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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: X has had a run up recently. Still, I see a forward P/E approx. 13 times. 1.1 price to book and under 12 price to cash.
I do love to compund "toll road" dividends. BUT, is X truly a toll road these days? Some comment about competion in the space, but who exactly are the competitors? I don't want to buy the stock only to see it become "Uberized" by new technology in a short or medium term.
I am looking for a long term hold and hoping dividend increases are on the way. Set it and forget it.
Your thoughts please. Keep up the great work and many thanks.

Cheers
John
Read Answer Asked by john on September 06, 2016
Q: Hi 5i team,

From the growth stocks listed above what would be your top 5 for expected stock performance over the next 3 - 5 years.

Feel free to take as many question credits as you feel necessary.

Much appreciated,

Jon
Read Answer Asked by Jonathan on September 06, 2016
Q: Hi Team, Canaccord's reset preferred has been reset at the following rates: fixed 5 year = 3.8850% the variable rate is at 3.722%. Given that the spread between the 5 year Gov't and the 3 month Tbill is narrow at .163% Is it logic at this point in time to take a chance and convert from the fixed rate preferred to the variable rate preferred? If interest rates do go up will the variable reset out perform the fixed rate preferred?
Cheers David
Read Answer Asked by lori on September 06, 2016
Q: I recently added a small position in CHW primarily for the nice yield and low PE valuation and low payout ratio. I also like their US focus. The stock price is up nicely since I added and I was thinking of adding to it or starting a position in CBL. I am a long term investor (10+ years time horizon). Would you have a preference of one over the other?
Thanks
Read Answer Asked by Gary on September 06, 2016
Q: In late July 2015 CSU peaked intraday just below $600. I sold at $574 reaping a lovely almost 500% gain. The stock bottomed just below $450 in Feb 16 and has been lurching higher since, then going on a $45 tear in the last two weeks.

Two questions:

1. Any reason you can see for the recent tear?

2. As the stock again re-approaches its all time high, and knowing you have been a longtime supporter, what are your views on the company and the stock at these levels?

Thanks

Kim
Read Answer Asked by Kim on September 06, 2016
Q: Hello Peter and 5i team,
Our sector percentage in the consumer staples space is a low weighting , having only ATD.B. We would like to add one small cap and one large cap. In the small cap space we like PBH. Is it a good time to enter this sector now and what is your favourite large cap?
thank you as always for your opinion.
Read Answer Asked by john on September 06, 2016