Q: I am looking to buy some US bank stock and am looking at both JPM and BAC. Both have gone through difficult times and look like they have some upside. Do you agree with that? if so, is there one of these you prefer or another US$ bank you would alternatively recommend.
Thanks for all your advice.
Q: GWO
Hi Peter
What do you think of this stock going forward for a 5 year hold . I already own Manulife and Sunlife . I have had it for quite awhile . Is it worth it or should I sell and buy more Sunlife.
Candi
Caldwell Partners (TSX: CWL) seem to be getting some attention from investors with a little higher trading volumes and growing market cap. Would 5i consider covering it given no one else does and Company is performing really well and paying a dividend too?
Q: Pembina Pipeline Corporation Series 7 Preferred Shares were just offered. Would these be a good, safe investment for solid income? Any other thoughts on them? Thanks!
Q: tor (tsx) recently merged with another australian mining company and the new ticker is her on the tsx. This is early stage but has much of the existing infrastructure still in place. Small penny stock but looks interesting, any information would be greatly appreciated.
Q: AYA, Amaya: Has a decision been made on whether they will have an additional listing on the London exchange or the New York exchange,or both exchanges or neither. Cannot find any news on this. Thanks.
Q: Good luck on your ride . My ? Is on PBh debt level how much is their debt in convertible debentures for shares and how much is standard debt.to me it makes a big difference when I decide to invest in a company .
Stan
Q: i think Big Data will be an important trend for the future. I am looking for ways to invest in this concept but so far have only found Wanted. Do you know of any other investible companies which are big data or have a significant big data component?
Bryon in Elmira
Q: I saw you commented on VTSMX in an earlier question. VTI is a vanguard fund with the same title "Vanguard Total Stock Market". Is there an advantage of going with one over the other?
Q: This is not a question- but a challenge to all 5I members who have not yet contributed to Peters ride. If you have benefited from your membership here & the advise you have received please contribute what you can! Peter has raised 88% of his goal- lets not let him come up short!
Les
Q: Hi Peter and Team:
Regarding CSS - cash offer:
I bought at $15 and cash offer is $14.60.
should I sell it at 15.25 now or wait?
I called RBC direct invest. they told me if majority agree cash offer, I have to accept it. Or majority rejected, they may make a new offer.
I think I bought at price too high. Maybe I should sell it now.
Appreciate your advice very much. thank you so much.
Adriana
Q: Hello Team. Thank you for the updated reports. I am trying to figure out how you come up with the month % returns (not incl dividends)?? Some work out exactly and some not! EG: VNR bang on but WSP not so. (as well as others across both PFs) Please clear this up for me. Good luck Peter on your brave ride across our wonderful Canada!
Q: Pipelines:
In looking to add pipelines to a balanced portfolio what is your preference when it comes to company size,looking at growth first and income second. I.E. ENB/TRP vs IPL/PPl. If chosing one, which would it be? (or other suggestion) Also how do you feel SCL fits in to the mix. As a supplier of pipeline coatings, is it a redundant play or a stock with different qualities/prospects than pure pipelines?
Thanks very much as always!
Q: A group of 8 Pipeline and Midstream companies analyzed by a broker has a 2015 forward PE of 28.4, after removing a high outlier, VSN. To me this number seems quite lofty and I'd like to know how it compares historically, say in the group's last cycle peak; after all how much growth can this group generate? I know the analysts say that growth is visible years out but it seems N. America is presently awash in oil with an average 250,000 BPD being imported by Eastern Canada from the U.S. so if shale oil continues to expand production, and there's no consensus on this prospect, would that be a catalyst for the group to stumble or accelerate growth? It seems likely that the growth number should be far less than 28% too, hardly justifying the PE.
And it seems the group is analyzed on its AFFO yield (like REITs) of 6.3% for 2015. Should interest rates rise would the group be hurt by the rise? Current stock yield averages only 3.6%. In the group I hold ENB with smaller positions in IPL and ALA; stock prices have been on a 45 degree climb for several years now - time to take profits or just watch closely? Thanks, J.
Q: Hi 5i, In my GARP account I have full positions in 3 REITs, TOU, and CGX, and half positions in AGU, TPX.B, BNS, TD, BCE, WJA, AIM, CAE, CEU, AQN, NIF.UN. I have cash to top up half positions. should I start now or let Sept, Oct play out? What order should I top these up? Should I sell any?
Q: Can you please give me your current thoughts on ten peaks coffee (TPK) based on their latest quarterly results (August).Seem to be pretty good on the surface.What is the dividend payout ratio?
Thanks for your excellent service!!!
I was wondering what your viewpoint is on INA.V after the latest news release on their 2nd Q results. They own a portion of a great asset in Huntington in the North Sea and it has great potential but always seems to run into hiccups due to bad luck or outside forces. It did some financial maneuvering with their calls and Puts with BP concerning future production and the stock got killed on Friday. I still hold the stock and hope they can somehow reach their potential but it appears that they are always at the mercy of outside upsets (BP's CAT gas export pipeline - another planned shutdown in November for a month). The financials for the next two quarters do not seem like they will improve so will they survive until 2015 for me to see some return on my investment?
Also it is coming to the week after Labour Day and most times it appears what ever way the market goes during this upcoming week is a foreshadow for the rest of the year (I.e. The big boys are back from their summer holidays in the Hamptons). Do you subscribe to this point of view?