Investment Q&A

Q: Hi 5i Team

What happens to outstanding BEP.UN call/put options now that the split has taken place?

Thanks
Peter

Q: You've previously stated that CGX presents too much risk given its current debt load.

Given the recent ruling that they can open again with up to 50 patrons per screen (believe previous plan was 50 max per theatre) and Canada's success in controlling the virus, would you give them a 2nd look?

Q: Could I have your opinion on Keyera. Is it a buy now and is the dividend safe.

Q: With the stock split, would this be an opportune time to enter this stock?
Thank you. Peter

Q: What do you make of their latest earnings and guidance? Should I buy more on the dip or is it a sell or hold?

Regards,

Brendan

Q: Your comments on TEAM’s latest quarter and guidance please. Also your opinion on the acquisition announced. Still one of your favourites in the US?
Thank you

Q: Is the PPL dividend reasonably safe? Which dividend is safer ENB or PPL?
Appreciate your service.

Howard

Q: LMNL went up 100 % - Why ? De-listing from TSX ? Appreciate your comments. Thank you

Q: FENY, XLE, IYE I am looking to add to my small investment in energy stocks. I have zeroed in on these 3 candidates. Using the RBC Direct Investing site, there appears to be little difference between these stocks looking a both short term and long term out to 10 years. MER’ s are also comparable.
But FENY has almost a 12% yield while the other 2 are around 6%. Given the otherwise very similar performance metrics is there any reason NOT to buy FENY. And for a decking dividend and significant upside potential is there another energy etf that I should consider? Thanks for your help with this decision,

Q: Hello Peter,
After these companies reported this evening, which one would you buy first? I would appreciate if you could give your buy ranking starting with the best first.
Thanks a lot.

Q: Hi Peter, wondering about your views post-covid and now sports slowly coming back (i.e. demand for pizza 73)? Do you still see same store sales anemic? Not stock price great last 3 years and back to its 2008 low ... how has management & financials ( i.e. earnings per share) responded this post-covid (i.e. was it similar or better than what they did in 08 comparisons)? Would you classify this company undervalued (i.e. enough cash flow, assets doing well or not vs debt)? Thanks!

Q: Hi 5i,

Can you provide your assessment on this junior mining company. It seems to be positioned for growth with their claim for carbon free production of Nickel.

Q: What is your view on this company and it’s future prospects? It has moved a lot in the past month.

Q: I just started a new portfolio few months ago targeting for 1 to 2 years, brought Air Canada @ $21 with 2/3 of the funds , and LSPD @ $35 with 1/3 of the funds.
The reason I brought them because the tradition of fundamental concept keep telling me of the book value for AC is near 1, which should be more safe. The book value of LSPD is 7 which is high risk, therefore I divided portion due to the risk. Do you think my concept is out dated, perhaps I should change my mind to adjust my portions?
However, I am so upset for the performance of Air Canada. Should I sold half of the AC to buy other stock instead, any suggestion is welcome. I don't mind to keep for 3 years, but just worry that I may missed out the opportunities cost.

Many thanks.

Q: If BEPC is considered an international holding as it is Bermuda based, does the same apply to BIPC.

Q: In your answer to John on July 30th you stated that REAL crushed revenue estimates with $118 million actual compared to $40 million estimated. I believe the estimates are for NET revenue, which came in at $43.8 million for the quarter. A beat, but not a huge beat.

Q: With another good quarter what are your thoughts on Celestica now? Thx

Q: Hello 5i. Please list the best Brookfield Groups in order of preference for growth in a TFSA.

Thanks
Dave

Q: Peter; So to balance our portfolio holdings I assume we should add the BEPC shares today to
keep the value the same ? Rod

Q: What do you make of True North REIT? It has a profit margin of 35%, ROE of 9%, and a payout ratio of 127%.

Majority of its tenants are Government. It collected 99% of rents last quarter.

Thanks