Investment Q&A

Q: Hi guys,
I'm looking to sell my last bit of AX.UN in my TFSA. I have two ideas: add to my IPL or CFN or starting a new position in DH or a smaller company like M - any thoughts?

Thanks for the advice!
Brent

Q: GIB.A, I know you like this company highly. My research shows: huge debt.,very low ROE,121% > MRQ in revenue but -71% in EPS & no dividend. It went down a bit on the Obomacare problem-I hoping a bigger collapse but his starting to rebound. What am I missing in my analysis-oh trading at a huge premium to EPS-in other words very expensive. Make me feel better about this one so I can pull the trigger.

Q: Cipher Pharmaceuticals (DND-T) has been making a decent comeback since it declined on the Watson patent infringement news, What do you think about it now, moving forward? thx!

Q: Good morning. After reading through EIF's earnings report I am considering averaging down because the poor results appear to reflect expenses involved in Westower's rapid growth, and management has encountered such situations in the past with early return to profitability. I would appreciate your insight. Thanks.

Q: This is a comment not a question about Bryon's comment.

Personally I find the question and answer portion of the service to be of huge value. Although I only post a small number of questions I do find that I benefit by reading the questions and answers posed by others. Although it may be a small number of people asking questions I think they are still adding value and I appreciate it very much. It has brought companies to my attention which I otherwise would not have discovered.

I raise this point merely to highlight that there is value beyond just getting answers to ones own questions, just something to consider when thinking about the idea of limiting the number of questions a user can pose.

Thanks for the great service, keep up the good work.

Rob

Q: Whats happened to cus, unfortunately, i own some?

Q: Gentlemen
Can you please give me your opinion on SCU , CHR.B, sell, hold or buy more .
Thanks a lot and best Regards

Q: WOULD YOU BUY CF AT THE CURRENT PRICE

Q: Good morning 5i,
I transferred our portfolios from an advisor about three months ago. One particular RRSP portfolio was transferred “in kind”. Two positions in that portfolio, CUS and CHR-B, are down 26% and 20%, respectively. I have held them for approximately 2 years. My question is, should I sell them and get into something else, or hold on? I find it very hard to look at these large losses.
Your service has been invaluable to me. Thank you so much.

Q: Hi Peter, Catamaran (CCT) appears to be stuck in a range. Is there any recovery in sight (Healthcare exchanges issue included)or should I move on to other names like VRX? Thanks

Q: I am looking to increase my holdings in financials. My only holding is Gluskin Sheff bought this year. I have looked at Fiera and Element and Genworth MIC. I am leaning towards Fiera, but I would appreciate your thoughts on the similarities or lack thereof.
I also find the description of "financial services" rather vague. It would be informative to have a little more definition of what they are doing. Our local loan shark says he is in financial services. Your thoughts? Thanks in advance.
Gary

Q: Hi Team 5i I'm looking to expand my U.S. holdings and considering buying AFLAC (AFL) AND Walmart (WMT). Do you think current prices provide good entry points and what do you think of their future prospects?

Also, I hold Stella Jones (SJ) and did so through the recent 4 for 1 split. What do you think of its future prospects?

As always, thanks for the unbiased support.

Q: Hi,
Just wondering about FTN - Financial 15 Split Corp. Is this too good to be true? It has a very high yield and holds a basket of some very solid names. How would you rank it in your scoring?

Q: Hi, I took a position in WIN on the sell off

As we have all heard the potential positives , are there any hidden possible worst case scenarios that I may be missing

Thanks
David

Q: Hi 5i, my question is regarding TSL - Tree Island Steel. Can you go thru the latest results please. my impression is that they seemed to have "turned the corner".I know TSL is very speculative but can i have your likes and dislikes going forward. thanx norm

Q: Hi
Is there any advantage to buying Shaw [SJR.B] compared to Corus [CJR.B]? Dividends are close and Corus earnings a bit better and Shaw is the parent of Corus. Shaw has cable etc., and Corus has radio and TV. Which is better for a long hold for a dividend investor?
Thank you... Paul

Q: Hi Peter and team, At the present level for Methanex MX (a 52-week high), would you buy now or wait for a pullback? Thanks as always for your timely advice.

Q: Good Morning Peter and Team

I would like to get a detailed answer from the team regarding Zen or Zenyatta Ventures. Specifically they have had great drilling results throughout the summer and have just gotton a sizeable NRC grant.

Although the 43-101 hasnt been published there is enough data with the drill results coupled with industry information to at least start basing a NAV.

1) Will you be covering this stock in the future after the 43-101?

2) Do you have any specific concerns for this stock?

3) What would you deem a likely buyout scenario to be?

Much appreciated in advance and always look forward to hearing your perspective.

Phil

Q: I have a question about Brookfield Renewable Energy LP
How does Brookfield consistently pay out more in dividends than EPS? Does this concern you?

Q: I have questions about earnings estimates, triggered most recently by your answer to an earlier-today question about Bird Construction. Your answer stated "The earnings estimate for Bird was $0.22 . . ."

WHO comes up with these earnings estimates and, more importantly, HOW do they come up with them? What credentials does anyone (outside the company) have to come up with such statements?

Even more importantly, why do "investors" (??) believe such estimates, to the extent that an "earnings miss" like BDT's drops the share price? Or, more correctly I guess, why does the belief in what would seem to be flimsy evidence like an estimate drive up the share price?

But I'm willing to be educated (that is why I'm here<g>).