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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: Hello Peter and Team, in a response to Michael (November 6th) you say that Peyto’s payout ratio is 41%. Using the Peyto data provided by TMX Money, and after a quick calculation I get a payout ratio that would be 153% (0.110 DIV x 12 months / 0.86 EPS). Could you tell me where is my mistake in making this calculation? In the event that the payout ratio is in fact 153%, then would you consided the dividend at risk? Best regards, Gervais
Read Answer Asked by Gervais on November 17, 2017
Q: Hello Peter and Ryan,
I own McEwen MIning and Gold Standard Ventures. The news on both appeared to be decent when i bought them over 4 months ago, both are down quite a bit now. Should i stick with them or take my losses and move onto Kirkland lake gold and B2 Gold? Also, is the $24 share from Aurora a Stock offer and not a cash offer for Cannimed? Is that the reason why the Cannimed shares have not increased to 24 or higher on the market (seem to be hovering between18-20 range). Thank you.
Read Answer Asked by umedali on November 17, 2017
Q: Going forward, I’d appreciate your advice as to the potential to recover on these stocks. I’m down 16% on PKI, 17% KWH.UN, 18% on VET and 23% on ENB. I appreciate the dividends, am well diversified, have a half position in all but Crius (full position) and willing to hold for an extended period of time. What do you see for each of these in the next 1 - 2 year period. I guess I’m now questioning if being well diversified (energy) will continue to work against me given that it is 9% of my portfolio and I believe you’ve recently suggested 5% is adequate at this time. Subtract as many credits as warranted. Thanks!
Read Answer Asked by Warren on November 17, 2017
Q: Dear 5i
I`ve read a few times that you`ve mentioned EBIX as one of your favourite US stocks . I`ve looked at it in some detail and agree that it looks impressive . My only concern is its debt level and a relatively high short position. Do these metrics concern you at all ?
I`m considering FLIR and GRMN as well and was wondering if you could rate these three stocks best to worst .
Thanks
Bill C.
Read Answer Asked by Bill on November 17, 2017
Q: Sangoma Technologies released Q1 FY 2018 results this evening. Q1 looked really strong and the share valuation seems very inexpensive for Company with this growth rate, that is profitable and has a strong balance sheet. Your thoughts on STC, its current valuation and would it be a future consideration for the 5i growth portfolio given its 2018 annual sales are guided to exceed $46 million?
Read Answer Asked by Charles on November 17, 2017
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