Investment Q&A

Q: I am a retired investor with a relatively conservative RRSP portfolio of dividend paying stocks. I bought NFI in May 2013 and have done well with it. Should I take my profits, sell it and move on or continue to hold? It is only 2% of the portfolio.
Any suggestion of others in the sector.

Thanks in advance
John

Q: Hi 5I: I want to select 2 of Telus, BCE or Rogers as long term holds for a DRIP account. Which two would you pick? Would you hold them in equal amounts? Thanks for your help.

Q: Appreciate your service. I never take yours (or anyone's) recommendations at face value, always do my own due diligence and ultimately, any choice to buy or sell solely rests upon my shoulders. With that being said, I always try to learn from mistakes, and I expect you are the same. WIN is almost a double from it's lows (and from it's removal from your portfolio). Is their a lesson to be learned here? Why do you think it has roared back so fast?

PS - I sold as well.

Regards,

Robert

Q: I am trying to do some rebalancing. Would you classify BIP, SJ, MSI and CCL.B all as industrials? Also, what allocation to you feel is currently appropriate for industrials for an investor with a medium to high risk tolerance. Thanks.

Q: Hi, I noticed RCH dropped a lot today. I was wondering why you think it dropped so much？Thanks

Q: What is your current view of bip? Noticed no current questions on your list.
Thanks

Q: BIN is down 6% on opening today. On what news ? Should I be worried ?

Q: Hi team,

how do you see the latest NYX deal.

tx

Q: Could I get some up-to-date numbers on PIF please - How much debt? How is cash flow? What is the current payout ratio? Any recent insider activity? Any other cautions or comments on their financials would be appreciated. Also, how much political risk is in this company given the location of their assets? Thanks.

Q: I'm down 30% on POT. It was bought for income but I also wanted to preserve capital. Of course, now they have cut their dividend too. What criteria do you use when deciding to sell a losing stock? What is your recommendation for me (I also own Agrium and am down on that too but I know you prefer it). Thanks!

Q: PBH vs Loblaws?
Thanks

Q: Hello Peter & Co,
I know you are a proponent of the portfolio approach; however, (1) if I were to fully participate in your 3 portfolios, I would have to own some 60 holdings; that is, in my humble opinion, too much to handle whereas 30 to 40 would be more manageable.
(2) Supposing that 60 holdings is OK and I just duplicate your portfolios, what would be the economically optimal and practical size for each portfolio in $ terms?
Thanks,
Antoine

Q: Any updated thoughts? Financial post article recently.

Q: Have you heard of this small company?

Q: Please provide your opinion of BAM.A. Do you think the Zach's downgrade and the recent Barron's article would account for today's pullback? The stock is closing in on the 200 day EMA. Would you have any concerns adding to an existing position at his price level? Best, Don

Q: I'm unable to find any news on BAM.A today, which would account for its 4.6% drop this morning. Is it event related?

Thanks

Q: I realize it's tiny, any opinion on this company?

Q: Good Morning 5i
Please provide your comments on NYX/Openbet deal? Thanks.

Q: Having reviewed a few small companies that I have been following for a long time it appears that there is a turnaround in a number of different resources. Would you consider any of these or maybe others in similar areas as "buyable".
Thank you for your hard work, Peter

Q: In 2013-2014 you could feel the animal spirits. Many stocks where hitting new highs and smallcaps were going up. Then we got the oil crash and the party was over. But then, it got nasty: the short attacks. Some were based on little facts, but many gave us reason to second guess putting more than two paychecks on companies like AYA, AVO, WIN, PHM, VRX, IT, CRX, etc. For example, a post about Intertain and its CEO stepping down: http://calvinayre.com/2016/02/22/business/intertain-ceo-quitting-following-committee-report/. In 2014, reading your answers, I was under the impression that Intertain was a simple business, cheap and safe other than its debt. However, now I see a company that was milking shareholders with its compensation plan. Suddenly, I see a reason for the cheap valuation of this previously big performer: the management is questionable. Question 1: Are you surprised by the number of companies with 'question marks' and those where the management negatively surprised us, relative to previous years in your career? Is the lack of growth tempting management teams to do illegal/riskier/unfriendly moves? Question 2: Are you surprised by how much stocks pullback these days, such as the 40% pullback of IT and ESL?