skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Your take on Clearwater's report today? It didn't impress the markets. What do you think of Clearwater going forward?
Read Answer Asked by John on February 25, 2015
Q: Hello Peter & Co
Just looking for clarification on these two answers to questions. One says CRH is pricey(Feb.9) and the other says its not(Feb23). What am i missing?
Thanks
Dave

Question: Hello Peter & Co, (Feb.9)
The above represents 13% of my RRIF Equity portfolio. I hold CCT,CPH,CXR,GUD,RX and thinking of nibbling in VRX,CRH,PHM; would you please rank them as if I did not own anything.
Thanks,
Tony

5i Research Answer:
These are all so different it is really hard to rank and compare but we would say VRX (for size and stability), PHM (for growth and a decent valuation) and then CRH (due to it looking pricey).


5i Research Answer: (Feb.23)
We think CRH is still OK; it is a solid company getting new attention; yet is still only 14 X earnings, so not too pricey at all.
Read Answer Asked by Dave on February 24, 2015
Q: Could you please give me up date on these componies thank you jack
Read Answer Asked by Jack on February 22, 2015
Q: Exceptional company with a visionary CEO. Latest quarter: Top line looks impressive enough with inroads to profitability and is free cash flow. Comment and how does balance sheet look?
Read Answer Asked by Norman on February 22, 2015
Q: Hi Peter I think you "like" the stock and it seems to have a nice p/e ,decent dividend to allow for growth...you have also mentioned possible large real estate value not fully recognized on books I think. Time to add a small position in a new non-financial/energy/utility company and I am thinking of this one. Without regard to industry as it will be a small holding do you like it better than GH,RPI.UN, CSW.A and WB and if not which one is your favourite of the group and why over ADW.A
Thanks for all you do
Read Answer Asked by Dennis on February 22, 2015
Q: I've been in and out on PLI a couple of times. It has been a volatile stock. It has hit new highs lately. I'd like to get back in but I feel it has received a lot of attention now and it might be overpriced at this time. I want back in but feel the price will drop and if I wait it out I'll get a better price. What are your thoughts ?
Read Answer Asked by Theresa on February 22, 2015
Q: Would appreciate your current outlook for CargoJet. Thanks
Read Answer Asked by ken on February 18, 2015
Q: Hi, I'd like to get your opinion on Crh's Q4 release that came out yesterday after the close. Did it beat or miss expectations? Was their acquisition expense just one time in Nature or did anything look off? I've done quite well with this name in a short time period but I think I'll hold or add a little for further growth if everything looks okay.

Thanks
Read Answer Asked by Scott on February 16, 2015
Q: Hi - your comments on the financing- it appears to have been upsized and over subscribed. What do you think of the theory that this will be used for more acquisitions?
Read Answer Asked by Scott on February 16, 2015
Q: hi.. Could you tell what happened with pli and what is the value?TODAY.. Thanx for everthing.. Regards , Cliff
Read Answer Asked by cliff on February 14, 2015
Q: Can I get your thoughts on merus, also what do you think of it earnings and the company going forward.
Read Answer Asked by Richard on February 12, 2015
Q: Hello, could you please comment on Andrew Peller earnings. Thank you very much
Read Answer Asked by Adam on February 12, 2015
Q: Good afternoon Peter and Team:
In considering an investment in this year's TFSA for a 45-year-old long-term investor(at least 10-15 years time frame), GUD is being considered. Looking at the TMX website, it shows a beta of -0.379. What are the implications of such a low correlation to the overall market in a fairly well-balanced portfolio that already holds CLU.C, CXI, DHX.B, FSZ, MDA, VET, and WSP? Would GUD be a good fit for this year's contribution, or do you have any other suggestions? Thanks for your valued advice and fantastic service.
Read Answer Asked by Jerry on February 10, 2015
Q: Your views on the recent sell-off...is Rx a buy, sell or hold at this time?...Thanks, Barrie
Read Answer Asked by Barrie on February 10, 2015
Q: This large Gamesys acquisition by Intertain Group appears to have similarities to Amaya's transformational deal. When Amaya announced the deal, you were bold with your projections and subsequent share price appreciation supported your thesis. What would be your analysis and thoughts around future success of the Co.? Do you foresee a decent upside to share price from current level ($17)? Thanks
Read Answer Asked by rajeev on February 09, 2015
Q: Hello

What is the dividend yield on DOL? It pays an 8c dividend quarterly and current market price is about $60.

As per TMX money the yield is around 1.05% http://web.tmxmoney.com/quote.php?qm_symbol=DOL:TSX

I come up with a different number when I calculate it:
($0.08x4)/$60 = 0.53% dividend yield.

What am I missing?

Thank you
Read Answer Asked by Vee on February 06, 2015
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!