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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: Hi, Stella-Jones stock has been quite strong for past 2 weeks with all time intra day high of $52. I also noticed some fairly large block trades starting at $49.75 and recently at $51.50. Do you think there is some new institutional interest in the company? Ram Forest Group is engaged in supplying timber to US residential homes market. Is this a positive ? How is the valuation of stock, versus, growth prospects of various segments of its business, railway ties, poles, residential lumber etc? I have a 3% position and considering to build up to 5%. Should I wait for the stock to settle ? Thank You
Read Answer Asked by rajeev on December 07, 2015
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?
Read Answer Asked by Norman on December 07, 2015
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.
Read Answer Asked by Richard on December 07, 2015
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!
Read Answer Asked by Derek on December 07, 2015
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!
Read Answer Asked by Chad on December 07, 2015
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.
Read Answer Asked by Martin on December 04, 2015
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.
Read Answer Asked by Jeff on December 04, 2015
Q: i was thinking of selling autocanada for a tax loss and repurchasing it 30 days later, what is your opinion fo that strategy.
Read Answer Asked by elgin on December 04, 2015
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?
Read Answer Asked by Marcel on December 04, 2015
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
Read Answer Asked by Ken on December 03, 2015
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.
Read Answer Asked by Michael on December 03, 2015
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
Read Answer Asked by Doug on December 03, 2015
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
Read Answer Asked by Ray on December 03, 2015
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
Read Answer Asked by Jeremy on December 03, 2015
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