Investment Q&A

Q: Hi 5i team,

About 18 months ago, I invested 20K in my girlfriend’s newly opened TFSA. I had asked a question where I was looking for stocks (medium to low risk) with dividends above 3% and still have potential for some growth for a 2-5 year hold. These were and still are her only investments.
Following your recommendations I bought equal weights of CDZ, WSP, BNS, AD and WIN. I have since sold WIN for ATD.B

If I were to start over today, what stocks would you suggest? Would you recommend that I adjust the current holdings to match any new suggestions? Or would you just stay the course? Thanks

Q: My understanding on the ownership of the common shares is that 70% is controlled by insiders who take their dividend by DRIP. The dividend is now at over 13%. At this rate, they will continually dilute the 30% of us who take the divy in cash. In addition the debt levels are dangerously high. Am I flogging a dead horse here?

Carl

Q: Hi, As part of a portfolio cleanup I am considering replacing <1% positions in DSG and ESL, and adding some more cash and add a full position in OTC. Does this make sense? With the new purchase of DELL EMC enterprise..I think OTC has positioned itself for growth. Are the liabilities increasing due to this purchase? How does it plan to fund this purchase? Do you think it would be better idea to wait for the benefits/issues due to this purchase to sink in?

Q: What is your outlook on the Canadian dollar for the next three months and also the next year?

Q: You said on an earlier post that you are surprised GoEasy went up 30% during the late market weakness. I came across a post on StockHouse. I don't know if this information is true but here it is:
"Citi is selling its CitiFinancial operations in Canada: 200 branches for a rumoured price of about $400 million. Teachers' is apparently interested. It is a similar business to GSY, although I think they offer mortages as well as consumer loans. Even so, the 200 locations / $400 MM translates to $2MM per location. GSY with about 180 locations and a market cap of 305MM is about 20% less ($1,680,000 per location). So, on that basis alone, GSY SP may rise toward the CitiFinancial valuation. On top of that, GSY has had a single digit P/E for years and still does even with the recent SP rise. If the market bestows even a modest multiple expansion to 10 or 11X, that would push the SP up as well. It is possible that GSY could hit $25 - $28 based on the CitiFinancial metric and over $30 with multiple expansion."

Q: this stock has been rising.any news?

Q: What is your view of this company. Others seem to like it. Thanks very much

Q: ENB. and TRP: I've owned both for 6 years now; so, my returns on a ACB is very high - however, both are carrying very high debt loads of $50 to $45B on their books. Should I be overly concerned with holding these stocks over the longer term?

Q: Hi 5i, can you tell me why CCL.B is showing a negative forward PE ratio? I was looking at starting a position but am wondering if this should be a concern.

Thx much.

Q: Hello 5i
Could you please give me your take on whether to add Zre at this time or wait until the interest rate decision is made by the FED?
Thanks,
Rick

Q: I'm going to buy. How low do you think this goes before first quarter earnings in Nov?

Q: I owned TCN for just three weeks and I'm down about 10% already. That's a very big and fast drop for such a short stretch for this type of relatively stable companies.

What do you think happened? Thanks.

Q: I signed up for the Money Show 2016 seminar but missed the presentation and would like to see the webinar, but I cannot seem to be able to download it on the website.
Any advice would be greatly appreciated.
Reference Number: 20343068 (for the Money Show)
Rick

Q: New share issue: looks similar to Chartwell, but in the US. Listing in Toronto. Promising investment: or give it time? The payout is proposed to be just over 7%.

John

Q: I've read everything on Concordia,........but @ $7.50, I can't help but BUY to double down, since too late to write off? I own about $12,000 with an Avg. Cost of $30.

Your Thoughts? x. A

Q: Peter; Did you see any news on CPG to account for the over 6million shares traded today? Thanks. Rod

Q: Could I get an update on Engagement labs. Is there anything new.

Q: after a large run up from SIS and GUD do you think the stock has become overvalued or do you still believe there is potential for these stocks to rise further? also what are your thoughts on NYX?

Q: How do you feel about Nintendo given the market's response to their recent entry into mobile gaming?

Thanks

Q: Stock seems to be in a bit of a tailspin since last earnings release. Your current thoughts about the company please. At what point would you consider establishing a small position?