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Investment Q&A

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

Q: With the seemingly increasing scrutiny over crude being shipped via rail, could this have a negative impact on EFN's growth prospects? One of their largest growth areas seems to be in railcar leasing. On the topic, are there other companies that may be especially at risk due to this? I wouldn't be surprised if new regulations come in to limit the use of DOT-111. One article I read said that this could cause a large expense for leasing companies - if they need to upgrade their fleet.
Read Answer Asked by Kel on January 28, 2014
Q: Hello 5i crew -

I've had my eye on Element Financial for awhile now. I know you consider it expensive at this point. If you cannot recommend a price entry, can you advise of a metric or two you would watch before pulling the trigger?

How much faith do you have with Mr. Hudson as CEO? He seems to have big plans. My concern is his history. The Newcourt Credit Group that he had built didn't exactly end very well. Your thoughts?

Thanks.

Jim
Read Answer Asked by James on January 23, 2014
Q: Peter, Lana & Team,

I am rounding out a 15% financial sector weighting. My existing holdings are approximately 2% for each of: Sun Life, Home Capital, TD, Scotia, Fiera and JP Morgan (12% total thus far). I have 3% left that I want to throw behind some small cap names, and have shortlisted the following 5i favourites: Firstservice corp, Tri-con, Element Financial, Rifco and CI Financial.

Questions:
1. Would you throw 1% behind 3 names, or 1.5% behind 2 names?
2. I know you like all these companies, but which 2/3 would you buy today?

Investor Profile = Young and risk on. Will be deploying new capital routinely, so ideally names that I can average up with over the next few years.

THANK YOU FOR EVERYTHING.
Read Answer Asked by Ray on November 15, 2013
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