Investment Q&A

Q: Further to Patricia's question: WEQ management has announced that it may pursue "transactions to improve WesternOne's current capital structure, including assessing alternatives for the outstanding convertible debentures." In the conference call, they suggested that everyone knows what sort of transactions they're talking about. So what are they talking about?

Q: Is CRH cheap relative to its peers? Do you think now is a good time to buy? What is the forward P/E?

Q: I own the following REITS for income: DIR.UN, AAR.UN, SRU.UN, AX.UN, HR.UN. I own about the same % in each REIT, and they are in balanced proportion to the rest of my portfolio. I have no intention of adjusting my total REIT proportion as a whole, but rather treat them like a home-made ETF. I will hold for a long time frame, can weather some dips, but, I only want to hold high quality REITS and preferably nothing in Alberta in case oil companies have to start letting their office spaces go. Could you comment on my list for quality, and suggest any you would see as a sell. Would it be better to cut down the number of REITS and add the funds to one or more of the others? Or, on the other hand, is there something I am missing to complete my "ETF". Thanks very much.

Q: My current utilities allocation is 7.4% spread over BEP.UN, ALA, and PPL. Can you please suggest a forth holding for stability and dividend growth that would be suitable to pick up at current prices?

Thanks,

Stephen

Q: What is the current price to NAV ratio of ZRE? As an alternative, can you recommend a couple of high quality reits that are currently trading below NAV or at least not much of a premium?
Thanks

Q: Peter and team
Could you comment on this mornings earnings report? Thanks. Chris

Q: Hello 5i,
Would it be wise to reduce my holdings in MG given the recent results and global economic concerns?
Thanks

Q: I am currently underweight these stocks and would like to get to full weight. What would be your order of preference on buying these today?

Q: Hi Peter and team,
Given its good results just released, and your answer to another Mike's question earlier, is BAD fairly or undervalued at $22?
Thanks and great work.
Mike

Q: I am looking for an ETF that tracks a "dividend growers" index in US$ for global exposure. I note it is relatively small at M$77. What do you think of WDIV or would you have an alternative suggestion? It looks as though VIG would fit the bill for purely US exposure?
Thanks

Q: I'm confused by the latest market turmoil over impending fed rate hikes. I have a list of almost 200 ETFs, and virtually none have done well in the last five days - except utilities and dividends, whose stocks ought to be falling if the market is that concerned about rate hikes. Meanwhile, all the banks, including US regionals, and all the insurance companies, are also down. They ought to benefit from rate hikes. Or do I have it all wrong?

Q: Is the negative writing on the wall for MMT especially with the latest news release indicating more shares being practically given away to the prospective buyers ? Sell or hold? Is there any recourse for share holders who don't seem to be well represented by either the BOD or First Energy who are supposed to be looking after share holders' best interests?Thanks

Q: Hi Team:

The stock price has been looking shaky recently. Should I hold for the long term?
Thanks

Q: Hi How would you rate Roe's position if it is successful in it's bidding process for several Mexican blocks?

Q: Would you please give your comments and future outlook on above mentioned company?
Much appreciated.
Albert

Q: It does not make sense that Amaya issues new equity or borrows more money.
1/Are you in a position to investigate this aspect ?
2/Would u agree that this is the major cause for the deep selloff ?
Thank you very much.

Q: Hi Peter & 5i Team,

Considering your reply and (I believe) your view that interest rate rises aren't coming to Canada any time soon (and probably not substantial rises)
>> 5i Research Answer:
>> D.UN is a fairly sizeable REIT at a good valuation. It had a >> good third quarter, with solid occupancy of 92%. The payout >> ratio is fine at 80% and cash flows are supportive of the
>> dividend. We would be fine with a long term hold here.

What would your opinion be for a current, half position, holder considering accumulating more of D.UN (current REITs are 3.5% of overall portfolio). I sense a lot of negative sentiment in the REIT market but I generally have a positive, longer term view.
I'm considering initiating a half position in CSH.UN as well before year end but in no rush to commit to these purchases.

Thanks, I eagerly await your valued opinion.
Mike

Q: Curious on your take of the current market? Although it has been tough over the last year, it does seem like the market is "working", where companies with good execution are rewarded and those with poor execution are punished. Your thoughts?

Q: Is it possible for you to list these stocks in order of risk from highest to lowest?
Thanks for the great service.

Q: my question is... this year these stks and their % in my portforlio which are bin-3% - syz-1% - cxi-3% - aya-1.5% -enb-4% - mda-3% - mg-4% - atd.b-5%... they are under performing the market...would it be sensible to add a % or so to each of these as they will be part of the sector rotation that i hear so much about...i am sitting on enough cash to do this at this time...or should i just hold the positions that i have..your advise has proven very accurate in the past and thank you for a great service..