Investment Q&A

Q: RE "what's your sell disciplilne?" blog.
If DOL was in the BE portfolio or the growth and you had held it for over a year with a 100% gain, what would 5i do?
1) let it run on fundamentals, 2)take the profit and let the rest run, 3)substitute, 4) sell on valuation or stop gain, 5)trade on technicals and buy back based on the belief it will run more.
Thank you.
G

Q: Hello Peter,
If I read correctly from the various message boards, TD sold a lot of shares of PHM and since than the stock has not recovered. PHM continues to build a base around the 1.5 range. Recently on BNN, there has been positive comments on PHM with a price target in the 2.25 range and yet the stock has not moved. Their recent financing closed and I was expecting the price to move higher. Are you able to shed light on this please? With respect to FFH, the stock just keeps getting punished. Any comments and are you able to provide the company's PE ratio as well as the ROE please as yahoo, and google do not seem to track the numbers the same. Thank you.

Q: Are things looking up ?

Q: You have consistently been "cool" to any investment in this restaurant chain. Still feel that way? Please compare to the rest like AW,PZA or DIV

Q: Looking better ?

Q: Could you please give us your opinion on the latest 1/4,and the company in general, the market can not seem to make up it,s mind on it the last few days.
Many Thanks

Q: Please give me your opinion on this company.

Thanks

Q: Hi Peter & Team
I would like to add Royal Dutch Shell (ADR), up to 3% of my RRIF portfolio and hold long term. How is the tax situation with regard to dividend? Am I better off staying with Canadian stocks in RRIF?

Q: Good morning:
As a follow up to your answer to Vipin's question, what would you think of a direct investment in National Grid's ADR?
Thank you for your assistance.

Q: Hi Peter & Co.,
Can you please comment on EMA's quarterly results released today? They appear to be disappointing - is this just one sub-par quarter, or are there bigger issues on the horizon?
Thanks,
Brian

Q: You have this stock in the income portfolio, do you still consider this stock as buy as I own some and down 11% and is a very small percentage in my RRSP account and wonder if I should average down.
Thanks
Dolores

Q: I would appreciate your comments on Chorus.

Q: vsn surged on Friday. Is this possibly due to the rejection from the bc indian band rejection of building a lng terminal on the west coast. Your updated thoughts on the company

Q: Considering replacing IPL with PPL. Giving up some dividend yield but think the possible growth may be more attractive.
Or am I comparing oranges with oranges? Your thoughts please.
Thanks, Dave

Q: Morning ... I own EIF in my TFSA for income purposes ... do you think the Dividend is safe?? The stock itself seems to hover ,is this normal or does the high yield scare investors away?? Thanks as always.

Q: Good morning. Could you please give me your thoughts on DR? I have a small holding of 1,000 shares that are down about 19% over the past couple of months. Is it worth continuing to hold for the long term, taking into account its healthy dividend? Thanks.

Q: Hey 5i, I need a boring dividend grower for my mother's RRIF. I'm looking at BCE, CU, GWO. Could you please let me know your thoughts on these 3, and add any other names you think would be appropriate. Thanks very much.

Q: hi folks:

I really hate companies who are not transparent in their financial reporting.

GEI's Q1 Financial report still not posted on website probably because of the AGM today and it wouldn't look good.

The material listed shows "segment profit" which isn't really profit at all....

It's cash flow is stated on a 12 month trailing basis....no figures for Q1.
I suspect from piecing what little news is available that it's cash flow does not cover capital and dividend requirements....and may be decidedly negative.
Stating cash flow as a 12 month trailing figure in their release is to disguise the true nature of the finances at the current time and projecting forward in the current low price environment.

Very offensive to me as a shareholder.

I give companies bonus points for transparent, prompt, and conservative financial reporting and outlooks
Don't like a blatant attempt to hide the truth.

Too bad because I like where they 'appear' to be going long term.

PPL on the other hand scores big points with me for an honest look at the financial picture.

comments? and thanks for taking the time to review

bob

Q: Could you please give your comments on Gei latest quarter. Thanks.

Q: Hi team I have held SPB for years now, I was wondering if its recent price drop is warranted based on it most recent results, or does this represent a buying opportunity. I am looking to buy it in my TFSA. Thanks again for your great help and advice.