Investment Q&A

Q: I am looking for a long term US growth company for my 11 year old son's RESP - I completely agree with your recent assessment of Google but it is at a 52 week low - why is it under pressure? Other US names I am considering are Blackstone, KKR and Lazard. Can you rate them regarding safety and dividend potential?
Thanks.

Q: I would appreciate your comments on the stock Manchester United, a US listed stock that is currently around $15.50.This is a very popular Barclay's soccer team & its televised games are some of the most popular in the world. As always thanks for your help & advice

Q: I already own J&J & WAG in my USD portfolio. I was thinking of adding this one because it has been beaten up-however: really high debt.low EPS & CF & pay-out ratio -but has a high ROE of 76%-none of this adds up to me? Comments please on sustainability of dividend. Just did as deal with Novartis.

Q: Do you know why ET is down big today. How would you rank these companies in terms of growth potential combined with safety:

ESL, ET, BEP.UN, CXR, KLS

Q: Hi folks:
Re insider buzz words: what do the following mean:
"Grant of rights" and "Exercise of rights"? Which,if either, is a good sign for investors?

Q: Hello 5i team

WFC reports later this week. Do you any idea what we can expect and what effect this report may have on share value?

Thanks for all you do

Gord

Q: What is the likelihood that CERF lasts in an environment with Oil <$60. Is the dividend likely to be cut soon?

Q: Hi 5I team;
I would like your thoughts on Artis REIT as I am thinking of adding it to my RRSP portfolio soon.

Q: what are your thoughts on AAA
there is a lot of chatter about a buy out or take over.
Do you have a target price?

Q: With a projected increase in auto sales in 2015, would it be a better way to invest in LNR, MG, and MRE rather than the various manufacturer's? Would you recommend any of them and in what order. With thanks, Bill

Q: Hi 5i Team!
GS has dropped below its 52 week high and is off its 52 week high by more than 25%. Is there any fundamental reason for this?
The dividend is good, is raised regularly and it also pays special dividends.
My wild guess is that there was takeover speculation that hasn't panned out but I thought that was an old story.
Any information and advice on whether to buy, sell or hold would be appreciated. My entry price was $22.50 (TFSA acct). Thanks!

Q: I believe High Liner Food only process and distribute seafood, while Clearwater (CLR.TO) also harvest seafood. So do you think CLR.TO will benefit more from higher seafood price? Which company do you prefer? would you consider current price a good entry point?

Thank you very much!

Q: I had reason to call Scotia iTRADE about a different item today and in the discussion CFN came up. I was told that on January 2nd the offer was extended to January 30 and that there is no mention of a special dividend. It seems odd that this extension is not widely known, although I may have missed that information.

Q: Royal Bank released an update with a new target of $4.00, sector perform. Their release also indicated an "exit net-debt-to-trailing-cash-flow ratio of 3.3x, higher than its direct peers at 1.9x". The SGY website indicated their "current" D/CF was 1.4x. BNN analysts have said that a D/CF ratio > 2.0 is a warning sign. Your thoughts please?

Also, I have been using P/CF, D/CF and hedging % (H1 = 34% @ $101, H2 = 14%) as a few of the metrics to guide me. Your thoughts please?

Thanks for your help,
Steve

Q: Hi Team
I would like your views on the nerger of Teckmira & OnCore Biopharma.
It seams to be positive, I have some shares of Teckmira, is it a hold or sale
Thank you for your advice
Guy

Q: Could you please comment on the share buy back offer at $9.50 from Clarke which I received today. It is trading at $9.46 today and I am tempted to hold on for more value after the buyback. Is my thinking correct? Thanks, John

Q: Hi Guys looking for some ideas for my RRSP and TFSA contributions for the year. Obviously without knowing my other holdings this is a little more difficult exercise for you, looking for max growth, dividend not required and 20 years until retirement. Based on the discussion from 5i I'm considering CXI, DHX and/or QST. Any thoughts? Thank-you.

Q: Question and suggestion: Diversification/ sector allocation/Portfolio Rebalancing is such a frequent topic that I wonder if there should be a seperate category heading for it.

I am one of those who is still trying to get "diversification" right (read burnt by being overweight Energy) and have been combing through "Market Strategy" and "Market Outlook" for guidance.

Should I be looking elsewhere on your site?

It seems clear to me that your advice currently is: 10% Energy, up to 10% Telcos, 10-15% Financials. Beyond that I am not sure.

No doubt how a question was phrased would affect your answer, but on October 8 Utility weighting was 10% and on December 24th (a Q from Ray) Utilities were 0%.

Any help you can provide here would be greatly appreciated.

Q: More of a comment than anything else-if you have a 3-5 year view and can pick energy companies that will not go under, this has to be presenting itself as a great opportunity to purchase and just wait it out. I would think Whitecap, Torc, Suncor just to name a few.

Q: Peter and Ryan and Team,

Just curious on your thoughts regarding Amaya's announcement of a normal course issuer bid this morning. It seems to me that the management is showing a lot of confidence in their company and signifying (maybe) that the insider trading investigation will not be a problem.

Your thoughts?