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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: Just a few questions on the new NFI report. Your data on the website (love the new expanded info!) shows EPS estimates of $3.07 and $3.28 in 2017 and 2018. On my RBC research they show 2.48 and 2.57. Is it usual that analysts would differ so considerably in their estimates?
Also on the web site data you show NFI dividend growth of 4.30% over 5years but your recent report indicates growth of 7.9% over 5 years?
Based on the 3.07 3.28 earnings are expected to grow 7%. Does this include the expected margin expansion to 6.8%?
Many thanks.
Mike
Read Answer Asked by michael on November 10, 2017
Q: I hold a small positon (2%) in CanWel which apparently did OK this quarter. I was considering adding to this position but reading previous questions and answers it, would appear that 5i is not that keen on this stock because of it's cyclical nature and perhaps I should sell into their quarterly results. Debt and payout ratios seem high. Are there other negatives or positives I should be considering?

Thank you
Read Answer Asked by Stephen on November 10, 2017
Q: I have been following ELD, and researched the fundamentals. It seems to me that the debt is well covered, as indicated by the Current Ratio and Quick Ratio, among other indicators. Do you feel that ELD is in immanent danger, and that is why the price has been dropping so dramatically of late. If so, which indicators show that?

Thank you
Read Answer Asked by Federico on November 10, 2017
Q: I have been looking at GDI for some time. The metrics seem to be a combination of good and bad so I guess it comes down to the issue of management competency?? Like a lot of your subscribers I am a long term investor and put relatively more weight on growth as opposed to dividends. What is your latest take on GDI for a 2-3 year hold?
Thanks, Doug
Read Answer Asked by Doug on November 10, 2017
Q: In one of your answers this morning you referred to the current "lithium frenzy". Do think it's at all sustainable for companies like LAC, RCK or even AAL? Are there any lithium stocks that you might consider suitable for a growth investor?
Thank you,
John
Read Answer Asked by John on November 10, 2017
Q: Hi Peter and team
I am down considerable in my RSP in ENB,SGY, and WCP.
I note you are in favour of a new position in CVE. I will keep ENB but was wondering if a switch out of SGY and WCP to CVE or to buy more of ENB is warranted? I will not need the RSP funds for 3 years or more and it is fairly balanced at the moment.
Your comments appreciated as always
Peter
Read Answer Asked by Linda on November 10, 2017