Investment Q&A

Q: Hello 5i team,
I own BIP.UN for almost 3 years now and have generated over 20% compound annual return. As usual, the Brookfield family tends to complicate things by adding another infrastructure product in their line-up BGI.UN; as I understand it, this one invests in infrastructure companies outside of the Brookfield family. What is your take on these 2?
Thanks
Tony

Q: WOULD YOU BUY THE BANKS HERE BEFORE THE UPCOMING EARNINGS THANKS

Q: Hi Team,

With regards to your team's views on CSS offer being bid up, I just read that TFI has already reached the max they can borrow for the CSS deal. How are they supposed to finance a higher bid. What is the risk the offer will not be accepted by shareholders and no counter offer comes from TFI as well. Where do you think the price will head in that scenario. Thanks

Q: From Cindy
To Peter and 5i Team
could you please comment on siri.us Sirius XM radio and whether it is a buy for trading. Thanks

Q: Have you ever looked at Legend Power Systems (TSX-V:LPS)? The stock has done extremely well and I would like your thoughts. Thank you.

Q: Can you provide an opinion on the prospects of the the score, SCR-X?
thanks
Mitch

Q: Any thoughts on Pacific and Western Bank(PWB).Is it a buy for the future?

Q: Greetings All:
Could you please enlighten me on PRD ENERGY on the venture, prd-v. It displays a plethora of losses, and a large accumulated deficit. I am usually rediscent to buy companies with large acc
deficits. Am i wrong? or would you agree?

Thanks,
BEN

Q: Hi,

As a longer term play on tv, (several years)would you prefer DTV or Dish? I own lots of Walt Disney and Cgx, but think DTV or the Dish network are quite different. DTV has a much lower PE but Dish's growth over the last five years is phenomenal.

Q: Peter et al,
I want to decrease my % holdings in oil & gas and financials. I plan on buying 1 or 2 stocks in sectors I do not own now, such as Health or health care, or industrials. I could also increase my tech holdings (ESL & SYZ). Any suggestions? Thanks in advance for your advice.
Gary

Q: You commented on Fission Uranium (FCU) in May of this year. Have your views on this company changed since then? Thank you.

Q: Good day Peter,
Some advice, please. I am 70 years old with an investment portfolio of 3 million, consisting of $300,000. In 6% bonds, $225,000 in annuities, a $40,000. Indexed pension and a diversified portfolio of stocks. In my portfolio I have $90,000. In the Prefs listed below. My question is, do I continue to hold them with the threat of rising interest rates or move to AD, EMA, BGI.un,or any other stock you might suggest. My objective is to preserve capital, obtain some growth, and get a good dividend income stream.
BAM.PR.R -5.15%,
BPO.PR.R- 5.97,
MFC.PR.C - 4.92,
PWF.PR.P- 4.70,
PIC.PR.A - 5.49.
Thank you, Peter.
Don

Q: In a diversified - 50 stocks - all Canadian 7 figure portfolio I hold the following 10 names with a cumulative value of 23% of my portfolio:

VSN, PPL, IPL
KEY, ALA, WCP, SGY, GEI, PEY, PKI

All of them have been very good to great this year. Some are 30 baggers over a 4 year period. I know they're all solid companies but it is too much of a good thing?

I do have solid representation in financials, REITs, tech and misc small caps in the rest of my portfolio.

My gut says let 'em run but thought I would check with the pros.

Thanks for your comments and I'll close by saying what I am sure is true for many: 5I is core to my investing knowledge and process and part of my daily reading.

Q: Do yo have opinion on Pfizer (PFE)?

Q: TPH

Could you please give me your take on the latest results and going forward on Temple Hotels. I have shares and want to add to my position. Pays 8.719% div Thanks

Q: what is your opinion of mob.un and for a us play could in the mortgage space I have both the etf rem and stock agnc. they both took a big hit on the interest rate scare. is there a better choice out there and how would you rate them. thanks

Q: From Cindy,
To Peter and 5i Team,
I would appreciate your comments on the biotech stocks and etf for us as well as Canadian stocks. Thanks

Q: re:CSX

Hopefully you can help with this U$ Equity question.

I purchased 200 shares of CSX a number of months ago and it is doing ok with a good dividend. I purchased CSX because it was considerably cheaper than Can Railroads and I do have a need for U$ currency with a son that attends a US college. I have about 20% of my portfolio in US equities of which 5% is in CSX.

I have just read another article regarding CSX and they painted a picture saying "the present value of the company's discounted earnings, adjusted for dividends, is around $2 less than shares trade for right now."

It gives reasons being CSX' earnings growth estimates are lower than it's competitors. It goes on to say "Curiously, analysts have not been moving earnings estimates up at CSX as they have for Norfolk Southern (NYSE:NSC), where earnings have been furiously upgraded by more than a dozen analysts recently."

Long and short of it... it appears CSX shares' valuation has been up to the same forward earnings multiple (14) as it's competitors but doesn't appear to offer the same earnings growth going forward.

Can you give me your thoughts on CSX moving forward and do you think share value will be negatively effected based on the street consensus.

Thank you for all you do

Gord

Q: Re: HLP.UN Healthlease Properties
I currently own HLP.UN. When the takeover is completed, what happens to my exiting shares? Are they somehow rolled over into the new company or am I paid out at the takeover price?
Thank you.

Q: If I remember correctly, did you ever mention that bloomberg had a feature that showed how companies reported earnings over a certain number of quarters? If so, is there any way it could be incorporated into the site? For example, include it in the monthly portfolio updates?
Thanks again