Investment Q&A

Q: What did you think of Western's q4 and the company in general? It seems they made paying down debt and holding off on further capex a priority in ahead of the soft wood lumber dispute outcome.

Q: I have two major losers in my portfolio, BBBY and HSNI. Both seem good on paper but never seem to go anywhere. Would you hang on or sell and move on?

Q: I need to sell some stock to cover my Riff payment in a few days and wondering which of the above I should sell or keep. AD return is - 16% . Altagas is -27%. and Yield Plus is up 6.8%. Thanks

Q: Hi5I

EIF will be reporting after market close Weds. Could you please tell us your thoughts on their results

Regards

Q: Hello 5i, since both look cheap at the moment, I would like to select one for a long term hold (at least 10 years). I am looking for dividend growth. Thanks.

Q: Hello 5i,
If I was to put $100k into the BE portfolio today would you suggest mirroring the current allocations or buying equal amounts of each stock?
Thanks
Dave

Q: Hi Team,

Premium Brands' shares have not been doing well in the new year. I would appreciate your thoughts on possible reasons for this and whether you think they might re-gain their momentum in the near term.

Thank you,

John

Q: what happened to aw.un its under 40.00 is this going to recover?

Q: Good day,
Perhaps I need to be clearer in what I'm asking with regard to the secondary offering announced by A&W. From your earlier answers this is a non-news story that has zero affect on the company and its stock value and does not even really involve the company so much as certain shareholders selling their stock to someone else. So why did A&W announce it? The market seems to think this was a significant event, as the stock has fallen precipitously since the announcement.

Q: I have owned WEF since late 2014 and am, effective today, back to even par (if you include dividends). Their recent report showed good metrics, but I am wondering about the impact of the SLA negotiations vs the soon-to-be-imposed CVD and AD duties. Some would say we might be better off just paying the duties. At least that gives us some certainty. WEF is in a bit of a different boat than its peer group, since only a very small portion of their exports are SPF softwood-related. I believe < 15% of their exports are duty-related, due to either their species (eg: cedar) or higher value products.

What are your thoughts - keep or move on? Is this likely to be dead money until the SLA is resolved or is the CVD-AD duties going to provide some short term certainty? I am paid to wait via the nice dividend.

Thanks...Steve

Q: Can we get your opinion on TH with regards to:
- financial results announced Feb.8/17
- results of recent tests of their product
- is their a chance this company could become a portfolio changer, I mean should I average up and take this to a 3% position from 1.5%

Thanks for your great service as I would likely not heard of a company like TH without being a member

Q: What do you think at these prices for a commodity play

Q: How do you see the acquisition by QSR of Popeye's?
Thank you,
Maria

Q: Nice calls on these two...I bot them last week with your research and have now covered my next 10 years worth of subscriptions..Thank you very much..learning more and more with your coverage..

Q: How does the news alter the outlook? Why did they do this now?
Thanks.

Q: What are your thoughts on todays announced sale and prospects going forward. I suspect they must have something else fairly major lined up to buy. Todays sale was actually worth more than the market cap (at least what shows on the tsx site, without options etc).

thanks Tom

Q: I always have a couple of speculative stocks in my portfolio.(you know the fun ones that you usually loose you shirt on!) I don't usually deal with penny stocks, but this one seemed to be interesting. I purchased this stock at 0.20. Of course lots of rumours going around about this company, but not worth mentioning as they are not confirmed. The only thing I could see is they hired a new President and communications firm.

I would like your thoughts on this company regarding financials and new management?

Q: What would be your suggestions in the Usa and Canadian for rental residential?

Q: Hi. With Cobalt on fire, what is your opinion on investing in Katanga (KAT). Any other suggestions ? Thanks.

Q: Hi, would it be reasonable to buy Shopify at current level or wait for a pullback? My investment horizon is for long term.

Thanks.