Investment Q&A

Q: Hello Peter and the 5I team
I am wondering what your opinion is on this stock? Can this extreme decline in share price be solely because of the potential interest rate hike or is there more to this story? To me the company seems to be run by good management the P/E ratio seems a little high but historically seems in line. What surprised me was that this company raises it's dividend (which is at 9.85%) almost quarterly, that does not seem like the characteristics of a business that has had its share price cut in half in the last 8 months. Would this stock be a good buy for income?? Would you start a position in this company today or wait and if you would wait at what point should a person initiate a position. I am interested in your opinion on this one.

Thanks

Q: I would like your thoughts on Kinder Morgan's business risk?

Q: Would you please give me your thoughts on this company

Q: I just bought an opening position in Disney. I wanted your opinion on cord-cutting in the industry. We've in the past year how cord-cutting and regulatory changes in Canada have impact Corus' anticipated revenues.

With half of Disney's revenue and profits coming from ESPN and other TV franchises, is the current negative sentiment (e.g. subscribers to TV declining) warranted even though there are more high profile near-term catalysts like Star Wars, Marvel etc that will continue to contribute to top and bottom lines for many years to come?

Q: Hi ...can you comment on the current apparent disconnect between the AIG stock price and the company's warrants . The stock is currently trading close to it's year high ...yet the warrants are off over 4$ . Seems too rapid in terms of time erosion on these warrants as they don't expire till 2021 ....lots of time left .. they trade over 29$ in August . ...an opportunity?

Q: What do you think about buying some David's Tea at this price leve? I really like the brand and I'm a regular customer but didn't want that to skew an investment decision.

Thank you

Q: Would you please comment on this company.

Q: What is your favourite defence sector stock ? Thanks.

Q: Hi there,
Could I please get a brief analysis and your opinion on Canadian Solar. It is trading at a low p/e and is approx 40-45% down from it's high. With all the recent talk about clean energy is this stock a buy? It appears to be under valued, contracts world wide and has a decent insider ownership? Why is is down so much? What is the risk level and growth outlook over the next couple years. Thanks, Kerri

Q: Hi Team

I noted your comment to Shyam on Dec 1st regarding Google. In the tech sector would you see Google or our own CSU as being the preferred choice for a long term hold?

Thanks.

Q: Would you please comment on this company

Q: the last question on this stock was in 2013 what do you think of it today

Q: Would appreciate your current outlook for General Electric, GE.US. Thanks

Q: Recently you endorsed selling options in a TFSA. I am wondering whether there are any drawbacks with selling options for U.S. companies in a TFSA? thanks for the great service
claire

Q: Looks like their results are substantial. Would you recommend this or something else? Thank You.

Q: the following are my tech holdings CDV 2%-CSU 9%-NLN 0.5%-NRI 0.5%, SVC 0.8, DISCK U.S. 2.5%, AAPL 5%, DDD U.S. 0.5%, AVO 1%, DRT 2.5%, EL 0.4% Total 24.8% of the portfolios. I was going to sell DISCK - AVO and cut down reluctantly CSU by 4%. What should I replace with, SWKS, CTSH,FIT or whatever you recommend. Any other suggestions would be welcome. Thank you for your considerable help.

Q: With all this talk about climate change could you suggest few ETFs that will benefit.

Thank you

Q: What do you think of this closed end US fund? I am told it will be protected if rates rise, and it is trading at a discount to NAV.

Q: I bought it in Feb. 2015 at $85 only to see low of $67 in the summer. I am still holding it, but ... what are the prospects of recovering and going to $85-$90 ? I read that the high US $ is hurting their EPS because lots of their products are sold in overseas locations, any light at the end of the tunnel ?

Q: Can you explain why U.S. preferred share ETFs like PGF and PFF have considerably outperformed their Canadian counterparts such as CPD and ZPR ? Thanks, Joe