my Paladin PLB shares and wonder what you think of Endo's ENDP results. Is this good, bad, or neutral? Wondering why they guided lower for 2014 after the Paladin acquisition. Is it time to sell Paladin?

Endo Health beats by $0.04, misses on revs; guides FY14 EPS below consensus, revs in-line (ENDP) : Reports Q4 (Dec) earnings of $0.96 per share, excluding non-recurring items, $0.04 better than the Capital IQ Consensus Estimate of $0.92; revenues fell 26.8% year/year to $548.9 mln vs the $620.71 mln consensus.

Q: Could you please comment on GTE results.

Q: What are your thoughts on CIBC? (cm)

For whatever reason, CIBC seems to be the black sheep of the Canadian banks? Why is that? While TD and BNS seem to be talked about constantly, few seems to talk about CIBC.

Comparatively, the other Canadian banks are trading well above 2007 highs while CIBC still trades at a 15% discount to 2007 highs.

Given its strong earnings report today and 2 dividend raises in the last year, CIBC looks cheap compared to peers. What do you think?

Thanks

Q: Hi Peter,
Any comments on Atlantic Power's (ATP) latest results?
Thanks
Joe

Q: SGY - do you have any thoughts on the acquisition of Longview shares just announced. Thanks.

Q: DCI

I would like to thank everyone who panicked and sold DCI in the last couple of days because Mr Hodgins enticed them to do so. I bought several shares at 15.55 yesterday and I think at that price Mr H is covering his self-serving call. I will hold through earnings and see. Isn't DCI trading at 4x CF well below it's historical average of 6-7x???

Q: What are your thoughts on Cameco??

Q: Why CATAMARAN dropped 6% in spite of good report?Thank you.ebrahi

Q: Greetings, Peter and Co. I have held Melcor (MRD) long enough to enjoy the sgrowing semi-annual dividend, now at $0.50 or 2.46%. There were special dividends of $0.50 in 2013 and $0.10 in 2005. While the yield is adequate, would there be an alternate company in the sector that you would consider a better investment?
With appreciation.

Q: I own 3 stocks that are down year to date: CGX, BYD>UN and AVO. You stated in previous responses that you would rather buy on strength vs weakness. Is this a buying opportunity for the above stocks? I am a long term investor vs a trader.

Q: hello 5i:
two questions, if I may:
#1: is a report on SJ still "in the works", and if so when do you expect to release. I have a small position and would like to add to it, but am waiting for the report.
#2. its been about 3 months since the last question on Canadian Western Bank. Can you update this, and give me a "back of the napkin" rating on it.
One comment: congrats on the Ryan Modesto acquisition lol. 5i not only picks good management of companies, they obviously try to lure the strongest to their team. PH and N is (or was, before the acquisition by RBC) a tremendously respected company that has delivered very good, stable, results to investors for many years. Ryan's experience and acumen should do nothing but add value to 5i. Good job Peter; in hockey talk, you got a first liner!

Q: Hello Peter and company, my complimednts to your highly infomative site!
My question is: should I hold on to my shares of NWH.Un?
what is your opinion on this company?
Thank you, cheers Heidi

Q: What is u view on E with the latest news release