Investment Q&A

Q: Can you comment on the recent runup in the stock. The dividend looks attractive, what is their current payout ratio and what is the outlook for the company this year.

Q: What would be your best copper stocks going forward ?

Q: Hi 5i team! I noticed this morning that CI had been downgraded to a hold from a buy. Any comments? Do you think it is still worthwhile holding on to? I am already underwater with it. Cheers, Tamara

Q: I received e-mails offering me two Preferred Shares: Pembina Pipeline Corp. 5.75% Rate Reset Preferred Shares Class A, Series 13; and, Brookfield Office Properties Inc. 6.00% Minimum Rate Reset Class AAA Preference Shares, Series CC. They both have juicy yields and are tempting to purchase for income. The high yields are the upside, I would appreciate it if you could provide me with the downside to buying these shares in an income portfolio. Would it be best to simply buy CPD? Thank you.

Q: I followed your advice a few weeks back, that these two were mis-priced, and have a 20% paper profit so far, so thank you! I have no other reason to include them in my portfolio. My question is when to sell them? Thx.
Alan

Q: What is your position on the price of oil and nat gas going forward?

Q: Hello Peter and 5i:
NXE (Uranium exploration and development) has had a nice rise in the last few months, with a reasonably smooth equity curve. I purchased some this morning and a few hours later - Ouch! it was hit by a ?bad drilling report and the price dropped over 8% for the day! Is this a buy, hold, or sell? Your comments will be appreciated!

Thanks!
Ken from Ottawa

Q: Hi Gang, would like an opinion on the above.

Thanks and keep up the great work.

Anthony

Q: Dear sirs,

Looking for your insight into Pure Energy Minerals, as well as any other names you might suggest to participate in the lithium market.

Thanks,
Brad

Q: Do you have any insights into Mandalay's unusual trading today? Volume over 7 million and SP up over 6%

Q: Hi all at 5i! Could you please explain to me the concept of " dumb money"? I gather it refers to us retail investors...the ones that are not large enough to influence the markets and have no insider information to get ahead of the game. There has been a lot of commentary from some investment companies and bearish investment advisors , that the smart money is leaving stocks and the dumb money is piling in. I guess that is me since I am selectively adding stocks. Again, is this concept of dumb money fear mongering or just a label given to us little guys by some financial smarty pants? Do you agree ,that as little guys,we should just stick to our investment plans and ignore the negative labelling. Your thoughts on the matter would be welcomed. Cheers, Tamara

Q: After clearly being "off-the-charts-overbought" Chipoltle's stock was murdered 2015 Q4 with the E Coli news. People are lined up again buying burritos .. Do you feel it is good value here, or is it best to leave these types of stories alone ?

Q: Would like your opinion on fih.u, Fairfax india hldgs.
thank You.

Q: What do you think about BOS which had a long steady growth for the last few years going from under $5 in '13 to over $24 in 3Q '15.

Q: Would appreciate an update on your thoughts for this company and opinion on year end results.
Thanks
John

Q: Hi there,

I currently own Freehold Royalties and was thinking to sell and switch to either WCP or RRX. I follow your BE portfolio and noticed that WCP is owned in it but not RRX - but RRX has been spoken of with quite high positivity. Which of the two would you own at this current time and do you think switching FRU into WCP or RRX would be a better way to play energy?

Thanks!

Q: Would like your view on inn.un at current level.
Thank You.

Q: I have a lot of bank stocks that I have been accumulated with the dividend
reinvestment plan over the last 30 years. I do not want to sell them because it would trigger a large capital gain, besides it is adding up to a lot of dividends, with I will use in my retirement. Yes, Yes I know that I am overweight in that sector. I want to protect myself on a down turn, and don't pike the puts , because the premiums are so high.I was thinking about the huv etf, I don't fully understand it, is there "time decay" as there is with leveraged etfs.Do you think that this product will suite my goals, and or do you have any other idea's that would protect me on the downside?

thank-you and have a nice day

Q: I'm looking at some zinc exposure. Of the two companies ( LUN, HBM) which would you choose? Or do you have a better suggestion. HBM is having quite a run today. Thank you

Q: Hi Peter. I wonder if you have a favourite solar stock you could recommend. I see that Ray Kurzweil expects solar to continue growing exponentially for the next number of years. Are there any Canadian listed stocks involved in the solar industry that you like?

Thanks.