Investment Q&A

Q: Crew is going up a few cents every day. I am still underwater having bought at $7.50. Woukd crew be a favourite in the oil and gas space?

Q: Ithaca seems to be a strong deleveraging path and actually has earnings unlike so many other oil & gas companies. Assuming Stella will start up in September doubling there production what do you think this will have on the stock price?

Q: In your April 21st response to a question about CJT, you suggested "keeping an eye on it" as you had some concerns if the economy slows. What exactly should one be keeping an eye on in order to determine a total exit. I bought a small position over 6 years ago at a cost of $6.50 so am happy with the current $31+ price along with receiving a regular dividend. It is now 4.2% of my portfolio. Do you feel this is too high a % and if so, what weighting would you suggest and what would you replace it with ?

Q: In light of your updated report on gamehost would a switch make sense to savaria. I usually try to replace a stock at or around the same price my thinking being that if sis has the potential to move up $2.00 faster than gamehost then I do not risk more money on a small cap stock and can recoup my $2.00 loss on gamehost faster with owning savaria.Does this strategy make any sense? I get they are completely different sectors.

Q: Please provide your current views concerning EIF, what items might cause pause concerning the monthly dist? -thks

Q: A recent questioner addressed the issue of identifying high growth and high momentum stocks at attractive valuations that remain under the radar but have the potential to become investor and fund manager "favorites".

I am wondering if PIH could be such a stock. With increasing share price and trade volume appreciation, and rising growth in revenues/earnings, but attractive valuation (around 11 trailing P/E), am I wrong in thinking this one could start to gain increasing attention? Does it make sense to average up on a stock like this as I have been doing over the past couple weeks (the full position would be quite a small fraction of my overall portfolio)?

Q: hello 5i:
could you please comment (generally) on the new preferred shares being offered by BEP.UN. Can I purchase these through my online broker ie BMO Investorline or Scotia iTrade? How would these preferreds compare to others being offered at the moment? The reset, pegged to Canadian Treasuries seems like good protection for the investor: is it? Would these be acceptable as the fixed income portion of a diversified portfolio for someone who is (becoming) more risk averse? Held in a TFSA, is the interest taxable or not?
thanks
Paul L

Q: This company's results and its dividend cutback do not look very promising. Any comments, please?

Q: What grade would you give the management team at RNW? Are they more of a risk or benefit to the future prosperity of RNW? Thanks.

Q: In light of the recently-released strong quarterly results, would you recommend that I tender my modest (<2% of portfolio) position to the substantial offerer buyback, or hold on for a rise in the market price (i.e. > $14) over the next year?

Thanks!

Q: Good Morning Peter, Ryan, and Team,
Presently I have a full weighting of Parkland Fuel (PKI-TSX) in an income oriented retirement account. Most of the other equity holdings in this account mirror your 5i Income Portfolio. I have been watching Superior Plus (SPB-TSX) for awhile and it appears to have bottomed with energy prices firming a bit. SPB looks to be a cheap stock even with the recent upward move in share price. Do you think owning PKI and SPB in the same income account makes any sense ??? Also if you were to assign a grade to SPB what would it be ??? PKI is presently a "B". Thank you for your sage insights. DL

Q: What are your thoughts on Absolute Software (TSX:ABT)?

Q: What public companies/stocks are/will be a play onBlockchain?

Q: Hello, could you please comment on the latest earnings for III.V?
As well as their future prospects?
Thank you
Dave

Q: how would you invest in the future of the electric battery industry? would it be in a manufacturer or a miner? and can you suggest a company.
Thank you for all your thoughtful and considered work

Q: Comments please on AYA earnings.

Thanks

Sheldon

Q: For transferring money from the UK to Canada I use Tranferwise. It is a bit of a pain to set up but fast and easy afterwards. I transfer the money to their account and receive in in my bank in two business days.
Most important they have MINIMUM fees and use wholesale rates.
For transferring to/from another country they may suggest another financial institution.

Q: I am overloaded in the Consumer Staples Sector. I have MRU, ATD.B, PBH, & BPF.UN. and would like to lighten up by dumping one. Am loathe to dump Boston Pizza because of its 7.44% Y. Would you please list them in terms of growth possibility and which one you think would generate the least returns over say 1 - 3 yrs time frame.

Q: What happen to MDA lately?

Q: I would like to know if the new debenture issue being offered is safe for capital preservation and if there is anything about this offer such as the conversion of the debentures to equity and its other terms such as early redemption rights after the first 3 years, that would have a major impact on the debentures value and liquidity for a 5 year hold. What would these debenture rate as? Is there a fair possibility of future capital gains based on the conversion price of $44.75 per Share. I presently own 100 shares of EIF and am thinking of buying these debentures for an RRSP and or TFSA for a minimum 5 years or longer. Are there better and safer fixed income opportunities at the present time, that pay a 5.25% dividend that one could invest in?

Thank you for your answer.

Joseph