Investment Q&A

• Capital Power Corporation (CPX)
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Q: Hi Peter and Team,
The dividend of this stock is 8.2%, I am concerned how substainable it is.
Pls give your insight as to their cash flow, payout ratio and whether their debt level is a concern. Would you think all these are manageable for such a high dividend.
Thank you for your professional advice.

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Read Answer Asked by Pui on February 24, 2016

Q: I'm adding to my energy holdings and was considering Cardinal Energy. What is your current risk/reward view of the company? I also own CPG, WCP, BTE, RMP and Surge.

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Read Answer Asked by Curtis on February 24, 2016

• BCE Inc. (BCE)
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Q: I am making over 10% with BCE, should I sell half and with the rest buy another stock?

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Read Answer Asked by James on February 24, 2016

• Barkerville Gold Mines Ltd. (BGM)
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Q: This stock was presented as a Top Pick by Michael Smedley, I would appreciate your opinion as to its merits as a speculative investment.
Thanks for your response, Jerry

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Read Answer Asked by Jerry on February 24, 2016

• Dorel Industries Inc. Class B Subordinate Voting Shares (DII.B)
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Q: Dorel has recently shown some positive momentum. While this is welcome, is there anything to account for this? Since it has been a while since your last report on DII.B, I'm wondering if your opinion has evolved at all.

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Read Answer Asked by Douglas on February 24, 2016

• Intertape Polymer Group Inc. (ITP)
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Q: Hello 5I Team,

I recently sold Intertape Polymer and looking for a replacement in the same category, prefer dividend paying stocks but not a mandatory.

long term hold in tfsa and cash accounts

Suggestions ?

Thanks
Dave

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Read Answer Asked by David on February 24, 2016

• Zecotek Photonics Inc. (ZMS)
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Q: Can I please have your latest opinion on zms please?

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Read Answer Asked by Lois on February 24, 2016

• Gildan Activewear Inc. (GIL)
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Q: Could you provide your view on Gildan's results, and your view going forward.

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Read Answer Asked by Marco on February 24, 2016

Q: Good morning
Would appreciate your view on CPH quarterly report today. How would you rate prospects for CPH in comparison to PHM?

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Read Answer Asked by richard on February 24, 2016

Q: Peter and Team:
I am looking to add to a position that is currently down 25% from purchase. Current thoughts on BOS for a 5 year+ hold. What does the balance sheet look like, current p/e, and thoughts on what it will take to get this stock moving again.

Thank you as always. I will be renewing my subscription shortly.

Phil

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Read Answer Asked by Phil on February 24, 2016

Q: Earlier this year, in response to a question about the usefullness of holding gold, you responded that gold can provide portfolio insurance against inflation and investor fear. Could you expand on this idea that investors turn to gold out of fear. What kind of fear drives this behaviour? What kind of events could cause gold to increase in price, because if it is only inflation, it would seem hyper inflation is a long way off. Is gold as "portfolio insurance" no longer applicable?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on February 24, 2016

• Stantec Inc. (STN)
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Q: Hi Peter and 5iResearch Team,
Can you please provide an update on Stantec. Economic outlook based on Canadian Government infrastructure fiscal stimulus. Is this a good time to purchase this stock for short to medium term investment? Thank you.

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Read Answer Asked by Linda on February 24, 2016

Q: Hi Peter .wondering if you might provide some current thinking on Knight...any sense of how to go about valuing the name??KIM

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Read Answer Asked by Kim on February 24, 2016

• Constellation Brands Inc. (STZ)
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Q: Owned it for quite a while and hence have done well with it. Would you suggest keeping it going forward or would you suggest something else going forward. Thank you.

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Read Answer Asked by Maureen on February 24, 2016

Q: Their stock hasn’t done much in the past 2 years, however their earnings and other financials seem to be pretty solid. Only paying out a small dividend with little growth is there something that I am missing with this stock (e.g. - its time is coming after its solid last report) or would it be beneficial to sell and start putting money into stronger performing companies in that sector (e.g. - A&W). I love what A&W is doing the last year (i.e. food and renovations). Your thoughts on both?

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Read Answer Asked by Michael on February 24, 2016

• Hudson's Bay Company (HBC)
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Q: HBC released some sales results this morning. They looked good to me. What is your analysis?

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Read Answer Asked by Donald on February 24, 2016

Q: Would you prefer the Xhy bond etf over the us Bond etf because of hedging currency? Or because the yield is higher for income investors? Would pimcos bond etc be more stable?

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Read Answer Asked by Kim on February 24, 2016

• DH Corporation (DH)
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Q: Hi, Looks like a strong beat by DH on all metrics, in Q4 earning release, today. Could you comment please. Do you believe this to be a strong reaffirmation of company's stand on the short sellers report ? I think stock deserves to be finally rewarded. Thanks

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Read Answer Asked by rajeev on February 24, 2016

Q: Large volume change and price uptick today. Were there any news?
Thanks

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Read Answer Asked by Theresa on February 24, 2016

• NFI Group Inc. (NFI)
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Q: Do you know why NFI has not declared or paid a dividend for the month of Feb.2016 ?

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Read Answer Asked by Ronald on February 24, 2016