Investment Q&A

Q: 5i Team,

How similar are these 2 companies? I have 2.5% positions in both (at a healthy profit - thank you).

Should I sell one? I own DSG in a cash account at +100% - hence have to pay cap gains, and KXS in my TFSA. I know KXS is a top pick of yours..

I'm fine with risk.

Thanks,

Q: Thanks for your response to my recent question. I understand some of the short term issues re share performance but I wonder about the Spectra purchase long term. Is the acquisition accretive and the debt load manageable longer term to continue to make ENB an attractive investment?

Q: Would you kindly rank the following bank ADRs: LYG, SAN, IBN, for a the next year or two, and your rationale. They are potential buys within a TFSA. I realize the currency conversion and dividend tax are major drawbacks. But the single digit prices of these ADRs and apparent change in sentiment for the financial sector in Europe, as well as the sentiment in emerging markets, as well as India in particular is currently compelling to me. What are your thoughts. I'm leery of etf's these days, for example XID. Too many piling into etf's may not end well in my opinion. Finally I'm also curious whether your opinion of Fairfax India has become more favourable at all since the last question on it was answered. To me Fairfax India avoids currency conversion and potentially benefits from watsas knowledge and resources. What are your thoughts

Q: Hello
Is there a reason the recent options price will be set on the second day after earnings? Thank you
Dave

Q: BROOKFIELD RENEWABLE PARTNERS L.P. is, I believe, the legal name for the Brookfield business with TSX symbol BEP.UN. Is BEP.UN a U.S. Master Limited Partnership (MLP)? An article in the May 27 Globe Report on Business discusses the risks to a Canadian investor holding U.S. MLPs, including a 39.6% withholding tax on payments to non-residents (according to the article, the tax applies to both registered & non-registered accounts). Is this applicable to BEP.UN.? Thanks for your reply. Edward.

Q: Considering a switch from sia to ruf. Could I get your thoughts. Thanks

Q: Which of these two co's would you purchase today, and why?
Thanks Peter.

Q: Hi 5i, what are your top 5 small or mid-cap dividend growth stocks? Also, please provide a few companies that you believe may be initiating a dividend in the near future. Thanks Rob

Q: In the Globe today....
"CALGARY — New rules to reduce methane emissions from Canada’s energy sector will cost the industry an estimated $3.3-billion over the next two decades, and will hit conventional oil and natural-gas producers the most dramatically."

Will Questor be in line to benefit directly fromn this change?

Q: Please give your opinion on WI-LAN. Is their new strategy to acquire Companies and become more of a "holding company" an effective strategy for shareholder value increases?
Thanks Gord

Q: Would you kindly compare the two companies? I have been holding on to NMX but LLG is climbing much faster for some reason.

Q: Your take please on the large acquistion announced today and your forecast as to its overall impact on earnings and stock price.

Sheldon

Q: BTL Group Ltd. your opinion about this stock

Q: Enbridge has been steadily drifting lower, down about $5 a share in the past month. Would you have any incite into the reasons for this decline? Also do you foresee anything on the horizon that might stop this erosion in share value?
A roughly 10% drop does seem excessive for a conservative company such as this.

Q: Your opinion on XSD (etf / semi-conductor).
Thank you.
Pascal

Q: Hi, could you please provide your comments on today's news of the large acquisition by Boyd Group. Boyd has been growing in US lately. This is a major expansion in Canadian market, Ontario. How is it different than the US, where insurance companies like to mostly deal with established repair chains like Boyd ? Do you see possible equity issue, near term ? Thanks

Q: Pho reporting on May 30.What is your view on its revenue & eps?Please provide analyst's expected revenue & eps,Appreciate u normal great services & views

Q: The CFO is now leaving. Is the new CEO cleaning up or is this a sign of more cockroaches ?

Q: Can you please recommend some resources, particularly books, that would be ideal for a person, in their mid 40's, who is just starting to learn about investing. Also, I am trying to understand the world of bond prices/yields since they are very important in intermarket analysis. Any good books on this topic? Thanks again.

Q: Hi,
I have always considered tech companies like OTEX, KXS, medical companies like GUD, CCL.b and food companies like ATD.b, MRU to be non cyclical or at least below-average, is this correct?
Could you please give a list of companies from BEST to OKAY.
HD