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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i,

Love your service.

Generally the Q&A answer my questions to my satisfaction.

I have about an 8% holding of EIF in my TSFA and a long term holding horizon. I have held it for a long time and it has been good to me. Given the current pullback and "short" concerns, I am thinking of reducing my risk by selling 1/2 position. Is this something you would recommend, or would you be in the "ride it out" category.

Thanks !
Read Answer Asked by Jim on May 04, 2017
Q: Good Morning,
Some recent pressure on Canadian bank stocks lately, do you see this continuing in the near term? I would like to add some BNS to a taxable account, what are your thoughts. This will be a long term hold. Have TD and RY in TFSA and RRSP.
Also what are your thoughts on CNR for a long term investment in a taxable account.
Thank you
Read Answer Asked by Kyle on May 04, 2017
Q: Your Q&A refers to potential dividend and cash flow concerns raised by short sellers. I cannot find any discussion of this issue in your notes so I wonder if you could follow up and indicate whether these concerns have any merit and if so what basis they have. The price is down to a level which otherwise could be an attractive entry point. Thank you.
Read Answer Asked by Mike on May 03, 2017
Q: Regarding VSN (Veresen) being bought by Pembina (PPL), some are suggesting this might put Enbridge in an untenable position (50% of Alliance!), and they will/should/could make a competing bid, particularly as the premium for VSN is still below what it was trading for a year or two back (as high as $19.40 in 2015, although they have sold assets since). Do you see this as a likely possibility? Is that what is causing VSN to trade below its takeout price?
Read Answer Asked by Paul on May 02, 2017
Q: Hi everyone,
Could you please provide comment/analysis on CanWel Building Materials with specific reference to: 1) growth rate over the next few years 2) characteristics of industry sector
3) sustainability of rich dividend based on available cash flow/payout ratio 4) debt/equity relationship and finally 5) the close (conflict of interest? relationship of CanWel CEO and their largest shareholder, Fortuna whose founder/CEO is one and the same as the CanWel CEO. I am investing for the long term based on solid capital gain expectation and dividend income.

Thanks so much,

Dean
Read Answer Asked by Dean on May 02, 2017