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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: Do you use the Canadian Dividend All-Star List, or the equivalent when you recommend dividend growth stocks to members? What are the key statistics you use when recommending dividend growth stocks?
Read Answer Asked by Helen on March 24, 2016
Q: Based on Ryan's blog concerning the Federal Governments allocation of 43% to water infrastructure; do you think Pure Technologies has an opportunity to receive some direct benefits based of course on their ability to compete.
Read Answer Asked by Gerry on March 24, 2016
Q: Based on your recommendation a few weeks ago I purchased SPB, AYA and CUS.
AYA is now down 26%, SPB up 2% and CUS up .8%. Should we still hold these stocks or sell them? Will you be advising your members when to sell these stocks.
Thanks
Read Answer Asked by Terry on March 24, 2016
Q: Peter et al.

What do you make of their earnings results released today? Did they beat estimates? They showed a loss in earnings due to acquisition charges. Was this expected? EBIDTA was good from what I see ($120M). Revenue was good as well as far as I can see. Is this still a long term hold?

Regards,


Brendan
Read Answer Asked by Brendan on March 23, 2016
Q: Please comment on their latest quarter.
Include debt/adjusted ebitda ratio.
Read Answer Asked by sandy on March 23, 2016
Q: Peter; Would this ETF be buying the " new" bank issued preferreds.

Plus re the " egg on your face" comment I would ask David to watch BNN Market Call guests explain their Past Picks , some down 25-75 %. If every stock 5i picked went up they would be under investigation !
Keep up the good work . Publish if you wish.
Rod
Read Answer Asked by Rodney on March 23, 2016
Q: In a question asked by Steve on Mar. 21, there was the mention of "subscription receipts". What are they? Do they benefit the Advisor selling them more than the investor? I recall a former Advisor phoning me and offering them to me.
Read Answer Asked by Helen on March 23, 2016
Q: MY earlier question today concerning GSY was perhaps not clearly stated. My concern based on your previous & positive commentary was whether the very illiquid daily trading was a warning sign. In other words notwithstanding it's last financial statements, are there any new adverse or negative happenings within this company that you are aware of? Thank you.
Read Answer Asked by Robert on March 23, 2016
Q: The market doesn't seem to like the secondary offering to Milesouth today and the gradual liquidation of mile south's position. What do you think will be the longer term impact of this offering/liquidation? Is this offering dilutive or is it just increasing the float? Why is the share price reacting so negatively?
Read Answer Asked by arnold on March 23, 2016
Q: Just a general question,I have been an extremely satisfied member of 5i since inception,but I have one concern.Many of the stocks in your portfolios are thinly traded and as your membership grows would be hard to sell if you advised us to,BCI and TC come to mind.Another thing I wonder about is,even though membership to 5i is very reasonable,numerous people could be using one membership.Feel free to publish this question or answer privately,as you see fit.
Read Answer Asked by terry on March 23, 2016
Q: i think you guys have a lot of egg on your face concerning amaya,on feb. 29 you published a report, 2 stocks that the market might have wrong and amaya was one of them.
a bigger question is who in the right mind would finance bazov to buy the company while these charges are pending- the answer is no one.
the only hope is for him to step aside or a third party bids for the company.
another question, what about your cockroach theory which i believe in, there is never one cockroach, amaya is finished for now.
comments dave
Read Answer Asked by david on March 23, 2016
Q: Curious as to your thoughts on earnings announcement for Magellan (MAL) prior to me solidifying funds for a position. Thinking long term for this one and have been interested in it for a while, but wanted new federal government budget direction out of the way and a supportive earnings report - Cheers
Read Answer Asked by Philip on March 23, 2016
Q: Hi, if I had to choose between Starbucks and Premium Brand Holdings, which do you think will be better investment for the long term. Thanks.
Read Answer Asked by Shyam on March 23, 2016
Q: Hello 5i,
I am looking at the Dutch Auction and was wondering what affect, say a housing downturn, might have on a company like Home Capital. I imagine it would have a lot more riskier loans than the big banks and might be hit a lot harder. As usual, your opinion on this question is greatly appreciated.
Read Answer Asked by joseph on March 23, 2016
Q: Hi.. are there any other companies like WPK.to or CCL.. in Canada?
Thanks..
Read Answer Asked by Mike on March 23, 2016
Q: Finally thrown the towel in on aya and replaced it with Intertain,good or bad move?
Read Answer Asked by terry on March 23, 2016
Q: does a person average down or simply sell or hold based on the info today
Read Answer Asked by Gary on March 23, 2016
Q: Scanning the news and reading your blog post, I can't find any mention of the "foreshadowed" change to tax rates for capital gains and/or dividends. Did I miss something?
Read Answer Asked by Marilyn on March 23, 2016