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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: Hi Team,

I know the expectations on ceapro are probably VERY HIGH and the recent attention on it is probably pricing it for perfection. On the other hand, it is debt free, adding a new facility, has rising sales and has a patented technology. Could the current price be justified?
Great job as usual guys!!
Read Answer Asked by Marie on August 22, 2016
Q: You often refer to a stock as expensive or as cheap or inexpensive. Can you explain what you mean by that. For example are KXS and SIS cheap or expensive? What about BOS at its current price?
Read Answer Asked by David on August 22, 2016
Q: I have an RRSP holding of WEF (1/2 position) that sits about where I purchased at 2.00 a long time back. It seems to trade in a range up to 2.35 and down under $2.00. This has been tolerable given the dividend but I would like your advice on where you see it going in the next 6 months given the seasonal cycles and the general environment for lumber producers. Also, do you see a reason to hold or do you have a better alternative to recommend?
Read Answer Asked by Tim on August 19, 2016
Q: Saw your suggestion for CPD, XHY, ZRE for dividend income and wondered what would drive each of these securities price performance given that their overall return will be a mixture of price appreciation/depreciation as well as yield and each has a significantly different price history. I'm not planning to blend as I think you should know what drives each investment. I also saw your two notes on CPD so what I think I need is an overview of the relevant price drivers please. Thank you
Read Answer Asked by Mike on August 19, 2016
Q: Peter and Ryan,
Do you have any concerns with Enbridge? My advisor called today saying he heard that they are not putting as much oil though their pipelines these days. He also mentioned that there might be a dividend cut with their high debt. I have owned the shares for about 5 years and have a nice gain on the price, but being older I like being able to collect the dividend for a long time yet. Enbridge is a 6% weighting in my portfolio at the moment.

Thank you,
Charlie
Read Answer Asked by CHARLES LA on August 19, 2016
Q: I'm in the process of ranking tax loss candidates and try to decide between DH and AD which one has a better chance to show signs of life before 2016 YE.

I'm leaning towards DH only for the reason it's seemingly under certain manipulators' control (based on the hard drive downwards trade actions of late) and unless they turn out to be like what you said "short sellers are not god, they can loss money too"). AD is a "show me" story, but can they do a turn around by Q3?

Your assessment will help greatly in my decision. Thanks.

By the way no more use of stop losses for me. I foolishly lost EIF and I'm buying it back at a premium today. Another lesson learnt at a high tuition. LOL.
Read Answer Asked by Victor on August 19, 2016
Q: Good day 5i. SJ @ 44.37

Considering adding SJ soon. Would like your thoughts on concrete ties potentially hurting them. I read a couple of articles including this one that indicates concrete ties last longer, may be more environmentally friendly and are much more common in Europe and Asia

http://precast.org/2010/07/railroadties-precast-concrete-or-wood/

Thanks, Greg

Read Answer Asked by Greg on August 19, 2016
Q: I seem to have been afflicted with the same problem other members have experienced. This is my third question, previous two have gone unanswered. I know my question credits are sufficient and your site confirms the question has been sent. Have you identified why this is happening?

My last question related to the most recent conference call with Kinaxis management. There was frequent reference to an inflection point and I am wondering what this is and how it would relate to the company's prospects.
Mike
Read Answer Asked by michael on August 19, 2016
Q: Hi 5i,
Although they have both been good investments, it seems that since 2010 BIP units have outperformed BEP units by a decent margin. Are the profit margins lower in BEP's focus area or is there something about the energy project investment arc that delays returns in the renewable energy space? I'm wondering what the BIP unit outperformance is attributable to and whether it is a factor that is likely to continue or whether, in the future, BEP is more likely to keep pace, or even to do a little catch-up. I'd be interested in any thoughts you may have on this. Thanks!
Read Answer Asked by Lance on August 19, 2016
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