Investment Q&A

Q: This company seems well managed and has a decent balance sheet and may have good growth potential. Have you formed an opinion on it yet? I was thinking of entering in to a position. Thanks.

Q: Hello 5I,

This is a question about Student Transportation (STB). I have read your comments that 'it is not one of your favourites'. However a new report out by National Bank (July 6) highlights the growth opportunity for STB as it moves into asset management (school boards & other 3rd party) part of the bus fleet business. They suggest that fleet management could represent 25% of STB total revenue by 2021. They see payout ratios falling and free cash flows potentially doubling in this 5 year timeframe. Finally National suggests that STB could become a dividend growth story 'in the not to distant future'.

Would this information be a cause for you too rethink your views on STB, take a wait and see stance or are you still not inclined to view the company favourably.

As always. take your opinion very seriously.

Cheers,
Bob Ahearn

Q: Could you comment on Pot? Is the dividend safe? I'm looking to add exposure to the agricultural sector. Do you have a favourite name in this space?

Thanks!

Q: HI TEAM :
I own ZWE and like it could you give a current assessment on it as well as a list of similar ETFS that offer geographic diversification out of US and Canada. Thanks
Yossi

Q: What is your favorite stock in the renewable sector? I have been reading your past comments on INE and you seem to be saying that it's a solid stock with good prospects, but that it is expensive.

Q: I have prov of B C bond at 3.2% maturing June 18, 2044. I have an unrealized gain of 29.64%. What is my best strategy here hold or try to sell?

Q: Hi Can I have your comments on Q2 results to me they look good your comments are valued.
Kind Regards Stan

Q: Total return index ETF; is it good ?

Q: I would be curious to see if there is any "scuttle-butte" on Enercare. It seems to be moving up quite nicely in the last 3-6 months. In a recent reply to a member you said you would be comfortable purchasing it up to
$17.25, now that it has reached $17.75 (at time of writing) are you still
comfortable? Seems to have good momentum!

Thanks in advance
Scot

Q: I intend to take some money out of a savings account and put it into 3 or 4 rock solid (what a concept) TSX stocks earning divis
in the 3 - 5% range and looking at a 2 - 3 yr horizon. Would really like to see a list of stocks (with ratings) that you think would meet my requirement. Thanks again.

Q: Gibson seems to be a solid company. Looking at the chart right now it appears to be oversold. The general direction of the chart is not encouraging. Would you expect a reversal of this trend making it a good buy or would you stay away?

Thank you.

Q: Hi 5i I notice members are asking about renewable energy companies. I would like to add 2 renewable energy companies to my portfolio, at present I have none. I'm a very long term investor, something like till the day I die. Thx for your wise advise, I was starting to believe in the " sell in May and go away " but this year staying with the market has been very good for me thanks to the 5i group. Thx again Gerry

Q: Peter; I read a Globe article by the Avenue Group regarding the massive amounts of money flow into bond ETF's. Their main point was, if the bond market goes to a " no bid" situation, then the resulting problems with accurately pricing the Etf's could cause havoc if investors tried to exit. Today Larry Berman suggested buying his ZCS short term corp.bond
as a place to sit and wait for a pullback he thinks is coming. I realize that trying to time the market is pointless but first could you comment on the " no bid" scenario and second do you think buying some ZCS would be like a hedge if anything did develop?
Thanks.

Rod

Q: Your opinion on Invescor Restaurant Group IRG.TO would be greatly appreciated. THANK YOU Jack

Q: Hi 5I team. Can you please tell me if companies in general have been increasing their dividend payout ratios? Where might a little guy like me find this information? Benjamin Graham had written something like "Never buy a companies stock only for its dividend." Probably pertaining to value traps but in this environment many people are being forced to do this. This makes me worry about some of the higher debt levels and earnings decreases perhaps many companies that are increasing their dividends are chasing investors in hopes of higher stock prices. I realize every company has a different story but market sentiment pushes everything in the same direction irrelevant of what is happening individually. Thank you
J

Q: I purchased these two stocks quite some time ago for the dividends. I have small capital gains on both. Would you please give me your thoughts on these two.

Q: Ron Joyce has been selling shares in JE for the past week . Significant ?

Q: What is your overview of this $ 2.70 ...Hi Div. 11% .. little cutie. Short. med. and long term. Thank you.

Q: I read a previous response regarding TA & RNW. You stated that TA owns 37% of RNW but from what I can find, it appears they actually own 64%. Can you please clarify this and then provide your comments on purchasing TA as a deep value play. If they actually own 64% of RNW, it appears to be extremely reasonably priced (you are almost getting the TA assets for free...)

Thoughts?

Q: Hi 5i, What are your thoughts on Shawcor. Still under water and holding. It looked like it was bottoming and starting to move up with oil but now stalled again. Hold or sell, take loss and move on. Unfortunately it's held in my TFSA. No need for cash for a few years.