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Investment Q&A

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Q: Hello - brand new to your Site and already have found valuable information to complement my investment decisions.

I have found most stocks I have been looking for however I have a couple of airline related positions which don't show up when I enter their symbols. They are CHR (Chorus) and BBD.B (Bombardier). These are longer term holds (2-5 years). Your thoughts please
Read Answer Asked by Mike on April 08, 2014
Q: re-Bombardier-18 billion in sales-3.4 billion in cash. 69 billion backlog. Yet it seems to be the most poorly run company in the country. Any other company making as many mistakes as them would fire the management and replace the CEO. What is it going to take to shake up this company. I say hire Alan Mullaly from Ford. Your comments. thanks
Read Answer Asked by robert on February 15, 2014
Q: Hi Peter & Co.,

You gave me a fairly bearish response to a question I had on Bombardier last year, resulting in me selling half of my position. Thanks for that, obviously I regret not selling the entire thing. They have just announced layoffs, and Canaccord Genuity has stated “We are concerned that continued cash outflows from the program could put pressure on the company’s liquidity position, possibly resulting in a dilutive equity issue,” which of course has been one of your biggest criticisms for BBD.B. Is it time for me to right my wrong and dump the remaining half position, or is most of the bad news already baked in to current price, and just continue to hold (as part of an otherwise fairly good mix of industrials)?

Thanks Team.
Read Answer Asked by Ray on January 22, 2014
Q: Hi Peter and Team,
I am reviewing my portfolio for 2014.
I hold MRG.UN 5% position (down 10%)purchased as a US housing play it is not recovering although Tricon a similar play seems better suited.
BBD.B, I am also down 10% and the stock don't seem to act positively after continuous bad news on the C10 plane

I would like your opinion on my intention to sell both and your suggestions for replacements in the same categories( industrial and US home recovery.
Thanks for your excellent service.

Read Answer Asked by Raoul on January 16, 2014
Q: BBD.PR.B perpetual, cumulative, floating at Prime, Preferred from Bombardier
Would this preferred share be a good long term holding? With a current yield of ~5.25%, when BOC does finally increase the overnight lending rate, each quarter point increase bumps up the monthly dividend. With $20 billion on the order books, the company looks safe for paying the dividends. Please give me your thoughts.
Read Answer Asked by Terry on January 08, 2014
Q: BBD.A Bombardier I know you are not particular about this stock (tried looking up past comments BBD.A but search was empty -- not sure why). But looking at various parts of the air industry it seems everything has been on a tear. Cyclically speaking do think this an interesting time for air industry? If so, why would BBD.A be the one to avoid?
Read Answer Asked by Gerald on November 01, 2013
Q: 5i Team,

I know you are not a fan of Bombardier. Too big a float, historical screw ups etc, but I was still surprised to read your 'let it go' comment to the previous question below, especially considering that it seems to have broken out of the $5 range funk, has the C-Series flying, gaining traction in China, and in general, seems to have a lot of positive momentum - I know your team loves momentum!

I have a 5% holding in BBD.B (which is part of a 15% industrial sector weighting in my portfolio, others are MDA, Magna and Caterpiller). Should I 'let BBD.B go' and rotate into something else? It's ok to be blunt and to the point with me, am I dumb to hold BBD over other 5i names like Stantec, Boyd, Macro? I'm also underwieght in health care and am looking at Paladin and Athena. You guys have more than earned my trust, what would you do with that 5% BBD holding? I want growth, and lots of it!!!! :)
Read Answer Asked by Ray on October 22, 2013
Q: Hi Peter, how does one know whether or not there are too many shares outstanding for a company? For example, in a previous question regarding Bombardier, you said that they have too many shares outstanding. How can I know that Bell, Rogers, or any other company has too many shares outstanding? Is there some sort of calculations to apply? Thanks Gervais
Read Answer Asked by Gervais on October 17, 2013
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