Investment Q&A

Q: Hello 5I,

With reference to your reply to Dave about CXR, could you please clarify why the debt indicated is substantially lower than the figure given in Ryan's article back in October? (1.2 billion vs 3.5 billion).

Thanks
Febin

Q: Hello Peter and the 5i team

I recently went to see a financial advisor from my bank (I personally manage about 75% of my equity portfolio and I allow my advisor to run about 25%, this is due to my company pension plan that puts the money into the advisors hands.). She asked me what my long term plans were with my portfolio, I said "1. To beat the market (tsx), 2. Find good companies that pay dividends and buy them for a fair price. 3. Focus on companies that have consistent Dividend growth. 4. Have the portfolio reasonably diversified. I also said that I would like it if I could make my portfolio large enough so that the dividends could pay for my retirement living." She seemed baffled by this comment, almost as if she had not seen a person live solely off dividends. I thought that getting a company like CHD in my basket of stocks was a great idea since it has paid a dividend for 114 years in a row or HRL that has increased its dividend for 50 years in a row, there are many many great examples of companies that would fit into this example. I sort of dismissed her confusion, but later it got me to thinking "Is my plan flawed"??? Is living off dividend paying companies not a excellent tax advantaged way to live in my retirement?? If my plan is flawed what is a better plan?? Another question I have "does the TSX 60 index dividend over time increase faster then the rate of inflation and the cost of living over say the last 30 years"?

Thanks you

Q: I am a conservative, retired, dividend-income investor with a well balanced portfolio.

I have a half-position in TRP. With the future share offering occurring at $45.75, should I wait to "leg in" some more OR is the offering price this low to provide incentive for the financing boys?

I like TRP for the guidance provided on dividend growth until 2020, not to mention the current amount of the dividend.

Also, would you add to WSP at these current levels?

Thanks,
Steve

Q: would you buy it at todays prices?
what safety level would you rank it at

Q: any thoughts on recent weakness ?

Q: Enghouse is now approaching $50.00. Do you still think it is a screaming buy. Should I add to my small position. E has been good to me I am up over 200 percent. Even at these levels.

Q: There is a report of existing home sales in the U.S. falling sharply in Feb. Do you see some negative impact for TCN or the market in general ?

Q: is it a buy?

Q: Good morning Peter and Ryan,
At today's prices, would you buy Open Text, Enghouse or Descartes? Looking for growth over three years. Thanks for your great service.

Q: Good Morning Peter, Ryan, and Team,

Any idea why trading in BDI is halted this morning ?? Volume was very high on Friday before the the market closed. Maybe M & A activity ?? Any insights you could provide would be greatly appreciated. Thank you. DL

Q: Are there one or two stocks in your Balanced Equity and Income portfolios that could be considered trading stocks? That is they go up $5 sell and and then down $5 and buy back on a fairly regular basis or is this just the inherant volatility of the market and we could get left out if they go for a good run. Your opinions are greatly appreciated.
Thank you

Q: Hi, could you comment on FTG's recent acquisition. Their wasn't much news in regards to the price and financing but what would you expect? I'm sure it a positive long term but I'm a little worried they may be on the verge of an equity raise And short/midterm dilution.
Thanks

Q: Please provide an updated assessment for CWX. Thank you.

Q: Hi Peter and Ryan,

There is quite a difference between BNK's current price ($1.85) and the offer price ($2.20) (19% differential). Is the market signalling that this deal may not happen...ala Mart Resources (MMT)? Am I missing something ?

Thanks

Dave

Q: What's your outlook for this company going forward?, how's there balance sheet? And is it a positive or negative that Gazprom is involved?
Thanks for the great work.

Q: Good morning,

Would you suggest selling bnk with this recent offer or is there any sense to hanging on for some upside with the new company if that is even an option?

Thanks,
Charlie

Q: What is your current view of Bonterra? Thanks.

Q: Two past Seeking Alpha recommendations have shown up on my radar, both of which have been beaten down but seem to be making a comeback. SRPT is in the medical field and is known to fail drug tests. HCLP is indirectly involved with oil fracking in the sand business. Both are moving up fast. Is it worth getting in for a short ride? Thanks, Dennis

Q: Hi, I was wondering what the analysts’ 3-yr projected revenue and eps increases are for mondelez international. Also, what is your opinion on of this company in a well-diversified portfolio (buy, sell or hold). Thanks. JR

Q: Our kids are now going to post-secondary school, so the RESP will be drained at a rate of 25% annually. With these fixed needs, what is an appropriate stable holding? The portfolio is 75% preferreds that have held their par value (GWO.pr.p IGM.pr.b POW.pr.c) but I am concerned they may not hold their ground for the next 4 years. The remainder is in a Cdn Balanced fund.