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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: On BNN 2/25,guest V Hirsch said that SJ,whose business is utility poles & railway ties,has great management.SJ is starting to get major orders to replace poles as its average live is coming to an end.CNR stated that it is expediting replacement of railway ties because of slower volume when it is easier to do it. 5I,any other news & is it reporting on. March 14.Appreciate your normal great services & views.
Read Answer Asked by Peter on March 02, 2016
Q: Hello 5i, Can I get your analysis on Richards. One thing I noticed going thru the financials is that the distribution is a return of capital and not a dividend. Could you clarify that as well and the implications on my investment as I understood it to be them simply returning my money as opposed to getting a dividend from profits. Thanks
Read Answer Asked by pietro on March 01, 2016
Q: I do not understand-to buy Enbridge now or wait? Thank you.
Read Answer Asked by M Anne on March 01, 2016
Q: In a response to a recent question, you said that you could see Cannacord increasing by 50% or more in value with better capital markets. My question is this. Do capital markets usually improve before the price of oil increases (as I assume CF is largely dependent on activity in the oil patch) or after an increase or could a continued lower price also stimulate activity as the strong take out the weak? Guess I am wondering what type of catalysts to look for when deciding whether to continue to hold this.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on March 01, 2016
Q: Any thoughts on today's decline? And would you initiate a position in this company today? Thanks as usual.
Read Answer Asked by Curtis on March 01, 2016
Q: Peter; Thank you for the reply re the Enbridge new issue. I am having a problem figuring out the difference between a short seller going short a stock - which happened in Canada last year quite a bit- and then issuing a derogatory report to drive down the stock and cover his short position. Then you have major Canadian dealers going short ENB in the full knowledge they are going to be doing a new issue at a huge discount. They have no risk as they can buy the new issue to cover their short position- plus they get fees to do the deal. Why is this not insider information? What am I missing- is this just the way all new equity issues are done in Canada- and the U.S.. Seems like a deal to me- but not if I bought stock from the Enbridge dealers at $45.00. Can you explain the difference to me- and maybe other members? Thanks. Might be two questions in here so you can ding me for them. Rod
Read Answer Asked by Rodney on February 29, 2016
Q: Could I have your opinion on this company please? It has done very well but is it getting overpriced? Would you consider it one of the better buys at this time? I always appreciate your information.
Read Answer Asked by jacques on February 29, 2016
Q: Both Tricon and Element Financial (EFN) are rated highly and the US 4TH quarter GDP was revised upward today but both stocks are hovering close to their 52 week lows. First, is a rising Canadian dollar a major headwind for these companies and second, are they over-rated by the seemingly glowing reviews they are assessed by the pros?
Which one would you prefer over a five year period?
Thank you.
Read Answer Asked by Steven on February 29, 2016
Q: Both companies are in the same business, and have similar dividends.

I know that SIS is now in one of your portfolios. Was this a difficult decision - choosing between the 2 companies? Wuld you see as bright a future for PM as you do for SIS?

Could you build a case to own both?

Thanks.
Read Answer Asked by Donald on February 27, 2016
Q: Would you support selling TMA ( currently down 22%) to buy SIS. Or continue to be patient and hold for growth or privatization?
Read Answer Asked by David on February 27, 2016