Investment Q&A

Q: Would you please give your analysis of Clearwater and High Liner regarding growth,debt level,dividend growth,etc.and which you would recommend for a 1 to 2 year hold and why. Thanx.

Q: Today Enbridge Inc. (ENB) announced they are purchasing Spectra Energy Corp (SE) in an all stock deal.

I own Enbridge in my non-registered account (in order to take advantage of Canadian Dividend Tax Credit) and I own Spectra in my US $ RRSP (in order to minimize taxes on US dividends which are treated like interest income).

I want to participate in both the Canadian and US energy infrastructure (pipeline, midstream processing) market.

My question is what can I replace Spectra Energy in my RRSP with? I own Kinder Morgan (underwater), Oneok (above water) and recently sold off Williams (too much drama) in the RRSP account.

Am I better off to sell Spectra now or wait for the Enbridge merger and then sell off the Enbridge or even keep Enbridge in my RRSP as a US holding. Or do I increase my holding(s) in Kinder Morgan or Oneok?

Thanks for the excellent service.

Q: Thanks for all the great info on so many companies. Here is a crystal ball question for you.

Below are 2 groups of up and coming growing companies. Group 1 has market caps below 500M whereas Group 2 has higher market caps of roughly 1-5B.

Group 1: SYZ, CRH, ADW-A, SIS, TNC.

Group 2: KXS, SH, PLI, GUD, BYD-UN, PBH, NFI, TOY.

I am trying to get a feel of which companies have the potential to grow significantly over the next 5 years or so because of the quality and increasing demand for their products/services. Based on your knowledge, could you indicate which companies in each of these 2 groups are most likely to double (or more) their market caps in the next 5 plus years. And perhaps indicate the least likely candidates to do so.

Thanks - James.

Q: What is your current comfort level with DCI? Results seem to keep the stock in its 12-14 dollar range. I use the high dividend to balance out my other income stocks such as Adw.a, Zcl, sis, Syz, etc..... How does the business look to you?

Thanks,

Robert

Q: Any value in holding both SJ and CNR in a 25 stock portfolio or is there too much overlap? I assume SJ is the preferred choice if opting for one only. Thanks.

Q: According to TD Waterhouse, Dollarama has a book value of $3.82,
P/E of 30.4, Price/sales of 4.2, and P/CF of 25.4X. From a value
perspective this stock seems to be ahead of itself.Your comment are appreciated. Joe

Q: I have $300k available to invest in stocks. What companies should I be looking at investing in rising interest rate environment. Preferably 3 to 4 companies not more. I am expecting big growth out of this $300k without a big drawdown. First day on this service. Thx

Q: Hi 5i team,

From the growth stocks listed above what would be your top 5 for expected stock performance over the next 3 - 5 years.

Feel free to take as many question credits as you feel necessary.

Much appreciated,

Jon

Q: Hello Peter and 5i team,
Our sector percentage in the consumer staples space is a low weighting , having only ATD.B. We would like to add one small cap and one large cap. In the small cap space we like PBH. Is it a good time to enter this sector now and what is your favourite large cap?
thank you as always for your opinion.

Q: Greetings gentlemen

I like very much what is going on with both TOY and ZZZ. Between the two, for a TFSA with a time horizon of 3 - 5 years, which would you prefer? I am retired and have no immediate need to draw on the account. My cash account is where I keep my dividend stocks and safety-oriented investments.

Thanks

Q: I am wondering which two from the list above I should add. I am a long term investor who typically buys and holds for 5-10 years or longer (basically until the fundamentals change). I am 40 years old with a 70/30 stocks/bonds split and I hold emerging markets etc. in the recommended amounts. I am just looking to add two high quality names for the long term here to add to my existing equity portion. Thanks.

Q: This is a follow-up to the August 10th question from kelsi. This question mentions a share buyback in place but I could not find any information about any share buybacks. Does PTG have a share buyback plan? Thank-you.

Q: Any idea as to why the HRX stock price has fallen so significantly lately?

Thanks!

Q: Is there a way to capitalize on arbitrage opportunities between US and Canadian stocks of the same company. For example, sh.to was up 2% today but shop.us was up 4%, what are the factors to consider when you buy a us stock and trade it in tsx or vice-versa?Thanks very much.

Q: Would you kindly provide your analysis on ITP's acquisition of Powerband?

Q: Hello,

Could you please comment on the results released yesterday? It seems LULU met most of the expectations but has pulled back a fair bit. Do you consider it a buy at this time?

Thanks for your great work.

Q: Could you please give your comments on Russel Metals. I have a small position that is currently losing 18%. The dividend is attractive but it does seem to be struggling. If you feel it should be sold, your thoughts on replacement ?
Many thanks.

Q: You cover FSV still but not CIG. Might 5i cover CIG or is the focus on other opportunities.Thx

Q: Could I have your opinion on AGT, is this a good entry point?

Q: Peter, as I build up new cash balances to invest, I need to resist the temptation to keep buying new stocks but, rather, to add to existing positions - simply to avoid to point where I'd have 80 or more stocks! I have an account that currently holds modest positions in Exco, K-Bro, and Tourmaline. With a 5-year time frame, which of those three would you expect to produce the best total gain? Or, since the account also holds the Horizons ETF HXT, would you be inclined to prefer that broad basket (although, obviously, diversification is not my concern!). Thank you.