Investment Q&A

Q: Hello 5i and Members:
wading into the "questions" comments: one question per person should be enough, imho. But members, c'mon, please use the feature to search by symbol: if the company you're asking about has been asked about 3 times yesterday (this has happened), then surely you shouldn't have to ask again. Go back over all the questions and you should get a precise position of 5i's views. Peter, possibly when this type of thing occurs, you could direct the person more often than you do. Being a nice guy has to stop somewhere (parents will understand this!).
Great service, great price and some very good (great) questions. There are also the other kind lol.

Q: Hi Peter,
will you pl suggest ten US or international stocks, which are out of favour but has strong fundaments/balance sheets for buying during the upcoming tax loss selling season and has good potential for gains if we hold these for one to two years?
Regards,

Q: Why do existing shareholders never get a chance to participate in new IPO's? It seems to me, as a common curtesy, existing shareholders should get first chance. I am thinking of the recent issue by AVO.
Looking forward to your comments.
Ernie

Q: I could not resist commenting... I thank-you for your UNIQUE service Peter and Team, and trust you will align the service to match YOUR values and those of the bulk of your members. I have learned much and yet still have much to learn. Based on my ROI of your services over the past few months alone I would subscribe to a lifetime membership at an instant. - Cheers.

Q: Hi Peter
I am looking to add an idustrial stock to my portfolio. I am tempted by Celestica and ATS Autom. since they are both down recently. Please provide me with your advise on my choice.
Thanks as usual.

Q: TCF
CBM Asia Development Corp

I would very much appreciate if you could share your knowledge and experiences as to what a "memorandum of understanding" is. Particularly internationally among different countries, ie Indonesia.
Is it generally a binding contract, or more often than not do we see MOU's fizzle and disappear?

As an aside. Thanks for your service. You guys have helped me learn a lot about companies I initially wouldn't have looked at.
High risk High reward penny stocks aren't the only thing out there!!! But honestly, they're kind of addictive. Stupid or not, it's kind of seductive for a young guy (I'm not leaving them quite yet because I need another fix/hit). Actually that might make for an interesting article.

Q: Did CYH issue a large one time dividend today? I'm looking at this on google finance and it shows a $3.93/share dividend, but I can't find any information anywhere. I assume its a google mistake?

Q: Peter $ Team .... my *2* cents. I love hearing your feedback on a variety of stocks here. To be completely frank, once one has absorbed the details of your model portfolio, the ongoing Q&A on a variety of market and stock topics here are what makes the subscription very worth renewing. *IF* you need to restrain questions here somewhat in order to continue to function well, my suggestion would be to find the balance you need to continue to offer this great service, but **please** don't choke this great learning resource down anymore than you really need :-) Thanks.

Q: Hi Team,
I totally agree with other members' suggestion to limit one stock per customer. (BNN's Market Calls have been enforcing this rule for a long time.)
I would further suggest one question per member per week.
Thank you so much for your great work.
Henry from B.C.

Q: PETER,My two bits worth on asking questions. I have been a member since day one. I will renew for two years.For me I may not ask a question for months, then something comes due and I need to invest in MORE than one security. For diversification I may need 5 or6.I have taken my lumps on Yellow pages and Atlantic power and a few more. I am a senior and am looking for yield and security of div. Very, Very hard to find these days. Your advice is not something nice to have , it is a necesity or you may walk into a mine field. Perhaps many of your members have not been down that mine field road. You and I were together on it in ATP. I would rather error on the cautious side, Ken

Q: Is buying the DLR etf, calling your broker once it settles to convert it to DLR.U, and then selling the DLR.U in your US account the most economical way you know of for an average person to convert Canadian to US dollars? (Not for investment purposes, but if you need US$ for other reasons).

Q: Would you add to BNS today? I already have a large position just thinking of profiting from a possible bounce.

Thanks
Mike

Q: Peter & team. This is my penny's worth. You guys are the best analysts of stocks with best risk/reward ratio specially smaller out of the way stocks not generally covered. I've been there seen the early days and have followed Peter since before he was at Sprott. There is a real danger that you are losing focus on what you are best at. I strongly suggest you stick with answering questions to single stocks that you know well, nothing else. OK, one per customer at a time too. Henry

Q: Good morning 5i group. Could I have your assessment of ESN ( Essential energy)? Thanks for your advice. Ken.

Q: Model Portfolio format

The Model Portfolio has some sizable winners which is not apparent from the Model Report which shows March 1st & October 31st prices followed by % Return for Month of October. There would be room to show a YTD # and yield.

Thanks

P

Q: I need some education. A high percentage of Canadian analysts recommend Crescent Point Energy (CPG). My own admittedly poor analysis shows CPG to have a net annual income of about $270 MM or about $0.55 per share…this seems to move around quite a bit quarter to quarter. Assuming I am in the ballpark, and since the current share price is about $40, this suggests a PE ratio of about 70. The current dividend of $0.69 per quarter ($2.76 per year) is not close to be supported by earnings so the company must be issuing new shares (DRIP program) and/or borrowing funds to pay the shareholders. When comparing very quickly using Goodle Finance to Vermillion, Suncor, CNQ, and Husky, I find that all are paying out more in dividends than they earned but none are as bad as CPG. If I am correct why is CPG the darling of analysts? Secondly, how can the other companies continue to pay more than earnings? Isn’t this a concern? Thanks in advance for the help in understanding both CPG and the oil and gas producers in general.

Q: RCI.B signed big deal with NHL which is suppose to EPS right away. Of all the telcos has by far the lowest FPE but a fair bit of debt. Would you buy for long term-income and growth??

Q: I have been watching the base metals very closely lately, particularly XBM and ZMT, and think they could be ready for at least a short term gain. They have been down so long that, if I am right, there could be substantial upside. Would you agree?

Q: Could you please comment on Empire Industries EIL-X results and outlook?

Great service,
Thank you,

Milan

Q: Hello Peter and Crew,
Could you please rank in order of your preference, Enbridge, Pembina and Inter Pipeline with a brief explanation.
Thank you for your great work. I am very pleased with your program.
Thank You,
Barry