Investment Q&A

Q: hello 5i team,
glad to hear that you are doing better, Peter, and not only because you offer us such great advice here.

My question is again about asset allocation and particularly fixed income. I have been happily riding the equity wave but think i should now put a portion of my portfolio in fixed income. So, my question is how would you apportion, say a $500,000 allocation to fixed income? I wouldnt want to put it all into CBO. So, i would be interested in hearing what you would doÉ
thanks

Q: Hi.What do you think about BANKER Petroleum for investment?Thank you.Ebrahim

Q: I am looking at Concordia CXR. I know we have to look forward but this company was .96 a year ago, now around $36. It's not where it was was but where it is going but I can't get my head around the $36 price. I see they only have 14 million shares outstanding so that is a plus. But I am afraid as soon as I buy it they will do a financing to shore up the balance sheet and the stock will fall. Please help me forget where CXR was a year ago and think about the future.

Q: Peter, My portfolio contains 25 stocks with a dividend return of 3.9%.With the possibility of rising interest rates should I be reducing exposure to dividend paying stocks and rotating to growth stocks.I do not require the income for a couple of years!I have no exposure to metal and mining stocks(happily so).They seem to be coming into favour,do you have a favourite?

Q: LSG
Lakeshore Gold seems to have been a "tomorrow" company for a great many yesterdays but is now producing reasonable cashflow, repaying debt and is holding good future development sites. Has tomorrow finally come? Any suggestions on how to establish a share value?

Q: I am seeking the teams opinion on Marret Resource Co (MAR-T). Thank you for the great service.

Q: In my RRSP, I own 101k of MD Stable Income Fund. They call it a seggregated annuity. In the last 3 months I got drips between 185-225$ which works out to 1.8% to 2.2%. The MER is 0.85%. I'm trying to decide if I should sell and put the proceeds in ZCS and CLF to get more yield, but, this fund seems to garantee capital, plus, holds commercial mortgages which adds diversity to my portfolio. Do you have any thoughts on this?

Here is information about this fund:
https://mdm.ca/wealth-management/investments/md-funds/md-stable-income-fund.asp

Q: Hi Folks:
Very sorry hearing of Peter's accident.......good recovery!
What are the merits of choosing between Johnson Controls or Magna. They both appear good choices.

All the best
brian

Q: May I please have your views on MHG.US? It seems to have a remarkably high dividend! Looks like It may be a good investment for growth and dividend? Super service!

Q: hello Peter:
a question about the PEG ratio. As someone who questions the things I myself do and believe (self critique), I now am wondering about the validity of the PEG ratio. This is a general question, so hopefully your answer will address it that way, but I will use BDI, who I know you like, as an example. Morningstar lists BDI as having a PEG ratio of 0.3. For a value stock, this makes sense (to me), but BDI is hardly a value stock. Is it just that much undervalued by the market? And I could cite numerous other examples of stocks with very low PEG ratios: hopefully your answer will address my conundrum with a measure I like (I think!). I also believe others may be a bit confused with this ratio.
thanks
Paul L (seems there are more than a few Paul's that ask questions lol)

Q: Dividend Growth Rates
Does anybody know a site where you can get historical dividend growth rates for Canadian listed companies?
Thanks.

Q: Hi Peter and Company:

If one believes that the market is due for a correction and, if they place faith in historic data from years where the U.S.A. is due to hold a mid-term election, one might be wise to liquidate for the third quarter of the year. If a person was to do this, what would be the best place to park cash while waiting for buying opportunities?

Thanks for the advice!

DON

Q: CFN Carfinco Just wondering what you make of the most recent news coming out of CFN? Record loan originations does not speak to rising delinquencies of loans but...

Q: Hello, loving your service. It is very informative. My question is about MCR Macro Enterprises. I bought in January at #6.57. It is now about $4.55. Wondering if I should continue holding or cut my losses. Thanks, Cole

Q: Hello Peter,
Hope you are feeling better after the accident? I have a question in regards to National Bank, do you think it is the best buy of the banks at this time.
Thanks for your answer

Monika

Q: Could you comment on BENEV (BEV.H) now that it has used some of its cash. What do you think of the royalty stream they've bought? Is their proposed dividend reasonable? Finally, what does the .H mean in their ticker symbol? Thanks for your help.

Q: Good morning team. I have XIU as my core and hope to juice the return with a handful of growth stocks. Please suggest 5 current names with better than average growth prospects in the next 2 years. Thank you.

Q: Interested in you investment opinion on BSO.UN. Thanks

Q: Augusta resources (azc) whats the purpose of a shareholders rights plan if some government can take it away. Its obvious that the majority share holders don't count. Latest news only 8 percent have tendered there shares. So what would you suggest holders do .

Q: Hello Peter and the 5I research team
I am interested in CXR, it strikes me as begin a potentially great company. It has a great management team and a growing line up of drugs in their stable. It also seems to have great tax rate (blended tax rate in the single digits). Now do you see this company as a great take over candidate from larger US companies? I am thinking this company would be a great take over because of the "Corporate inversion" status that an American company could use with it. My guess is if it was a take over target that the take over would come rather, quickly before the US government can close the inversion tax loop. Does this idea sound possible? What are some of the pro's and con's of this company? Would you add it to a balanced growth portfolio? What do you think about a potential take over for this company?

Thank you