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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,

What are your thoughts on CRH at current levels? Stock has finally corrected after going straight up like a stick. Stock seems relatively cheap (compared to other health care cos.) at around ~8x ev/ebitda. Company seems to have two fantastic business segments with the ability to grow accretively via a roll up strategy. Would you recommend buying more shares at the current level? Have you ever met management or have a view on them? I'm debating whether to add more Intertain or CRH to my portfolio currently. thx
Read Answer Asked by Sasha on March 03, 2015
Q: I came across AET.UN. I went over some of the answers/comments provided by this site to questions asked by members over the years. To your credit, you "never really liked the company" but I noticed there was really no strong sell conviction (I know you don't use the term, but you understand) when there certainly was enough evidence things were going terribly. Price action/money flow is the ultimate fundamental. A lot of us were sandbagged especially because of "chasing yield" or Eric Tremblay's record at Enerplus. Any lessons? What checks and balances exist at 5i to ensure minimizing this sort of implosion.
Read Answer Asked by Norman on March 03, 2015
Q: Hello, I'm trying to pick up the remainder of the company's that I don't have from the Model Portfolio. The ones I still need are: DSG, ESL, FSV, MG & SLF.
With the exception of SLF, these companies are at or near their 52 week highs; so should I wait for a bit of a pull back, before I pick them up? And what about SLF, should I wait to hear about interest rates to increase before jumping in?
I'm also a little hesitant to grab anything at this time in anticipation of your new portfolio that is soon to come out. Any firm dates for that?

I know market timing is difficult or impossible to predict, but any advice would be appreciated.

Patrick
Read Answer Asked by Patrick on March 03, 2015
Q: Hi 5i team,
How do we estimate present value of CPP & OAS? I roughly use $100,000 for each $500 monthly income based on typical annuity from insurance companies. Is this okay or should we use a PV formula? Thanks
Read Answer Asked by Karl on March 03, 2015
Q: PNP seems to have found new life after Mr Inwentash has departed.
Can you say why this uptick has started? Is it because Mr I has stopped removing so much money for himself so the stockholders can now finally benefit?
Or is new management now finally looking after the store? Any prognosis?
Read Answer Asked by richard on March 03, 2015
Q: Hi,
Mart Resources has an offer of .80 a share on the table. I currently own over 10, 000 shares at .99 and the share price hasn't moved much today. Would it be wise to buy more to try to lower my share price to minimize my loses?
Read Answer Asked by Rob on March 03, 2015
Q: just confirm what i am saying your upcoming growth portfolio will be released around april 1, will contain 25 stocks and will not i repeat not be equal weighted.
and my second point is a question, what is your cutoff of a companies market cap to be included or is it openended.
and lastly just a comment i think the interest from your membership is huge and i think most people will try and cherry pick it. dave
Read Answer Asked by david on March 03, 2015
Q: A secondary bought-deal offering of PZA shares has just been announced, priced at $15.00. Is this worth purchasing in your opinion (considering that there is no share diilution) ? Thanks.
Read Answer Asked by Gregory on March 03, 2015
Q: is recent share decline due to proposed equity issue?
Read Answer Asked by John on March 03, 2015
Q: Just a question/suggestion about your upcoming growth portfolio.

Because I already have your model portfolio, indexes and bonds, I won't be able to buy all 25 stocks when you release your portfolio in March. I can probably buy about ten stocks and then will buy the rest over time. I assume others will be in the same position. The problem them becomes which ones to pick in which order. When you publish the portfolio would you be willing to include a ranking or suggest the order they should be bought in?


Thanks,

Carla
Read Answer Asked by Carla on March 03, 2015
Q: Good Morning Peter & team,

Read an article this morning in the Globe & Mail stating that

"Unfortunately the serenity has been shattered and the reading of the fourth-quarter results on March 5, 2015 will be an entirely different experience. Analysts from Raymond James and National Bank Financial cut their target prices in early February which put another warning flag on the track."

It goes on to explain the dividend may be in danger and, there doesn't appear to be any stopping this down trend.

I have a small position which is down about 50%. I am thinking about selling now prior to the report and taking the loss - my first ever - as I don't see the downtrend stopping any time soon.

What is your advise at this point, and what do you think we can expect on March 5?

Thanks for all you do

Gord
Read Answer Asked by Gord on March 03, 2015
Q: I hold 25% of my RRSP's in PH&N bond fund D. I am wondering if I should sell it and replacing it with CBO CLF or XCB. There are no loads to consider as I have held this fund for several years. My concern is rising interest rates over time plus the cost of managing funds.

Your view is appreciated. Bob
Read Answer Asked by robert on March 03, 2015
Q: Would EC be a good long term hold for my RRSP? Last report, comment
Thanks
Cec
Read Answer Asked by Cecil on March 03, 2015
Q: I am still holding WJX despite a 35% drop (since original purchase) in share price, because I remain of the opinion that it is a well-managed company.
Even this morning's release of financial results seems to bear out that management is doing their job OK in tough times. And maybe even going forward?
BUT . . . Is the drastic dividend policy change a significant enough factor to make it worth dumping my holdings, in your opinion?
Context: WJX is about 4% of my equity holdings, & my holding period is anticipated to be 3-5 years, maybe longer, & I rely on dividend reinvestment as a significant part of my strategy.
Thanks
Read Answer Asked by Lotar on March 03, 2015
Q: WHAT SHOULD ONE, A YIELD INVESTOR DO WITH TEMPLE REIT -TRADING CURRENTLY AROUND 2.74$
Read Answer Asked by Kim on March 03, 2015
Q: Hello Peter & Co,
I sold KBL in early 2014 for $40 and watched it muddle along for quite a while; in a matter of a few months it moved up to around $50.
It is now way in overbought territory (upper limits of RSI) and with an ROE of around 15% and forward P/E ratio of between 25 and 30 (depending on the data source), the ratio profitability/PE being much lower than 1 (0.5 to 0.6).
Is it too early (or maybe too late) to get back in?
By the way; I own most of your holdings in the Model Portfolio, but because I do not invest in Smoking and Gambling related stocks my returns are slightly lower but still quite respectable. It takes all kinds of people to make a market, right?
Thanks,
Antoine
Antoine
Read Answer Asked by Antoine on March 03, 2015
Q: Hi Peter,

Saturday's Seminar was very educational. I've learnt a lot.

How would you advise a young person to invest in his TFSA with only $10000? How should one diversify?

Thank you as always.

Connie
Read Answer Asked by CONNIE on March 03, 2015
Q: Would appreciate your evaluation of this company.
It appears to have many positive attributes including no debt.
Thanks for your valuable insights
Read Answer Asked by Peter on March 03, 2015
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