Investment Q&A

Q: Hello
I'd like to ask about Medical Facilities Corp. I've owned it for over a year. Todays open gaped down hard. There is twice the daily volume and it's not even lunch time! No news as far as I can see. Is this an omen to take fat profits?...thoughts?

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Read Answer Asked by nicholas on April 14, 2014

Q: XSR
Hi Peter
I am asking about Sirius XM . What do you think of this company . Is it a buy at these levels for growth .
Candi

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Read Answer Asked by Candi on April 14, 2014

• Veresen Inc. (VSN $18.51)
  • $18.51 P/E (TTM): 35.6X
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Q: Can you give 1 or 2 names of also rans for the model portfolio and the income portfolio i.e. You almost decided to put them in there. Many thanks for the great service.

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Read Answer Asked by Martin on April 10, 2014

• Brookfield Renewable Partners L.P. (BEP.UN $37.70)
  • $37.70 Cap: $24.80B
  • View BEP.UN Profile
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Q: Good morning and thanks for the great work.
I currently own BEP.UN and have for a year or so it has done basically nothing in that time. I am condidering replacing it. What would be your top three picks in this area and would you consider replacing this stock if you are looking for growth long term.
Thanks Jon

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Read Answer Asked by Jon on April 09, 2014

Q: What is your opionion of BAM.A, and is it a good long term hold? Thank-you

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Read Answer Asked by Wendy on April 08, 2014

• AltaGas Ltd. (ALA $42.38)
  • $42.38 P/E (TTM): 16.33X Cap: $12.67B
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Q: Hi Team: looking for a comparison between ALA and KEY. only need one in this space, who gets the nod? thanks

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Read Answer Asked by Scott on April 07, 2014

Q: Ggod day -

What is your view of the impact of interest rate changes on mortgage co's. and your view of holding these in TFSA?

Which is your preference - TMC, MKP, FC, TZZ, and AI?

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Read Answer Asked by Kirk on April 07, 2014

• Pembina Pipeline Corporation (PPL $54.71)
  • $54.71 P/E (TTM): 18.43X Cap: $31.78B
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Q: Hi Peter & Team,
Which of the following: PPL, VSN, KEY, ALA & GEI would you recommend for the most growth?
I would like to invest about $5,500
Thanks,
Morris

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Read Answer Asked by Morris on April 07, 2014

• Superior Plus Corp. (SPB $7.89)
  • $7.89 P/E (TTM): 31.96X Cap: $1.77B
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Q: 5i Research team
Could I have your opinion on (spb) superior plus. Is its dividend safe? it looks like it may be breaking out.
Cal

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Read Answer Asked by cal on April 06, 2014

• TELUS Corporation (T $21.25)
  • $21.25 P/E (TTM): 33.34X Cap: $32.61B
  • View T Profile
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Q: Good day, 5i.
Can you explain the drop in Telus shares recently and confirm whether this is a good time to add to a position?

Thank you kindly,

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Read Answer Asked by Robert on April 06, 2014

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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Q: My largest position in my portfolio is IPL,I saw you recently removed from your model portfolio.What would you suggest,I replace or reduce IPL with? I love the dividend and growth it has shown over the last couple of years.

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Read Answer Asked by Calvin on April 05, 2014

• Finning International Inc. (FTT $68.08)
  • $68.08 P/E (TTM): 14.16X Cap: $9.02B
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Q: Could you please offer your opinion on finning International FTT.TO? Thankyou.

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Read Answer Asked by Frank on April 04, 2014

Q: Do you have an opinion on vodafone VOD ?

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Read Answer Asked by Richard on April 04, 2014

• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
  • View INE Profile
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Q: I currently have half positions in Algonquin AQN and Innergex INE. I see you rate Capital CPX high. Would you suggest selling one or both and replacing them with CPX? I would incur a small capital gain which I have losses to offset. I am not concerned about diversification as I have a full position in ALA, with half positions in IPL, PPL, ENB.

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Read Answer Asked by Zen on April 04, 2014

• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
  • View INE Profile
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Q: What are your views on INE? It has an attractive yield. In your opinion, is this a buy at the current price?

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Read Answer Asked by Paul on April 04, 2014

• RioCan Real Estate Investment Trust (REI.UN $18.77)
  • $18.77 P/E (TTM): 19.79X Cap: $5.53B
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Q: Peter Can I have your opinion on the recent announcements from the UN on climate change and do you feel it is a good time to buy renewable energy stock and the second part is your thoughts on online shopping and its effect on big box stores and the Roicans of the world
Kind Regards Stan

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Read Answer Asked by Stan on April 04, 2014

• Veresen Inc. (VSN $18.51)
  • $18.51 P/E (TTM): 35.6X
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Q: I have held vsn for some time now and have made some earnings. Is this a good time to take profit? Thanks!

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Read Answer Asked by Denis on April 03, 2014

• Brookfield Renewable Partners L.P. (BEP.UN $37.70)
  • $37.70 Cap: $24.80B
  • View BEP.UN Profile
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  • View Reports on BEP.UN

Q: Hi Peter & team, I must be missing something regarding Chris' question and answer. Bep.un has been transferred from the equity portfolio to the income portfolio. So, as Chris wants his portfolio to be income orientated, why should he sell it? Disclosure; I hold the stock for income already. Thanks. Henry

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Read Answer Asked by Henry on April 03, 2014

Q: Hello 5i,
What is your opinion on selling LIQ and buying VNR for the longer term?
Thanks!

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Read Answer Asked by Mark on April 03, 2014

• Canaccord Genuity Group Inc. (CF $10.04)
  • $10.04 Cap: $1.02B
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Q: Dear 5i
What's your view on LGT and CF over the next 2-3 years . Are there good earnings growth forecasted for these two company's ? Are they worth hanging on to or should I be adding to existing positions of Linamar or Magna for example .
Thanks
Bill C.

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Read Answer Asked by Bill on April 02, 2014