Investment Q&A

Q: The dividend keeps going up and the stock price keeps going down...how would you explain this and would you add to a half position.

Thanks for your service

Q: Cal-Maine has been in a steady downdraft over the past number of weeks. Can you provide any insight as to what is causing this? What is your current view on the company and assessment of their recent results. Where do you see this stock going over the next 12-24 months and why? Thanks.

Q: - There has been a lot of downside with the attempt to buy office Depot and that fallout but are the fundamentals also a mess? What's up?

Q: Good Afternoon,

I have a large amount of US$ cash to invest in US denominated securities.

My objective here is to OUTPERFORM the US indices. So far I have been able to accomplish that by buying the Small Dogs of the Dow and I have been achieving my objective. Up 5% this year excluding dividends. However, that only allows me to buy 5 US stocks and therefore I have much US cash.

Can you guys draw upon your vast experience to inform me of any other strategies that have constantly outperformed the indices, or for that matter any US$ based ETF's that have outperformed? I am not looking for individual stock suggestions.

In Canada I already own ZLU and HXS which have outperformed signicantly but in Cdn$.

This is all about outperformance strategies/ETF's which I have had success on, albeit on a limited basis.

Thanks

Sheldon

Q: What is your outlook for Starbucks. I have it in my RRSP.
Thx

Q: Could you comment on the effects of rising US interest rates on price appreciation and dividend growth of this ETF? Thanks!

Q: I have about $55,000 invested in US stocks that I bought when the dollar was almost at par. I like all the stocks I have and I consider them blue chip long term holds and I prefer not to sell them. My question is do I sell them or keep them? I have CSCO, INTC, JNJ, SBR and DIS. Also if I keep them do I keep collecting the dividends in US and building a US cash portion which is what I am doing now or keep the stocks and convert the dividends to Canadian dollars. I am so torn with this since I am up like almost 30 percent on all these US stocks. Your thoughts please? I debate this everyday with no answer.

Jimmy

Q: I am doing some bottom feeding for income - but am wary of being burned!


so, could you shed some light on the relationship between Enbridge ENB and Enbridge Energy Partners EEQ. I know you are positive on ENB. Would that therefore apply to EEQ as well - or are they different entities?
EEQ of course has been pummelled like most other energy names, and now shows a yield of 11%. So is EEQ buyable here or too good to be true?

Thanks for your help.

Q: Could you please comment on this company. It is hitting 52 week low today. Is it hold, sell or buy more?
Thanks

Q: Could I please have your insight on these two listings. The differences and your preference if possible. Also do I have the right train of thought in my desire to purchase one or the other at todays prices in terms of outlook for the next number of years? It seems to be safe (within the parameters of a stock) I believe it has size and safety and cash? I do not mind risk but I do not always embrace it. I have 20+forseeable years to go before I need to draw on the account. This money is coming from maturing GIC's and I just can't seem to bring myself to rollover into the same product. I also like Microsoft, or if there is anything else you suggest I can look into.
PS Thank you for all that you do. You are like having a friend that you go to that knows what they are talking about.

Q: Peter wrote an article very recently that discussed a covered call strategy using US company's. He mentioned that there were 10 companies that he liked although he only provided 5 names for the article. Could you pleases provide a complete list of the 10 US listed companies he likes for the covered call strategy. Thanks.

Q: Noticed on cnbc a pick of the day for one of the regulars was splv. could you give me a report on last years performance.thaks for all you guys do for us. regards CLIFF

Q: Are you familiar with Penske Automotive Group (PAG.US) or Group 1 Automotive Inc (GPI.US)? What would be your opinion?

Currently I do not hold either of the two companies but was considering a purchase of PAG.

Thanks

Stephen

Q: Hello 5i team

I bought KMR in a TFSA for stability & that it paid dividend in KMR shares. I have also owned ENB for a few yrs. I Have read a number of opinions on both from Morningstar analysts & seeking Alpha contributors.

I would like to get some info from your Bloomberg source, an your opinion on the comparison.

1. What are their Debt factors including pfd issues & what is their dbt/Total Cap ratios?

2.What are Cash flow valuations & interest coverage at current prices

It is clear that futures depend on their respective ability to fund capital projects an maintain a decent balance sheet. ENB looks to be stronger than KMI at the moment.I am inclined to hold on to KMI on the basis of its dominant postion in the industry & the non-life threatening size of this investment in my TFSA which offers no tax loss offset.

I will appreciate your opinion as well as the financial metricsyou can supply

Regards Ernie

Q: Another bad day for WMB. I've seen my profits fade to almost nothing. Is your advice to sell or hold? It's in my RIF.

Q: If I believe the price of oil will rise what Etfs would be appropriate to buy to take advantage of that rise in oil? Thanks.

Q: I am so glad you are now offering the same for EFTs! I just subscribed. I would value your opinion on BMO Low Volitality US Equity/ZLU & iShares S&P/TSX Consumer staples.

Thank You! Austin

Q: I should increase our health,materials,and energy sectors.Could you give me a few suggestions.I plan to sell Spectra Energy (SE-N) and Power Financial (PWF-T) in the new year to make the purchases.
Thanks.

Q: I've been a long-term owner of Allergan. The potential deal with Pfizer indicates that 11.3 shares of PFE will be granted for every 1 share of AGN. Looking at the closing prices of each company on Friday Nov 4th, AGN closed at $316.50 and PFE closed at $32.80. At 11.3 shares of PFE per AGN, this currently values AGN at $360.80.
In your opinion, why are the AGN shares not trading around the value of the deal? Is there significant pessimism about the deal? Are the targets for PFE shares significantly lower over the next year?
Seems to me this is kind of a "back the truck up" opportunity...

Thanks!

Q: I have a 25% gain in costco before currency and love the company but think I should take my profit as it is very expensive at 30X earnings. What do you think?

Doug