Investment Q&A

Q: Hello Peter & Co,
I usually consult the coverage summary to verify the ratings; but I'm intrigued by the data you also provide eg (1) start date, meaning when? (2) monthly returns...from when? P&L 2015 or total...profit and loss? Perhaps you could provide an explanatory note.
Thanks,
Antoine

Q: Peter; I'm not sure how to phrase this but here goes. Since being a member since 2012 I have bought,sold and held various 5i suggestions. Some went up - some went down but overall I am so far ahead that I can only " suggest" to some of the more impatient members to try and remember that if they owned a mutual fund or ETF they would not have the opportunities available to them at 5i by sending in questions or queries etc . If you weren't pleased by a mutual fund or ETF's performance you can sell it. I guess at 5i you could just drop your membership. This is one of the reasons that I don't think a Forum is a good idea. Post if you wish. Rod

Q: Hello,

I bought TD some time ago at 55 looking to convert to US. Unfortunately the plan didn't work (in order to sell in US you have to call the brokerage and I could not get through). Long story short the stocked dropped the next day and jut now I'm even.
My question is what do you expect when they announce the earnings?
Is it worth holding? Should I sell it in U$ and if yes do you have any US stocks that you recommend ( I know you don't follow the us market, but I think you should really start)?

Thanks
Marios

Q: Looking to get some small cap exposure in the industrial space. Two that stand out from your Growth Portfolio are PURE Tech and Dirtt Environmental Solutions, which of the two in your opinion has the better 3-5 year outlook and would you consider either as "Buys" today?

Q: What is your estimate on the future of this stock over the next three years

Q: What are you thoughts on the recent earnings from SPN? Is it a buy at these levels?

THanks

Q: Picked up a half position (300 shares) once the dividend hit 4%. I plan to hold for a few years. Hopefully I made a good decision. Would you put DH in with the financial or technology category? Also, knowing how they have re-invented themselves from a sleepy cheque printing company, how would you categorize the risk from apple pay type competition to DH corp? Or would DH corp be a beneficiary of this movement?

Q: Dear 5i,

BAM, BIP and BPY possess many of the characteristics that appeal to me. However, I found a couple of Seeking Alpha analyses that raised doubts for me. Inter alia, the analyses say that:

- BAM has an amazingly complex and constantly changing capital structure that makes the company unanalyzable and maybe vulnerable to manipulation
- an undisclosed SEC probe was found
- prior criminal exposure remains unresolved.
- BAM has a pyramidal control structure which US regulators have long frowned upon. This type of structure lets a small group of mostly hidden owners exercise control disproportionate to their investment.
- the business model involves heavy reliance on related party transactions with subsidiaries
- net income comes mostly from accounting entries rather than business activity
- the SEC has publically questioned how BAM uses investment terms and its valuation methodology

Would you invest your money in BAM, BIP or BPY? If so, in your opinion, what is the level of risk in an investment in one of these companies?

Q: Gold is quite beaten up. I have no position in Gold in my portfolio. Many have suggested a 5% position as an insurance.Is it a good time to enter a position? Would you suggest GLD or CEF (Central fund of Canada)?or Coins/Bullions?

Q: Hello team,

What's your current view of Arsenal Energy's survivability given the debt level and the sector environment. Would you consider it an add, sell or hold?

Thank you,

BK

Q: the last question on this stock was in 2013 what do you think of it today

Q: Hi, PPL, ALA, IPL, KEY, which one would you pick? Please comment. Thank you.

Q: hi peter

so i waited for the cos announcement and in it they offer nothing new but promises as usual, and mediocrity. I hope ryan kubik loses his job for the way he has handled this. I'm tendering my shares before the deadline which in reality is tomorrow. Has your view changed at all? Thanks

Q: Hi Peter In watching dh selloff with the record volumes what is 5I missing in their analyses. This stock is in a nose dive over a million dumped today and there are few comments from 5I
Stan Zuke

Q: Are you aware of any reasons for the sell-off today? Thank you.

Q: Goodmorning I have owned plc now for over a year and up slightly would you continue to hold or move on? I was expecting a little more growth
Thks
Marcel

Q: I am looking to both reduce both my exposure in the energy infrastructure portion of my portfolio and also materialize the capital loses. Holdings consist of ENB PPL and IPL with a total sector weight of 7.8%. Current thinking is to sell PPL and IPL purchasing either TRP of KEY with half of the proceeds. Assuming my thinging is sound would you concur with keeping ENB and which of TRP of KEY would you purchase.

Q: Could I have an update on Encana for the next year please. Thank you.

Q: Hi team, I am looking at telcos. I currently hold Rogers and was thinking of switching out to Telus or BCE. I am curious for your input on the metrics. On Globe Investor, Rogers metrics are less favourable than both Telus and BCE on Forward PE, Price to Book and Debt to Equity. On top of that BCE and Telus have a higher dividend yield and a better 5 year record of raising the dividend. All that being said, RCI has performed well lately, what am I missing? Why would the market pay up for RCI, why would one buy Rogers instead of BCE or Telus? rob

Q: Great service Peter & Team...
I've noticed a change in MND's trading pattern on TSX lately where Anonymous is buying from Instinet (lots of trades). Can you shed light on what this means. Thxs.