Investment Q&A

Q: In light of the recent earnings for Aecon, what is your view for the coming 12 months. thanks.

Q: Could you comment on FTP's big price increase in recent days. Is it due to speculation on a Greece exit from Eurozone and the need for Drachma print order ??

Q: Hi, I've grown a bit tired of watching this stock do very little and I'm not optimistic that it will do much in the next year or two, unless things really pick up again.

Can you recommend a replacement in this sector that you like for growth, and perhaps a bit of a dividend?

Thank you for providing this excellent service.

Q: Hi Peter,
you list like 20 companies in your April 2015 growth Portfolio. Before I decide which stock to buy, could you please tell me what is your opinion about their management team?

Q: Hi Peter I am now coming to the realization that I must move off this stock because of its change to the div being paid in us funds I will not play the exchange game and my cash flow is dependened on the exchange rate .I have done well on this stock but it is time to move on.My thouhts are to take a position in FRC with the proceds can I have your opinion on this switch .
Kind Regards
Stan

Q: I am looking at adding to ATD.B. LTD seems to have come down nicely over the past year and the number of shares outstanding seems fairly stable. I am wondering about growth. Morningstar shows $1.89 for 2016 up 8 cents from 2015. What kind of growth does your analysis show? As an NR stock do you have plans to do a report at sometime or is $26b market cap too large?
Many thanks
Mike

Q: Hi team:

this stock has dropped below it's 50 days and 200 days MA
is there any fundamental reason for it ?
hold or sell ?
thanks

Q: I am a 60 year old retired conservative investor with a reasonable pension plus CPP. We have a well balanced portfolio that is roughly 67% equities and 33% fixed income. The fixed income includes a 7.5% Insured Annuity (yielding 5.1% pre-tax GIC-equivalent), 12.5% Fisgard Capital (1st mortgages yielding 5%), 2.5% Fisgard (2nd mortgages yielding 7.5%), and 10% cash (yielding 1%).

I am strongly considering directing some of the cash towards doubling up the Insured Annuity (this one yielding a pre-tax GIC-equivalent 5.2%). However, this is a "forever" decision. The annuity is not indexed, but compares favorably with long term bond mutual funds over 15-20 years. This would max-out my annuity allocation at 15%. What are your thoughts on this strategy?

The 2nd option being considered is Capital Direct (1st and 2nd mortgages), yielding 7-8%. My concern here is that I also have a 5% weighting in Sentry REIT (yielding 8%). Would that be too much concentration in the "mortgage" sector (Fisgard-15%, Sentry-5%, plus potential Capital Direct 7%)?

Do you have any other options for me to consider in the fixed income sector?

Thanks for your help.
Steve

Q: Hi Peter I attended the AGM this past week and must I was impressed with the results and forward plans .They appear to be a company that has legs and a excellent mgt group.I have been a holder for many years and served me well.
Regards Stan

Q: Altus grew gross revs but adjusted earning are lower by 18%. I think I am reading this as - costs are higher because they are investing for future growth. If that is infact what is happening it should bode well for future earnings and I want to increase my position here. Please comment if this is how you read the earnings.

Q: With most names on your Income Portfolio and still 50,000 to invest. Not needing this money for 10 years can you suggest a couple of ETF or a few stocks.

Q: A year or so ago 5i wrote in response to a question, "In the Stantec high-quality group we would place Cineplex, Enghouse, Constellation Software, Home Capital, Dollarama, Gildan, IPL, Winpak and Telus." I realize the response wasn't meant to include every high quality stock, but just looking for an update. I like to think Stella Jones SJ would be a good fit. Thank you.

Q: Hi I currently have these 3 I am concerned about their ability to grow in the Alberta political scene can you give me 2 or 3 different div payers to replace these thanks

Q: Peter & Co.:
How would you rank the following companies? IPL, PPL, PEY, VET and ALA. Thanks

Q: Last night on BNN, Barry Schwartz suggested buying banks (TD and NA specifically) and holding them "forever". If memory serves me, Sherry Cooper has previously indicated that most of her retirement savings are in bank stocks as well, figuring that if they get wiped out, we'll all have bigger problems than the stock markets. Recognizing that managements and other things change and forever might not be quite the right time frame, if you were going to buy five or six stocks to hold for a very long time (over 15 years?), what names would you pick today? Would it depend if they were going to be held in a TFSA or an unregistered acount?

Thanks for your help.

Q: Hello Peter & Team,

MRE had a healthy bumop today accompanied by very healthy trading - well over 3X normal volume.

Any insights you can offer would be appreciated and what do you expect moving forward?

What I already know is EPS is about $1.00, P/E is a little over 13, and BETA is listed at .92

Thanks for all you do

Gord

Q: Hi. Y is acting well this morning after their earnings came out. Any comments?

thanks.

Q: The Yahoo website has earnings growth of;
CSU-2015 +25% 2016 +20% & avg. for next 5 years of 20%
ACQ-2015 -11% 2016 +54% & avg. for next 5 years of 25%
AYA-2015 +800% 2016 +39% & avg. for next 5 years of 15%
AVO-2015 +14% 2016 +34% & avg. for next 5 years of 22%

What numbers does your service have for these stocks & years above?
Also do you have growth numbers for CXI & SYZ?

Thank You

Q: Hello,



In March, ICL was offering 0.50 per share to buy out Allana Potash. Now, the market is trading between 0.485-0.49 a share. I am wondering how firm is the deal?

Should I invest my money in it? I estimate the profit is around 3% for a period of 3 months. If you think this is a secure investment, I am considering buying some shares.



Thanks in advance for your response.

Q: Hi 5i,
What is your outlook on IMG and LRE, and their respective sector?
Feel free to deduct 2 credits for this.
Thanks,