Investment Q&A

• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
  • View FCR Profile
  • View Questions on FCR
  • View Reports on FCR

Q: I would like to add Real Estate in my portfolio,

i am looking at FCR first capital realty with a p/e of 18.3, a book value of 15.93 (below its trading value and Dream Properties D.un which is trading at less then book value, has a p/e of 9.6 , which would you recommend and why, it seems D.un is well underpriced at this time. thanks for the service, Jean

Upvote 0

Read Answer Asked by Jean on May 20, 2014

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
  • View IPL Profile
  • View Questions on IPL

Q: Peter; I have made a substantial profit on IPL. Should I take some money off the table and put it in VSN for the dividend and long term growth still in the mid-stream/pipeline sector?

Upvote 0

Read Answer Asked by Ken on May 20, 2014

• Veresen Inc. (VSN $18.51)
  • $18.51 P/E (TTM): 35.6X
  • View VSN Profile
  • View Questions on VSN

Q: Hi Peter;
I am interested in VSN and MFC. Both could double in 2-3 years. Right? VSN pays much higher dividend than MFC. VSN also has a diversified business. Your thoughts please. Thank you.

Upvote 0

Read Answer Asked by Subrata on May 20, 2014

Q: Re Timbercreek, I had hoped to hear whether the dividend from this mortgage company would be treated as interest or capital gain.

Upvote 0

Read Answer Asked by Phyllis on May 19, 2014

• Just Energy Group Inc. (JE $0.21)
  • $0.21 Cap: $9M
  • View JE Profile
  • View Questions on JE

Q: Hello Peter and Team,
Can you advise as to the most effective means to identify a company`s debt, expressed as dollars as opposed to D/E ratio. Just got stung on JE and was not tuned in to the debt scenario as the fundamentals ( value in PE/PR ) all seemed solid on the BMO Investor site. However, in hind sight, the D/E was posted at -5.7+ and the Div yield is 10%+.... caveat emptor I guess, but I would appreciate a suggestion to a more informative resource to truly identify excessive debt. Please be gentle .....
Thanks as always!

Upvote 0

Read Answer Asked by Rick on May 16, 2014

Q: hello,
I was hoping for an opinion on MTG vs.TMC. Does TMC's higher yield make it riskier than MTG for a medium term hold?
As usual thank you for all the info.
Dave

Upvote 0

Read Answer Asked by David on May 16, 2014

• Pan American Silver Corp. (PAAS $47.55)
  • $47.55 P/E (TTM): 23.47X Cap: $17.27B
  • View PAAS Profile
  • View Questions on PAAS

Q: Opinion on PAA-T
Thank you

Upvote 0

Read Answer Asked by George on May 16, 2014

• Chemtrade Logistics Income Fund (CHE.UN $13.73)
  • $13.73 P/E (TTM): 12.52X Cap: $1.52B
  • View CHE.UN Profile
  • View Questions on CHE.UN

Q: Hi Peter and company
I see that CHE.UN had a huge negative earnings surprise. Obviously it was a surprise to you guys as well. Time to sell...or add to our position? Thanks as always.
Joanne

Upvote 0

Read Answer Asked by Joanne on May 16, 2014

Q: DCI

Just reported... EBITDA and gross profit seem to be improving and they are reducing debt. Has the turnaround started and would you agree that things are improving slowly but surely? There are a lot of shorts in this stock, if things are improving they will need to cover given the yield!?

Upvote 0

Read Answer Asked by Eric on May 16, 2014

• Fortis Inc. (FTS $72.52)
  • $72.52 P/E (TTM): 20.97X Cap: $36.44B
  • View FTS Profile
  • View Questions on FTS

Q: what is your opinion about FORTS.Thanks,ebrahim

Upvote 0

Read Answer Asked by ebrahim on May 16, 2014

Q: Thoughts on xgb at this time? Risk of deflation in Canada?

Upvote 0

Read Answer Asked by Jeremy on May 16, 2014

Q: Hi
Please comment on the results from medical facilities (dr)
Thankyou.

Upvote 0

Read Answer Asked by maida on May 15, 2014

Q: Please comment on GH's record Q1 earnings and payout ratio. Thank-you

Upvote 0

Read Answer Asked by malcolm on May 15, 2014

• AB California Intermediate Municipal ETF (CAM)
  • Cap: $1.09B
  • View CAM Profile
  • View Questions on CAM

Q: symol: CAM
Hi Peter & Team,
I am a new member, pls offer your outlook on Canam Group. Would you recommend a buy at this level.

Upvote 0

Read Answer Asked by Pui on May 15, 2014

• Canadian National Railway Company (CNR $131.75)
  • $131.75 P/E (TTM): 18.66X Cap: $82.15B
  • View CNR Profile
  • View Questions on CNR

Q: I'm struggling/juggling sectors and not sure where STB (Student Transportation) and CNR fit. Are they Industrials, materials, or what? Many thanks.

Upvote 0

Read Answer Asked by M.S. on May 15, 2014

Q: Hi Guys, I just got back from my financial advisor (yearly checkup), most of our discussion was about my fix income investments, please give me a grade ( A thru D) on the following; SCW, PCD XMA, POW, SSF.UN, TZZ, ENF AND EFC.
thanks again for your time.

Upvote 0

Read Answer Asked by jim on May 14, 2014

Q: Hi 5i Team,

I was wondering if I could get your thoughts on FP Newspapers? I believe the symbol is FP.

Upvote 0

Read Answer Asked by Brian on May 14, 2014

Q: Spirits! I wonder if you would be kind enough to provide some updated thoughts on a couple of my favorite stocks and brands, Andrew Peller and Corby Spirit and Wine, Symbols ADW.A & CSW.A - thanks as always

Upvote 0

Read Answer Asked by Bruce on May 14, 2014

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
  • View IPL Profile
  • View Questions on IPL

Q: A Scotia report this morning on Inter Pipeline (IPL) suggests that perhaps the company may struggle going forward to justify its premium valuation. The suggestion is that IPL's oil sands
transportation system will continue to increase value; however, other areas of the business may be challenged. In other words, the future is unclear. Your thoughts on this would be appreciated. Thanks.

Upvote 0

Read Answer Asked by Thomas on May 14, 2014

Q: Good morning to all your great staff.
Could you please give an update on Amica Mature Lifestyles (ACC)? Is it still acceptable for income?

Upvote 0

Read Answer Asked by jacques on May 14, 2014