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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: Hi 5i Team!

What are your thoughts on Walmart (WMT) and American Express (AXP) current valuations? Are they cheap, fair value now or value traps to advoid?

Thanks, Shane
Read Answer Asked by SHANE on November 16, 2015
Q: Of the 4 energy companies which one would you say if the safest to add to when considering debt and free cash flow. I am under weight in energy and would like to re-balance. Any insight would be appreciated.
Read Answer Asked by Cheryl on November 16, 2015
Q: I own two drilling/oil services companies and I down significantly. You think these companies will survive the current oil downturn. Do they have solid balance sheet? Should I sell, hold or add more to bring my per share cost down? Do they still pay any dividend?
Thanks
Read Answer Asked by satish on November 16, 2015
Q: Would this be a good time to add to a position in atd.b and DH and to initiate a position in enbridge? Is there any reason not to?

Thank you
Read Answer Asked by Rose on November 16, 2015
Q: Terrorists attack on Paris is truly tragic. Sadly this may lead to market correction. In today's Globe and Mail (net edition) there is an article by Reuters' Journalists about the possible short term correction and a "short squeeze" taking place in the near term. They don't expect any long term consequences.
What is your opinion and suggestions regarding portfolio management? Buy on this dip or just leave things be and monitor the situation?
Read Answer Asked by Savalai on November 16, 2015
Q: What percentage growth (separate from the dividend) would you expect for BEP.UN over the very long term, ie. 10 years plus? Thanks!
Read Answer Asked by Michael on November 16, 2015
Q: Any thoughts on the proposed merger with GTE? Would you take shares of GTE or take the money (loss) and run?
Read Answer Asked by Dathan on November 16, 2015
Q: Any thoughts on the delay in reporting. Seems like incredibly bad timing.

Slainte, Irishyork
Read Answer Asked by Christopher on November 16, 2015
Q: if ccl is too pricey, would wpk be a suitable substitute?
Read Answer Asked by Diane on November 15, 2015
Q: Hi 5i Team,

What are the chances of Calfrac (CFW) or Trican (TCW) surviving the next 12-24 months. Would either one of these or any other oil service company be worth purchasing during tax loss selling?
When you look at book value of these 2 companies is it calculated with or without debt factored in? Am I right to assume there will be write downs in book value coming?
Thanks, Shane
Read Answer Asked by SHANE on November 15, 2015
Q: Is there anything happening with this company?Did they halt ?
Read Answer Asked by Don on November 15, 2015
Q: Hello,

We would like to buy a healthcare stock and are considering ENL , CXR and GUD.
Which one would you prefer at this time for a 5 year hold period.

Thank you
Read Answer Asked by Josette on November 15, 2015
Q: Caveat – you are not tax experts.
Can you direct me to a source, or can you comment on the COS/SU share exchange as to whether or not this is a taxable event?
Further, would the ACB of the SU shares received in the exchange be the ACB of the COS shares that are exchanged?
Read Answer Asked by Gail on November 15, 2015
Q: Just my thoughts on the Cho 100 fund question. Post at your discretion:

Although I'm not a holder of this fund and do also strongly recommend Mawer, from a management perspective, I believe Chou is one of the best in the industry:

http://www.theglobeandmail.com/globe-investor/investment-ideas/strategy-lab/value-investing/a-fund-manager-who-refunds-fees-meet-francis-chou/article18405672/?service=mobile

Francis Chou has even refunded fees in the past for poor performing funds, and his value strategies usually take many years to pan out. A large cash balance is likely due to not finding many value stocks in current market conditions. This also provides the ability for the fund to 'pounce' when opportunities do come up.
Read Answer Asked by Arneh on November 14, 2015
Q: I like the long term potential within the Uranium sector for future electricity generation. I'm looking to invest in the sector for the long term ( at least 5 yrs +) as I believe there is a forecasted supply shortfall emerging between 2018-2020 that could last many years. BAN looks interesting but at $0.03/share also looks very risky with about $8 mill in debt. I'm also looking at Denison and UEX with no debt. Is BAN a survivor for the next upcycle? What do you think of a basket of these juniors?
Thank-you.
Read Answer Asked by Chris on November 14, 2015
Q: Could you update your thoughts on Encore Capital - once again, a very solid quarterly result and yet the stock is dropping quite substantially (last update July/14).
Thanks,
Murray
Read Answer Asked by Murray on November 14, 2015
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