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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: In general what is opinion of this very interesting lithium-ion battery company.
Tnx
Read Answer Asked by Ryczard on November 23, 2015
Q: Would you care to comment on the recent 2nd q results? I listened to the conference call and business appears to be growing. They expect to collect 30 million in asset sales of discontinued operations with 5 mil of that to be realized by end of fiscal year and the balance over next 2 fiscal years. If they are able to make at least 16 cents in the next fiscal year what would be an appropriate value for the shares?
Read Answer Asked by Murray on November 23, 2015
Q: Can you tell me what the difference is between TPX.B and TPX.A. Can I get your opinion on current valuation and if you like the stock or not.
Read Answer Asked by Rob on November 23, 2015
Q: Peter; Was the Alberta announcement today re coal a surprise to any companies? I notice the TA PFDS sold off Friday on heavier than usual volume- do you see any specific companies affected? Thanks. Rod
Read Answer Asked by Rodney on November 23, 2015
Q: I would appreciate your thoughts on Chipotle. With the drop from the recent E. coli issue, is it a good time to buy? I suspect the E. coli issue will blow over, but do you think it will be able to maintain its growth rate, and if not, how quickly do these types of companies fall out of favour? Thanks for your insight. Great service!
Read Answer Asked by Donald on November 23, 2015
Q: Peter, flat out: would you be tendering these shares to suncor? Yes the value is a low ball offer but suncor is the much better operator, and i believe will do far better with the asset. When tendering if im under water is a capital loss realized even when we are trading shares for shares? Thank you.
Read Answer Asked by mark on November 23, 2015
Q: Does the decline in gas prices hurt the future prospects of the company ?
Read Answer Asked by terrance on November 23, 2015
Q: With Nike announcing stock splits do you think it is a good long term buy and hold at new levels? When I buy nke does it mean I Nike class A shares or class B shares, does this matter?

From a buyers point of view, does it make sense buy US stocks before or after interest rate hikes? What is the tradeoff likely between stock prices and US$ (assuming one needs to convert CAD to US?

Enjoyed your talk on BNN! Great job. Cheers, Shyam
Read Answer Asked by Shyam on November 23, 2015
Q: Thank you for your great service. I dont know if you know this company or not but the stock declined 35% on November 20 as a result of unfavourable future guidance. I have taken a financial hit but fortunately this security is a very small percentage of my portfolio. If you feel comfortable answering the question I would like your opinion as to whether I should sell, add more or hold. Thank You.
Read Answer Asked by Brian on November 23, 2015
Q: Hello Peter,
Could you give me your analysis on Imax and would you prefer it to Disney to take advantage of the strong slate of movies coming up in the next year,
Thank You,
Barry
Read Answer Asked by Barry on November 23, 2015
Q: Good afternoon,

I am thinking of initiating a position in air Canada.
Please give me your opinion on the company and what rating would you give it if covered by 5i.
Seems very cheap on a PE basis when compared to US.
Any possibility of the company initiating a dividend.
Am I missing something about this company with a virtual monopoly and low fuel costs?
Just renewed for two more years.
Thanks
Thomas
Read Answer Asked by Thomas on November 23, 2015
Q: Hello -

I am considering selling my Diageo PLC stock and replacing it with either ADW.A or CSW.A for currency/account reasons. Which of those two makes the best long term investment for a dividend growth investor.

Thanks.

Jim
Read Answer Asked by James on November 23, 2015
Q: Hi Team,
I have a half position in CSH.UN. I like the space long term and was thinking of adding an equal weight position of SIA at this price.
Do you consider one better value than the other for dividend and share price growth or are they fully valued here? Is there much risk to the downside next 12-18 months?

Thank you
Read Answer Asked by Douglas on November 23, 2015
Q: Down on this one. Worthwhile keeping? Or selling and investing in equal amounts in SAVARIA, SENSIO, CONVALO and INSPIRA.
Like so many subscribers, appreciate your service and will renew
my membership for 2 years.
Thanks, Klaus
Read Answer Asked by Klaus on November 23, 2015
Q: In response to my last question, you named VLS and XLI as possible industrial etfs. Is VLS a typo; having trouble looking it up.
Thanks for your response to that question and this one.
Read Answer Asked by Ron on November 23, 2015
Q: Hello Peter & 5i team,
So far so good in 2015, even though it was a tough year ; the equities (all canadian) I own have generated a 12.6% total return to Nov 20.
But these equities represent 82% of my RRIF portfolio ; this means that I’m sitting on 18% cash which I hesitate to redeploy.
You say that the US economy is pretty strong ; well, I’m not so sure about that. It is rather the best among a lousy bunch; in other words, in the kingdom of the blind, the one-eyed is king.
The S&P 500 rally is of low quality in terms of lack of breadth ; in 2015, its top 10 performing components represent over 100% of the total whereas that ratio was less than 20% in 2014 and slightly more that 10% in 2013. That’s a bad turn of situation.
The relative performance of the Russell 2000 vs the S&P 500 is in decline due to lack of liquidity in the small cap sector (which is the engine of growth). That’s no good either.
The Retail sector (consumer discretionary), which is a very important sector in the US economy, is dominated by only 3 names : Amazon, Netflix and Expedia. That’s hardly reassuring.
The US$ keeps gaining ground ; that causes enormous pressure on Emerging Markets debt and constitutes a substantial headwind on US multinationals profitability.
To top it all, the 2-year US yield is going up contributing to a flattening of the yield curve ; if (and its a big if) this situation perseveres for a few more months, we could face an economic downturn.
This is my rationale as to why I hesitate to redeploy my cash and look forward to your counter arguments,
Thanks as always,
Antoine


Read Answer Asked by Antoine on November 23, 2015
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