Investment Q&A

Q: I currently have a full position in BNS & 1/3 in LB, can you recommend some foreign banks that I could buy on the NYSE that you feel are more undervalued than their North American counterparts and may offer good equity growth. Risk is not a huge concern but if you could outline that as well for any recommendations that would be great and if you feel taking a position would be ok. I understand this isn't 5i's focus but any suggestions would be appreciated.
Craig

Q: Hello Peter,
It is a bit sad that shareholders of Canadian energy companies are not able to take advantage of the increase in oil prices as the stocks have hardly moved. I am assuming it is due to the restrictions on pipeline capacity. However, why are Enbridge and Transcanada down? I understand they are impacted by oil prices, but I am surprised at the reaction to their stock prices (downward). Comments please. Thanks very much.

Q: Do you see any particular reason for the recent weakness in the pipeline co's lately?. Is it NAFTA related and if so how?
Many thanks
Bob

Q: Could you give me your thoughts on Diversified's Preliminary Results for Mr Lube, Air Miles and Sutton Group in anticipation of the end year results please?
Thank you, Stephen S

Q: Hi Peter
Since the cara take over I have lost copius amounts of money on this stock on a decline every day .
The company don't answer phone calls or return emails that is a bothersome as losing the money,
I am going to bail out and take my lumps.However I believe this is not a stgck 5ishould recommend to investors
Kind regards
Stan

Q: Hi Peter and Staff
With a decent dividend is this a buying opportunity? Seems to me comsidering it's a royalty company the sale of the Keg to Cara should not affect it?
Thanks for all you do
Dennis

Q: Hi I was thinking of buying some zwu for income and hopefully a little growth it continues to drop what would be a good entry point and any reasons for the continue drop thanks

Q: Could you please rank these holdings - in terms of a hold...If i wanted to raise some cash, which would you sell first in order?

Q: We have major positions in TRP and PPL in our joint and two TFSAs and both stocks have fallen substantially in the past few days. Hold, sell, or add to the positions? Cheers, Edward

Q: HI 5iResearch team,
Can you please advise re: US utilities? I believe Stephen Jarislowsky's view that the US $ will increase relative to Can $ in near term, so have converted some US$ to Cdn$ recently with plan to repurchase at better exchange. He recommended US utilities for a longer term hold. Do you concur and if so, what would you buy?
Thank you, Linda

Q: Your thoughts on Richelieu's last results ?

Thank you

Q: Is this a risk-free place to park money ? If not, could you please explain what and how likely, the risk might be ?
Many thanks.

Q: My TFSA Account is primarily made up of the stocks indicated above. In 2017, my net performance was around 2.8%. Would you provide suggestions for a growth stock with reasonable valuations that might help boost performance in 2018 and advise on a reasonable price for point of entry? Also, are there stocks that I hold that you view as a trade at this point with the goal of achieving a reasonable return with moderate risk?

Q: Hello
My question is related to the vastly discounted price that Canadian oil companies are able to achieve for their product, with many analysts indicating they need to get it to either or both coasts so it can be sold for a better price. I would think that the rail companies are probably getting some of the oil to the coasts, and have to potential to move greater volumes even if more costly than pipelines. Are CNR or CP in the position to benefit form this need to move the oil to 'tide water'?
Thanks,
Brian

Q: With the purchase of the Keg by Cara do you view this as the better growth story with respect to the stock price as compared to Restaurant Brands International.

Q: On Jan 24 a member named Ron stated that CPX had a payout over 100 percent. You failed to acknowledge that this is incorrect information and could mislead other shareholders. On an AFFO basis the payout is approx. 50 percent, this is the common method of measuring ratios for this sector. Please comment.

Q: After yesterday's results, do you still feel as you did last week regarding CNR or might your feelings have changed (even slightly)? Also how do you see CNR's future?

Q: Good evening .Your thoughts on this company , and how will it play out with rising interest rates .Thank you so much

Q: In Leon’s recent comment about CSU.DB he said “So if the rate of inflation is 2% greater then the yr before and is 3.8 % then it is 6.5+ 2 NOT 6.5 plus 3.8”. You agreed with him.

However, the CSU.DB short form prospectus says “at a rate equal to the Cost of LivingcAdjustment (as defined below) (which amount may be positive or negative) plus 6.5% (“Floating Interest ”). Notwithstanding the foregoing, the interest rate applicable to the Debentures will at no time be less than 0%.”

The Cost of Living Adjustment is defined as “the annual average percentage change in the CPI Index during the 12 month period ending on December 31 in the prior year. For the 12 month period ending on December 31, 2014, the Cost of Living Adjustment was 2.0%.”

So in Leon’s example, the rate would be 6.5 plus 3.8.

The correct understanding of this point is of major importance to me, and maybe to others. Please check your answer to Leon carefully once again and let me know whether you stand by your earlier validation of his interpretation and if so, why.

Q: Hi, What is the YTW for CSU.DB, if it is redeemed on Mar. 31, 2023 and given a constant cpi at todays rate - what is the current cpi rate?
Are there any other important terms of the debenture besides its interest rate, 5 year call and final maturity?
Thanks. Peter