Investment Q&A

Q: How valuable in your opinion is their "Swiss water" decaffeination process? I think they also supply Tim Horton's and McDonald's, I imagine these contracts are more longer term? Could you please give a brief balance sheet and cash flow opinion on ten peaks. To me it looks good but I'd like to pay a "reasonable" price for it.
Thanks guys

Q: Hi 5i Team - CHR is pleasantly surprising me. Where do you see it in the next 6months - year and why is it performing so well?

Q: Hi Peter and Team, The last question asked was on Dec. 24. Since the Dutch Auction, the shares have steadily declined (surprising?) and I'm beginning to lose patience, as I unfortunately bought it at a peak. Are there any compelling reasons to hang on, or would a switch to something like OTC be a better move to stay in the same space? ABT is held in my RRIF.
Thanks.

Q: The stock has been falling since January and started to recover recently. Can you give any insight why and will it recover further?

Q: In every question you are asked comparing different stocks to itp you rank it last.it is buying back stock has an activist pushing for change it is increasing the dividend regularly. My question is why do you rank it so poorly. Dave

Q: The stock has trended down since August and ask for any background on this. Is this stock you would hold or sell?

Q: I have held exco xtc for a while - have about 35% profit . Thinking of switch to Magna. Make any sense??

Q: Morning, I am thinking of adding one of the three stocks (NFI, SIS, ITP) to an existing portfolio. Long term hold with the best combination between growth and dividend. Would you please
give your thoughts on the best pick of the three. Thanks, Lavern

Q: What is your view of CAPREIT's recent financial report? Do you like it moving forward for income and some growth?

Q: Could I get some fundamentals on CHW please: what do you think of the balance sheet, particularly debt level, payout ratio on the dividend, and how well are they accounting for potential bad debts? What do you think of the income statement and how are they going to grow revenue. How would they compare with EFN? Thanks for your help.

Q: In a LIF portfolio that I manage for my 65 year old wife I have sold BIN and now have funds to re-invest. I could add to existing positions or start a new sock. This portfolio has an emphasis on income. To help guide me could you tell me what 4 or 5 stocks you would recommend at this time?

Q: Can I have your thoughts on Enbridge after their recent earnings announcement. The fact that their dividend increases may be less than announced in 2014 causes some concern. I am interested in this security as a long term hold. Thank You.

Q: I was notified this a.m. that ENB reported 2015 FY results. Your thoughts?


Thanks

Sheldon

Q: Reviewed you comprehensive reply today, however why are volumes up 1,771504 compared to much lower volumes.
Is this the shorts, or something else.
I hold this in my RRSP at a much higher price, and considering leveraging down, or even buying a call option.

Can you please help me out.

Many thanks for your help

Q: 2:35 PM 2/19/2016
Hello Peter & Staff
I need to diversify away from Financials, Energy, Pipes, and Utilities as I am overweight in these sectors.
I have 5% available cash to invest. I am considering buying or adding to 3 of these :

Pizza Pizza PZA, [I have a 2% position]
A&W Royalties AW.UN [I have a 2% position]
BMO REITS ZRE,
Sienna SIA,
Extendicare EXE,
Richards Packaging RPI.UN, [I have a 1% position]
Chartwell CSH.UN, [I have a 3% position]
Corbys CSW.A, [I have a 3% position]
Evertz ET [I have a 2% position]
Prism Medical PM.

I need steady reliable income from safe dividends but would like some growth too. Could you please advise me which three are the best to buy or to add to at this time, and please explain why you make your choices.
I would also welcome your suggestions on other 4-6% yield dividend stocks I may have not considered yet.
Thank you......... Paul K

Q:
Would you buy Valener at today price?
In your opinion ,is the dividend sfe?

Q: Good morning 5i, any comments on SPB's report? Still comfortable with it in the income portfolio? Thank you

Q: Could I have your thoughts on this company's recently reported earnings and do you consider it a buy at the current price. Thank You.

Q: Would you consider Veresen a Buy, Sell or Hold at this point? Thanks

Q: The big 6 Canadian banks are amongst the world's strongest & safest banks.BNS rated 18th in 2012 & 7th in 2013 strongest ,whereas CM is the only one to appear between 2012 to 2015(3rd,3rd,15th & 18th respectively).All @ historical low PE.eg BNS @ 9.7(trailing) & 9.3(forward).Majority of guests on BNN opined that there are short term headwinds plus "short" by Americans,but recommended hold for 2 years or longer.They have generated decent & stable returns over timer expect for last year.Please advise if the negative factors including the effect of sharp drop in oil prices & its knock on effects are priced in.Each stated that the loan exposure to oil is no more than 2% & it is manageabl.,All report next week with BNS on March 1.