Investment Q&A

Q: Good morning 5i, in April you liked the high yield sector; has your opinion changed or is this still a hold. Thank you

Q: Peter,I bought some at $13,then more at $19 as many analysts were predicting $22......Is there any worry on this stock in particular over next 3 years and how would you rank it versus Calfrac,PXH and Savannah in the energy service groupings

Q: Peter: I have noticed HNZ.A has dropped quite a bit over the past few months, It is now down to about a dollar more than I paid for it. Do you see a bright future for this firm over the next year or two or would you sell
Thanks
Ken

Q: Where is the low for the price of oil and is surges div safe at these levels. thanks

Q: I hold approximately 900 shares of both CNQ and Suncor and have a profit on both. As you know both have been dropping significantly in the last several weeks. Given the low global oil prices would you recommend that I sell my positions or add on this weakness.

Q: Peter; Could you update your opinion on PD? It seems to be falling off the cliff every day. Thanks.Rod

Q: I've held for a few yrs now: been going up like crazy: high debt., high PE, but high ROE of 108% (have they been buying back a lot of stock?). I've held as conservative play in my USD portfolio. Has it been going up because of dividend and considered safe play? I am thinking of selling at this price and holding the cash for an opportunity in the midst of this market correction?

Q: If/when interest rates rise, should one be getting out of this ETF?

Please forgive the naivety of this question, but I hear analysts blathering on at great length about the need to "get out" of bonds as the economy improves and it leaves me at a loss on how to deal with this in my portfolio.

I realize this is in your Income portfolio for its attractive yield, but was wondering if the forecasted interest rate rise does indeed begin soon, does the thesis of holding this for its yield still remain valid? Would not the falling market price then negate its dividend yield?

Q: Hello,

Can compare BLX (boralex) and Algonquin Power (aqn). Which would offer more growth and are they similar in risk?

Thank you
Brad

Q: Hello Peter and Team,
I need to consolidate my Utilities weighting in an otherwise diversified income portfolio. I need to keep 3 of the four listed, proceeds of the sale being re-invested into the residual holdings. Please rate these four against each other in terms of consideration of my preference for valuation and growth potential over an extended time frame of 5 years As always I appreciate your thoughts on this. Rick.

Q: Peter et al,
I have shares in Exco (XTC) which I bought two months ago. I am also interested in Evertz(ET). Would it be better to buy more XTC or should buy ET. Thanks in advance.
Gary

Q: What are your views of VSN, ARX and SGY? I'm looking at purchasing these for my dividend portfolio. Thanks.

Q: Could I have your analysis and comparison of Long Run Exploration (LRE) and Surge Energy Inc (SGY). Production, sales, management, properties, future prospects, m&a and who is the better of the two at this point in time for dividend, value and growth?
Thanks for your help!

Q: peter I hope your trip was successful.
Why the huge volume today on bce over 7million traded
Kind regards Stan

Q: Hi team:
there was a statement on the Globe and Mail on Sat that one of the Malaysian companies that has interest in the LNG in BC is threatening to pull out of the deal as there were too many red tapes to cut through
What would you think of ALA (altagas) and Pey (gas) as a long term hold, I am thinking of 3 years or more ? it is risky to buy or to add to an existing position ? they generate good dividends and I am looking for abit of capital growth as well, thanks

Q: Telus has a health care division (who knew?) that is generating 5% of its revenue, employing 1600, and according to the CEO, "...we've got the tools to be a major player in that business and it's one of our fastest growing business areas now as a result." The Telus investment seems to be in the area of Electronic Medical Records where I recall the Ontario Govt. here misspent $1billion not long ago under eHealth, before pulling the plug on the whole mess, and going back to the medical IT ways of 40 years ago. (My Family Dr., in his 40s, still writes prescriptions by hand, but keeps all my records on his laptop showing he's computer savvy, and I can't contact him electronically.)

Do you see Telus Health as having the knowledge and patience to succeed here in what seems to be a high risk area? I know 5i must be working on a Telus report since the stock's been in the model P/F for 2+ years but I can't find any earnings or EBITDA numbers for this division in their financials. Do you know? I've happily owned this stock for several years and it's in my Top 5 weightings; do you see risk or reward on the horizon with the health care part? Thanks, J.

Q: When you discuss pipelines you never seem to mention Veresen as a top pick or a pipeline It owns 50 % of the Alliance Pipeline and has just done a major deal and aligned themselves with Kinder Morgan What classification do you give VSN if not a pipeline

They are just waiting for final approval from the DOE.It has almost 6% yield . I am thinking of taking it up to a 5 % weighting in my portfolio Could you give me your opinion on the potential earnings growth and dividend safety Thanks so much Paul

Q: Would you please give me your opinion on Bird Construction?

Q: Dear Gentlemen,
I want to increase my Income PF.
Your opinion on Aston Hill VIP Income VIP.un
Any better suggestion for high income.
Thanks
Best Regards

Q: Hello 5i,
My strategy is to buy and hold dividend paying companies for the long term and I’m currently looking to pick up another financial company for my portfolio. I already own 12 companies in this sector, which of the companies listed below would you chose.
Mercury General Corp (MCY), Oritani Financial Corp (ORIT), HSBC Holdings (HSBC), Banco Latinoamericano de Comercio Exterior (BLX).
Thanks,