skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I was reading the companies Q2 MD&A and noticed that the dividend payout ratio is noted at 35% of FFO for the first six months of 2015 (excluding the impact of DRIP). The dividend was cut to $0.10/share a while ago. Is a dividend cut a concern, as it looks like they have it covered from FFO? Or is the main concern with BTE the debt level? I noticed the debt is not due until 2021 which seems like they have a bit of a buffer to wait on higher oil prices. Just trying to figure out if the drop in share price is company specific or more the fact that the whole sector is getting hammered. Thanks
Read Answer Asked by Richard on August 04, 2015
Q: Hello Team
Trying to decided on which is the best and safest reit.I realize they are low risk.But if we go into a recession which would perform better.Thank You
Read Answer Asked by glenn on August 04, 2015
Q: Hi Guys,

This is a RANT! NLN is the last straw for me.

I believe the small investor has NO chance in the market.

I own approximately 40 stocks. I follow all of these stocks on a daily basis reviewing 3 different news feeds, I have alerts set up on all of them and I go to their web sites when something happens to the stock price.

NLN released quarterly results on Monday. They weren’t great but not terrible. When I looked at the stock price it was down 40%. I couldn’t believe this was due to the results. I checked all my news feeds, googled the company, went to the company web site, sent you a question ….. nothing, except the quarterly report. For the fun of it, I tried Stockhouse forums. Low and behold, the company is losing the NHL as a revenue source. How is it possible that there is no news item or a notice from the company on such an important issue? How did the forum people get this information? Why is it not released to everyone at the same time? The news flow is FIXED!

I have decided to sell all my small and mid-cap stocks and not invest in this area again. In addition, I will reduce the investment in each individual stock. ETF’s here I come!

The only good thing for me with NLN is that it was a "fun" stock and I did not lose much.

Regards
John
Read Answer Asked by John on August 04, 2015
Q: Hi Peter, Neulion had an outstanding 2nd Q report and the stock devastated. Any word on PHM? should I take a loss or hang on?
Many thanks, J.P.Burlington
Read Answer Asked by Joseph on August 04, 2015
Q: Hi 5i Team, Still working on my rebalance after Portfolio Review. Catamaran is now taken over and my HEALTHCARE is CXR 2.9%, GUD, 0.7 and PLI 0.6% total 4.2%. Want to go to 5% and hold CXR, should I increase the other 2 or would you suggest something else? Appreciate your help always.

Ted

Read Answer Asked by Ted on August 04, 2015
Q: SXP just announced 2015 Q2 revenues increased by 10.6% year-over-year to $33.9 million, on strong growth in the U.S. envelope market. So now have some positive revenue growth and growing US income and strong 1 year stock price appreciation. Can you please comment on their recent earnings report and your overall recommendations on this interesting stock.
Many thanks and my investment in 5i has reaped rich rewards.The biggest benefit was investing in your balanced portfolio got me into WPK,AYA, CSU, CCL..up in the 100-400% range nicely counterbalancing my big energy losers . Looking forward to new ideas and keep up the good work.

Steve



Read Answer Asked by Steve on August 04, 2015
Q: What is your opinion of First Asset Multi-Factor core ETFs

CED and CES ?

Thanks ,

Glen
Read Answer Asked by Glen on August 04, 2015
Q: I am looking for exposure to the renewable energy space particularly in solar, as I think that in the next decade it will be a good investment. Could you recommend several ETFS that might fit that goal. I expect that we need to look outside of the Canadian market but do not exclude it.

thanks
Yossi
Read Answer Asked by JOSEPH on August 04, 2015
Q: Would appreciate your comments on the recent drop of the stock.
Read Answer Asked by Peter on August 04, 2015
Q: How do you feel about this company [given the trend towards everything organic]
Read Answer Asked by steve on August 04, 2015
Q: Good morning to all at 5i team!

I'm a novice trader and I hope my question is not too obvious.
I like to watch the "analyst estimates" on the Wall Street Journal website and I wonder how realible those estimates are and who provides them ?
Fo example, the average target price for BIN (Progressive Waste Solutions) according to the Wall Street Journal (aka their data provider) is set to 31.38 (see http://on.wsj.com/1gH1FaE).
This is lower than the current price at 35.6.
What's your though on such estimates ?

Thanks !
François
Read Answer Asked by Francois on August 04, 2015
Q: The influential Barron's magazine wrote about this company recently with some specific concerns.
1. This is no longer a growth company. It deserves only a market multiple for a subprime lender which is 1X book value and not 1.5X which means a 35% lower stock price.
2. They have razor thin margin to protect against a possible downturn in the overheated Canadian housing market with salaries not rising.
If these concerns are valid. I have a feeling the bears will pile back in. What is your view? Thank you.
Read Answer Asked by Francis on August 04, 2015
Q: Can you please comment on the results and the drop today?
Read Answer Asked by Jim on August 04, 2015
Q: Hi Guys,

Any thoughts on NLN current financial release.

Regards
John
Read Answer Asked by John on August 04, 2015
Q: What is your opinion on the latest QR? Is it expensive with the sell-off this morning? Is this a buying opportunity?
Read Answer Asked by Louis on August 04, 2015
Q: hello
when did you add andrew peller to your portfolio? Where, on your website, I can read about changes to your portfolio?
thanks
Read Answer Asked by satish on August 04, 2015
Q: Re your change adding ADW to the port. What % are you allocating for this holding?

Thanks
Read Answer Asked by Sheldon on August 04, 2015
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!