Investment Q&A

Q: Hi Peter and Crew,

I love your service and it has been very good to me. I try to restrict myself to a question every few weeks (or less), as I wish you to not be not overwhelmed at your end.

It is getting close to the end of the year and I am beginning to research my TSFA purchases for 2014.

I have structured my TSFA around selections from your reports and model portfolio. I love the moderate dividend/increasing dividend theme. My goal is to have all of my holdings in DRIP programs (through my TD Waterhouse account.)

The issue is finding equities that produce enough of a dividend to purchase at least a share with each dividend cycle. Many of the equities are in the +$10 range, and I don't have enough of that equity for the dividend to be sufficient. The only possible exception is SYZ-T (Sylogist) at $7.22 per share.

Are you aware and would you recommend any other sub-$10 equities at this time that would be appropriate for a TSFA ?

Thanks again for the great service !

Q: Thank you for the great service.I have few stocks of yellow media which was given
When it was consolidated.i have lost money on this stock but the stock seems to be recovering.so my question is should I hold it or sell and take whatever I can get and move on?.other question is I was also given y.wt few stocks an I know nothing about these warrants other than what i have read on internet.my average price on y.wt was $2.53 I think and expires on 20 dec 2022 and there seem to be profit on this so what should I do with this warrants and how to go forward. I have followed yor model portfolio since may 2013 and done really well thank you for that.the least I can do is refer more friends to you.

Q: Peter - can you please recommend an ETF that captures the China market? This will represent 3 to 5 percent of my portfolio. I looked at XCH, however I am concerned of the very low trading volume. Is this an issue? Thank You.

Q: Hello 5i Team,
I currently hold BEP.UN within my RRSP at a 5% weighting. Would adding a 5% weighting in BIP.UN be too much of the same? Looking at my income component in the RRSP, it is high but I have been unable to determine where I should invest given it is a registered account.
I'm retired so one of these years I shall have to move my RRSP into a RIF but in the interim want a steady stream of income.
Appreciate your comments.
Ronald

Q: Would you consider Information Services Corp a good investment at this time? (ISV)

Q: I am wondering what the P/E ratio is of LSI? I recently read from one of your replies that it was 20. I looked on Google and they show a P/E of 45. I looked at another site and they stated 49. I assume that people are using different criteria such as forward looking P/Es, trailing 12 month P/E,... I sometimes find it difficult to get consistent data between sites. Is it possible there are different standards for calculating this ratio?

You've stated in a reply that you feel that LSI is riskier than BADger. Other than being a smaller company, did you have other concerns as well? You've most definitely spoken positively about both companies and am considering a position in one of the two. I tend to hold stocks for a very long time and am wondering which you think has greater growth potential over the long term.

Thank You.

Q: What would be the best 2 or 3 companies (large/mid/small cap) with significant exposure to Duvernay fields? time horizon...consider long term hold..8 to 10 years...

Thanks

Q: I was wondering what you thought of Chipotle Mexican Grill. It has a low debt and share count and good growth. But the PE is high. I am looking for a long term investment and capitol growth. I like the US market long term. Thanks

Q: Hi, is there any more news on Andrew Peller since your last answers regarding the trade agreement. The stock does seem to be building quite a long base. Thanks, Bill Y.

Q: Hi Team,
Thanks for suggesting IWO (US small cap ETF) and IBB (US biotech ETF).
I'm up handsomely since buying in. I read your view about IBB a couple of days ago, but I'm wondering what your current view is about IWO.
I keep hearing mixed views about the space, but I only trust yours.
Keep up the good work.

Q: A recent article that I read states that the US will become the world's largest oil producer by 2016. If this is even remotely accurate could you suggest a stock or stocks that would benefit from this. Thank You.

Q: It seems good stocks in the Health care are being gobbled up (eg Paladin and Atrium-today). I have been looking for a good health care stock to get into. Could you please recommend a good growth name in that sector. Your past recommendations have been very helpful (DHX, Stantec, Cineplex). Thanks again for this valuable service as it has really opened my eyes to names that I would never have known.

Q: When professional money mangers talk asset allocation, do preferred shares go into the "fixed income" portion or the "equity" portion? Thank You

Q: NCR, thinking of buy for USD portfolio. Held MSFT but sold early at $32.00 as street negative on name-too exp. now to buy so was thinking of NCR as they are turning the ship around by focusing of software and consulting vs just equipment. Would this be a good buy for the recovery in EU and rest of the world?

Q: Hi Peter and Team --

I read, with great interest, your response to Wendy regarding the ONEX Corporation --OCX. I searched through the archives to find that you've answered three questions on this corporation in the last 12 months and each time you spoke of it in the most glowing terms.

I am certainly intrigued by your enthusiasm in this company -- and the next step begs the question: Would you consider preparing a report on this company? As an addendum to that thought, for whom would this stock be appropriate in a portfolio? What sort of risk tolerance would this company require, given the nature of the cyclicality that you speak of.

Thanks so much!

I'm one month new in my membership here, and I'm telling you now ... I'm a lifer, from here on in! I'm recommending membership to anything that moves. My cat may be signing up next. Great work!

Q: BAD, has been going up a lot lately and I can find no news to accounts for this. Is there something going on like heavy institutional buying/? I bght 2/20/13 & I am up over 150% with dividends. Very tiny part of my portfolio-only 1000 shares-any insights. I am afraid to sell and buy back on a pull back as I might not get bk in??

Q: ENT, would this co. benefit from build out of LNG infrastructure on west coast and any pipeline build and would you recommend as a buy as a tiny portion of a portfolio-would probably buy 10K shares.

Q: Hi Peter and Team, I've been holding ATC for some time hoping for a turn around. I'm down about 60%. Do you think there is a possibility of a takeover, or any other improvement in sight? Or should I cut my losses and move on.
Thanks,
Kim

Q: Hi Peter, could I have your view on Enterprise Group. Thanks

Q: Peter and staff
Is our weakening dollar ,going to make our manufacturing industry more competitive, specifically bbd.b ? your thoughts on it .
Thanks
Cal S.