Investment Q&A

Q: I sold my shares in AVO today and intend to replace them within my TFSA with either Shopify or any other that you may recommend. The ones that I do not have from the growth portfolio are GUD PEO QHR RRX and SH.
Is there a defined price for the recent share offering that would define the trading price range?
If your recommendation would be to go with SH over the others mentioned above, do you suggest I wait for now till the price settles - say around the anticipated offer price? Do you have an opinion on what that might be? The price was quite volatile today.

Q: New President and CFO formerly from Palladin who worked with Goodman and was instrumental in selling Palladin to endo has been hired at Knight. Once acquisitions are announced as she will surely make acquisitions this should kickstart the stock. Am I right in that Knight is sitting on a lot of cash?

Q: Hello 5i team,

Not sure why my question does not reach you as I've tried twice in the past 2 weeks.......hope it gets through to you in this 3rd attempt.

I am 61 years old and about 16% of my overall portfolio is in bonds. The rest is in income stocks and growth stocks similar to 5i portfolio. The yield return of fixed income instruments is so low currently and I am rather comfortable owning income stocks. Now, I have $60,000 in cash in RRSP and I have the following options. Please comment on each option and your preference and recommendations.
1. To buy several corporate bonds with maturity of 3 to 5 years and to hold till maturity.
2. To buy more income stocks like AW.UN or EIF.un
3. To buy ETF of inflation bonds
4. To buy ETF of high yield bonds
5. To buy ETF of US corporate bonds

Please advise preferred ETF for option 3, 4 and 5.
Many thanks.

Q: Hi, My question is about Canadian solar/wind energy companies. I saw some information on a small company, symbol EHT which got me interested.
i would appreciate your thoughts on the sector and any companies to consider.
Thank you, Bob

Q: Hi, I am a value investor and note that Auto parts makers are trading at historically low multiples even though earnings growth appears intact. Can I have your favorite of MG, LNR and MRE with respect to the best 18 month to 3 year return.

Q: The CEO has made clear that his number one objective is to grow revenue and to do so profitably. Short-intermediate term share price be damned. He is prepared to compromise earnings, increase debt and reduce margins to achieve this objective. At some point I presume he expects to drop revenue to the bottom line and show strong earnings. My question for you: is this a sound corporate development strategy and do you feel this approach will prove successful?

Q: can you look at the investment receipt for Algonquin Power. is it worthwhile at this value?

Q: TNT.UN announced today they are raising additional funds and issuing more shares Is this a concern as they just did another raise several months ago

I would be purchasing the stock for income only The payout ratio is 97%

Would you rate this stock a buy sell or hold

Thank you

Paul

Q: Hello Peter & Team, in my portfolio I have positions in all sectors of the economy except for materials. Other than gold stocks, could you suggest 2 or 3 names, in the materials sector, that have decent dividend and growth potential ? Thank you, Gervais

Q: Hello Peter:

Ithaca released their 2Q results on Monday and it appears that the FPF1 is on station and is in the process of getting its 14 anchors hooked up. What is your viewpoint of the results? Do you think that this stock is nearing the derisking point? I know that there is still a risk with dynamic commissioning of any platform but once oil starts to be produced in Nov the daily production should double to 20-25k a day. With the production starts where do you think this stock could rise to in a $50/bbl environment with an operating cost of $20/bbl?

Thanks,

Brendan

Q: May I please have your current views re Sapiens Int'l. Thank you.

Q: I am liking what I see with recent results and news on FLY and am looking at taking a small position of 1% possibly 2%.
Would appreciate your review in light of latest news and financials.
Thanks
John

Q: bce , aw.un, with stocks like these , they seam to stay the course when people get scared they even tend to go up. do you see any stocks like these with that potential ,thank you.

Q: Hi Peter, this company (Red Eagle Mining - RD) is way too small for my taste but has had a good run up. Does it look promising?

Q: Hello Team, I realize these three are very different companies. But could you please rank these in order for a conservative investor with at least a 5-year time frame to hold the chosen stock? No need to hit homers. A longer-term 5-7% annual return would be just fine! Thank you.

Q: Your thoughts on Enerplus would be appreciated.
Thanks so much.

Q: Hi Peter & Associates!

I've held Questor for some time and the stock has fallen dramatically over the last couple of years. Would you recommend holding on to the stock or perhaps holding out in the event the stock recovers?

Ian

Q: Hello Peter, I know this is a low-volume traded company, and that things have seemed rather quiet lately. Do your views remain positive for a longer-term hold? And do you have any information as to the likelihood or timing of CXI obtaining its banking license? Thanks!

Q: could you please comment on the recent activity regarding the Crescendo Partners' Letter? I have held this company for some time (avg price $4.75) and kept expecting to see it return to those levels only to be disappointed each new quarter. The letter definitely sums of my feelings, but not sure if it was the proper way to do it. Any guestimations on the sum of the parts if RKN decided to sell. p.s. wasn't too impressed with the response letter.

Q: Could you please give me an update with regards to VNR. Is it still a good buy for growth and dividend?

thanks

Dave.