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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: I see there have been changes to the S&P/TSX Composite Shareholder Yield Index and that Enercare has been removed and (AD) Alaris Royalty has been added.
I am surprised to see Enercare removed and can you explain how this decision is arrived and also if this will have any impact on the share price of each Enercare and Alaris.
Thanks
John
Read Answer Asked by John on October 17, 2016
Q: In one answer you advised that their dividend payout ratio was 70%. S&P Capital report says IPL annual payout ratio was way above 100% throughout past years.. I think you said someplace that you were concerned as they maybe borrowing money to pay dividends higher than than their net earnings..
Could clarify pls
Art
Read Answer Asked by Arthur on October 17, 2016
Q: I read an article in the Globe and Mail by someone named Bryden Teich in which he predicted that the lack of liquidity in the corporate bond market would cause bond ETFs to tank at dizzying rates in a market panic. Is there anything to this, and if so, how would it impact popular bond ETFs such as CBO, XSB, and XBB, and what would be the long term effect?
Read Answer Asked by Bryan on October 17, 2016
Q: I have a question about 932
Hello 5i:
in response to a question on MG/LNR, in, I believe August, you said "MG has a solid balance sheet and a very cheap valuation. Recent earnings were solid and we would consider the sector fairly attractive right now overall." From everything I can read, it appears that LNR has a substantially lower valuation than MG. Am I missing something?
Can you elaborate on LNR, and discuss why you think MG has a lower valuation.
thanks
Paul L
Read Answer Asked by Paul on October 17, 2016
Q: PPY has gained 250% since the beginning of 2016, and 14% in the last 5 days, the stock is presently trading at $9.38. What has been the catalyst for the gain, and what would be your recommendation, buy , sell , hold, or trim.

Thanks for your insight.
Read Answer Asked by Glen on October 17, 2016
Q: ZCL is a profitable pick of 5I on 8/31 @ $9.99,now $11.21 plus current 2.85% yield.After market close on 10/14,co.announced that its CEO is granted a temporary medical leave of absence to deal with a benign tumour,& that its strong board can handle business during his absence.Please your view on impact,if any.Technically it is very strong.Appreciate your usual great views & services.Looking forward to your mid month report given the volatility & fast approaching US elections.
Read Answer Asked by Peter on October 17, 2016
Q: Hello; You have spoken favorably about SIA in previous commentary; My concern is about valuation and its vulnerability in an increasing rate environment. Can you comment about SIA's stock price relative to operational cash flow. I suspect it is in the 15 to 20 range which seems very high. Thanks for your great service.
Read Answer Asked by Uthaman on October 17, 2016
Q: I am a little confused by your answer to Richard's question yesterday about HCG. On the one hand, you still consider HCG a good long term investment, while on the other hand, you said that you took it out of the Balanced Portfolio on short term prospects. I had thought that your advice was based on long term investing, not short term trading. I would appreciate your clarification.

Thanks,
Read Answer Asked by Hans on October 16, 2016
Q: Have held this for 18 months ,been very patient as a lot of BNN analysts have liked it with the promise of "unlocking value" when the company splitting into 2 ,but they only thing that has happened really is the stocks "dropping in value" any reason why and your thoughts for the next year on these 2 companies..thanks.
Read Answer Asked by Greg on October 14, 2016
Q: Hi there,

I had two questions. The first one would is on Sleep Country - I noticed that has come off it's highs of around $33ish. Do you think today's price would be a good entry point or will it continue a down trend with profit taking etc?

My second question is on the Balanced Equity portfolio. I have been following your updates and stock selections and started out with a 5% weighting or so in each name. What is the best way to deploy any new funds if I wanted to follow the balanced model? A real world example of this would be if I contribute money into my TSFA next year, what would be the best way to deploy this new cash into the BE Portfolio? Should I divide up the contribution amongst several names? Hold it in cash and wait until you have added a new name to the portfolio and then deploy it? Is there a recommended approach to this?

Thanks!
Read Answer Asked by Michael on October 14, 2016
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