Investment Q&A

Q: I am looking into investing in Canadian shale plays (i.e. Duvernay basin). Can you suggest any names that look interesting, from a drilling and infrastructure perspective?
Thanks.
Arvind

Q: What metrics and valuation methods would the buy side street use in arriving at price targets for CF and similar companies?

Q: 1. I want to make sure I'm not overweight in oil and gas. Since some utility companies have gas, do they count as utility sector or oil and gas?

I own FTS, ENB, ALA and WCP. Obviously WCP is a pure oil and gas stock and FTS is a utility because its electric, but how would you classify ALA and ENB? Globe and mail investor classifies ENB as oil and gas and ALA (although ALA does have gas so I am confused) as utility which would put me at:

WCP, ENB oil and gas
ALA and FTS Utility

Do you agree with the above? This would give me an 8% weighting in each?

2. I was also thinking of using my cash position to add kwh.un which i believe classifies as a utility due to the focus on electric. It would bring me to a 12% weighting in utilities if my above sector allocations are correct. I have all ten sectors represented in my portfolio and would be buying for the dividend. what do u think?

Q: I purchased Savaria at a much lower cost and sold taking profit. It has gone up steadily since I sold If I purchase shares at this 17+, is there much growth left in the company?
Thank you

Q: I keep wanting to buy something in the solar space. The overall trend seems to be too strong to not do well eventually. Picking a winner however is another matter. Does CSIQ look better given the latest results and the new and substantial contract in Dubai? If not CSIQ is there anything you would recommend? Thank-you again for your insight and great service, the only great service I have ever come across for us mere retail investors.

Q: I am wondering whether it is time for me to dump these two and put the money into something with a bit more of an uptrend. Am thinking of SIS for one. What's your opinion on the future trends of these three for the next 1 - 2 yrs?

Q: Good morning, 5i team,

I know you don't usually give advice on US stocks. I wonder if you can provide your opinion if Amazon is a buy at the current price! What do you think of the valuation n growth in the next three years? What would be the greatest risk?

Do you think it's better to buy a Healthcare stock instead? If yes, can you provide a name or two mainly for growth?

Thanks a lot! Rossana.

Q: Which stocks in the Income Portfolio would you consider to be the higher risk dividend names? Thanks

Q: I have a question about saputo . I have owned it for quite a while . What do you think of this company . I am wondering if I should take profits and go somewhere else .? I read a bad report from TD

Q: Could I get your opinion of AKG (Asanko Gold) in light of Carson Block's recent shorting of it?

Q: I took a half position in PRO REIT two months ago after the Globe breakout article and I’ve since read all 5i’s past commentary which I found encouraging.
It is appearing that this is a solid growing REIT with great dividend and monthly DRIP. The payout ratio is dropping, they continue to make accretive acquisitions and it won’t be long before their market cap is over 100 million attracting new investors.
Would now be a good time to add to the position after the latest offering? Any other insight or advice you can offer me on PRV is appreciated.
Craig

Q: Can I please get your opinion of Killam Apartment REIT.

Thanks

Dave

Q: My holdings in the banks are pretty well equal. Circumstances have arisen which require me to decide whether I should shift this balance against the most overvalued to the most undervalued, if there is a worthwile difference among them for a long term holder. Would you be inclined to rank them and indicate whether your order represents significant differences?

Q: Re Point North
In mid-May, I asked your views of this play for control. Your view was somewhat negative. Based on circulars since then, do you have a stronger view, one way or another?

My intuitive view is strongly negative. I may want to express my view to the institutional investors. Is there any point to do so and, if so, is there a way of getting their attention?

Q: My observation is that you don't generally view companies that grow quickly by acquisition as 'risky', whereas you often refer to debt and small capitalization as risk factors. Constellation Software, Alimentation, Parkland, Enghouse and of course Valeant come to mind as consolidators. I would appreciate your comments on the risks of growth-by-acquisition, and, what are the high-growth companies you recommend that rely on acquisitions for growth?
Thanks

Q: Hello

I own some CYB ($48). It has same holdings as Edgepoint Global, along with 15.8% stake in Edgepoint itself. CYB website shows NAV at 41.13 but it is trading at $48. I am tempted to sell and buy back when this gap narrows. Also own good chunk of Edgepoint Global. Would appreciate your thoughts.

Thanks, Greg

Q: Hi Peter and Team,

Back in 2004 and 2005, I purchased 2 labour sponsored funds, to get the tax credit associated with them. One has gone under and the other is about half the value.

What is the minimum time I have to keep on holding to the labour sponsored fund, without being penalized for the tac credit?

Tganks

Q: Greetings and happy Friday gentlemen,

If initiating a new position in shopify (I realise im a little late to the game), would a full position be ok, or would it be wiser to start with a half?
Kind regards,

Karim Rahim

Q: Hi folks,

I don't have a position in either one of these companies but I would like to. Both stocks keep going up and are expensive. Is it to late to start a position in one of these packaging companies, if so which would you prefer to pack away for the long term.

Thanks a bunch.

Q: Would you buyer of ITC and PUR at today levels? any comments on the recent $3M order that ITC received? Looks to be positive.

thanks
sal