Investment Q&A

• Parkland Corporation (PKI)
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Q: Parkland (PKI)
Would you recommend adding to an existing position in light of the Pioneer acquisition, as part of a long term hold strategy for PKI?
Thank you.

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Read Answer Asked by Donald on September 18, 2014

Q: Good morning 5i, may I have your opinion on investing in SAN, Banco Santander, for income and growth after the Scottish referendum. How risky is it now compared to the times of the first two questions in 2012 and 2013. Is it too risky for a RRIF? Thank you

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Read Answer Asked by Alayne on September 18, 2014

• Surge Energy Inc. (SGY)
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Q: SGY Surge energy , Can you please update me on the 3 biggest inside
holders of this stock , No of shares held , average purchase price .
What is the percentage owned by the top combined 3 versus
the total number of shares issued . Many thanks Rick

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Read Answer Asked by Richard on September 17, 2014

• Goldman Sachs Group Inc. (The) (GS)
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Q: Peter et al,
I watched BNN last night and the visiting guru was John O'Connell.
He did not seem to like Gluskin-Sheff very much, but I did not follow his reasoning. I wonder if you could comment on that? My wife also commented that he seems anti-Canadian. Thx in advance.
Gary

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Read Answer Asked by Gary on September 17, 2014

Q: I saw your answer re nat gas to look at buying cr,pey,ppy.What service companies would you look at re nat gas.

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Read Answer Asked by andrew on September 17, 2014

• Methanex Corporation (MX)
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Q: Hello 5i Team,
I would like to get an update on Methanex (MX). It has risen significantly over the past few months, despite some maintenance issues at some of their plants. In previous commentary, you have mentioned this stock as "cheap". Is it still cheap and would you consider this a good place to buy?

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Read Answer Asked by Mike on September 17, 2014

• Whitecap Resources Inc. (WCP)
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Q: Hello 5i team,
In the energy producing sector of my portfolio I hold CPG (light oil), BTE (heavy oil), TOU (gas) and VET (oil & gas). I'm not too happy with CPG for their endless acquisitions by raising more equity; would WCP be a worthwhile switch?
Thanks,
Tony

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Read Answer Asked by Antoine on September 17, 2014

Q: This is regarding WIN.T I thought the last two news releases were decent. The last two days it got sold off. Any thoughts on this company. Thanks......

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Read Answer Asked by Philip on September 17, 2014

• Alimentation Couche-Tard Inc. (ATD)
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Q: I held atd.b (Couche-Tard)since 2009 with significant gain but it is still within 5% of my portfolio as I have not added to it. I had a discussion with a Montreal Portfolio Manager about Couche-Tard today at a meeting. He told me 3 out of the 4 founders at Couche-Tard have or retiring from the company. While these folks have retired they have not sold their own shares yet. This mutual fund PM have existed their position in their fund and moved on to a similar U.S. company. Should I take some profit by reducing my position or exit my position? The security is held in my RRSP.

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Read Answer Asked by Ford on September 17, 2014

• Genworth MI Canada Inc. (MIC)
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Q: reguarding mic-t why such a drop in share price in the last few weeks trouble with parent co or what

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Read Answer Asked by neil on September 17, 2014

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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Q: Greetings Team 5i,
With it looking like an increase in interest rates coming soon, and understanding that insurance companies appreciate higher interest rates, I would like to add to my holdings in that sector. I realize you like Sun Life SLF and I'm thinking of taking a position but I'm also interested in Fairfax Financial FFH. I would appreciate your opinion of FFH and the wisdom of taking a position in it at this time.
As always, thanks for your guidance.

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Read Answer Asked by Les on September 16, 2014

• WSP Global Inc. (WSP)
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Q: Hi Team,

I have a few SJR.B shares that I have held for a number of years now and am taking of switching them for Telus for growth. Do you see any problems with that?
Also for a two to three year time frame who do you think offer the best outlook for growth/returns between STN and WSP?

Thanks and good luck for the remainder of the ride.

BK

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Read Answer Asked by Bekaye on September 16, 2014

Q: I sold POT yesterday, made a decent profit and of course rec'd the dividends. I am wondering if I should deploy the capital to something you could suggest that has the safety with growth or should I wait until you offer your investment service. Do you expect that to be this month or a later time frame? Thanks again.

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Read Answer Asked by Maureen on September 16, 2014

• Enbridge Inc. (ENB)
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Q: Last night on Market Call, John Zechner was on and said that he would sell the railways, the pipelines, and the auto parts manufacturers as they were all too expensive and he didn't see any upside for them. Could I have your opinion on this, particularly with regard to Enbridge and Magna?

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Read Answer Asked by John on September 16, 2014

Q: what is your view on Atlantic powers (ATP.TO) recent strategic review...will this help turn the company around? The stock is down a ton partly due to the big dividend cut. Time to buy a few shares?

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Read Answer Asked by Jeremy on September 16, 2014

Q: Hello 5i team,
How do you explain the steady drop in share value despite a good quarterly report and a good order backlog that would suggest a good next quarter?
Greetings,
Tony

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Read Answer Asked by Antoine on September 16, 2014

Q: ATP
What do you think about ATP as a buy. It dropped 32% today because of a big dividend cut and ? Is this an overreaction that is presenting a good buying opportunity or something else?

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Read Answer Asked by Margaret on September 16, 2014

Q: I'm looking to initiate a position with market leverage. Would you choose between GMP and AHF? Thanks!

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Read Answer Asked by Michael on September 16, 2014

• Western Forest Products Inc. (WEF)
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Q: Hi 5i Team, Could you give me your opinion of WEF & WFT as a Buy, Sell Or Hold
Jim

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Read Answer Asked by Jim on September 16, 2014

Q: Hi Peter and Team,
What is your opinion of Transalta (Ta) at this time. Thanks
Lawrence

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Read Answer Asked by Lawrence on September 16, 2014