Investment Q&A

Q: Good Morning Peter, Ryan, and Team,
I purchased shares in Jean Coutu when they got knocked back to under $20. The company has had a decent history of dividend growth and could be considered somewhat safe for an income account. I noticed very recently that you added Andrew Peller to the Income Portfolio and they just reported a pretty good quarter. If you had to choose between the two would you own PJC.A or ADW.A for an income account ??? Thank you very much for your sage advice. DL

Q: I am interested in the lesser followed companies and I think this one would qualify. Could you please give a "mini report" on it. It seems like a nice profitable company. Could this be a way to participate in the US housing recovery? Is it cyclical? Does it have good prospects for growth?
Keep up the good work!!!

Q: Could you please comment on the recent results, payout ratio? The stock has taken a hit today, could you explain what is going on?

Thanks for your service

Q: Could you comment on their results and dividend going forward ?

Q: Hi Peter,

Could I get your view on the recent quarter? Do you think the recent share weakness is more market / sector or company specific?

Thanks for the great service!
Angelo

Q: Could you please comment on BDI and ESP quarterly results. The market seems to be punishing them both badly. Thank you for your opinion it helps me make the tough decisions.

Q: The Company keeps impressing me. I'm surprised 5I does not cover it. They keep increasing dividends and monopolizing market segments. It looks like they have gotten most of their ducks in a row and continue on the acquisition trail. Seems the market likes their latest results. Would you please share your thoughts on EIF.
Thank you.

Q: Hello the 5i team!
I appreciate your insight into the different aspects of the investment world.
My children (26 and 23) have received a generous inheritance from their grandfather.
They might in the short term want to use a portion of their inheritance for a down payment on a house. My 23 year old cannot really touch his portion until he is 25. Their TFSA will be maxed.
I did buy some PHM and some MST.UN (with his agreement) for my 23 year old. I am trying to hold his hand on PHM as he has lost half of his investment.
My 26 year old has a substantial amount of BCE, they both hold RY, CGX, MST.UN, PSK, PMO005, MFC4143 and RBF448. I was thinking of selling the mutual funds as their MERs are 1.97% and 1.2%.
What would be your recommendations for the short term portion (let say 2 year time frame) and the longer term portion of their investment ?
Thanks.
Elaine

Q: CAE had a significant drop today in the face of a report that it would benefit from a large military procurement by US.
Please let me know your views on this.

Q: Your thoughts on earnings and is worth holding on

Q: MAL dropped over 9% today after the Q2 results were released. I guess the $0.28 per share profit fell a little short of the estimate. Is this a bit of an overreaction as the quarter did not seem too bad to me.

Q: COULD YOU PLEASE COMMENT ON THE RECENT SLIDE I REALIZE QUARTERWAS BAD BUT THIS SEEMS LIKE A COLLAPSE DO YOU THINK ITS CLOSE TO HITTING BOTTOM OR MAYBE ITS NOT WORTH HOLDING

Q: Just wanted to follow up on Linamar given the continued sell off. Its now trading around $66 and seems like a good entry point to pick up a half position with another half below $60 if the sell off continues. I realize its a cyclical industry, but it had sold off much more than Magna. Do you prefer one over the other or both good and depends on valuation?

Thanks,
Jason

Q: Good Morning,

I the backdrop of these market conditions and today's pull back, where would you put 25K without consideration to other holdings and moderate risk tolerance.

Thanks,

Eric

Q: Good Morning 5I,

I have been a holder of LNR for almost 2 years now. Last fall there was a big drop dew to market adjustment. For the last 2 to 3 weeks it has been going down by a big chunks at a time with no news other than analysis reviews. Certainly somebody knows something that is not out in the market yet. Can you explain to me how people can find out news before it comes out to the public and why the company does not spell it out sooner?
This is frustrating the similar happen to MacDonald Dettwiler in the last month or so and the reason was the order book is getting smaller. But for LNR this does not seem to be the case.

ThanKs

Paul

Q: Metro just announced its quarterly results. Everything is up: net income, same store sales, EPS, etc. Metro has raised their dividend each year for more than 10 consecutive years. In 2010 it was 22 cents and is now 47 cents per share - an increase of 113%. The ROE is consistently above 15%. It is buying back shares at a rapid rate - possible financial engineering because total revenues have not increase in past few years. All the metrics are what I look for in a stock (except for the lack of revenue increase) - high ROE, increasing dividends and EPS, share buybacks.

But MRU is in the food retail business. With fierce competition from Empire, Loblaws, Wal-Mart and Costco this stock scares me despite the numbers. Should I be scared or can I pull the trigger and buy it?

Q: Good Morning Peter,
For some time now I have been wanting to replace Artis Reit AX.Un. I want to replace it with PBH or a similar company in the food business. With global warming and food shortages looming would this be a good choice? Although the dividend is lower, on the long run do you think a change would be merited. Thank you for your help.

Q: What does it take to move ATS Automation ahead. Today's financial results seemed decent and yet it dropped around 7%. Did the financial results strike you as OK? Thanks for your input.

Q: Which of these 2 stocks stock would be better to buy during this downturn caused by the Chinese yuan being devalued?

Q: Hi Peter,
Constellation software keeps dropping. Is this just a reaction to the current market conditions and that it has had a good return of the year, and hence profit taking? Also, I thought (from what I read) Fairfax had its portfolio setup such that it would be protected somewhat to declines in the market, yet it is dropping like other stocks. Any comments please? Thanks again.