Investment Q&A

Q: It was discussed on BNN yesterday by Jerome Haas "BNN effect". Like 5i, he feels it has good prospects for growth ahead. I haven't watched it but I believe he made a comment saying it could be a $50 stock within 12 months. In the past, I believe he also said it could be a $1B company in the future which based on market cap would put it at $150/share.

"CXI is a wholesale provider of foreign currency services to financial institutions such as banks, credit unions, and trust companies. It’s a low-risk, high-growth business, and I think it has the potential to be something very big. The market has only started to awoke to the growth potential ahead of CXI, driving up the stock by about 135 percent in the last 12 months. FY2014 numbers were fantastic: sales and EBITDA both grew 40 percent year-over-year. Management is confident that they can grow the business organically at a 30 percent rate over the next few years. We believe they will be able to exceed that rate over the next 3 years; 50 percent growth is not out of the question. Still not a well-known story; another ‘uncrowded’ trade; only three sell-side Analysts cover the stock."

Q: GDI which was privately held is now being offered to the public by merging with a small public company(MWC.v). It seems like an interesting company with revenue growth of 29% since 2004, generates lots of free cash flow and it operated in a very stable industry. Could I get your opinion on it.
Thanks.

Q: I am constantly wrestling with 'industry' in my portfolio. Is Amica real estate, health care, financial? You could help your subscribers education if you identified the industry or asset class of each of the holdings in your model portfolios.

Q: I don't mind holding a stock through expensive valuations the same as I don't mind holding a stock below my buy price as long as there is a high degree of predictable, repeatable business and growing earnings per share.

With the above being said, I'm trying to figure out how predictable is Concordia's earnings per share growth over the next few years. I see next year's eps estimates are around $5.50 per share. What do think the chances are of cxr hitting this target and going forward how predictable and repeatable is their business?

Thanks.

John

Q: Hi Team

I was wondering what you know about HRX, seems like it has good rating from Scotia bank. Is it a buy at this price . and what can you tell me about it

Q: Good Evening, I would like to ask about Guestlogix. I am curious about them because of what they offer in the airline industry. When you think about it, when one goes to the airport they almost always have to purchase something, such as food, because it is more of a hassle trying to get it through the gate. Anyways, would appreciate your input on this company.
Seamus

Q: I'd like to start a small position in either Cerf or Strad. Do you favor one name over the either?

Q: Hello 5i...I'd appreciate a quick growth potential comparison of Tourmaline and Peyto...also their respective oil/gas production ratios..any debt concerns (?)...I'm wondering if I should swap Tourmaline for Peyto in order to collect a dividend till the sector recovers. thanks /art

Q: While researching WI-LAN as an addition to my portfolio for income purposes, I also looked at BIP-UN. Both have very decent yields but was wondering which would give me a bit of growth along with the yield. Understanding that these are two totally different companies which would you prefer on a total return (yield + CG) basis? Which would have a lower risk profile? All the Brookfield companies seem to be solid performers.

Q: I am a retired conservative dividend-income investor. My equity weightings include 24% financials, 18% utilities-telecom, 17% consumer, 6% health, 15% industrial, 5% tech, 11% energy and 4% materials. Names include, AD, AQN, ALA, BCE, BNS, CGX, CPG, RY, SLF, WEF, WSP, ZLB, XIT, RBC Equity Income, RBC O'Sh US Value, Sentry Cdn Income, Sentry REIT, TD Health.

Question 1 = your thoughts on my asset mix and the names. I think I need to top-up health, tech and materials. Do you agree?

Question 2 = In these sectors, can you provide conservative names that pay a dividend > 3%?

Question 3 = The closest I have to a pipeline is ALA. If I wanted to add another name that is a "purer" pipeline name, should I look at ENF or PPL or ??.

Thanks for your help,
Steve

Q: Torstar is trading at $ 6.80 about 60 % of BV and has about $ 3.1 in cash and a div of 7.6 %. The only upside I can see is if the family decides to take it private or they get bought out but the dividend is pretty attractive and safe and there's little downside from here, what's your comment?

Q: Hi Peter,
We know that you are positive on ATD.B, and would like to know your opinion on Metro (MRU) Scotia Mcleod upgraded the stock today. We are retired and are looking for safe stable company that we do not have to watch everyday (sleep at night stock)and also do you see Metro having growth and dividend increases over the years.

Thank you, Charlie

Q: What do you think of Cheescake Factory for US casual dining exposure? What would be your pick in the space?

Q: Hi guys,

What are your thoughts on WMT? Seems to have pulled back a bit, nice dividend and cheaper than Loblaws and Metro in Canada.

Thanks,
Jason

Q: I would like to buy Canadian Tire stock. What is your analysis and recommendation on this stock. What is a reasonable price to buy. Is it a growth or seasonal stock.

Q: Can you comment on starbucks earning thanks Kim

Q: How risky is DRT? I recently trimmed a 6% position to a 3% position considering the recent gains I have made on the stock. What would you do in such a situation. Also, what was the reason for not selecting DRT as your top pick?

Q: Please provide your opinion on CAR.Un at this time. It's appreciated significantly in the past few months. It seems to be the go to name in the apartment reit arena. Any others in this sector that may be under the radar that you would recommend.
Thank-you.

Q: I bought 2,550 shares of TN.UN last June in my RRSP for high yield income, representing only 3.2% of my portfolio. As expected, its price has been relatively flat but the 8%+ dividend has been maintained. Can you recommend other relatively high yield Canadian apartment REITs that would be safer investments.

Q: I'm trying to get a better understanding of preferred shares and possibly start a position. When the BOC reduced rates why did the value of CPD decline? I expected the perpetual prefs to increase in value offset by a decline in the rate reset prefs.

Considering CPD is paying a 5% dividend it seems now is a good time to start a position. The BOC seems to have backed away from another rate decline and we are paid 5% to wait. Also a rate increase should benefit the fund if a rate decrease hurt the fund. Let me know if my logic is sound. I dont have any pref share exposure and all of my income portfolio is with CBO. Most of my money is in registered accounts.

Thank-you.



I dont have any exposure to pref shares.