Investment Q&A

Q: 11:04 AM 2/9/2015

Hello Peter

I bought Northwest Healthcare Real Estate Investment Trust nearly 2 years ago at $11.42 a share and I hold only a 1% position. The dividend is very good at 8.5% and I would assume quite reliable given the nature of the business. Do you agree?

However I am concerned that ever since I bought it the shares slowly have slid steadily lower over the last 2 years with lower highs and lower lows pretty much wiping out the income from the dividends. At present it is near a lower high [I am "only" down 18%] and wonder if I should just sell out and take my loss? My only two holdings in this sector are the 1% in NWH.UN and a 1% position in Chartwell CSH.UN.

Do you consider Chartwell to be in the health sector or in the REIT sector?

Should I just hold on to Northwest for income or should I sell it and add the proceeds to Chartwell which I think you believe to be a "better" company.

Thank you.... Paul K

Q: Good Morning
Your thoughts on the upward SP in earnings? Thank you.

Q: Something is up at Black Diamond Group. It's up 13% today.
Any ideas what's going on?

Q: Hello Folks:
Even with the down-slide, we have have done pretty well with our hefty position in Gilead Sciences (20%). With their future profitability reduced somewhat by competitors,
would you stick with them or perhaps look for another name in U.S. health care sector or perhaps you could recommend an ETF. We are happy to continue with Gilead if you think best.
Thanks for your great service
brian

Q: I am wondering what you think about the Rec Room concept. It seems very similar to the Dave&Busters they were considering earlier. Food and Entertainment is a crowded and competitive space, certainly compared to were they are now.Will their current expertise transfer easily to the new environment?

Q: Are you still comfortable with all the components of the Canadian Money Saver Model Portfolio for the next couple of years or are there any suggestions for changes.

Q: Hi all,

Grenville Strategic Royalty Corp (GRC-X)declared friday their first dividend payment equal to $0.05 per share on an annualized basis. What do you think of it ? Time to get in ? Thanks

Q: Hello,
Energy producers represent 5.4% of my RRIF portfolio (TOU,VET,WCP) and Energy infra such as pipelines (ENB,IPL,PPL) & midstream (KEY) represent 10.4% of the portfolio. I intend to reduce the latter on an equally weighted basis and use the proceeds to buy BAD & BIN.
Your opinion please & what sector would they best fit in?
Thanks
Tony

Q: Hello, am considering a couple of US listed socks, one of which is NXPI which has done well the past year. Is it too late to get in? The other is CNV, an e-commerce company which Barron's in January reported is given an overweight recommendation by Morgan Stanley. Feel free to treat as two questions. Thanks to all at 5i for the tremendous service. Bill

Q: Just curious what your thoughts are on the news that loyalist student housing is spinning off into a separate entity and how this will affect shareholders?

Q: Hello Peter and Team, Wondering if it is time to take profits in WTE. I have held it for several years collecting dividends and watching it rise till early 2014 it has ranged in the 35 to 32$ range. It is up 50% since I bought in and is about 3% of my portfolio. Thank you Herb

Q: Hello,

I have a question in two parts. I know it's hard (if not impossible) to predict where the price of oil (and as a result our dollar) is going in the short term. Having said that it seems that oil has been stabilized some what and a drop to 30$ (for any long time) in not likely. With that in mind:
1. Is it still worth it exchanging C$ to $US at current prices to buy US equities? and if yes which ones for a 2+ years hold on a non registered account.

2. Some energy stocks doubled since lows in December. Are there any that you would pick today (that even if oils goes down for a couple of months) will not go broke and have the best chance to multiply.

Thank you
M

Q: Hi; What's your view on TSo3? I purchased it in Nov and I am down 28.9%. I see analysts have a target price of 2.50-3.75 for 2015 and still showing as a buy rating. It slowly keeps going down. The FDA approval has not seemed to have made a difference. Thanks for your opinion.

Q: can i get your view of spm over a long term of 18 months

Q: Could I have your opinion on the above co. Thanks. Jim

Q: Hi Peter &Team,
I am a bit of a contrarian investor and can wait for things to turn around. I know you prefer Badger and at it's current share price it does now look very interesting, I however have a fairly large position in LSI. Are you aware of any additional factors that have caused LSI's drop? Should I hold it or get out?
Thank you.

Q: I am confused re value received on call / reset date and would appreciate if u could clarify
Example : perpetual BRF.PR.F trading now at $22.40 and bought at par @$25.00 with a call date 31 July 2018 at $26.00. Can you explain why it would be called at this price and how likely is this ?

Example : RESET. AQN.PR.A trading now at$18.40 and bought at par at $25.00 with a reset date 31dec 2018 for $25.00 Does this mean that on 31/12/2018 the investor has the choice (or is it the company's choice ) to cash in the shares ? Secondly does the investor get the par value $25 or the current market value on that date for the shares?

Q: I own the above reference rate reset preferred shares,. All of the share were bought at the issue price of 25.00 and all are now underwater. It appears that recent rate reductions by the Bank of Canada have pushed their value further down. My question ,are these shares permanently impaired or if the five year rate were to increase, significantly, in five plus years would they return to their 25 dollar value. Is there in effect a type of " option" not reflected in the current price. Thanks

Q: Hi Peter and Ryan,
Ccan I please get your opinion of Kaminak Gold, including their drill results which were released yesterday.

Thank you and keep up the great Service !!!

Dave

Q: Hi, Wondering your thoughts on TRZ.B given a recent decline to 52 week lows the $7.50 area.

I am interested in the company due to no debt and the Dec 11 PR which noted 308 million free cash (as of 31 October 2014). Given a $280 million market cap the company trades at the level of its free cash. I understand that the USD rise will have consequence on their upcoming earnings. Your advice on the stock would be greatly appreciated.