Investment Q&A

Q: Looks like after over a two year wait I finally got my wish. Starbucks has announced a 2:1 stock split. Currently their dividend is 0.32 per quarter. Is it safe to assume that after the split the dividend will only be 0.16 considering that there will be double the shares? I see nothing to indicate that I should sell any of my shares going forward and I am thinking I should continue to hold for another 4-7 years. Compiling all my accounts Starbucks is a 5.86% of everything that I have invested. What are your thoughts on Starbucks going forward

Thanks

Q: To ad to your reply to Thomas: TPK has recently been operating in a near perfect scenario. Revenue mainly in US $, many costs in Canadian $. They should be blowing the doors off. If not now, then when?

On a positive note, I notice that Tim Hortons is currently running TV ads in TO promoting TPK's Swiss Water Process. No idea if TPK is funding any of the ads.

Might want to hold for a few more months to see if the stock gets some more lift.

Q: I own CCT on the tsx - will the price continue to fluctuate based on exchange rate until the deal is closed, and therefore, if C$ continues to slide, it is better to hold for now and look at selling if there seems to be some strength coming back in the C$ ?

Q: As do some of the other members I own some Catamaran (wish I had more). I am wondering if you have had time to consider any good candidates worthy of analysis to replace it?
Many thanks
Mike

Q: After experiencing healthy gains in Patient Home Monitoring, I read through the entire Convalo Health website to learn about their company. Their plans has some good potential but seems to rely heavily on new insurance-paid therapies. If the Republicans win the next election and skewer Obama's healthcare plan, will this significantly affect Convalo's business model? Second, they presently have one location where they have increased sales from $80K to $300K and around $5M in cash. I assume they will have to do a "healthy" raise to grow similar to PHM.
Your analysis would be appreciated.
Thanks.

Q: Hi Peter and Team!! I know you don't really report on US stocks, but with this Heinz Kraft buy up...do you think the same could happen with MDZL?? and what are your thoughts on this company as an investment? Regards, Tamara

Q: Hello Peter & Co,
I hold CCT and would make 50% in 7 months if I sold now; but what about the challenges by a couple of Law firms?
Thanks,
Antoine

Q: How would you compare DRG.UN and INO.UN Inovalis as European Reit plays ?

Q: Another major European cable operator (today) signs up for Espial's solution to stemming the tide of "cutting the cord". With the recent addition of a high-profile VP of marketing and development as well, 2015 could turn out to be ESP's real breakout year. Comments?

Q: what good cash vehicles would you recommend that are liquid and available in discount brokerage trading accounts.I currently have a large cash position as I have zero weighting in financials and oil and gas and don't expect to deploy these funds for 6 months or more.
Reading the questions there seems to be much discussion of $65.00 oil,with the reserve increases that I am monitoring,$35.00 oil seems a more realistic target.What are your thoughts?

Q: Hi Peter
I bought this stock on your recommendation . It is now being taken over . Do I sell Catamaron now or hold on .

Q: Good Day 5i, I look after two RRSP's, two TFSA's and one non registered outside account. in these 5 accounts I hold just over 60 stocks with a total of approximately 600k. Do you feel that the sixty stocks is over done? I do hold a lot of the same ones you have in your porfolios. Thanks MC

Q: Do you have an opinion on Guardian Capital and Gluskin Sheff ? Would you recommend one , both or neither of these Thanks for your views and comments.

Q: The last question on DDC was Nov 13/13, at which time you called it an OK - type of company. It appears since then to have changed for the better. Certainly it is doing better than most of its peers. Thru my bank acct I have access to Value Engine analysis of DDC. According to them DDC's fair market value is $37. So I'm thinking this may be a good buy. I'm not sure how to interpret their balance sheet, however There is no line that says "debt" - just a comparison of Assets to Liabilities; which to my untrained eyes looks pretty good(assets=3x liabilities).So what are the debt issues, if any with this company? Are there any other red flags I should be aware of? Lastly, how do view DDC today.
Thankyou----I really enjoy your service.

Q: Hello 5i, Could you comment as to the recent events at Capital Power.
- EPCOR reducing their shares of the company by 9%.
- Capital Power announcing that they will be buying back up
to 5 million common shares.
- Capital Power eliminating their drip
Also is this company having financial issues, Your opinion of this company as a buy sell or hold.
Thanks

Q: I bought this stock last year, can you comment on the company. I'm thinking of moving on from it. They seem to be building their reserves out nicely, but...Sudan!

Q: I currently have broker accounts with TD Waterhouse & ITrade.
Can I get your thoughts on QuestTrade. Who are they / who owns them? With TD & ITrade I know I can get help by walking into a branch but strictly online seems a bit riskier.

Thank you as always.
Craig

Q: I'm up over 300%. It was a very conservative buy in the first place, so even with gain, it is a reasonable position in my portfolio. I read a report this weekend that they may not be completely forthcoming with their income statement, that Net Operating Profit in Q1 2015 was listed as $1.572 million, but the fine print indicated that this figure excluded the amortization of intangible assets, stock-based compensation, the gain or loss on derivative financial liability, interest expense, and income tax expense. With the inclusion of these expenses, Q1 would present quite differently. Is this an ethical presentation, and should I be concerned with holding this stock? How does the balance sheet look? Because of my small position, I had planned on holding for a couple of years and riding out the volatility, but of course it's a shame to lose the gain if they are not presenting the true picture, and the stock is weaker than it appears. Your opinion please. Thank-you.

Q: Hi 5i Group:
Do you know about IKO Enterprises Ltd and Saul Koschitzky? I see that they took a big position in May 2014 in Vicwest and then the company was bought out. They have also taken a position in Strongco. Any thoughts about these guys would be helpful.

Thanks

Q: i want to invest in Europe. i think the best way for me is with an etf. could you recommend some. looking more for capital gain but income is always a good thing.