Investment Q&A

Q: With a nice contract yesterday would this be a good time to buy?
Do you think it is fair value?
Value trap?
Thanks for your advise!

Q: Any news (or maybe some concerns) with CSU since it is down about 7% this week alone (even though it is up nicely for the year)?

Doug

Q: Hi 5i:
Any recent news on Gildan, other than the resignation of a Director? He went to UnderArmour I think, so that should not cause any sudden drops in the stock.

Q: I currently own both of these companies. I'm planning on adding to one. Which would be your first choice for a long term hold {3 to 5 years} balancing some safety with reasonable growth.


Thanks Valter

Q: Hi Peter I took a position in this stock around the split .Where do you feel there will be market support ?
Kind Regards
Stan

Q: I had sold AW a while back at a nice profit, thanks for your quality advice on these shares last year. I did not think the shares would get this weak, im thinking of getting back in. When is the next quarterly report due? what is a fair price for the shares if same store sales growth does not return?

Thanks

Kuldar

Q: With the recent $550mm equity offering, the shares have moved from $44 to $41.

Do you feel that BEP.un at $41 offers good value to new investors in this current market environment?

Thank you.

Q: After market close,NFI announced order of 14 buses from Brampton Transit.Your take.Thanks for u usual great views & services.

Q: 5i gives BEP.UN a favorable rating. But Accountability Research (AR), in a report on 12 January 2017, rated it as a SELL with a target of only $33. The AR report suggests the possibilities of conflicts of interest with BAM and fears about the high payout rate. Have you considered your rate in light of AR concerns? A detailed reply would be appreciated since I own BEP.UN and planned to purchase more.

Q: Is it possible to quantify the impact of the Nissan contract? The news release didn't include any financial details, but one would presume that Nissan's worldwide supply chain is substantial. Nissan's decision may also expose Kinaxis to an even broader international business audience. Nissan also said they "see this as a long term relationship between our two companies." I have a 1/3 position currently, as a much lower price. Also considering the recent pullback, would you step in for another 1/3 or more at this time?

Q: Hello,

Absolute seems very strong lately, particularly since their last quarterly report was a miss. Anything seem out of the ordinary?
Would you currently choose Abt or et for the tech income stock part of your portfolio?

Regards,

Robert

Q: What are you latest thoughts on TPK? I've avoided it for awhile but I see for the last 6 months or so it's trying to bottom technically - are they resolving their issues? The p/e is not onerous and the dividend is almost 4%. Thanks.

Q: Hi 5i

Stephen Takacsy of Lester A.M. has 7.5% of TPK (6.43) . I think you have it as C+ but price when report was done was 8.80. At current lower price would your rating change?

Greg

Q: There's no "double exchange" of currency on the distributions. From the BEP website:

Distribution Currency Option

The quarterly distributions payable on the Partnership’s LP Units are declared in U.S. dollars. Beginning with the fourth quarter distribution payable December 31, 2016, unitholders resident in the United States will receive payment in U.S. dollars and unitholders resident in Canada will receive the Canadian dollar equivalent unless they request otherwise. The Canadian dollar equivalent of the quarterly distribution will be based on the Bank of Canada daily average exchange rate on the record date or, if the record date falls on a weekend or holiday, on the Bank of Canada daily average exchange rate of the preceding business day.

Registered unitholders resident in Canada who wish to receive a U.S. dollar distribution and registered unitholders resident in the United States wishing to receive the Canadian dollar distribution equivalent should contact Brookfield Renewable’s transfer agent, Computershare Trust Company of Canada, in writing at 100 University Avenue, 8th Floor, Toronto, Ontario M5J 2Y1 or by phone at 1-800-564-6253. Beneficial unitholders (i.e., those holding their units in street name with their brokerage) should contact the broker with whom their units are held.

Q: Hi Your answer to me re the div on this stock was wrong the div paid to Canadian investors is converted into C$ that is a fact if you wish to hold them in the us side of your account they are converted back to US $ thus the double conversion
Stan

Q: Thoughts on the company post bought deal?

Q: Winpak has dropped considerably in past two days. I'm up over 30%. Is it time to take my profits and redeploy the cash?

Q: Can you determine the softwood tariff rate for Acadian?

Thanks
Bob Rose

Q: Wonder if Game Host is worth holding. I'm down about 17% and it's about 5% of my portfolio. What are chances they might cut dividend? Is it worth adding to position?

Q: I am becoming interested in Enbridge as it gets close to 50 dollars. I was trying to find the payout ratio and I found it on a site it was paying out 102%. Is this correct? I find this hard to believe as everyone like to recommend this stock which would not wise if it cant cover dividend. Where do I find accurate pay out ratios?