Investment Q&A

Q: Hello,

BCE & Rogers' acquisition of Glentel was approved by Canada's Competition Bureau yesterday. The acquisition price will be $26.50 or 0.4975 of BCE common shares. Just today, the trading price of Glentel shot up to $26.43. I am curious why people would buy a stock which only generates a 7 cent profit (0.26% gain). Am I missing something? THANKS

Q: REITs have dropped significantly in the past few days even though rate rises do not appear imminent. Is this because the ten year US treasuries are now 2.20% and possibly rising as investors sell to transition into equities? The drop doesn't make sense otherwise and REIT yields are very attractive.
Would you provide three non-REIT names for income and safety?
Thank you.

Q: Any comments on AVO after the large drop this morning. is this still a hold?

Q: Pembina has a heavy concentration of pipeline projects in Alberta,what effect on PPL,KEY,ENB.Trp etc could this have.

Q: This is in response to Dennis, and his wife's $1M. I'm sorry, I don't know if you have instituted full portfolio services but I know it was considered in the past. If he and his wife are satified with the current service, upgrading would seem to be a cost-effective way to ad another opinion they seem to value.

Q: Q1 2015 - comment please

Q: hi folks:

I really hate companies who are not transparent in their financial reporting.

GEI's Q1 Financial report still not posted on website probably because of the AGM today and it wouldn't look good.

The material listed shows "segment profit" which isn't really profit at all....

It's cash flow is stated on a 12 month trailing basis....no figures for Q1.
I suspect from piecing what little news is available that it's cash flow does not cover capital and dividend requirements....and may be decidedly negative.
Stating cash flow as a 12 month trailing figure in their release is to disguise the true nature of the finances at the current time and projecting forward in the current low price environment.

Very offensive to me as a shareholder.

I give companies bonus points for transparent, prompt, and conservative financial reporting and outlooks
Don't like a blatant attempt to hide the truth.

Too bad because I like where they 'appear' to be going long term.

PPL on the other hand scores big points with me for an honest look at the financial picture.

comments? and thanks for taking the time to review

bob

Q: Q1 2015 - please comment.

Q: Do you think intact financial is buyable on today's earnings report? Or it makes better sense to sit out the summer ? Is the year over year performance magnified on account of last year's weather related events?

Q: Hello Peter & Co,
Your response to my previous letter (equity portfolio sectoral mix and holdings) was quite positive. But you had suggested that, for some inflation protection, I could add a few names in consumer cyclicals. I hold Linamar and Magna; could you suggest a few other names in that sector?
Thanks,
Antoine

Q: As a long-term holder, energy making up about 10% of overall equity portfolio, heavily weighted towards the blue-chip oil companies, does one hold on and wait out the turmoil that is potentially going to occur over the next 5 years of the new mandate, or bite the bullet and deal with the bloodbath that is possibly going to occur at the open, and into the next few trading days?

It would feel very wrong to sell, but this - to me - seems to be a fundamental shift within the industry in Canada, and that in and of itself could be a reason to question a long-term position. If you could share your thoughts, please...

Q: Have you changed your opinion at all on the future of Avigilon after the release of their latest earnings report, thanks?

Q: Dear Agent.I now own PSEC in my portfolio. I been tracking the stock for a good little while and it seems to be going no where fast. Would I be smart if I decide to sell it off. Eddie.

Q: Peter and team,
Can you give me 7 names that have gone thru the bust and the boom of the economy life cycle and still deliver exceptional returns to shareholders? Two names I have in mind are HCG and CSU. What are the other five? Thanks in advance.

Q: Good morning Peter & all,

I would like your thoughts on SVC which I own (up 33%). How does the future look?

Q: What does the 5i research think about Neostem Inc, Nasdaq: NBS? What are 5i's thoughts on Neostem's research, Neostem's manufacturing, and Neostem's recent quarterly report. Thank you

Q: Hello 5i.
TMX and others show BRK.B to be in the Financial sector.
Berkshire's businesses cover much more than just Fin'l.
Could you offer your thoughts on what the major sectors
and percentages might be for allocation purposes.
Thanks T.

Q: My wife inherits 1 million(done deal). Please suggest a portfolio what provides some growth, with dividends of 35k to 50k annual income. She has financial advisers looking for the business and I need advice to counter them (including the 8k to 10k management fees). Her current self directed portfolio (160k) is: AW.UN, AYA,CAR.UN, DH, GH, IPL, NPI, PKI, PPL, RY, WJA, DHX.B, & XTC.

CHEERS
Dennis

Q: Hi,
I'm looking for additional REIT exposure. I currently hold HR.un and was considering adding Calloway in light of the recent acquisition. Would you view Calloway as a good acquisition, or could you list your 2-3 preferred REIT names
Thank you

Q: Could you please give your comments on Gei latest quarter. Thanks.