Investment Q&A

Q: Hello Peter & Co.
Could you give me your insight into Clark please.It looks quite good on most metrics.
Thanks
Dave

Q: Hello, I own BEP.UN as per your portfolio but noticed the other two Brookfield companies look good BIP and BAM. Did you choose BEP because you feel it the strongest of the three or because id the sector? Would you recommend owning all three and if you had to narrow it down to two which would you choose? I like BEP because of the dividend. BIP also has a good dividend but BAM has a much smaller one.

Q: Hi,

My portfolio is low in consumer staples. ATD.B is the only stock I own in this sector. I owned loblaws in the past and due well on it but felt the p/e was too high do sold. Csn you suggest one or two holdings I could add to my portfolio for this sector, preferably ones with decent dividends?

I also have no health care exposure, can you recommend one or two names?

Thanks,

Carla

Q: My question concerns RIF withdrawals. Within my RIF portfolio, I have Canadian and U.S. equities, cash, corporate bonds - 2018. During the course of the year, I require about 75% of the minimum withdrawal to cover the expenses for the year. I generally withdraw the assets in-kind. I would like some advice as to what strategy I should use to determine what assets should be withdrawn.

Q: Good morning,

Can you please comment on LOY latest quarterly results that were released last night.

Also. please give me your thoughts on picking up the shares at this level as an initial position.

Thanks once again for providing a unique unbiased service!

Tom

Q: Hi Peter and team,

Could you please suggest several investments for a portion of a portfolio, in a non-registered account, where capital preservation and income (as frequently as yearly or more) are a priority?

It would be important to avoid the risk of losing capitol over a 5 year time frame. A distribution/interest/dividend/etc payment is also important for this investment.

With GIC rates being so low, I'm struggling with what to do.

Could you please recommend a few ideas which would yield more than a GIC while also minimizing risk and taking into account the tax implications of it being in a non-registered account.

Thank you very much for all of your helpful answers.

Q: Hello Peter & Co,
I own CN.
I sold TFI in July (35% profit in 1 year) when it spiked after announcing its intention to acquire CSS. I also sold WTE in July (100% profit + dividends in 4 years) because of the poor outlook for coal.
I'm thinking of re-entering the trucking business: back with TFI? (perhaps I should not have sold it) or TMA? or MTL?
Seeking your guidance.
Tony

Q: Hi Peter
Sirius seems to be drifting lower every day with slowing growth. I hold a small percentage in my portfolio. Should I hold on longer, or sell for a tax loss. Thnks

Q: Just wondering if I wanted a portfolio review is the fee that 5i charges tax deductible?

Thanks
Dolores

Q: I have owned NFI for about a year. I'm thinking of adding to my position. Your thoughts please.
Joe

Q: I have been pondering on a purchase of Onex for a couple of months now- it was brought to my attention in your Q&A - so between ocx and bam.a witch do you prefer and why- also what would be an appropriate holding period for both of these stocks. This will be my last question for 2014.

Q: Hello Peter & Co,
What is the effect of the major slowdown in the Ridley BC coal terminal on Westshore Terminals,
Thanks,
Tony

Q: Could you please give me your views on crtx. Would you buy at this level or do you like constallation software better?

Q: Hello everyone,
I have a bit of cash hanging around and debating on either of the two above-mentioned stocks...I'm aware it's foolish to try and time the market; however, both stocks have an impending deadline for me:
1) ATD.b will drop, rise or flatline tomorrow based upon earnins report, hence the time factor;
2) SGy ex div is the 26th, once more the time factor...

Would like to know your input on both options.

cheers

Stu

Q: Could you give me your opinion on this company at this time.It pays a good dividend and seems to come off its highs recently.

Thank You

Q: good morning 5i team,

yesterday it was announced RKN received an order from a national corp in the Asia Pacific worth $13 mill. And your reply to my query yesterday re recent results was luke warm but had some encouraging aspects.

On Sept 15 you answered my question with "RKN has potential but has so far been a bit of a disappointment."... "We would consider holding on for one more quarter to see if things look like they will improve and then consider moving on."

As we stand today @ 4.08 with a bit of an upward trend in place, I am under water a little over 15% on a small position.

Everything considered, would you say 1) things have improved 2) it's time to move on or 3) looks like things are/may be improving and to hold on for another quarter.

As always, appreciate everything you do

Gord

Q: Hi Peter. Given recent news of sink hole in Russia potash mines and possible world shortage, do you think this is a good entry time for POT? As always, many thanks for past advice.
Cam

Q: Of the companies that 5i covers, which 3 currently have the best valuations on a forward earnings basis?

On the topic of value, I found it interesting to compare a recent report by a bank on NPI (Northland Power) to the 5i report released today on the company. The take away message from the bank’s report is more positive – NPI is a buy for share appreciation and income, while the 5i report draws a different picture based on the company’s high valuation, debt level, pay out, project risks, etc. The bank does disclose that NPI has been a client and it expects NPI to be a client in the near future. Reading both reports knowing that 5i’s assessment is independent, to me, is extremely valuable.

Q: I just learned that the Ontario government has ruled that P&C insurance companies will henceforth be required to lower their premiums on car insurance policies by 15%. I know that Intact Financial (and other insurance companies, I presume) has been fighting this for a number of years. Now that it's a fait accompli, how much of a negative impact will this have on the IFC's share price?
Robert

Q: Hi Peter,

I'm down considerably on the above names.
Would it makes sens to sale them now for tax purposes and
buy something equivalent for the next 30 days, so if a pop up happens I won't be out in the cold.

What do you think about this strategy and do you have any equivalent replacements?

Thanks
M