Investment Q&A

Q: I notice that you have BEP rated as an "A". I am looking for diversification in my wife's portfolio, for safety and stability. I notice, however, that BEP has a very ugly chart for the past year and some disappointment re earnings reports. What is your present opinion of BEP?

Q: The shock of its disappointing quarter was exacerbated by poor liquidity issues. Can we expect to see this stock, now in the sin box, recover? Any time line on banking license?

Q: I hold a small amount of AVO and SYZ in my TFSA. I've held both for about a year and I'm pretty much flat, up a little if I take into account SYZ dividend. My concern is that while I am happy with my sector weightings I hold 42 stocks and I'd like to start trimming that down to a more manageable level. As part of the downsizing I'd like to sell AVO and SYZ and add some CSU, ESL, or GOOGL which are already existing positions in my TFSA and each is up substantially since when I purchased them. Appreciate your advice.

Q: I like the Brookfield entities and have held them, in various forms, for well over a decade. I want to also like BEP, however, I don't understand something - their cash flow per unit has only increased by about 3% on average over the last three to four years. How can they and the market expect the kind of returns that many are anticipating (e.g. Scotia - 29% including 7.2% distribution) when the multiple isn't that compressed and the free cash flow isn't really growing? Thanks for the great service!

Q: I notice that AW.UN is currently paying a monthly dividend of .1250 which equates to annual dividend of 1.50. Current EPS, TTM is only 1.32.
Based on this alone, they can't cover the dividend... am I missing something here?
Thanks!

Q: The recent pro forma Q3 was a shocker. Look at its PE now! This is a fundamental re-pricing of risk. I'm not hopeful for at least 6 months.

Q: I currently hold Enbridge at 3.7 % of my 50/50 equity/income portfolio. Would bumping that up to 5% for a long term hold make sense at this time or should I wait until after Dec 16th.
Have a great Christmas everyone and thanks 5i for all your help.

Q: The addition of Comparables and Historical Analysis to the 5i company reports is quite useful and enlightening, another example of how you find ways to give subscribers more value for what we pay. I'm not certain how to relate the right hand graph (Value % CAD) in KBL's case 15.70% to the measures in the tables though; also the left EV/EBITDA chart number 14.51 going into Nov. is quite different than the table #12.4? Finally the bottom graph label is a little fuzzy on my screen but I think it's RSI, please confirm. Thanks, J.

Q: i was thinking of selling autocanada for a tax loss and repurchasing it 30 days later, what is your opinion fo that strategy.

Q: What are your thoughts on richards packaging as a long term growth stock with a 5% dividend in a TFSA Could it be a potential takeover stock by a larger company?

Q: What's with BNS? It's been dropping all week. Can you shed some light on this and what is he outlook for it?Thanks very much,

Q: Enbridge announced 14% increase of dividends and dropped like a rock 3%. Last year ENB about the same time announced about 30% dividend increase and shot up 20%.

So increase is an increase, why the reaction is totally different from last year ?
Do you see any other bad news today and going forward >

Q: Leon's is Down another 9% in the last 2 days (Dec-01,02). I was just planning to purchase some. Any reason why its down? Should I wait? Or Not purchase?

Thank you!!
Ken Morin

Q: Can you comment on how much a rising interest rate environment will affect this stock? Will it be dead money for several years once Cdn rates start to turn up? Thanks.

Q: Could you tell me why NAL dropped 11% today, Just average volume and I can't find any news. If you do know could I ask how/where you find information like that.
I bought some around 5$ and don't know if I should sell or buy more. Difficult to make a decision when you don't have any info.
Thanks

Q: Please comment on DSG's earnings. Looks like they missed? Buy, sell or hold?

Q: In doing some overdue work on my portfolio I have realized that I have too many (over 30)stocks and secondly that I have 7 different stocks each making up close to 1% of the portfolio. I would like to keep 3 or perhaps 4 of the stocks listed, take the proceeds generated from selling the others,and build upon the ones I keep. Looking forward to your thoughts RAM

Q: I noticed a little price increase today but I did not see any news out on the company. Do you have anything new today? I also wanted to ask how much each of the metrics you use to grade a company influence the final grade. This company has only one C- but is graded a C+, obviously not every valuation carries the same weight but what is most important to yourselves when evaluating and can I assume that the grade is based on a long term hold in every case? Can you please give the answer as a percentage of each area of the scorecard.
Thank you
Jeremy

Q: Hi team:

XTC just released its Q4 and annual results, everything seems to be in good order. I can use the keener eyes of professionals like yourself for a more informed opinion. Kindly critique the past results, and more importantly the prospect of this company going forward.

Thanks.

Q: Would you have any comments on this news report?
EDMONTON, ALBERTA--(Marketwired - Feb. 13, 2015) - OneSoft Solutions Inc. (the "Company" or "OSS") (TSX VENTURE:OSS), a North American developer of cloud-based business solutions, has today filed a Statement of Claim against Sylogist Ltd. ("Sylogist") to recover the balance of the purchase price owed to the Company by Sylogist pursuant to the terms of the Share Purchase Agreement dated June 26, 2014, entered into between the parties, which governed the sale of the shares of Serenic Software, Inc., Serenic Canada Inc. and Serenic EMEA Inc. Further details regarding the Statement of Claim may be accessed by reviewing action number 150302555 which has been filed in the Court of Queen's Bench of Alberta, Edmonton Judicial Centre.
Dan