Investment Q&A

Q: I normally do not consider investing in debentures mainly because I really do not understand them however, I have come across one that looks interesting: Premium Brands Convertible Unsecured Subordinated Debentures (PBH.DB.C-TSX).
Your insight in this security would be greatly appreciated.

Q: could please up-date nwh.un thanks,great work

Q: Attracted by the concept of a cost plus airline, a low PE and a large dividend I have been in CHR.B from near its inception. Its recent arbitration win was received with very mixed forecasts - for example 1yr Targets of $2.25 (NBF) and $4.00 (Scotia). High debt is cited as a major issue but it seems justified to upgrade the fleet within the protection of the CPA with AC. High costs which likely flow from AC's prior mismanagement are also a hurdle. Management seems aware of and focussed on their cost issues. Is Management seen by the street to be incapable and is their strategic direction seriously flawed?

Q: Hey Peter,

What stocks are new/exciting that folks are not asking about? I am looking for something to bolt on to my core holdings to add a little sizzle.

Q: Hi Team, could you please provide an updated view on Artis REIT.
Thanks

Q: Hi Peter. could you please provide your view on BANC. Thanks again.

Q: Would you mind recommending any stocks to be purchased during tax-loss selling and few which may do well in 2014?

Q: HI Team,
I was wondering what your views are on XHC, Global Healthcare.
Very much appreciate your service and opinion.

Q: A suggestion rather than a comment. When searching the company reports, the indexes show the current rating beside all the entries for a company even if there have been more than one report. For example, the BAD report for May 8/12 shows the current rating of B+ whereas the actual report of May 8/12 was A-. If the index rating showed the actual rating at the time of each report this would provide a useful perspective re momentum.

Q: Hey 5I Team,
I am having a hard time buying a consumer staple stock such as: ul,tatyy,syy,pg,nsrgy,krft,kmb,hnz,gis,cag,clx,cpb as they have not met my minimum threshold of 4% dividend. Should I wait for this to happen as that sector seems overvalued? I do not want to buy in and get hit like the RIET sector. Currently what would be your best pick out of these, or do you have another?
You guys are the best!

Q: Hi, I'm looking to add a US growth stock. Currently only hold AAPL and XLF in the US. What do you think of Priceline (PCLN) as an investment today at its current price for a 5-year hold? Is there a better US growth stock you prefer? I understand the US isn't your area of specialty but any comments are appreciated. Thanks.

Q: I have owned CGI Group for a long time and I am becoming concerned about the rumours of their accounting and reliablity of their stated earnings. It has been questioned by Veritas,and Deutsche Bank analysts lately and I noticed the Caisse sold a large block last week. Would you endorse a switch from CGI to Constellation Software or Enghouse?

Q: I was thinking of buying these 2 REITS: NWH.UN &NPR.UN? The pay out ratios are good, good ROE & PE decent now. Long-term hold-sell my XRE ETF and buy these two. Or do you think I should wait for the US to announce plans to reduce bond buying-long bond rates go up & REITS go down in pr again?

Q: I would like to purchase a IT stock from your model portfolio for my son in his RRSP account. Which one would have the most potential at this time. Thank you for your great service.

Q: WAN. Hi, I have a small position in WAN and wanted your take on their news of Nov. 28: they indicated that an agreement was in place for a large chunk of shares to change hands. Was this related to the stock price increase on Friday (+14%)? If so, why? Thanks!

Q: Hi Peter and Crew,

I love your service and it has been very good to me. I try to restrict myself to a question every few weeks (or less), as I wish you to not be not overwhelmed at your end.

It is getting close to the end of the year and I am beginning to research my TSFA purchases for 2014.

I have structured my TSFA around selections from your reports and model portfolio. I love the moderate dividend/increasing dividend theme. My goal is to have all of my holdings in DRIP programs (through my TD Waterhouse account.)

The issue is finding equities that produce enough of a dividend to purchase at least a share with each dividend cycle. Many of the equities are in the +$10 range, and I don't have enough of that equity for the dividend to be sufficient. The only possible exception is SYZ-T (Sylogist) at $7.22 per share.

Are you aware and would you recommend any other sub-$10 equities at this time that would be appropriate for a TSFA ?

Thanks again for the great service !

Q: Thank you for the great service.I have few stocks of yellow media which was given
When it was consolidated.i have lost money on this stock but the stock seems to be recovering.so my question is should I hold it or sell and take whatever I can get and move on?.other question is I was also given y.wt few stocks an I know nothing about these warrants other than what i have read on internet.my average price on y.wt was $2.53 I think and expires on 20 dec 2022 and there seem to be profit on this so what should I do with this warrants and how to go forward. I have followed yor model portfolio since may 2013 and done really well thank you for that.the least I can do is refer more friends to you.

Q: Peter - can you please recommend an ETF that captures the China market? This will represent 3 to 5 percent of my portfolio. I looked at XCH, however I am concerned of the very low trading volume. Is this an issue? Thank You.

Q: Hello 5i Team,
I currently hold BEP.UN within my RRSP at a 5% weighting. Would adding a 5% weighting in BIP.UN be too much of the same? Looking at my income component in the RRSP, it is high but I have been unable to determine where I should invest given it is a registered account.
I'm retired so one of these years I shall have to move my RRSP into a RIF but in the interim want a steady stream of income.
Appreciate your comments.
Ronald

Q: Would you consider Information Services Corp a good investment at this time? (ISV)