Investment Q&A

Q: I would like your opinion of Spartan Delta. Do you think their debt is a concern and does this company keep up with its ~$2 Billion peers in the energy sector? If not, who do you favour?

Q: Hi 5i Team - Can you provide an update on Rubellite` Energy, its fundamentals, insider ownership, drilling prospects and overall growth potential. Thanks.

Q: Could you comment on transalta's first quarter results. What was it's cash flow/free cash flow per share. What are the cash flow/earnings per share estimates for the entire year. How do these compare to other companies in this sector.

Q: Hello 5i
While interested in making a little extra money , I have also wanted to keep my life simple, so I have concentrated on selling covered call options and puts. Because of the crazy recent markets, though, i have been looking at other strategies. For instance the bull put strategy looks interesting. Wondering whether you think it is worth while for an average investor to put much into these other strategies

Thanks as always for your help

Q: Hi guys
could you please give me your evaluation of this stock and whether it is a good play in this sector or if you feel there is a better choice thx as always

Q: Hello Peter,
I would appreciate your comments on Enerplus results on May 5th. Is Powercorp a good long term hold for dividends and a bit of appreciation? Thanks very much.

Q: My daughter has a Family RESP Account for our 2 grandaughters.
They are soon to be 16 and 13 years young.
Both, at this stage of the education game, appear to be headed to college or university.. I contribute monthly into the RESP plan for my grandchildren.
The original funds were invested in a Target 2025 mutual fund RBF1048, recently rename to RBF5731. This is showing an inception return of 4.4%. Since 2016 I have been investing this thru my Direct Investing Account. My present portfolio mix is about 98% equity Stock and is showing a return of 28%, since inception.
Finally to my question. Since the oldest Granddaughter will be attending post secondary education in the next 2 years and little.
What is your suggestion on how to split the total amount? Should I start investing more in fixed income?
Any other suggestions you have for a situation like this?
Thanks team,,,, your are my number 1 in finance.

Q: Yesterday would have been Benjamin Graham's 128th birthday. Born in London on May 9, 1894, Graham founded the disciplines of security analysis and value investing, was Warren Buffett's mentor and wrote the classic book after which this newsletter is named.

Graham knew hardship. His father died when Ben was only eight years old, and the family business -- importing porcelain and decorative objects -- fell apart. His mother's brokerage account was wiped out in the Panic of 1907. Graham never forgot being sent to the bank as a boy and hearing the teller ask whether his mother was "good for five dollars."

Then, in and after the Crash of 1929, Graham's investment partnerships were almost wiped out. He went on to build one of the greatest investing track records of the 20th century, but he never forgot the lessons of loss:

Don't invest using borrowed money.
Never pay too much for the prospect of future profits.
Never count on greater fools to bail you out of reckless risks.
Above all, your results depend much less on how markets behave than on how you behave.
As fear fills the air and financial markets around the world continue to totter, do yourself a favor and read -- or reread -- what I consider the most important paragraph about investing Graham ever wrote. It may, in fact, be the most important paragraph about investing anyone has ever written:
Peter; Publish if you wish. Rod

Q: Given the current market sell-off, could you please give me three growth stocks and three value stocks that you believe are seriously oversold and "on sale" at current levels. Would appreciate a line or two on why you are choosing these stocks.
Thanks!

Q: Happy Friday,

With the current dip and a further downside expected are there any income equities that you would classify as very attractive.

Looking for some new ideas. I have lots of banks, pipes, telcos, utilities, insurance cos, etc. but am not immune to buying more.

Anything in the US really strike you fancy?

Thanks very much and have a great weekend.

Q: Based on your review of 1st q earnings and company’s outlook, is this stock hold, sell or buy more to reduce average cost.
Thanks

Q: What do you think of the latest result (published may 10th) - The market doesn't seam to be impressed.

Q: Can you please recommend a couple of BRIC ETFs?
Preferably Canadian, but perhaps a good US also.
Looking at a 3-5 year timeline.

thanks,

Paul

Q: Seems like there is some indiscriminate selling of rate reset prefs
last few days. Not sure this makes sense.
What are your three top rate reset ideas at the moment, that are NOT in the energy/pipeline sector
Thanks

Q: Do you have a good reference site which I can use to compare historical interest rates vs each sector?

Q: Hi 5i Team - GoGold has fallen off by about a third since March. Do you know of any reasons for this. I am considering purchasing a small position but am concerned about the downward momentum. Also are there any other junior golds with some production as well as exploration potential that you would recommend. Thanks.

Q: For the income investor, would you be buying CVD right now as it hits some lows, or would you wait as it could continue to go down? What do you think is a good entry point? Or are there better options out there for the same type of dividend? And do I get the dividend tax credit in a non registered account? Thanks so much, your services are much appreciated in times like these.

Q: Hello, I am thinking of purchasing BAM.A. For tax efficiency is it best in a non registered or corporate account? Not clear about what percentage qualifies as a full position in my portfolio. What would be a guideline.

Q: Why are the price and yield different btw bipc.ca and bip.un:ca? Which one will be better for RRIF and TFSA account? Thanks

Alec

Q: This mornings earnings look like a disaster and the stock is down heavily and their margins are out of whack - but the management commentary indicates things are just dandy. What gives? Lumpy order recognition, shipments ........ ?? Appreciate your observations and outlook.