Investment Q&A

Q: Hello 5i team.
I am looking at either
VDY - 2.68% Yield - Management Fee - .30% MER - .34% or
XDV - 3.86% Yield - Management Fee - .50% MER - .55%.

XDV has the higher yield but it also has the higher fees. Does this make any difference. Take the higher yield & pay the higher fees or take the lower yield and lower fees. It looks like VDY outperformed XDV past year.

Q: dhx do you think it is a good buy at this time? thank you

Q: Peter and Team
I am looking for a junior copper stock, good balance sheet at a undervalued price. I know copper is out of favor...this would be a long term contrarian investment. What are your thoughts about CAPSTONE MINING? Does it pass the test or would you suggest others? Thank you for your excellent service...I was delighted with your recent subscription discount and was glad to sign up for another two years!
Dr. Ernest Rivait

Q: In my margin account I own four companies right now. They are SGY, DFN, WCP and CPG. All are eligible dividends except DFN. I dont want to sell DFN due to a capital gain. I am just wondering if you could give me five additional names that I could add over time for long term holds that have a good growing dividend that is considering an eligible dividend. Thanks

Q: I know you do not cover us stocks , however your opinion is valued.
I own GNW 5% of my portfolio, which has done fairly well over the last couple years. Where do you see GNW in the next 4 years. Is it worth holding or take profits and move on .

Thanks for your exceptional service.

Q: I own 5000 shares of Dragon Wave (DWI). Do you see any upside in this company? I know they were in the high teens at one point. Will they ever recover or be bought out. They seem to have good technology but lots of debt.

Q: I started watching NEV a couple of years ago when it was about .15 cents and very speculative. Lately there has been some gold discovery and it has jumped up to the .90 cent range. Is there value in this company at the current stock price? Or, has the stock price gone up more based on hype. Thanks so much,
Kim

Q: Could I get you opinion on GGT.un (Goodman Gold Trust) it holds a wide variety of gold (mainly) stocks. They trade in and out of the stocks (must be doing it successfully as they recently paid a
17 % dividend). The stock trades well below it's NAV.
While I'm looking at Ned Goodman (Dundee) stocks why does DC.A trade at less than 1/2 NAV and is it a buy at this level.
Thanks

Q: Hi all,
I'm trying to understand what I conceive as price discrepancy between the atlantic power preferred shares and their convertible debentures. AZP.PR.B is a rate reset presently yielding 12.5% (17.5% after tax consideration) and the longest term (2019) debentures (atp.db.d) yields 13.92% to maturity. Is the 3.6% spread simply due to the added duration (preferreds could be reset indefinitely in theory) and the fact that they are lower down on the balance sheet. Or, is that fact these preferreds were originally issued by Epcor, and are really a held in subsidiary of Atlantic Power corporation. How would this effect the preferred shares in the event of a default.
Thanks again.
Emile

Q: Earlier today you stated that the payout for nwh.un is 92%. I use the Globe and mail watchlist and it says the "dividend payout ratio" is 41.56%. Can you shed some light on the huge discrepancy?

Q: Hi 5i,

Could i get your updated views on RDM (RC-V)?

Q: Hi Peter,
NWH.UN is paying over 8% yield and has lagged the recovery on REITs. Looking at the NAV which is close to $12 per share, at what point is this a clear buy?

Q: On March 7th I asked a question on Clarke (CKI) but did not get a reply. However you did reply to another member's question on CKI which covered 75% of my enquiry so I won't repeat my question. Instead I will ask you to compare Clearwater (CLR) to High Liner (HLF). I own CLR in a registered account and have had a good run up since early November but it has pulled back in the last month. HLF has been in a trading range for the last three months and is currently at the top of its range. I am thinking of swiching from CLR to HLF if HLF moves above its 52 week high. Which stock has greater upside in the next two years? I am looking for capital appreciation rather than income and have a medium to high risk tolearance.
Thanks, Tim.

Q: Peter isn't one of your criteria for selecting good stocks the fact that they rarely issue shares? The reason I am asking this is that AVO -- Avigilon seems to be issuing a LOT of stock when they don't need the cash. I know your team has answered a previous question on AVO about this by saying that they probably have a big acquisition that they want to do BUT I have been invested in companies before that have done this and it always seems like they think the shares are over-valued and they want to benefit by selling at a high price.

Do you have any concerns about the way that they are selling a lot of shares without needing the cash?

Thanks

Q: The shares of Chesswood (CHW) have been taking a big loss on high volume. Do you have any idea what is causing this and is it time to think about selling? Many thanks.

Q: Chesswood Group. (CHW) is down a lot today on heavy volume. It seems the CEO is selling a lot shares. Yet the earnings last week were good. Am I missing something but does this sell off represent a good buying opportunity .

Ed

Q: As I evaluate my portfolio i have a couple of stocks that I am uncertain about and would like your opinion. I will start with Talisman that I bought on margin nearly six months ago and currently down approx 20%. The objective was a short term speculation with the expectation management would be able to do a significant turnaround. At this juncture, should I change my strategy and dig in for the ride or cut my losses and move on?

Q: AVO's "upsizing"
A follow up to Larry's question about AVO's financing. Given your blog remarks about a "good financing" not involving deal size increases, are you still comfortable with AVO's decision?
Thanks! Marilyn

Q: Hi Peter and team. I would appreciate your views on Churchill Corp (CUQ). Do you feel the dividend is reasonably secure? Your thoughts on the Q4 numbers just released. Do you prefer a different company in the sector? I already hold Stantec. Thanks.

Q: Hello Peter....This question is about E-L Financial (ELF-t). The 2013 year end announcement says "E-L Financial's net equity value per Common Share at December 31, 2013 was $872.45." But the price share remains at $700. (Most days the volume is light, minimal but today was an exemption, totalled 23,190.) I thought the trading price would ri$e. Would appreciate your take about the reasons it isn't ramping up......Tom M