Investment Q&A

Q: I've been reading lately about Canada trying to negotiate a lumber deal before October. Would it be wise to limit forestry company exposure until this gets sorted out? I've been looking at WFT and ADN.
Thanks,
Paul

Q: Peter,You were great on Market Call Tonight on May 6. I was the one who called re Stella Jones,which was endorsed by you.Hope your explaination of what 5I stands for will result in more subscribers. You are one of the best,if not the best. By the way when is BOS reporting,yahoo states May 11 to 16.

Q: Back in March you thought it was early to be buying EMP.A. My screener shows a BV of about $28 vs current price of about $21 and a dividend of 1.9%. It also looks to be forming a bit of a base on the chart. Do you still feel it too early to buy? If so what do you think is a better buy in the consumer space for a value investor? (A 3-5 yr hold is not a problem when there is a reasonable dividend.)

Thanks for your help - my portfolio is a lot more balanced since I started reading to your advice!

Q: Dear Team,

What do you think of CWCs right offering. I still own 10000 shares and naturally I am under water with this. Is it worth the risk to buy and average down?
Also your opinion on KPT ?

Thanks, Frank


Thanks, Frank

Q: I am attracted to the 5+% dividend and also the growth possibilities of BIP.UN. For LPs such as this are special filings required of the shareholders? Looking forward to your BNN appearance today. I am enjoying the new website and appreciate your unbiased opinions. Many thanks.

Q: Could you please comment on WEF 1st quarter report.
Thanks
Roy

Q: What do think about comparing the current dividend yield to the historical yield of a stock as a way of assessing its value as an investment? i.e., if the current yield is greater than the historic yield (the average yield over the past five or ten years), than the stock would be a "buy" (notwithstanding other factors) or a better value than companies in the same peer group with yields lower than the historical average yield.

Q: Peter and team:

What do you think of AC over the next two or three years. Some analysts (TD and RBC) are predicting big things due to current transformation planning.

Thanks

Phil

Q: Where would one find insider ownership of companies . ie evertz et

Q: How would you rank these 3 industrials given a 2-3 year time period?

Q: I have had some success using a covered call strategy with Silver Wheaton, which has high option premiums, and good liquidity.
Can you suggest four other Canadian stocks with similar characteristics?

Thanks for your help,

Glen

Q: Please let me know what do you think about WEF. Thank you

Q: It is very frustrating watching many price gains being snuffed out by the end of each trading day. Is it possible that the shorts and hedge funds are contributing to this?

Q: Sirs :Badger has drifted in a tight downward trading range for some time. Do you expect a breakout in the near future or have a suggestion or two I may consider for growth in the near future. Thanks for your sound advice in the past.
John

Q: Please let me know what do you think about CFP. Is time to buy? I am looking to a medium to long term investment
Thank you

Q: Do you have any other transportation sector replacements for Trimac? Would Transforce be an acceptable alternative? Or would you suggest another sector at this time?

Q: Hi Peter,

Love the service you guys provide.

Would appreciate your assessment of SW which seems to have bottomed and should have a bright future in wireless connectivity going forward. What are your thoughts on initiating a position at present?

Q: Hello 5i Team,
Utilities and pipeline companies are counted as 'blue chips' in many retirees' portfolio due to 'safe' dividends and some growth opportunities.
With the current thesis of the decline of fossil fuel in the context of low carbon future, what are your thoughts on these companies? Would there be a change of guards with these industries being replaced by renewable energy and clean tech energy in the next decade?
I have the following names which I am concerned about where they will stand few years from now? Which are the weaker ones that I should sell?
PPL, KEY, AQN, TRP, FTS, ENB.
Are there Cdn or US companies that you can suggest as future 'blue chip' in the renewable energy and clean tech energy industries? I already owned BEP.UN. Thanks.

Q: Hi Peter and Team,
What is your view on Russel Metal's first qtr result.
Would you think the situation of the steel sector is improving? What about their cash flows, still solid to support the dividend pay out?
Is it time to gradually build up a small position of this stock?
Thanks as always.
Pui

Q: Good day gentlemen, You re top 3 Cana
picks you suggest investing in today.

It doesn't t matter to me small,mid or large cap.

thank you in advance