Investment Q&A

Q: Do you think CKI would be a good buy now? I notice the last question was on March 10/14.I already own a half position in contrans

Q: Hello Peter, First of all, best wishes for your health and get well soon ( i hope that guy's driver license is suspended). question about holdings in my daughter resp, which has another 4 years of contribution time. A fairly conservative and concentrated set up - consisting of CHB, CDZ, ZWB, CNR, MFC, TRP, ENB each at about equal weighting. I keep on adding to these regularly. wish to get your opinion - Shall I continue in these names or you suggest replacement. I am thinking of switching CHB to XHY and ZWB to XFN as these has performed better relatively. Do we need to keep both ENB and TRP. May be sell one of these and buy another of your top pick.Thanks as always for your opinion.

Q: I recently took over non-registered accounts from financial planner. One account is US Margin Account. This holds a few US$ denominated mutual funds. What is the rationale for having such an account? Do you recommend holding US stocks in US$ account, and if yes, what top 3 holdings do you suggest for dividend and a bit of growth?

Thanks and speedy recovery.

Q: Hi Peter,

Hope you're back riding soon...be well.
I am redeploying some of my AYA money into other core holdings. Would you prefer at today's level STN or CGX?
Also, should I be concerned by either STN or CGX's valuation in weaker market? - Their P/E's scare me if sentiment changes.

Thanks in advance,

J.
Thanks,

Q: I am considering purchasing one of Evertz (ET) or Avigilon (AVO).
Of the 2 which do you consider as a"best buy" and why?

Q: could you compare medium term prospects for RE -vs- rmp -vs- rxx ?

Q: Hi

I currently have 2700 in cash in my TFSA, and holding AYA and AVO. What other stocks do you recommend.

Thanks

Q: SNC-Lavalin is acquiring Kentz to increase and become a major playing the in Oil/Gas engineering and construction business.

I know this is still fresh off the press, but what do you think about this acquisition and what is the medium-term outlook for SNC?

Q: BAM.A has been sliding somewhat recently. Any thoughts on this and would you consider it a buying opportunity?

Q: When will Badger next quarter earning be?
Do you still the Company going forward?
In what order would you place the following stocks:
PPL; IPL; ALA; KEY
Thank you for the great service you provide. Jim

Q: ROE: I understand this ratio and the fact that, all things being equal, if you can buy a company with a high ROE to EPS you are getting a good deal? However, what is the best way to calculate the ROE-do you discount non-cash items from the income statement? I hold a few companies with huge ROE and fairly low EPS that appear undervalued-so, maybe I am missing something??

Q: Peter:I'd appreciate your expert advice on the following questions: 1.What Canadian natural gas stock would you recommend for an investor with a high risk tolerance ? 2.If inflation appeared imminent what are the names of some Canadian stocks you would want to own and what names would you avoid?

Q: Hello Peter and team,
I have some money that I would like to put into micro-/small-cap stocks, with the idea of holding for a couple years. I am considering High Arctic (HWO), Questor (QST) and Petrowest (PRW). This money will be about 3% of my portfolio, which is otherwise well-diversified.
I have two semi-related questions before I make the purchases. Should I be concerned that all three stocks are in the oil & gas industry and therefore may be subject to similar downward risk? Do you still see strong growth prospects for these stocks or are there others you would suggest as a replacement for 1 or more of the above for a more-diversified basket of micro/small-caps with strong growth potential?
Thanks in advance, I appreciate the great work you do.

Q: Hello 5i team.

My question is regarding the quality of a company's management.

1) With a focus on dividend-paying stocks, which 3 companies do you feel have the best management team?

2) With regards to growth stocks that you would currently consider undervalued, are there 3 companies that you would consider having a great management team?

Thanks.

Jim

Q: An observation for TD Waterhouse accounts. Others may follow the same practice.

I noticed that my "Account holdings values" from the market close to the next day's pre-market opening, change. The morning security prices do not reflect the closing price from the previous day's market close. Seems strange as the values reflected the market close and change to something less overnight. The following is TD's response. (they use the last Bid Price)

" TD Direct Investing updates client portfolios on a nightly basis (during floating periods between midnight and 7:30 am eastern Monday-Friday; as late as 11 am eastern on weekends). This late period is chosen because there is less activities on the system that allows the account to be updated over the morning hours in a batch process.

Your holdings are updating using the previous day's <b>closing bid price</b> (or NAVPS in the case of mutual funds). In the case of equities, we do not apply the last trade (or closing) price because the closing bid price reflects a more accurate and realistic picture of what your holdings are worth on the market."

Q: Greetings Peter and co.
BNN and other financial/investment type programs have a constant stream of guests, some frequent and some new, offering market commentary, advice, newsletters, etc. At some level they are promoting their book of business which I understand fully. Other than checking 'BNN's past picks' is their any way to monitor their portfolio performance? Not all offer a model portfolio as 5i does to simplify this.
Regards
Tim

Q: Please provide a list of what you consider to be the best in class name in each of the following broad sectors: Financial,Consumer, Utility, Telecom, Industrial Energy and Tech. I intend to buy and hold and want good management and steady growth over at least the next 3-5 years. Thank you so much.

Q: Dear Peter and team,
I am considering selling my shares in Covidien (cov) (1% of portfolio) because of the recent jump due to the Medtronic takeover. I don't think Medtronic has as good of a track record or management as Covidien. Would you recommend holding onto Covidien at this time or selling?

Other healthcare stocks in my portfolio are Gilead (gild) (2.5%), Baxter (bax) (1.25%), JNJ (1.5%) and Novartis (nvn) (1.5%).

If I sell Covidien and stay in the healthcare sector, I am considering McKesson (mck), WellPoint (wlp), CVS Caremark (cvs), Amgen (amgn), Cerner (cern), Catamaran (cct) or Concordia (cxr). And possibly 2 others that I don't know much about Cipher Pharma (?) and Biosyent (rx). Would you mind giving me your opinion on the above stocks or at least indicate which you feel would be the top 3.

If you think that there is a better healthcare stock than those listed above I would love to hear about it.

Thank you very much.

Brian

Q: QBR.B

Just curious about your thoughts on Quebecor.

Thanks always for the awesome service.
cheers

Q: Badger (BAD): Recent comments by guests on BNN refer to Badger as 2 men and a truck and sell Badger - it is fully valued ($36.00). Your opinion overrules any other one.

What about RKN? Is it safe to buy?

QUESTOR - QUEST - In two days went up 20% then fell 18%. I am curious what would cause this - bad news or profit taking - your opinion?

Dennis