Investment Q&A

Q: I dont own this yet. Good a time as any time to buy? Does SYZ issue debt to buy back shares or from cash on hand? Thx Blake

Q: Thinking of buying TCN,but there are a number of negative factors,which hope You can explain.Majority of fund managers on BNN fancy it.Note your comment on BNN on May6 & your report in Mar/15.1)Is there further share dilution since 2014?2)Majority of assets in USA,so this Qtr 1 can be negatively affected as Can$ was strong.3)Is thepresident Gary son of the Chairman?got the job because of nepotism or deserving?Was he the young guy(late thirties) who appeared on BNN some 18mos ago promoting TCN.4)It beat estimates every Q since Q3,2014,but chart is negative($7.40in Oct/14,reached a $12 high in 7/15 & then tumbled till Feb 9/16 to $7.93.5) why price dropped?Please advise if I can buy it now.Always appreciate your great services & voews

Q: ECI gapped up after a hammer, and went into “overbought” territory.
It did the same thing in mid April and "stuck"
It's PE and PB are high ...
Am I being too nervous ?. Would you stick with the name , or is it set up to tumble ?
You seemed to like the company but thought it was pricey , and that was a dollar ago.

Q: Please give your opinion of Sunopta SOY

Q: Sentry Global REIT Fund cut their distribution at the beginning of the year. Is it still a good buy?

Q: I currently hold a 2% position and would like to increase my REIT holdings. Would you suggest a single position or an ETF ? Would you continue to hold Boardwalk ?

Q: looking over the residential reits, wondering what you think of these two. They are smaller and perhaps have been overlooked.
Thank you.

Q: Could you suggest 5 companies with a dividend and with some growth projected in the next years. The objectives is to start using the dividend in around 4-5 years as an income source. I would appreciate if you could focus on companies that are 'cheap' right now or at a discount to their usual price ratio.
I already own AW.un, DIV, KBL, NFI, PBH, ECI, GSY and WSP that sort of fit in the kind of companies i'm looking for. Note that the portfolio is more diverse than that with around 30 names. I'm looking to slowly move from pure growth to dividend with some growth. So i will select names from your list and rebalance the portfolio accordingly.

Q: your take on knight going to market again to raise cash,so instead of 425,000,000 cash they will have 625,000,000 cash, but he doesn't seem to do anything with it, he has done deals but nothing major,with this war chest i am not sure i get the need to go to market again. dave

Q: Good afternoon:
I hold a small position in CAL. Unlike some others in my precious metals portfolio, it is actually showing a very healthy profit. It seems to be virtually unfollowed. I would appreciate your analysis of this company.
Thank you.

Q: Could I please have your analysis of Pure Multi Family Reit first quarter results?

Thanks

Dave.

Q: Hi Guys

What is your take on Dream Office Reit

Thanks Mike B

Q: What do you think about Strathbridge funds? As a retired income investor I like covered call funds as I do not mind missing the big upside for stead and reliable income. Their finds seem small and their 1.1% fee seems high for investing in blue chip TSX stocks but the &+% return is attractive.They say they us a propriety method of doing covered calls.
Dont ask many questions but am an avid reader of everyone elses.
Thanks for the great service.
Don

Q: Can I please get your thoughts on Dream Hard Asset as a long term income holding. It looks to have a pretty nice dividend (sustainability?). I wonder how you view it relative to either BIP.UN (which I already own) or MIC south of the border (which would not benefit from the dividend tax credit).

Q: Good Morning 5i
NMX announcement yesterday for purchase of Shawinigan facility and today's announcement of signed off-take agreement with Johnson Matthey are milestones. What effect do you see it having with institutional and other retail investors?
Thanks.

Q: Hello Peter,
With the recent gains, i reduced my chartwell residences to 4% from 8% weighting. I was thinking of reducing it to 2% and using the proceeds to buy Sienna Senior Living. Do you think this is a good switch or the risk reward is better by simply keeping chartwell and collect the dividends. I am thinking of doing this as chartwell has gone up quite a bit this year. Thanks

Q: Hello Peter and Team, What do you think about the first quarter results ? Thank you.

Q: Hello 5i
Would you please comment on what is going on with TCN these days. Seems to be weak and not participating with market up swings. It has been in a downtrend since Aug2015 a recent purchase has me underwater and the stock price appears to be heading back to the 2016 lows.
Has something happened to this stock from the viewpoint of major investors - making it a sell?
Thanks
Dave

Q: Hello,

Can you please comment on Great Panther Silver (GPR) and its most recent earnings report. Also what is your outlook on silver going forward.

Thanks

Q: Hello,

I am looking to get some exposure in emerging markets. I currently own only Canadian and US equity. I am looking into ETFs, more specifically; XAW, XEF, VEE, amongst others. I'm looking to invest moderate to long term.

Doing you have a preference amongst those, or other suggestions? Secondly, do you think the timing is right, especially with respects to China? And finally, which countries/continents would you have a preference for?

Thank you