skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: re recent transaction when stb reduced share count, why does market perceive this as a negative, tome it seems positive. dave
Read Answer Asked by david on April 12, 2016
Q: Hello, Many Real estate investment trusts(e.g. IVR)and related ETFs (e.g. REM) distribute ~10 to 12% dividend. This appears very good but may be a high risk investment. What is your opinion about IVR REIT and REM etf?. Which one is better? or may be none?

Thanks

Read Answer Asked by Tabho on April 12, 2016
Q: Hello Peter and 5i team,
What are your general thoughts on the pipelines at this time. In the past we owned Pembina and Interpipe line. Currently we have Transcanada and a small Enbridge holding. We were thinking of adding to Enbridge but it would mean selling Telus or Bce. What do you think of selling Telus and buying Enbridge. They both have similar dividends and the technicals favour Enbridge.
Your opinions are valued as always.
Read Answer Asked by john on April 12, 2016
Q: your current view please as to :
1.management
2.order back log
3.div. safety
4.current stock price.
I understand they have a challenged balance sheet and are small.
thanks
yossi
Read Answer Asked by JOSEPH on April 11, 2016
Q: Hi there, can you recommend your top 5 companies with good prospects that currently have no analyst coverage (excluding 5i). Also, please briefly explain why you like them. Thanks!
Read Answer Asked by Hussein on April 11, 2016
Q: Hello Peter and the 5I team

I am curious about SIS. I have no doubt that there will be a bigger demand for these types of services and products in the future. What I am concerned about is potential competition. Who is their main competition?? What is the market share of this sector that SIS has?? What gives this company that moat to defend their market share?? I am also wondering what is the ROE of the company?? I was also curious, do they have a type of franchise system for distribution or are the dealers of the products directly owned by the company? Do they build the elevator and lift systems in China, I noticed the CEO mentioned they had people in China I expect that is to over see manufacturing of components for their lift equipment. Finally what is your opinion of the Management ( I watched a few videos on the guy, he seems Ok)???
Read Answer Asked by Darren on April 11, 2016
Q: Thanks for your reply to my previous question, but I never had any thoughts of selling BCE. It is 5% of our holdings and has grown nicely, but I would like to add another telcom. RCI.B and T have disappointed so is there anything in Quebec or eastern Canada worth putting a toe in?
Read Answer Asked by Edward on April 07, 2016
Q: I Would like your opinion on these two companies for dividend and stability for retirement income purpose. Shall I buy both for diversification or one better than the other. (NWH, TMC) Thanks
Read Answer Asked by DAVID on April 07, 2016
Q: Today XSR reported $84.4m Rev & 0.22 Eps which exceed Estimated $83.9m Rev & 0.9 Eps.Your expert opinion on the results & effect on price going forward as parent co. made a recent offer of $4.25 per share.Always appreciate your great services & views
Read Answer Asked by Peter on April 07, 2016
Q: Hi, I have a full position with bam.,@43.00 and was thinking of selling and buying a reit for a bigger dividend.Do not need extra cash but would be nice.
Would this be a good idea or would I be better off with holding bam. and hopefully getting a much bigger capital gain in two or three years?
Also which reit would you buy if I switch?
Thanks,great work
Read Answer Asked by Brad on April 07, 2016
Q: Hello,
I've been looking for a good Canadian utility stock that has limited exposure to Canadian O&G pipeline exposure (ie. Not TransCanada or Enbridge) and for one that has a great track record of raising its dividend, has some growth and hopefully trading at a reasonable P/E. Algonquin, Emera, and Fortis came to mind. How would you rank these three on those metrics? Also the app I use shows Algonquin as having a very high trailing P/E (35) as compared to the other two showing in the high teens. Is that wrong?

Also would you wait for a bit of a pull back for some of these names and what are there expected forward P/E's.

Thanks a lot!
Read Answer Asked by Scott on April 07, 2016
Q: Please provide your opinion on purchasing preferred ETF's at the present time, for a one year hold, and which of the following would you prefer and why?.... CPD (Canadian Preferreds), XPF (North American Preferreds), HPR (Actively Managed Preferreds), ZPR (Laddered Preferreds). These funds would be held in a non-registered, fully taxable account. Thanks!
Read Answer Asked by Paul W on April 06, 2016
Q: Hello Peter,
I own some fortis and canadian utilities. I was thinking of selling both to put the proceeds towards hydro one for long term hold. Hydro one has not been around for long time so was wondering if you thought it might be a good idea. thanks very much.
Read Answer Asked by umedali on April 06, 2016
Q: I'm trying to increase dividend and decrease my non dividend paying stocks. Which of these would you buy today for a safe dividend and some capital appreciation on a long term hold? Or does something else look good to you? I'm fairly well balanced with room to buy into utilities, telecom, oil/gas or metals but not real estate, financial, consumer or tech.
Read Answer Asked by Brian on April 06, 2016
Q: What about this secondary offering of shares of Hydro by the province do you think is a good deal for income oriented investors?
Read Answer Asked by OSCAR on April 05, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!