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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: Hello,

I'm down at least 14% on all the above. Would you buy them now, wait for the end of summer or sale. If sold any, do you have a better replacement?

Thank you
M
Read Answer Asked by Marios on May 06, 2015
Q: hi could you comment on earnings of bam, and also bep.un, thx chris
Read Answer Asked by chris on May 06, 2015
Q: Hello Peter & Co,
Your response to my previous letter (equity portfolio sectoral mix and holdings) was quite positive. But you had suggested that, for some inflation protection, I could add a few names in consumer cyclicals. I hold Linamar and Magna; could you suggest a few other names in that sector?
Thanks,
Antoine
Read Answer Asked by Antoine on May 06, 2015
Q: Peter and team,
Can you give me 7 names that have gone thru the bust and the boom of the economy life cycle and still deliver exceptional returns to shareholders? Two names I have in mind are HCG and CSU. What are the other five? Thanks in advance.
Read Answer Asked by Iskandar on May 06, 2015
Q: Hello 5i.
TMX and others show BRK.B to be in the Financial sector.
Berkshire's businesses cover much more than just Fin'l.
Could you offer your thoughts on what the major sectors
and percentages might be for allocation purposes.
Thanks T.
Read Answer Asked by Terrance on May 06, 2015
Q: My wife inherits 1 million(done deal). Please suggest a portfolio what provides some growth, with dividends of 35k to 50k annual income. She has financial advisers looking for the business and I need advice to counter them (including the 8k to 10k management fees). Her current self directed portfolio (160k) is: AW.UN, AYA,CAR.UN, DH, GH, IPL, NPI, PKI, PPL, RY, WJA, DHX.B, & XTC.

CHEERS
Dennis
Read Answer Asked by Dennis on May 06, 2015
Q: Can you compare patient home monitoring (phm) to merus labs (msl) for me on valuation metrics? I am wondering which is cheaper right now, thanks.
Read Answer Asked by Michael on May 06, 2015
Q: We don't have any consumer staples yet as we have been focusing on dividend yields for retirement income. We are looking at adding one or more of the above to our holdings for growing income and capital gains. We see that you have L in the income portfolio and we see that emp.a has acquired the co-op stores. What are your comments and preference(s) on the above at this time? Thank you very much.
Read Answer Asked by Len on May 06, 2015
Q: Hello Peter & Co,
2015 seems to have started on a positive note; I have not transacted much at all. My RRIF is a combination of your original equity and sprinkles of the growth portfolios (ytd return of 11%)
Consumer (7.9% weight) ATD,BYD.UN,CGX,DOL
Consumer cyclical (3.5%) LNR, MG
Energy (5.6%) TOU,VET,WCP
Energy Infra (8.1%) ENB,IPL,KEY,PPL
Financials (7.8%) BNS,CXI,EFN,TD
Health (9.9%) CPH,CXR,GUD,PHN,RX,VRX
Industrials (7.9%) BIN,BIP.UN,CCL,CNR
Materials (5.8%) CHE.UN,IFP,SJ
Technology (16.0%) CSU,DSG,ESL,CGI,MDA,OTC
Utilities/Telco/RE (10.6%) ALA,BCE,BEP.UN,FSV,TCN
I greatly appreciate your comments
Thanks,
Antoine
Read Answer Asked by Antoine on May 05, 2015
Q: BAM.A continues to fall since your most recent comments. It currently trades at $64.40. I recently started to accumulate the stock at $67.90 as a long-term hold. I would appreciate knowing your current thoughts and if you suggest continuing to average in or wait until the apparent correction runs further. Thank you.
Read Answer Asked by Glen on May 05, 2015
Q: Hi team I have held SPB for years now, I was wondering if its recent price drop is warranted based on it most recent results, or does this represent a buying opportunity. I am looking to buy it in my TFSA. Thanks again for your great help and advice.
Read Answer Asked by Ray on May 05, 2015
Q: Dear Gentlemen,
I need to re-balance in Industrial sector.
I own WSP 6% (+17%), STN 4.5% (-2%) and MDA 2% (+7%)
I What you suggest to re-balance in this sector ?
Thanks
Best Regards
Read Answer Asked by Djamel on May 05, 2015
Q: Significant insider trading in PHM and ESL seems to have coincided with increased volatility in PHM and a plateauing of ESL. Any relationship between the insider trading and stock activity do you think?
Read Answer Asked by Ken on May 04, 2015
Q: I recognize that the portfolios have shifted away somewhat from energy and energy infrastructure. My energy exposure is a little over 9%. I recently dipped my toes in and added more, specifically Shawcor (SCL). Would you consider this an energy name or an industrial? As an offsetting trade, would Canadian Utilities be appropriate? They seem to have visibility in earnings growth, are leveraged to the Alberta economy including the Structures division, and with the lower yield shouldn't get too hammered like other utilities in a rising interest rate environment. Long-term time horizon and near a 52 week low. I would appreciate your thoughts. Thanks!
Read Answer Asked by Derek on May 04, 2015
Q: What are your thoughts on Transcontinental. It has been making new highs recently.
Read Answer Asked by Douglas on May 04, 2015
Q: Hi, I have one more question for you. Could you please suggest an equity that is returning over 6% in Dividends that might also have more share price upside potential than downside. I would be looking to hold for a year or more. I realize these loftier divi's could be problem for many companies so I would be satisfied with an answer of nothing at this time. Some Safety would be a concern with this holding. Thanks
Read Answer Asked by Jeremy on May 04, 2015
Q: Hi Guys. Peter, I Hope you were able to do some cycling on the weekend . Could I please have your view of this Company? I took an exploratory super small position in it last week with some free cash. Is there anyone else in the body camera biz that might prove to be a more promising pick? I also hold AVO but I would consider it a slightly different Application/Customer focus. Thanks
Read Answer Asked by Jeremy on May 04, 2015
Q: I am having difficulty determining and rationalizing payout ratios. Different sites give different ratios. A couple days ago you answered a question on Pembina stating the dividend is safe. GlobeInvestor tells me the eps is 1.07 and the dividend per share is 1.74 giving a payout ratio of 162%. Several other prominent dividend companies also show payout ratios over 100% using the same methodology. Am I missing something or are these dividend payouts at risk?

Thanks so much!

Gary
Read Answer Asked by Gary on May 04, 2015
Q: Hi 5i team,

I was wondering if this would be a good time to move into corporate bonds via ZMU (BMO mid-term US IGCorporate bonds)?

Thanks for your hard work.
Read Answer Asked by Francesco on May 04, 2015
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