Investment Q&A

Q: Your thoughts on Journey IPO at $12?

Q: Greeting, Peter & Co.
I am looking for a healthcare type REIT which could benefit from the demographic shift coming from the baby boomers. I am considering Northwest Healthcare but I would value your recommendation(s) for this sector of the market.
With appreciation.
Ed

Q: Hi Peter,

Could you please provide comments on the "Advantaged Canadian High Yield Bond Fund - AHY.UN? In particular, do you believe it is better than other bond funds?

Thanks, Darlene

Q: Hi. I have bought the stocks in your model income portfolio. Now I am looking to add a few from the other model portfolio to add some sector diversity and a bit more growth potential. I am thinking of CCL.B, CGX, CSU, SJ, MDA and CCS. Can you suggest any additions/subtractions/substitutions to create a better mix? I won't start using any of this money for 7 to 10 years, but would like to error on the side of caution rather than being too aggressive.

Thanks for your help.

Craig

Q: Hi Peter and Team,

Quick thoughts on First Citizen Banc Corp, FCZA.

Q: What are your thoughts on CCO Cameco and their large decline

Q: Hi Peter and Team,

Quick thoughts on Assured Guaranty, AGO

Q: Good Morning,
Value stocks seem to be making the news lately and I was looking at the ishares msci eafe value etf (EFV). Can you give me your thoughts on the etf and also your thoughts on value stocks in general?
Thank you

Q: I've held MO in my USD portfolio since Oct. 2012 as a conservative play: up nicely in last little while for no reason I can tell; ergo, I am thinking of selling? It seems over bought at current price.

Q: Hi Peter and team,

I know you are generally adverse to options but they have been a hugely useful tool in getting incremental leverage in my TFSA, which is otherwise constrained by the contribution limit.

I keep my options exposure relatively small, typically <20%. I currently hold OTC and CWB, but am looking to add a US bank and maybe a second US position that is rock solid and could give a small call option some torque.

Which bank would you recommend? Does anything juicy come to mind for the second position?

I am educated on these tools and am comfortable using them, so please don't answer the question with an overly apprehensive stance :)

Mike

Q: Good morning, could you offer your opinion in GTE, it seems to have dropped over the past few weeks. Is this the consequence of their recent announcement with Madelena Energy? How do you view their potential for growth? Thankyou.

Q: Hello 5i!

I have a relatively balanced portfolio mostly of Cdn stocks recommended by 5i. I would like to have a little more US exposure and I know its not the focus of your research but looking for a couple names that you would recommend for me. 2-3 year horizon or more. As always, thanks for the great service.

Q: Need your detailed analysis with this one. Looking at the latest quarterly earnings from SNC-Lavalin, most of their net income comes from what they call their ICI or Infrastructure Concessions Investments which consist of the recently sold Altalink and 407ETR (to name two.)

The former management took a strategy to diversify SNC income precisely to ensure a more predictable income quarter to quarter rather than the more risky and fickle revenue that comes from the Engineering and Construction side of the business. So, while they have a new strategy and now 3 billion more dollars, my concern is that their dividend from quarter to quarter is in jeopardy.

It's safe to say that the SNC-Lavalin of 2012 is not the same company as SNC of today anymore, so how secure and safe is it's dividend with this massive change in strategy?

Q: 5i Team,

Thanks for the good work. We own CDZ in our portfolio, can you recommend two similar ETFs (Large cap dividend) in CAD$ for US stocks and International(ex North America), we are thinking of owning them in RESP and TFSA.

Q: Hi Peter, My wife has within her TFSA 3 U.S. stocks, CVX, MET and MSFT, all equal weighting. How do these rate with you, do you have any better ideas. This is for a long term hold.
thanks

Jim

Q: Thanks for all the ideas, both from staff and fellow members. Am interested in Algonquin Power (AQN) for growth and income, but fear that growth may be muted over the next 18 months. Is that a fair assessment?

Q: I have a small registered account where the earnings are taxed upon withdraw. Currently it holds 100 shares of: BAD, ESL, HR.UN and STN (with only a small net gain over the six months it's been open). I have an additional $2000 to invest. What is your suggestion for about a 10 year time horizon. I don't want to take on too much risk but do very much want to increase the returns (like everyone does!) What's your suggestion?
Thanks!
PS. I love that you are biking for personal challenge and kids' cancer. I'll definitely contribute to the cause!

Q: Hi

I would appreciate your comments on the recent rise in Linamar stock.
Any takeover talk?

Thanks

Q: Hi Peter, TCL.A seemed to put out nice earnings this morning. I wonder if you could comment on the numbers.

Thanks!

Q: Could i get your updated views on two names please? Questor and Ceiba Energy? Your past posts suggest you like them both, but both have had enormous runs of late. Which one would you prefer if you had to add one to your portfolio? Would you be a buyer or either at today's current valuations?