Investment Q&A

Q: Hello team,

First, I would like to echo the sentiments of gratitude expressed by other members. I wish a happy holiday season to all the 5I team and their families. Thanks to your advice, my daughter's RESP has done very well.

My question now relates to ESL, SJ and Byd.un, the returns on these 3 vary from 60 to 88% and I wonder if I should sell them and replace them with some beaten down names or hold the cash. We have another 3 years before she starts college (Fall 2018).
Please suggest 4 to 5 names if you think replacement is appropriate.

Thank you for all you do for your subscribers.

BK

Q: This is a note of appreciation rather than a question. I bought Enghouse in March 2012 for an average cost of $14 after your A- rating the previous December, for a return of over 400%. Many, many thanks, especially in this market.

Q: Is the recent selloff in RCI.b a result of U.S.interest rate tightening or something else?

Thanks
Bob

Q: Hello 5i team.
I submitted a question within the past week, and mentioned I was down 10% it is actually over 20% and your stock answer was "it is up 40% in a year". I don't quite understand that statement when my purchase price was $29.00 in June/15.
I cannot really see how this was ever up 40%, and I feel if a stock falls from a high of $32.00 to $21.00 that something has happened within this company. "Just sayin"
Can you advise how oftain you actually reach out to management of the companies that you recommend.
Thanks and really do appreciate your service

Q: Peter and His Wonder Team
I realize no one can see the future. However I know you have good insight into this company...so I was wondering! If you were a St. Andrew Goldfield shareholder how would you assess this deal? Would you take the positive bounce in SAS stock, sell and move on? Or do you agree with both boards of directors that the synergies will benefit both companies...Therefore if you liked SAS before the deal you should be pleased to become a KGI shareholder. Please keep in mind SAS was a long term hold and KGI could be also! Do you think it might be wiser to sell and buy another gold stock that would be better than KGI? A contrarian choice would be preferred!
Thanks again...it is always great to know you and your team is just a click away when a retail investor is faced with a decision and does not want to go down the wrong road!
Dr.Ernest Rivait

Q: I'm quite impressed with the pop today (finally!). Were there a lot of short sellers in this stock?

Q: My son (3 yrs old) has about 6K in his resp. I have been trying to create some kind of balanced portfolio, but clearly with the limited funds, it is a challenge. I currently have some aya, pki, bin, and bns. Given his age, I am willing to take on moderate risk. I have looked at cpd, but am not overly impressed. I was considering part zeb for stronger bank exposure and finding a good US consumer disc. Etf. Can you recommend a good approach to invest for my son's future education.

Thanks and a very Happy holiday to all at 5i!!

Eric

Q: Hi guys,

Any news why Ten Peaks Coffee is hitting an all-time high on a 9% move? All I could find was a dividend announcement which would hardly be a catalyst for such a move.

Q: I have held CIX for a couple years, and am about even on the stock price. It was bought for income, and has served OK in that regard, but looking at either BNS or CM, either could give me a dividend boost with perhaps a more positive outlook (?). Would you view this as a worthwhile trade, and if so, do you have preference between BNS and CM? Is there any catalyst on the horizon that would prompt you to hold CIX over a major bank?

Thank-you

Q: Thought I was cute buying some at $42 once the dividend rose above 4%. Pretty much brought my telecom weighting up to 5% of my portfolio (I also hold BCE with a fairly small amount of VOD and VZ). Kicking myself for not holding off on my original purchase of Telus. One of my best investments was buying BCE when it got pummeled due to the income trust changes a few years ago. Wondering if this is a similar opportunity to add more Telus?

Q: Hi Guys,
What do you think of the proposed exchange of debentures into common shares? And is Anderson a survivor? At less than a penny per share doesn't look good, but appears insiders still own a boat load.
Thank-you

Q: Been thinking of adding some Hudbay at close to 52 week lows, Nov 5 you said " not yet". Would you still wait?

Q: Peter and Team,

I often hear Kevin O'Leary talk on BNN about buying short duration bonds (36 months, for example) and even 90-day floating rate debt and getting a yield of 3.5 - 4.5%. When I look at the fixed income section on my webbroker, I do see the 0-5 year corporate bonds but I don't see 90-day floating rate debt with a yield anywhere close to 3.5% - 4.5%.

Can a retail investor access that kind of debt for investment? If so, do you know what I need to do? Do I need to engage a person at some institution or can I do this myself?

Q: In a recent interview the concept of a smaller "window" for new release films was discussed. Smaller window being new releases lives on the big screen is getting shorter. Is this a concern for CGX and do they have a strategy to counteract this if it is a concern?

Q: Hi Peter and Team,
Can you please provide your opinion on CBL at this juncture? There is significant buybacks, CEO Glassman just purchased 500,000 shares on the open market, and the company continues to deliver good operational results.

Q: The last question to 5i regarding PANW is listed July 2014. What is your assessment of this company based on an additional 18 months of history and would you recommend it as a buy? Thank yoi for your great service.

Q: I hold ENB in my non-registered account (much larger than my RRSP in terms of total dollars). What is the precise difference between ENB & ENF in terms of operation and assets: both have said they are going to incr. dividends by up to 10% until 2020. You say that ENF is much risker than ENB - why? And, secondly does it make any sense to have ENF in my RRSP at it's current depressed price?

Q: In your opinion would this attack still have happened had IT not joined the OTC. It seems odd the attack happens just after IT join the American exchange. Should investors be cautious if other companies plan to do the same move?

Q: Hello,
In an earlier question I asked about selling Sgy for a tax loss and buying Whitecap. It should be the other way around. Selling Whitecap and buying, perhaps SGY? A good idea? Or, would you suggest another name? thanks

Q: There is a new short report posted today:

http://www.sprucepointcap.com/it-the-intertain-group-ltd/

Thoughts on the report?