Investment Q&A

Q: Hi 5I. I have bought Gibson Energy around $21 a few times and within 6 months it gets up to $24/25 or more and I sell it. I see it as a safe risk/reward play. At sub $22 per share Gibson pays a 7 per cent plus dividend that I think is pretty safe (what is the current pay out ratio?) I am happy to collect a decent dividend and patiently wait for the stock to appreciate. If it languishes I am fine with the divvy. I don't see that much more downside to Gibson. A couple of years ago it did dip under $20 VERY briefly. What is your opinion on Gibson Energy as a safe place to park some money when it trades under $22?

Q: If one is looking to own a banking and utility ETF (not covered calls) which would you suggest?

Q: What is causing MPW to plummet? Is this a position worth hanging on to? Thanks

Q: I am considering buying this company which seems to have a lot going for it. I would like your opinion with any negative aspects included.
I would probably hold for several years assuming all goes well.
Look forward to hearing from you Maureen

Q: Hi 5i - with homeowners attempting to renew mortgages at much higher rates in the next year or two (e.g. going from a 2% fixed rate to 6.5% fixed rate - possible foreclosures, etc), how much risk do you see regarding a housing crash and the resulting risk with Canadian banks? Thanks, Neil

Q: Hi group i own both ENB and FTS - over the last 3 yrs FTS has outperformed ENG by a large margin do i need to own both / which one would you keep and add to present position

Also i am waiting to add to APPL MSFT GOOG AMZN...would you wait or buy now? Thanks

Q: I have bought stock in these Canadian banks, TD, Royal and BMO. How badly can these Canadian banks be hurt by their purchases of US assets? I was going to layer into these positions, would it be prudent to hold off?

Thanks
Brian

Q: These stocks all have high dividends' how safe are they. List safest first.

Q: Switch AC for TFII? I want to keep the sector. I was thinking of first waiting for AC to bounce of its drop. What do you think? Thanks.

Q: With the recent draw down in the oil price, is now a reasonable time to gain some exposure to the sector and what are your thoughts on the oil price/sector for the remainder of the year? Could you also recommend your top 2 small, mid, and large cap companies for this sector at this time?

Q: From an long term investing perspective, would you hold or sell the stock after today's earnings? Thank you.

Q: Hi 5i,
A couple of somewhat related questions:
I'm curious about the 'expression of interest' someone (or some thing) may have made known to CTS management in the past while. Would a potential purchaser be allowed a peek at the quarterly numbers before they were released yesterday in furtherance of its due diligence research, or have to await the release like the rest of us? My guess is the former, tied to a confidentiality agreement, but I'm not sure if that's the case with a publicly traded company.
And, also wondering: if the numbers were decent - as I thought they were - and no purchase deal gets announced quite soon, is it safe to assume there's likely nothing brewing? Or is it all just a black box until something - anything - is formally announced?
Thanks!
Peter

Q: do you have an Ex divedend date for Devon Energy?

Q: Has your view changed that CTS could well be $9 in light of their earnings? If so, specifically what has changed? From your comments today, it appears the flavour doesn't quite taste as good now.

Q: I’m thinking of buying ZBK while the ETF is under pressure right now. How do you feel about this purchase or do you see anything better for exposure to big US banks?
Thanks

Q: Hi 5i,

Would appreciate your thought on recent results and any forward guidance, plus the recent purchase.

Thx.

Q: Can you please comment on earnings, as well as the acquisition by couche-tard? Please and thank you

Q: Your analysis of earnings and outlook please


Sheldon

Q: Hi 5i,
TRP executive team members seem to have little direct ownership in the stock but a significant amount of out of the money options for compensation. It looks like CEO bought stock on recently but do you think the executive team has much skin in the game? Can I get your high level thoughts on whether this might be a high quality income stock as well as a good entry price?
thanks

Q: LNR hammered since its Q apparently due to poor outlook.Pease comment.Saw u comments on the Q results.Buy,Hold or Sell? A alternative if sell. Txs for u usual great services & advices