Investment Q&A

Q: Historically you have like the two silver companies. Do you still like them and what do you think of the space?

Q: Hi Peter and team,

My question is about BLVD Centers Corporation formerly name Convalo Health International. What is their business model and are they making any money. What is the future in the industry?. Is it a takeover candidate due to low debt and I believe they have cash in the bank. Kindly let me know. Thank you.

Norwood

Q: Can you comment on this very small cap 56 M company, worth to look at it ?
Thanks as always,
Tak

Q: Hi, I am looking to pick either ENB or ALA for utility sector. from dividend and valuation perspective, ALA looks far more attractive.
I would appreciate if you can provide a comparison of the two and your preference.

Q: What do you think of SDIV as an income and diversity vehicle?
Thanks
Don

Q: I have some room for a small cap growth stock.
Thinking of itc or pho....or would you have other suggestions.
Why in the case of itc and pho would you prefer one over the other?

Q: Hi 5i team,

Costco has been taking a beating ever since Amazon announced its bid for Whole Foods Market (WFM) three days ago. At the time, it was selling at a premium but today it dropped well below its 200 MA. How much lower would it have to go before you would consider it an attractive buy?
Somehow, I don't see an Amazon-WFM tie up as being particularly threatening to Costco. I would appreciate you view on what the impact might be?
Robert

Q: Hi there, I currently only own Canadian equities and am thinking of investing in a few US companies for diversification. What would be your top 3 ideas from the US that would be good additions to your Balanced Equity portfolio? I am okay with names with a tilt towards growth but not super high risky - probably similar to names to CSU, SHOP, KXS, SIS, NFI, TOY, PBH etc.

Thanks!

Q: I own 3000 shares of Neulion NLN bought at $1. At the current low price of the shares at $.60 I am tempted to average down.What would you do? Are the fundamentals sound?

Q: What's happening to CLS.It is recovering after initial big drop.Thanks for u usual great services & yields

Q: Given the recent weakness,are you comfortable with a purchase at this level?

Q: I often read about the term "dividend aristocrats" . I am curious to know who publishes the list please?
Thanks Rick

Q: Hello, what are your thoughts about staying with d.un after the Thursday announcement of sales and dividend reduction?
thank you,
Karl

Q: DOL has a price:book ratio of 398.6 : 1 and 141 : 1 on the TMX and TD
Waterhouse websites respectively. These ratios seem too steep even for a growth investor. Your comments would be appreciated. Joe

Q: Any risk of Whitecap cutting the dividend? I am considering buying it back for the dividend and potential growth. Would you prefer VET instead?
Thanks for the great service.

Q: Good Morning,
I (retired and drawing cash from portfolio) have 11.6 % in Utilities as listed. AQN 2.8%, BEP.Un 2.1%, BIP.UN 5.0%, KWH.UN 1.7%. Thinking of reducing BIP.UN to 3%, and adding FTS 2.7% and VNR 2.7% to increase weighting to 15%. Thanks in advance for your comments and the always excellent feedback. Any other suggestions welcome. BTW do I have all of these in the correct sector?

Ted

Q: What does this stock-split mean to me.
Why did this happen?

Q: The fourth article ("Dividends for the long run")in the last "5 from 5i" by Michael was kind of thought provoking. There was research by Credit Suisse that found that "Cash Cows" (high CFROI/low growth) and "Dogs" (low CFROI/low growth) had outperformed in cumulative shareholder return going back 4 decades. If I understood correctly the thesis seemed to be that performance is a function of expectations versus what really happens and that for stocks that were "Cows" or "Dogs" expectations tended to be consistently too pessimistic which actually ended up leading to better share performance as expectations were exceeded. Are there any Canadian companies that come to mind that you think fall within those two profiles just to help me relate to some real life examples? Thanks,

Q: Hello:
Would you be comfortable purchasing ALA @ the current price range?
Thanks : Jerry

Q: Could you tell me what is the weighting of REF.UN of appartments/office/retail? It's very weak relative to CAR.UN so I assume it has little weighting to appartments. Thank you.