Investment Q&A

Q: Hi,
I forgot about this stock during recent volatility and starting to look at again. I like the assets and lack of debt. I dislike the earnings and my lack of knowledge of the management. Do you know the management at all and any thoughts on investing small position for 3-5 years or longer?
Thanks,
John

Q: I hate to sound dumb, but… which sector does chemtrade (CHE.UN) belong to: materials or industrial?

Q: MSL has been going up the past week, do you have any news? Can you please give your opinion on this company or suggest another company for a TFSA.
THX

Q: Hi Peter,
On BNN , DHX was compared to Corus Entertainment. If this is the case, is DHX over valued or do they have other assets that justifies the growth? Sensio continues to sign deals,but the stock continues to drop. It has recovered a bit, but is still down from a few months ago. Any comments please. Also, would you consider CSX as a long term investment starting with purchase price of $34 with or without CP merger talks. Thanks again

Q: I have been watching this stock now for about one year. Do you have an assessment or evaluation on this company? Is this a good time to take a position in this industry or would you recommend another company in the sector?

Q: Hi,
I usually do not buy apparel retailers, but I did so at the end of 2013 when a significant new shareholder entered the stock. Is Reitmans a name you would consider? Large cash position, positive same-store sales, new significant shareholder, etc... What could be an exit price in the next 24 months? What other turnaround story could recommand?
Thank you,
Eric

Q: What is your outlook for MX? Would you be adding to positions in this or ?

Q: Hi, I am looking at adding to some of my positions in my growth portfolio. What do you think about West Jet and the industry in general? Jeff

Q: For Growth do you like:

Fiera Capital or Element Financial
Enghouse or Sylogist
First Service or Home Capital
Parkland or Vermillion
Trimac or Algoma

right now for new funds?

Q: re - 5i Filter – Overblown Corrections?
This report shows Sears (SCC) with a dividend of over 50%. When I looked up the stock on BMOInvestorline, it showed a dividend of 0. Does it pay a dividend? Is it safe at that rate?

Q: Hi

Could you do a comparison of these two companies in terms of earnings growth, price to earnings and balance sheet evaluation. Which of the two do you favour for stock purchase at this time.

Thanks

Q: Hi 5i Team. Perhaps one thing to remember in these times is that, if you are lucky enough to hold cash and is waiting to get in, you could do it in steps. Take for example, Whitecap. It got to over $18 before the drop. When it got down to 13.95, I went in with half a position. It bounced up violently the following day (2 days later? whatever), I went in with the other half at 14.90. Of course, there could still be another drop in oil prices. For the long run though, we are addicted to the stuff. So it is a hold. I am able to stay calm during all this turmoil because I was unlucky enough to have been invested through Black Monday. 20% drop in one day! This one we are experiencing is a picnic. You don't need to remind me that anniversary will be in a couple of days. Cheers. Henry

Q: Hi,
Do you have a favorite list of about 6 Canadian companies that have recently started paying dividends.
Thank you.
p.s. Great presentation at Money Show.

Q: Hello,
I know you are generally positive in Aimia, but it has really been crushed due to decreasing cash flow estimates. Do you think its'
business may improve and grow over the long run, or is its' best case scenario just be a nice dividend payer? If you feel it could grow, why?
Thanks for your opinion.

Q: Hi Team

Can you provide me with a list of the 2 "most blue chip" dividend stocks from each of the following sectors. my definition of blue chip is safe dividend, dominant place in market sector, and economic "moat".

Sectors
Financials (bank)
financials (non-bank)
Insurance
telecom
Energy (oil related)
Energy (not oil related)
Industrials
REITS
Consumer Staples.

I am asking regardless of current market volatility. I am trying to verify my own sense of the business world.

thanks

Q: What do you think of this company. I am looking to get some exposure to Healthcare. I like the dividend. Many Thanks

Q: Thankyou for reassuring all of us in these troubled waters. I have quite a bit of cash to introduce back into markets. Is the 3 days of positive market action a good indicator this down turn may be over? I know you don't have a crystal ball but how do we deploy a substantial amount of dollars back in to the prescribed portfolios?

Q: Hi 5i,

Sometimes the market over-punishes a company, creating an excellent buying opportunity. Another factor could include a company with a poor communications strategy (doing well, just not communication the results well).

I mentioned Wi-Lan as perhaps the recent legal processes are being over-emphasized.

However, my question is, with the above themes, as of today do you have a few high quality income or growth companies (5 or 6) that are being over-punished, due to the current market conditions (and could be characterized as low-risk bargains). I am currently adding to my portfolio in small increments (not knowing when the bottom will arrive).

Thanks so much for great service.

Q: Is new flyer a buy right now for income and growth.It is off its highs by quite a bit.

Q: I've been wanting to buy a retail stock but have been intimidated by their valuations. Which of those do you think will profit from lower oil prices? ATD.B, Saputo, Loblaws, Metro, Jean-Coutu. Much appreciated.